New Mexico · 31 advisers
Financial Advisors in Albuquerque, New Mexico
Looking for a financial advisor in Albuquerque, New Mexico? Falists indexes 31 SEC-registered and state-registered investment advisers in Albuquerque — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 30 firms list a website you can visit directly. Firms in this directory manage up to $3.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
31
With website
30
Largest AUM
$3.62B
Financial planning
22
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Albuquerque
Ranked by AUM · Fees, team & specialties at a glance
ULRICH INVESTMENT CONSULTANTS
Albuquerque, NM
AUM
$3.62B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
505-224-9100
JOHN MOORE & ASSOCIATES INC
Albuquerque, NM
AUM
$1.03B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
505-881-5100
REDW WEALTH LLC
Albuquerque, NM
AUM
$869.2M
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
505-998-3200
ZANETTI FINANCIAL, LLC
Albuquerque, NM
AUM
$809.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
505-250-3754
PORTFOLIO WEALTH ADVISORS
Albuquerque, NM
AUM
$395.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-884-3445
DXD CAPITAL
Albuquerque, NM
AUM
$353.4M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-633-4190
TITAN FUND MANAGEMENT, LLC
Albuquerque, NM
AUM
$250.7M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
505-998-0163
MADRID WEALTH MANAGEMENT
Albuquerque, NM
AUM
$212.1M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-633-5332
SANDIA WEALTH MANAGEMENT, LLC
Albuquerque, NM
AUM
$193.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-296-1100
CROSS STATE FINANCIAL GROUP LLC
Albuquerque, NM
AUM
$188.3M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-621-6974
HANSEATIC MANAGEMENT SERVICES INC
Albuquerque, NM
AUM
$174.0M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-828-2824
MERIDIAN WEALTH ADVISORS, LLC
Albuquerque, NM
AUM
$156.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(505) 828-2220
WATERROCK WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.7M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-831-6342
STEVE LYNCH WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-881-7526
OAKMONT ADVISORY GROUP, LLC
Albuquerque, NM
AUM
$149.5M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
505-821-6966
SKG CAPITAL ADVISORS, LLC
Albuquerque, NM
AUM
$129.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(505) 856-5444
JACKSON & ASSOCIATES, INC.
Albuquerque, NM
AUM
$101.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-944-8404
HURST CAPITAL MANAGEMENT
Albuquerque, NM
AUM
$89.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
505-243-7696
INTENTIONAL FINANCE, LLC
Albuquerque, NM
AUM
$42.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-563-4500
TRUEPATH FINANCIAL PLANNING
Albuquerque, NM
AUM
$36.7M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-797-7765
CLOAK ADVISORS
Albuquerque, NM
AUM
$36.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
505-242-9292
EDUCATED WALLET LLC
Albuquerque, NM
AUM
$12.6M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
505-514-9310
ZIA CAPITAL INVESTMENTS LLC
Albuquerque, NM
AUM
$10.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(505) 550-7845
RETIREMENT WEALTH GUIDANCE LLC
Albuquerque, NM
AUM
$10.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-500-4032
More cities in New Mexico
Common questions
- How many financial advisors are in Albuquerque, New Mexico?
- 31 registered investment advisers are listed in our Albuquerque directory, sourced from public SEC filings.
- What types of advisors are in Albuquerque?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Albuquerque?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.