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Top 100 Financial Advisors Companies in New Mexico — Graded

81 financial advisors companies in New Mexico clear our data floor — verified in at least two independent sources with a working phone or website — and are graded by one published formula. The top 100 are below; the full ranked list is split by area. Grades refreshed monthly; data current as of 2026-10-25.

Albuquerque Metro (39)Las Cruces (1)Rest of New Mexico (25)Santa Fe (16)
1
97AI ScoreTop 2%
Edward Jones
Hobbs · Website
Legitimacy96
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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2
97AI ScoreTop 3%
H&R Block
Albuquerque · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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3
95AI ScoreTop 4%
OneMain Financial
Santa Fe · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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4
95AI ScoreTop 5%
World Finance
Farmington · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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5
95AI ScoreTop 7%
World Finance
Portales · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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6
95AI ScoreTop 8%
World Finance
Socorro · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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7
88AI ScoreTop 9%
OneMain Financial
Albuquerque · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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8
88AI ScoreTop 10%
World Finance
Kirtland · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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9
88AI ScoreTop 12%
World Finance
Hobbs · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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10
87AI ScoreTop 13%
Raymond James
Santa Fe · Website
Legitimacy93
Online action82
Reviewsno data yet
Coverage 35% · 2026-10-25
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11
84AI ScoreTop 14%
State Farm
Albuquerque · Website
Legitimacy96
Online action75
Reviewsno data yet
Coverage 35% · 2026-10-25
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12
81AI ScoreTop 15%
Morgan Stanley
Albuquerque · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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13
81AI ScoreTop 17%
Morgan Stanley
Santa Fe · Website
Legitimacy96
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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14
80AI ScoreTop 18%
Edward Jones - Financial Advisor: Joel Esquibel
Albuquerque · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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15
80AI ScoreTop 19%
Security Finance
Hobbs · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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16
80AI ScoreTop 20%
Security Finance
Truth Or Consequences · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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17
74AI ScoreTop 21%
Charles Schwab
Albuquerque · Website
Legitimacy93
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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18
73AI ScoreTop 23%
Stark Financial Llc
Albuquerque · Website
Legitimacy76
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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19
73AI ScoreTop 24%
Intentional Finance LLC
Albuquerque · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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20
73AI ScoreTop 25%
Knight Financial Limited
Taos · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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21
73AI ScoreTop 26%
Zimmerman Library
Albuquerque · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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22
71AI ScoreTop 28%
Anjali Suri
Roswell · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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23
71AI ScoreTop 29%
Avalon Trust Co
Santa Fe · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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24
71AI ScoreTop 30%
Business Solutions By Design
Albuquerque · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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25
71AI ScoreTop 31%
Competitive Edge Wealth Management
Albuquerque · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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26
71AI ScoreTop 33%
Heritage Trust Company of New Mexico
Taos · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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27
71AI ScoreTop 34%
Horizons Sustainable Financial Services
Santa Fe · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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28
71AI ScoreTop 35%
Oakmont Advisory Group
Albuquerque · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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29
71AI ScoreTop 36%
Pirkle Insurance Agency Inc
Albuquerque · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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30
71AI ScoreTop 38%
Robert F. Widmann CPA
Albuquerque · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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31
71AI ScoreTop 39%
Shuniyaa Financial Services
Espanola · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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32
71AI ScoreTop 40%
Thornburg Investment Management
Santa Fe · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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33
70AI ScoreTop 41%
Credit Solutions of New Mexico, LLC
Farmington · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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34
70AI ScoreTop 42%
Daskalos Development and Investments
Albuquerque · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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35
70AI ScoreTop 44%
Elevation Wealth Partners
Santa Fe · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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36
70AI ScoreTop 45%
Oakley and Irving Wealth Management
Carlsbad · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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37
66AI ScoreTop 46%
Engage Retirement
Albuquerque · Website
Legitimacy100
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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38
64AI ScoreTop 47%
Empire Trust
Albuquerque · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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39
64AI ScoreTop 49%
Luna Capital Advisors
Santa Fe · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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40
64AI ScoreTop 50%
Regional Finance
