John Moore Associates

What John Moore Associates does

John Moore Associates (JMA), founded in 1997 and headquartered in Albuquerque, New Mexico, is a privately held Independent Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission. The firm delivers financial planning, investment management, and wealth transfer and estate planning services to high-net-worth individuals and families (with a stated minimum of $500,000 in investable assets), as well as business owners and pre-retirees/retirees. Its investment process is built around ten proprietary strategies developed and overseen by an internal investment committee, with portfolio construction tailored to client goals, risk tolerance, and a faith-based, Biblically principled stewardship framework. The team is differentiated by Certified Kingdom Advisor (CKA) designations and a long-standing emphasis on charitable giving facilitation, with the firm reporting that its clients have directed more than $50 million from JMA-managed accounts to charities since 2012.

JMA monetizes primarily through recurring, AUM-based investment advisory fees and financial planning fees, with custody and clearing handled through Raymond James (clientaccess.rjf.com). Distribution is entirely direct-to-client: an enterprise field-sales motion targeting HNW households with semi-annual review meetings, supported by an inside-sales/client services team in the Albuquerque and Scottsdale offices. The firm has scaled to two offices (Albuquerque, NM and Scottsdale, AZ) and 1-10 employees, with a leadership transition completed in 2022 when founder John Moore retired and majority shareholder Brian Cochran took over day-to-day operations. The firm supplements advisory services with thought leadership content, including a weekly 'Wealth and Wisdom' podcast (episodes 37-46 as of June 2026), a YouTube channel, a 'Weekly Wisdom' email newsletter, educational webinars, and two co-authored books ('Succession' and 'The Almighty & the Dollar').

JMA's competitive position is grounded in a specialized faith-based niche rather than technology or scale. There is no public technology platform, no API or productized software offering, and no disclosed AI/ML capability; differentiation comes from the firm's Biblically principled advisory methodology, Kingdom Advisor certifications, and a 28-year regional brand recognized by Forbes, Barron's, and the Financial Times 400 Top Advisors (2020).

Name

John Moore Associates

Legal name

John Moore & Associates, Inc.

Website

https://johnmoore.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

John Moore Associates is a faith-based, SEC-registered Independent Registered Investment Advisor founded in 1997, providing financial planning, investment management, and wealth transfer services to high-net-worth individuals and families (with a $500,000 minimum) in New Mexico and Arizona.

Ownership category

akta.pro rank

Product category

Wealth Management / Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Investment management advisory
• Wealth transfer planning
• Estate planning services
• Charitable giving advisory

Headquarters

HQ city

Albuquerque

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning Fees: Fees for comprehensive financial planning services including retirement planning, tax strategy, estate planning, and investment management advisory.
2. Investment Management: Portfolio management and investment advisory services, typically billed as a percentage of assets under management.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

John Moore Associates is a faith-based financial advisory firm that delivers comprehensive financial planning, investment management, and wealth transfer/estate planning services to high-net-worth individuals and families with at least $500,000 in investable assets. The firm operates ten proprietary investment strategies overseen by an internal investment committee and builds individualized portfolios aligned with each client's goals, risk tolerance, and biblical stewardship values. Services are delivered through a direct, relationship-based advisory model with semi-annual reviews and ongoing counsel across retirement, tax, estate, and charitable giving planning.

Product overview

John Moore Associates is a financial planning and investment advisory firm offering a unified suite of services centered on Biblical and faith-based financial principles. The core offerings include Financial Planning, Investment Management (with ten proprietary strategies), and Wealth Transfer & Estate Planning. Supporting these are educational products including two published books ('Succession' and 'The Almighty & the Dollar'), a weekly 'Wealth and Wisdom' podcast, and a content library of articles and webinars. The firm does not operate a technology product with modules or add-ons; rather, it delivers advisory services through personalized counsel and portfolio management.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management Portfolio design and management service built on ten unique investment strategies developed by an internal investment committee. Personalized portfolio blends are matched to each client's goals, risk tolerance, and long-term impact objectives, with oversight by the investment committee and ongoing management by JMA advisors.
• Wealth Transfer & Estate Planning
• Succession (Book) Published book by John Moore and Brian Cochran that provides a step-by-step biblical approach to business succession planning and continuity, drawing directly from the authors' experience transitioning leadership of John Moore Associates. The book is sold through Amazon and used as a flagship content asset supporting the firm's business-owner and succession advisory practice.
• The Almighty & the Dollar: A Lifestyle of Generosity (Book) Published book by John Moore and Brian Cochran on principles of effective money management and the wisdom behind generosity, grounded in Biblical wisdom. Sold through Amazon, the book functions as both a standalone product and a content asset reinforcing JMA's stewardship-focused brand.

Quantifiable outcome

• Over $50 million in charitable giving facilitated since 2012 from client accounts

Named customers12 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Ronald Blue Trust: Faith-based RIA providing portfolio management and financial planning to Christian individuals, families, and business owners. Closest direct competitor to JMA given its shared Biblical/Christian worldview advisory positioning and HNW target market.
• Foster Group: Faith-aligned RIA offering financial planning and investment management to HNW clients, using Biblical/values-based investing philosophy. Highly comparable to JMA in niche, service model, and target segment.
• Faithward Advisors: Faith-based wealth management firm providing biblically responsible investment management and financial planning to HNW Christian families. Overlaps JMA on both the faith-based thesis and the values-aligned portfolio construction approach.

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the US, providing comprehensive financial planning and investment management to HNW households. Comparable service suite and recurring AUM-based fee model, though at significantly greater scale and without the faith-based positioning.
• Mariner Wealth Advisors: Large national RIA serving HNW individuals and families with comprehensive financial planning and investment management. Comparable HNW target segment and full-service advisory offering; contrasts with JMA on scale and faith-based thesis.
• Carson Group: National RIA platform serving independent financial advisors and their HNW clients with planning, investment, and coaching services. Comparable advisory services; represents the consolidator model that JMA could either join or compete against.
• Buckingham Strategic Partners: RIA supporting independent advisors serving HNW clients with evidence-based investment management and financial planning. Comparable service mix and target HNW segment; competes for the same advisor talent and client households.
• Edward Jones (Private Client Group): Large retail brokerage with dedicated private client group serving HNW households with financial planning and investment management. Overlaps with JMA's HNW planning offering and similar relationship-based service cadence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@JohnMooreAssociates

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about John Moore Associates