Find Top Financial Advisors in Albuquerque, New Mexico

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Albuquerque, New Mexico
Last Updated - 28-Nov-2022

Albuquerque has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 87 non-vetted advisors in your local area. These financial advisors in Albuquerque, New Mexico have an average of 14 years of experience.

NOTE: The list of financial advisors in Albuquerque, New Mexico mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Albuquerque, New Mexico.

Qualified Financial Advisors in Albuquerque, New Mexico
Financial Advisor Experience AUM Minimum Assets Fee Structure
Javier Lucero
6565 Americas Parkway NE Suite 850,
Albuquerque, NM 87110
14 Not Specified Not Specified Fee-Based
Kirk Hudson
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Albuquerque

Qualifications CRD# 5417803
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 6565 Americas Parkway NE Suite 850,
Phone Number 505-396-2973

I have been a financial planner in the Albuquerque/Santa Fe area for 15 years now. I enjoy partnering with my clients in creating a financial plan to help them succeed in their financial lives. My son and I enjoy sports, off-roading and spending as much time outdoors as possible.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications CRD# 4343606
Firm CRD# 111167

Compensation/Fee Fee-Based, Based on Assets

Office Location 7601 Jefferson Street NE Suite 360,
Phone Number 888-242-6766

With over 25 years of financial sector experience, Kirk Hudson is a partner advisor in Allworth’s Albuquerque, New Mexico office. A student of all things related to finance and economics, Kirk holds an MBA from the University of Chicago, a bachelor’s degree in Economics from Wheaton College in Wheaton, Illinois, and has also earned his Chartered Financial Analyst® designation. Additionally, Kirk served as a board member for the National Advisors Trust, and on the board and investment committee of Guildstone Financial Services.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

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

Firm Name AUM No. of Clients Fee Structure
1805 Rio Grande Boulevard Nw , Suite 1,
Albuquerque, NM 87104
$1,982,200,342 661 A percentage of AUM
Hourly charges
Fixed fees
7425 Jefferson Ne,
Albuquerque, NM 87109
$955,100,555 1088 A percentage of AUM
Hourly charges
Fixed fees
8220 San Pedro Dr Ne , Suite 310,
Albuquerque, NM 87113
$784,705,786 634 A percentage of AUM
Fixed fees
6100 Uptown Blvd Ne , Suite 540,
Albuquerque, NM 87110
$284,994,743 621 A percentage of AUM
Hourly charges
6300 Riverside Plaza , Suite 200,
Albuquerque, NM 87120
$239,000,000 3 A percentage of AUM
Performance Based
5600 Eubank Blvd Ne , Suite 260,
Albuquerque, NM 87111
$157,016,785 242 A percentage of AUM
Hourly charges
Fixed fees
9201 Montgomery Ne Suite 401,
Albuquerque, NM 87111
$151,188,400 566 A percentage of AUM
Hourly charges
7411 Jefferson St Ne,
Albuquerque, NM 87109
$150,000,000 12 A percentage of AUM
Fixed fees
5600 Wyoming Ne , Suite 220,
Albuquerque, NM 87109
$140,000,000 151 A percentage of AUM
Fixed fees
5120 San Francisco Rd Ne , Suite A,
Albuquerque, NM 87109
$135,000,000 725 A percentage of AUM
8210 Louisiana Blvd Ne , Suite B,
Albuquerque, NM 87113
$133,391,420 566 A percentage of AUM
Hourly charges
8421 Osuna Road Ne , Suite C,
Albuquerque, NM 87111
$113,123,167 637 A percentage of AUM
Hourly charges
Fixed fees
6757 Academy Road, Ne , Suite A,
Albuquerque, NM 87109
$111,436,894 270 A percentage of AUM

    List of Additional Advisors in Albuquerque, New Mexico*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Altus Wealth Management
    Inquire with Altus
    6100 Uptown Boulevard Northeast, Suite 610 A, Albuquerque, NM  87110 505-977-2000
    Brian Spinnato
    Inquire with Brian
    8204 Louisiana Blvd NE, Ste B, Albuquerque, NM  87113 505-886-2688
    Brian Bower
    Inquire with Brian
    6565 Americas Pkwy NE, Ste 400, Albuquerque, NM  87110 505-889-2809
    Richard B Bacon
    Inquire with Richard
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    Trish Gallegos
    Inquire with Trish
    6501 Wyoming Blvd NE, Bldg E, Albuquerque, NM  87109 505-897-6752
    Susan Morrison
    Inquire with Susan
    7101 Jefferson St NE, Ste C, Albuquerque, NM  87109 505-433-2255
    Trevor G Thomas
    Inquire with Trevor
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    Ted Duvall
    Inquire with Ted
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    6565 Americas Pkwy NE, Ste 400, Albuquerque, NM  87110 505-883-6262
    Mark J. Napolin & Associates, Inc.
    Inquire with Mark
    6101 Moon Street Northeast, Suite 3000, Albuquerque, NM  87111 505-821-7130
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?