Albuquerque · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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41
64AI ScoreTop 51%
Southwest Suites Inc.
Albuquerque · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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42
64AI ScoreTop 52%
TBK Bank
Gallup · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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43
64AI ScoreTop 54%
Zamora Accounting Services
Santa Fe · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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44
63AI ScoreTop 55%
Check 'n Go
Albuquerque · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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45
63AI ScoreTop 56%
New Mexico Title Loans, Inc.
Hobbs · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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46
63AI ScoreTop 57%
Regional Finance
Farmington · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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47
63AI ScoreTop 59%
Ulrich Investment Consultants
Albuquerque · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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48
62AI ScoreTop 60%
Ameriprise Financial
Raton · Website
Legitimacy96
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
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49
57AI ScoreTop 61%
Better Money Decisions
Santa Fe · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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50
56AI ScoreTop 62%
Mchard Accounting Consulting
Albuquerque · Website
Legitimacy97
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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51
55AI ScoreTop 63%
Anthem Financial Services, Inc.
Rio Rancho · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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52
55AI ScoreTop 65%
Charles Stephen & Co Inc
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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53
55AI ScoreTop 66%
Core Financial
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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54
55AI ScoreTop 67%
Creative Financial Strategies
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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55
55AI ScoreTop 68%
Fanning Financial
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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56
55AI ScoreTop 70%
Mark J Napolin & Associates
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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57
55AI ScoreTop 71%
Mirau Capital Management, Inc.
Ruidoso · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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58
55AI ScoreTop 72%
New Mexico Community Capital
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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59
55AI ScoreTop 73%
Santa Fe Advisors, Llc
Santa Fe · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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60
55AI ScoreTop 75%
Savant Wealth Management
Santa Fe · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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61
55AI ScoreTop 76%
Specialized Trust Company
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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62
55AI ScoreTop 77%
Wagner Financial Services Llc
Las Cruces · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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63
55AI ScoreTop 78%
Western Community Financial
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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64
55AI ScoreTop 80%
Winslow Wood & Associates
Albuquerque · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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65
54AI ScoreTop 81%
New Mexico Medical Society
Albuquerque · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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66
54AI ScoreTop 82%
New Mexico Title Loans
Gallup · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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67
54AI ScoreTop 83%
Sun Loan Company
Taos · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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68
54AI ScoreTop 84%
The Renaud Investment Group
Albuquerque · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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69
50AI ScoreTop 86%
Enchanted Care Solutions
Santa Fe
Legitimacy96
Online action15
Reviewsno data yet
Coverage 35% · 2026-10-25
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70
49AI ScoreTop 87%
Delta Consulting Group
Santa Fe · Website
Legitimacy80
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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71
48AI ScoreTop 88%
Cash Station
Gallup
Legitimacy93
Online action15
Reviewsno data yet
Coverage 35% · 2026-10-25
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72
47AI ScoreTop 89%
Arnold Ventures Llc
Lordsburg · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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73
47AI ScoreTop 91%
Hanseatic Management Services, Inc.
Albuquerque · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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74
47AI ScoreTop 92%
Premier Wealth Management Group, Llc
Albuquerque · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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75
47AI ScoreTop 93%
Yates Industries
Santa Fe · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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76
41AI ScoreTop 94%
Bar Financial, Llc
Albuquerque
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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77
41AI ScoreTop 96%
Loarn's Investments
Hobbs
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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78
41AI ScoreTop 97%
Sandia Real Estate Investments
Albuquerque
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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79
41AI ScoreTop 98%
Security Escrow Of Valencia County
Los Lunas
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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80
41AI ScoreTop 99%
Southwest Financial Services
Santa Fe
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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81
41AI ScoreTop 100%
Worth Financial Planning, Inc.
Albuquerque
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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See every graded financial advisors company: Albuquerque Metro · Las Cruces · Rest of New Mexico · Santa Fe

How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →