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Find Top Financial Advisors in Los Alamos, 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 Los Alamos, New Mexico
Last Updated - 31-Jul-2022

Los Alamos has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 2 non-vetted advisors in your local area. These financial advisors in Los Alamos, New Mexico have an average of 18 years of experience.

NOTE: The list of financial advisors in Los Alamos, 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 Los Alamos, New Mexico.

Qualified Financial Advisors in Los Alamos, New Mexico
Financial Advisor Experience AUM Minimum Assets Fee Structure
Austin McDaniel
CFP®, MBA, CFA®
ALLWORTH FINANCIAL
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed Not Specified Not Specified Fee-Based
Kirk Hudson
MBA, CFA®
ALLWORTH FINANCIAL
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed Not Specified Not Specified Fee-Based
Andrew Greene
EDELMAN FINANCIAL ENGINES, LLC
6565 Americas Parkway NE Suite 850,
Albuquerque, NM 87110
18 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Los Alamos

Qualifications CRD# 4063234
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 7601 Jefferson Street NE Suite 360,
Albuquerque,
NM
87109
Phone Number 888-242-6766

New Mexico native Austin McDaniel, CFP®, is a partner advisor in Allworth’s Albuquerque, New Mexico office. Before an almost 20 year-long advisory career working with individuals and families, Austin attended the University of New Mexico, where he earned both a bachelor’s in Financial Management and, later, in 2005, an MBA in Accounting. A CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Analyst®, in his spare time Austin enjoys spending time with family, mountain biking, running, and working on his vintage 1968 Ford Mustang.

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


Qualifications CRD# 4343606
Firm CRD# 111167

Compensation/Fee Fee-Based, Based on Assets


Office Location 7601 Jefferson Street NE Suite 360,
Albuquerque,
NM
87109
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


Qualifications CRD# 4887458
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6565 Americas Parkway NE Suite 850,
Albuquerque,
NM
87110
Phone Number 505-338-3465

I have been a Financial Planner for nearly 15 years. I enjoy building long-term, meaningful relationships with my clients, and it's a great feeling to know that what I do gives me an opportunity to make a difference in their lives.

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.


List of Additional Advisors in Los Alamos, New Mexico*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alpine Financial Partners
Inquire with Alpine
2610 Trinity Drive, Suite 10, Los Alamos, NM  87544 505-500-8420
Edward Jones
Inquire with Edward
555 Oppenheimer Dr, Ste 206, Los Alamos, NM  87544 505-661-9754
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    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?