National Retirement Planning Experts

National Coverage
Local Professionals

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in New Mexico involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in New Mexico?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New Mexico to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best New Mexico financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in New Mexico

advisor-photo

Andrew Greene

Edelman Financial Engines, LLC

6565 Americas Parkway NE Suite 850

Albuquerque, NM 87110

505-338-3465

List of Additional Financial Advisors in New Mexico*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Toby S. Rue - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2377

dummy-image

The Eckelman Bergamo Yablonsky Team - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2715

dummy-image

Alpine Financial Partners

2610 Trinity Drive
Suite 10

Los Alamos, NM 87544
505-500-8420

dummy-image

Altus Wealth Management

6100 Uptown Boulevard Northeast
Suite 610 A

Albuquerque, NM 87110
505-977-2000

dummy-image

Troy Tunell, CTFA - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2709

dummy-image

Ascendant Financial Advisors

732 East Michigan Drive
Suite 520

Hobbs, NM 88240
575-964-1583

dummy-image

The Galileo Planning Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9326

dummy-image

High Desert Institutional Consulting - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2704

dummy-image

First Command Financial Advisor - George Benter

913 Delaware Ave

Alamogordo, NM 88310
575-434-5550

dummy-image

Tom Martin CFP® AAMS®, Financial Advisor

460 St Michaels Drive
Suite 1101

Santa Fe, NM 87505
505-465-4000

dummy-image

Friedrich Lamm - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2754

dummy-image

Susie Nelson - Gateway Mortgage Group

1225 S. Main St.

Las Cruces, NM 88005
575-205-2524

dummy-image

Discount Tire

3921 Las Estancias Ct Sw

Albuquerque, NM 87121
505-600-4039

dummy-image

Syndicus Financial, LLC

6565 Americas Parkway NE
Suite 300

Albuquerque, NM 87110
505-880-2070

dummy-image

Brad Yablonsky - UBS Financial Services Inc.

2155 Louisiana Boulevard
North East, Suite 3000

Albuquerque, NM 87110
505-880-2720

dummy-image

Shannon Wamre - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2844

dummy-image

Molly Bekken - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2345

dummy-image

Brian Conaway - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2344

dummy-image

Edward Jones - Financial Advisor: Michael J Cupp

2801 Rodeo Rd
Suite D

Santa Fe, NM 87507
505-474-7526

dummy-image

Trish Gallegos - Ameriprise Financial Services, LLC

6501 Wyoming Blvd NE
Bldg E

Albuquerque, NM 87109
505-897-6752

dummy-image

Horizons Sustainable Financial Services

535 Cerrillos Road
Suite A2

Santa Fe, NM 87501
505-982-9661

dummy-image

SAFE-Money Alliance

1100 S. Main Street
Suite 10

Las Cruces, NM 88005
575-556-2472

dummy-image

Engage Retirement

1720 Louisiana Boulevard NE
300

Albuquerque, NM 87110
505-268-2052

dummy-image

Jerry Macias, LUTCF

575-527-2990

dummy-image

Mark J. Napolin & Associates, Inc.

6101 Moon Street Northeast
Suite 3000

Albuquerque, NM 87111
505-821-7130

dummy-image

Morgan Stanley Financial Advisors

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-982-2611

dummy-image

Burba, Cole & Overstreet, LLC

412 N Canal St

Carlsbad, NM 88221
575-887-2013

dummy-image

Jeremy Campbell - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
505-995-0714

dummy-image

Ronald R. Dalley - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9327

dummy-image

Michael Blackwell - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7316

dummy-image

Cal Willis Wealth Management

10007 Wilshire Ave NE

Albuquerque, NM 87122
505-440-8593

dummy-image

Ben Alaimo-Monson - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7702

dummy-image

Financial Partners

50 Oshara Boulevard

Santa Fe, NM 87508
505-216-0838

dummy-image

Davis Advisory Group, LLC

5130 Masthead. Street Northeast
Suite C

Albuquerque, NM 87109
505-242-8885

dummy-image

Wealth Management Group, LLC

409 New Mexico Highway 528 North East

Rio Rancho, NM 87124
505-892-3300

dummy-image

Campbell & Associates - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
505-995-0714

dummy-image

CUE Financial Group

601 Tijeras Avenue NorthWest

Albuquerque, NM 87102
505-768-7155

dummy-image

Fractal Profile Wealth Management

4801 Lang Avenue Northeast
Suite 110

Albuquerque, NM 87109
505-301-7960

dummy-image

Clearfork Financial Planning

1008 West Mesa Verde Drive

Hobbs, NM 88240
575-631-8909

dummy-image

Knight Financial Limited

115 La Posta Road #D

Taos, NM 87571
575-751-3388

dummy-image

Johnson Financial Services

253 West Hadley Avenue

Las Cruces, NM 88005
575-526-2500

dummy-image

First Command Financial Advisor - Ancle Evans

2901 Juan Tabo Blvd NE
Suite 201

Albuquerque, NM 87112
505-294-3311

dummy-image

The Martin-Jordan Group - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2868

