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Top Financial Advisors in Albuquerque

Filter
  • $158,724,841
    194
    • Financial planning services
    • FINANCIAL CONSULTING SERVICES
  • $286,800,857
    368
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 109446
    $662,121,697
    187
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
    • TAX PREPARATION
  • $1,008,416,172
    45
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $100,200,000
    72
    • Financial planning services
    • MODEL PORTFOLIO PROVIDER
  • $120,557,046
    123
    • Financial planning services
  • $125,000,000
    2
    • Pension consulting services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Albuquerque we poured through all SEC registered advisory firms who have an office in Albuquerque. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

PORTFOLIO WEALTH ADVISORS

CDR# 145687
$158,724,841
194
Works with high networth individuals
  • Financial planning services
  • FINANCIAL CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
2500 LOUISIANA BLVD. NE SUITE 508
ALBUQUERQUE NM, 87110
505-884-3445

$158,724,841
194
Works with high networth individuals
  • Financial planning services
  • FINANCIAL CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges

JOHN MOORE & ASSOCIATES INC

CDR# 109791
$286,800,857
368
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
6301 INDIAN SCHOOL RD NE SUITE 810
ALBUQUERQUE NM, 87110-9614
505-881-5100

$286,800,857
368
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges

REDW WEALTH LLC

CDR# 109446
$662,121,697
187
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • TAX PREPARATION
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
7425 JEFFERSON NE
ALBUQUERQUE NM, 87109
505-998-3200

$662,121,697
187
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • TAX PREPARATION
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

ULRICH INVESTMENT CONSULTANTS

CDR# 159499
$1,008,416,172
45
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1805 RIO GRANDE BOULEVARD NW SUITE 1
ALBUQUERQUE NM, 87104
505-224-9100

$1,008,416,172
45
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

HANSEATIC MANAGEMENT SERVICES INC

CDR# 107110
$100,200,000
72
Works with high networth individuals
  • Financial planning services
  • MODEL PORTFOLIO PROVIDER
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
5600 WYOMING NE SUITE 220
ALBUQUERQUE NM, 87109
505-828-2824

$100,200,000
72
Works with high networth individuals
  • Financial planning services
  • MODEL PORTFOLIO PROVIDER
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

BETTER MONEY DECISIONS

CDR# 172980
$120,557,046
123
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
4801 LANG NE SUITE 110
ALBUQUERQUE NM, 87109
844-507-0961

$120,557,046
123
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

FIRST AMERICAN FINANCIAL ADVISORS INC.

CDR# 170404
$125,000,000
2
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
2155 LOUISIANA NE SUITE 10100
ALBUQUERQUE NM, 87110
505-883-0083

$125,000,000
2
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)