8 wealth management firms in New Mexico grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 8, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | City Different Investments SANTA FE | $114.6M → $244.4M | 2.13× 1.6× typical | 9 → 9 | +1 | Organic | Fidelity | 72.7 |
| 2 | Zanetti Financial, LLC ALBUQUERQUE | $276.4M → $809.4M | 2.93× 2.2× typical | 2 → 2 | 0 | Organic | – | 57.2 |
| 3 | Bco Wealth Management, LLC CARLSBAD | $267.2M → $359.8M | 1.35× 1.0× typical | 3 → 5 | 0 | Organic | SEI | 51.7 |
| 4 | Hanseatic Management Services Inc ALBUQUERQUE | $105.9M → $174M | 1.64× 1.2× typical | 4 → 4 | 0 | Organic | Interactive Brokers | 50.7 |
| 5 | John Moore & Associates Inc ALBUQUERQUE | $758.2M → $1.03B | 1.36× 1.0× typical | 7 → 9 | 0 | Organic | Raymond James | 49.0 |
| 6 | Financial Partners, LLC SANTA FE | $121.4M → $181.7M | 1.5× 1.1× typical | 3 → 3 | 0 | Organic | Schwab | 45.2 |
| 7 | Oakmont Advisory Group, LLC ALBUQUERQUE | $108.2M → $149.5M | 1.38× 1.0× typical | 3 → 3 | 0 | Organic | Altruist | 36.8 |
| 8 | Waterrock Wealth Management ALBUQUERQUE | $113.2M → $153.7M | 1.36× 1.0× typical | 5 → 5 | 0 | Organic | Schwab | 34.6 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.