dummy-image

Morgan Stanley Financial Advisors

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-522-8500

dummy-image

Morgan Stanley Financial Advisors

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-883-6262

dummy-image

Erwin & Associates

1800 Sheffield Drive
Ste E

Clovis, NM 88101
575-769-1882

dummy-image

Chris Guillen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2864

dummy-image

Ted Duvall - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
505-884-5757

dummy-image

Trevor G Thomas - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
505-884-5757

dummy-image

Carlos Duque - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2833

dummy-image

Susan Morrison - Ameriprise Financial Services, LLC

7101 Jefferson St NE
Ste C

Albuquerque, NM 87109
505-433-2255

dummy-image

Brian Spinnato - Ameriprise Financial Services, LLC

8204 Louisiana Blvd NE
Ste B

Albuquerque, NM 87113
505-886-2688

dummy-image

Fred Andersson - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2350

dummy-image

Christopher Shibley - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2883

dummy-image

First Command Financial Advisor - Jordan Barela

2901 Juan Tabo Blvd NE
Suite 201

Albuquerque, NM 87112
505-294-3311

dummy-image

Donald Friedman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2885

dummy-image

William S. Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2875

dummy-image

First Command Financial Advisor - Arlene Burson

2901 Juan Tabo Blvd NE
Suite 201

Albuquerque, NM 87112
505-294-3311

dummy-image

First Command Financial Advisor - Ken Bottari

2901 Juan Tabo Blvd NE
Suite 201

Albuquerque, NM 87112
505-294-3311

dummy-image

Daniel Merians - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5108

dummy-image

Aster Wealth Management - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5114

dummy-image

Santa Fe, NM Branch Office - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5111

dummy-image

Manuel Monasterio, CPWA, AAMS - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5111

dummy-image

Albuquerque, NM Branch Office - UBS Financial Services Inc.

2155 Louisiana Boulevard North East
Suite 10000

Albuquerque, NM 87110
505-881-1700

dummy-image

Merians Wealth Management Group - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5108

dummy-image

MGM

5600 Eubank Boulevard NE
Suite 260

Albuquerque, NM 87111
505-346-3434

dummy-image

Morgan Paul Hees - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5119

dummy-image

Clarence Hughes - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2749

dummy-image

David Bruner, CFP, CIMA - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2704

dummy-image

Robert Hoffman - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5124

dummy-image

Clifford Anders Gramer - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2878

dummy-image

Charlie Carroll - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7305

dummy-image

Julia Cohen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2884

dummy-image

The Sage Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-327-6201

dummy-image

Brent Lambert - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2355

dummy-image

Elise Neal Davis - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7701

dummy-image

Matt Bunkowski - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7707

dummy-image

Michael Daly - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2879

dummy-image

Rosie Milloy - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7736

dummy-image

Heather Holmes - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9332

dummy-image

Don Meccia - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7724

dummy-image

Steve Essington - Sr. Wealth Financial Advisor

500 Marquette Avenue NW
Suite 100

Albuquerque, NM 87102
505-843-9223

dummy-image

Sean T Gallagher - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7719

dummy-image

Lisa Obeji - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2832

dummy-image

Linda Richins - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2843

dummy-image

Ed Jordan - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2868

dummy-image

John Rochester - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7722

dummy-image

Bruce Seligman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2863

dummy-image

Jim Loleit - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9322

dummy-image

Frances Robinson Bidwell - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7727

dummy-image

James Gerwels - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2341

dummy-image

First Command Financial Advisor - Kayley Pelfrey

801 Pile St
Ste 201

Clovis, NM 88101
575-935-8647

dummy-image

Allstate Personal Financial Representative: Ketan Patel

6501 4th St NW
Ste G

Los Ranchos, NM 87107
505-344-5877

dummy-image

Allstate Personal Financial Representative: Dennis McDaniel

12386 Lomas Blvd NE
Ste 5-B

Albuquerque, NM 87112
505-328-0846

dummy-image

Allstate Personal Financial Representative: Lee Allbright

5528 Eubank Blvd NE
Ste 3

Albuquerque, NM 87111
505-720-2756

dummy-image

First Command Financial Advisor - Chuck Sours

913 Delaware Ave

Alamogordo, NM 88310
575-434-5550

dummy-image

First Command Financial Advisor - Aaron Perez-Rivera

2901 Juan Tabo Blvd NE
Suite 201

Albuquerque, NM 87112
505-294-3311

dummy-image

Jill Drinkwater - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7704

dummy-image

Ryan W Mummert - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2888

dummy-image

Deborah Gaynor - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7706

dummy-image

Megan Halvorson - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9328

dummy-image

Charles E. Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2862

dummy-image

Brian Bower - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2809

dummy-image

Clovis Martin - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2848

dummy-image

Brian S. Turner - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9331

dummy-image

Jeff L Young - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9329

dummy-image

Rick Palmer - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9321

dummy-image

Rondi Thornton - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2813

dummy-image

Daniel Montano - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2845

dummy-image

Thomas Parr CIMA® CRPS® - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7308

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors