Find a Financial Advisor in Albuquerque, NM

 

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We did the hard work of finding trustworthy partners in Albuquerque, NM.

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We Only Work With The Best Albuquerque Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Albuquerque, NM


  • Financial Advisor Close to Albuquerque, NM

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Albuquerque, NM


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Albuquerque, NM

We evaluated over 13,000 RIA firms to bring you the best of the best Albuquerque financial advisors.
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How Retirement-Friendly is Albuquerque, NM?

  • Population: 559,374
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $198,600
  • Average Monthly Housing Cost: $968
  • Average Household Income: $72,265
  • New Mexico Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • New Mexico Property Tax: 2.00% (8th Lowest in U.S.)
  • New Mexico Individual Income Tax: 1.44% (12th Lowest in U.S.)
  • New Mexico Sales and Excise Tax: 4.75% (6th Highest in U.S.)



The Top Financial Advisor Firms in Albuquerque, NM

 

PORTFOLIO WEALTH ADVISORS

Website

(505) 884-3445

6100 Uptown Blvd Ne
Suite 540
Albuquerque, NM 87110

SEC#: 801-68615
Years in Business: 14 years

MGM LLC

Website

(505) 346-3434

5600 Eubank Blvd Ne
Suite 260
Albuquerque, NM 87111

SEC#: 801-64672
Years in Business: 16 years

HANSEATIC MANAGEMENT SERVICES INC

Website

(505) 828-2824

5600 Wyoming Ne
Suite 220
Albuquerque, NM 87109

SEC#: 801-49508
Years in Business: 26 years

UNIVERSAL ADVISORY SERVICES

Website

(505) 856-5600

4906 Alameda, Ne
Suite A
Albuquerque, NM 87113

SEC#: 801-63572
Years in Business: 17 years

REDW WEALTH LLC

Website

(505) 998-3200

7425 Jefferson Ne

Albuquerque, NM 87109

SEC#: 801-57516
Years in Business: 21 years

ULRICH INVESTMENT CONSULTANTS

Website

(505) 224-9100

1805 Rio Grande Boulevard Nw
Suite 1
Albuquerque, NM 87104

SEC#: 801-72880
Years in Business: 10 years

JOHN MOORE & ASSOCIATES INC

Website

(505) 881-5100

8220 San Pedro Dr Ne
Suite 310
Albuquerque, NM 87113

SEC#: 801-55123
Years in Business: 24 years

FIRST AMERICAN FINANCIAL ADVISORS INC.

Website

(505) 883-0083

7411 Jefferson st Ne

Albuquerque, NM 87109

SEC#: 801-79968
Years in Business: 7 years

TITAN FUND MANAGEMENT, LLC

Website

(505) 998-0163

6300 Riverside Plaza
Suite 200
Albuquerque, NM 87120

SEC#: 801-112121
Years in Business: 4 years

 


Albuquerque, NM Financial Advisor FAQs

Financial advisors are trained professionals who have the experience, access to knowledge, and expertise in financial planning. Planners can help you map out a plan for your life both today and when you retire.
Financial Advisors help clients think through decisions around investing, saving, retirement planning, insurance options and more.
Financial advisors, analysts and planners usually get paid through a mix of fees and commissions that depend on an advisor's business model.
You need to carefully consider potential advisors and their license status.