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Find The Best Financial Advisors in Albuquerque, New Mexico

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Albuquerque is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Albuquerque & pick the one as per your needs

How To Find The Best Financial Advisors in Albuquerque, New Mexico

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.

List of Qualified Financial Advisors in Albuquerque, New Mexico

Top Financial Advisor Firms in Albuquerque, New Mexico (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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