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Research / Organic Growers

The fastest-growing RIAs in New Mexico.

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.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1City Different Investments
SANTA FE
$114.6M → $244.4M2.13×
1.6× typical
9 → 9+1
Organic
Fidelity72.7
2Zanetti Financial, LLC
ALBUQUERQUE
$276.4M → $809.4M2.93×
2.2× typical
2 → 20
Organic
–57.2
3Bco Wealth Management, LLC
CARLSBAD
$267.2M → $359.8M1.35×
1.0× typical
3 → 50
Organic
SEI51.7
4Hanseatic Management Services Inc
ALBUQUERQUE
$105.9M → $174M1.64×
1.2× typical
4 → 40
Organic
Interactive Brokers50.7
5John Moore & Associates Inc
ALBUQUERQUE
$758.2M → $1.03B1.36×
1.0× typical
7 → 90
Organic
Raymond James49.0
6Financial Partners, LLC
SANTA FE
$121.4M → $181.7M1.5×
1.1× typical
3 → 30
Organic
Schwab45.2
7Oakmont Advisory Group, LLC
ALBUQUERQUE
$108.2M → $149.5M1.38×
1.0× typical
3 → 30
Organic
Altruist36.8
8Waterrock Wealth Management
ALBUQUERQUE
$113.2M → $153.7M1.36×
1.0× typical
5 → 50
Organic
Schwab34.6

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.

How we ranked