Top Financial Advisors in Albuquerque, New Mexico
Finding the right financial advisor in Albuquerque is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Albuquerque, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Albuquerque, NM.
Find the Best Financial Advisor Firms in Albuquerque:
ULRICH INVESTMENT CONSULTANTS
CRD#: 159499
Address: 1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104
Clients: 115
Average Clients per Advisor: 8
AUM: $ 3.2B
JOHN MOORE & ASSOCIATES INC
CRD#: 109791
Address: 8220 San Pedro Dr Ne Suite 310, Albuquerque, NM 87113
Clients: 506
Average Clients per Advisor: 72
AUM: $ 970M
REDW WEALTH LLC
CRD#: 109446
Address: 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113
Clients: 263
Average Clients per Advisor: 29
AUM: $ 881M
PORTFOLIO WEALTH ADVISORS
CRD#: 145687
Address: 6100 Uptown Blvd Ne Suite 540, Albuquerque, NM 87110
Clients: 170
Average Clients per Advisor: 170
AUM: $ 373M
SANDIA WEALTH MANAGEMENT, LLC
CRD#: 159402
Address: 9201 Montgomery Ne Suite 401, Albuquerque, NM 87111
Clients: 179
Average Clients per Advisor: 179
AUM: $ 174M
CROSS STATE FINANCIAL GROUP LLC
CRD#: 282011
Address: 6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109
Clients: 369
Average Clients per Advisor: 41
AUM: $ 167M
How We Chose the Top Financial Advisors in Albuquerque, New Mexico
To create this list of top financial advisor firms in Albuquerque, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Albuquerque has to offer.
Search Financial Advisors in Albuquerque, New Mexico
Richard Thomas Pellegrino
Sandy Alfredo Beauchamp
Julie Renae Epling
Ted Alan Duvall
Richard John Getty
Nathan Ryan Armstrong
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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