Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Albuquerque, New Mexico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Albuquerque, New Mexico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Albuquerque, New Mexico have an average of 35 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | 159499 | $2,748,530,621 | 871 | A Percentage of AUM, Hourly charges, Fixed Fees |
REDW WEALTH LLC 7425 Jefferson Ne, Albuquerque, NM, 87109 | 109446 | $896,400,602 | 1189 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113 | 109791 | $722,571,918 | 662 | A Percentage of AUM, Fixed Fees |
PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | 145687 | $258,187,630 | 685 | A Percentage of AUM, Hourly charges |
TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | 290562 | $257,742,757 | 3 | A Percentage of AUM, Performance Based |
ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | 282089 | $215,897,023 | 1181 | A Percentage of AUM |
MGM LLC 5600 Eubank Blvd Ne, Suite 260 Albuquerque, NM, 87111 | 136725 | $144,698,132 | 261 | A Percentage of AUM, Hourly charges, Fixed Fees |
SANDIA WEALTH MANAGEMENT, LLC 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111 | 159402 | $140,894,100 | 538 | A Percentage of AUM, Hourly charges |
CROW FINANCIAL ADVISORS 8210 Louisiana Blvd Ne, Suite B Albuquerque, NM, 87113 | 114077 | $119,085,618 | 582 | A Percentage of AUM, Hourly charges |
CROSS STATE FINANCIAL GROUP LLC 8421 Osuna Road Ne, Suite C Albuquerque, NM, 87111 | 282011 | $117,205,050 | 861 | A Percentage of AUM, Hourly charges, Fixed Fees |
MERIDIAN WEALTH ADVISORS, LLC 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122-2969 | 140991 | $108,271,092 | 251 | A Percentage of AUM, Fixed Fees |
OAKMONT ADVISORY GROUP, LLC 2001 Carlisle Blvd Ne, Suite D Albuquerque, NM, 87110-4939 | 158890 | $107,804,446 | 962 | A Percentage of AUM, Fixed Fees |
HANSEATIC MANAGEMENT SERVICES INC 5600 Wyoming Ne, Suite 220 Albuquerque, NM, 87109 | 107110 | $106,000,000 | 114 | A Percentage of AUM, Hourly charges, Fixed Fees |
SKLAR CAPITAL ADVISORS, LLC 6757 Academy Road, Ne, Suite A Albuquerque, NM, 87109 | 286554 | $98,310,944 | 275 | A Percentage of AUM |
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