Find Top Financial Advisors in Albuquerque, New Mexico

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.

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Finding the Top Financial Advisor in Albuquerque, New Mexico

Last Updated - 29-May-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Albuquerque, New Mexico

Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Albuquerque, New Mexico

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based, Based on Assets

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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104
11 661 $1,982,200,342
A percentage of AUM, Hourly charges, Fixed fees
7425 Jefferson Ne, Albuquerque, NM 87109
13 1088 $955,100,555
A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
8220 San Pedro Dr Ne, Suite 310, Albuquerque, NM 87113
12 634 $784,705,786
A percentage of AUM, Fixed fees
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM 87110
3 621 $284,994,743
A percentage of AUM, Hourly charges
6300 Riverside Plaza, Suite 200, Albuquerque, NM 87120
22 3 $239,000,000
A percentage of AUM, Performance Based
5600 Eubank Blvd Ne, Suite 260, Albuquerque, NM 87111
4 242 $157,016,785
A percentage of AUM, Hourly charges, Fixed fees
9201 Montgomery Ne Suite 401, Albuquerque, NM 87111
3 566 $151,188,400
A percentage of AUM, Hourly charges
7411 Jefferson St Ne, Albuquerque, NM 87109
1 12 $150,000,000
A percentage of AUM, Fixed fees
5600 Wyoming Ne, Suite 220, Albuquerque, NM 87109
4 151 $140,000,000
A percentage of AUM, Fixed fees
5120 San Francisco Rd Ne, Suite A, Albuquerque, NM 87109
1 725 $135,000,000
A percentage of AUM
8210 Louisiana Blvd Ne, Suite B, Albuquerque, NM 87113
3 566 $133,391,420
A percentage of AUM, Hourly charges
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111
9 637 $113,123,167
A percentage of AUM, Hourly charges, Fixed fees
6757 Academy Road, Ne, Suite A, Albuquerque, NM 87109
2 270 $111,436,894
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
    6100 Uptown Boulevard Northeast, Suite 610 A, Albuquerque, NM  87110 505-977-2000
    8204 Louisiana Blvd NE, Ste B, Albuquerque, NM  87113 505-886-2688
    6565 Americas Pkwy NE, Ste 400, Albuquerque, NM  87110 505-889-2809
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    6501 Wyoming Blvd NE, Bldg E, Albuquerque, NM  87109 505-897-6752
    7101 Jefferson St NE, Ste C, Albuquerque, NM  87109 505-433-2255
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    3850 Masthead St NE, Albuquerque, NM  87109 505-884-5757
    6565 Americas Pkwy NE, Ste 400, Albuquerque, NM  87110 505-883-6262
    6101 Moon Street Northeast, Suite 3000, Albuquerque, NM  87111 505-821-7130

      Select other cities around Albuquerque, New Mexico to broaden your search for a financial advisor

      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?