Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

25 firms manage $66 billionNew Mexico

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 404
    Thornburg Investment Management IncSanta FE, NM · 635 clientsAsset managerHybridThornburg Investment Management (asia) LTD, Thornburg Securities LLC
    Sumitomo Mitsui Trust (hong Kong) Limited 35%RBC 34%
    $54B
  2. 2549
    Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
    Schwab 73%BOK Financial 27%
    $3.6B
  3. 5297
    John Moore & Associates IncAlbuquerque, NM · 729 clientsWealth manager
    Raymond James 100%
    $1.0B
  4. 5816
    Redw Wealth LLCAlbuquerque, NM · 403 clientsAsset manager
    Schwab 78%
    $869M
  5. 6048
    Zanetti Financial, LLCAlbuquerque, NM · 1,481 clientsWealth manager
    No custodian reported
    $809M
  6. 6112
    Westwind CapitalLAS Cruces, NM · 1,131 clientsWealth manager
    Schwab 100%
    $796M
  7. 8849
    Portfolio Wealth AdvisorsAlbuquerque, NM · 283 clientsWealth managerWrap sponsor
    Schwab 100%
    $395M
  8. 9055
    Sun Mountain Capital Advisors, LLCSanta FE, NM · 9 clientsPrivate fund adviser
    No custodian reported
    $379M
  9. 9289
    BCO Wealth Management, LLCCarlsbad, NM · 552 clientsWealth managerHybrid
    SEI 100%
    $360M
  10. 9367
    DXD CapitalAlbuquerque, NM · 21 clientsPrivate fund adviser
    No custodian reported
    $353M
  11. 10385
    Perini CapitalCarlsbad, NM · 71 clientsPrivate fund adviser
    U.S. Bank 100%
    $287M
  12. 11079
    Titan Fund Management, LLCAlbuquerque, NM · 4 clientsPrivate fund adviser
    No custodian reported
    $251M
  13. 11203
    City Different InvestmentsSanta FE, NM · 105 clientsWealth manager
    Schwab 75%Fidelity 25%
    $244M
  14. 11955
    Madrid Wealth ManagementAlbuquerque, NM · 128 clientsWealth manager
    Schwab 100%
    $212M
  15. 12389
    Sandia Wealth Management, LLCAlbuquerque, NM · 239 clientsWealth manager
    Raymond James 100%
    $193M
  16. 12546
    Cross State Financial Group LLCAlbuquerque, NM · 406 clientsWealth manager
    Schwab 100%
    $188M
  17. 12724
    Financial Partners, LLCSanta FE, NM · 268 clientsWealth manager
    Schwab 100%
    $182M
  18. 12954
    Hanseatic Management Services IncAlbuquerque, NM · 216 clientsWealth manager
    Interactive Brokers 100%
    $174M
  19. 13558
    Waterrock Wealth ManagementAlbuquerque, NM · 290 clientsWealth manager
    Schwab 100%
    $154M
  20. 13572
    Steve Lynch Wealth ManagementAlbuquerque, NM · 727 clientsWealth managerHybrid
    No custodian reported
    $153M
  21. 13646
    Horizons Sustainable Financial Services, Inc.Santa FE, NM · 310 clientsWealth manager
    Schwab 63%Goldman Sachs 37%
    $151M
  22. 13709
    Oakmont Advisory Group, LLCAlbuquerque, NM · 476 clientsWealth manager
    Altruist 100%
    $150M
  23. 14346
    Altamira Financial Group, LLCSanta FE, NM · 115 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $130M
  24. 14382
    SKG Capital Advisors, LLCAlbuquerque, NM · 277 clientsWealth managerWrap sponsor
    Schwab 91%
    $129M
  25. 14884
    Santa FE Advisors LLCSanta FE, NM · 59 clientsWealth manager
    Fidelity 100%
    $116M

RIAs by state