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Find Retirement Advisors for Retirement Planning in Albuquerque, New Mexico
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Albuquerque, New Mexico
Last Updated - May 23, 2025Albuquerque has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Albuquerque, New Mexico have an average of 35 years of experience.
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List of Qualified Retirement Planning Advisors in Albuquerque, New Mexico
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Albuquerque, New Mexico (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | $3,279,256,426 | 999 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM, 87113 | $1,004,648,408 | 1227 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
| 3 | 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113 | $758,200,188 | 2212 | 12 | A percentage of AUM, Fixed fees |
| 4 | 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | $404,472,409 | 938 | 2 | A percentage of AUM |
| 5 | 316 Osuna Road Ne, Suite 400 Albuquerque, NM, 87107 | $397,587,843 | 578 | 5 | A percentage of AUM |
| 6 | 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | $373,189,200 | 750 | 3 | A percentage of AUM, Hourly charges |
| 7 | 6700 Jefferson Street Ne, Building E Albuquerque, NM, 87109 | $258,923,901 | 11 | 28 | A percentage of AUM, Performance Based |
| 8 | 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | $229,099,553 | 3 | 22 | A percentage of AUM, Performance Based |
| 9 | 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111 | $174,250,000 | 539 | 3 | A percentage of AUM, Hourly charges |
| 10 | 6721 Academy Rd. Ne, Suite B Albuquerque, NM, 87109 | $166,767,480 | 1028 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122-2969 | $144,880,441 | 257 | 1 | A percentage of AUM, Fixed fees |
| 12 | 6605 Uptown Blvd. Ne, Suite 330 Albuquerque, NM, 87110 | $133,689,469 | 515 | 5 | A percentage of AUM, Fixed fees |
| 13 | 8210 Louisiana Blvd Ne, Suite B Albuquerque, NM, 87113 | $130,306,523 | 574 | 3 | A percentage of AUM, Hourly charges, Other (PLAN ADVISEMENT) |
| 14 | 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122 | $127,342,065 | 243 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 6565 Americas Parkway Ne, Ste 200 Albuquerque, NM, 87110 | $113,231,308 | 236 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Albuquerque, New Mexico
QualificationsFirm CRD# 159499
Assets Under Management $3,279,256,426
No. Of Clients999
Clients Per Financial Advisor38
ULRICH INVESTMENT CONSULTANTS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 999 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 109446
Assets Under Management $1,004,648,408
No. Of Clients1227
Clients Per Financial Advisor88
REDW WEALTH LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1227 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TAX PREPARATION)
QualificationsFirm CRD# 109791
Assets Under Management $758,200,188
No. Of Clients2212
Clients Per Financial Advisor184
JOHN MOORE & ASSOCIATES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $758M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2212 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 282089
Assets Under Management $404,472,409
No. Of Clients938
Clients Per Financial Advisor469
ZANETTI FINANCIAL, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 938 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 330640
Assets Under Management $397,587,843
No. Of Clients578
Clients Per Financial Advisor116
HS WEALTH PARTNERS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 145687
Assets Under Management $373,189,200
No. Of Clients750
Clients Per Financial Advisor250
PORTFOLIO WEALTH ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 329580
Assets Under Management $258,923,901
No. Of Clients11
Clients Per Financial Advisor0
DXD CAPITAL is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 290562
Assets Under Management $229,099,553
No. Of Clients3
Clients Per Financial Advisor0
TITAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 159402
Assets Under Management $174,250,000
No. Of Clients539
Clients Per Financial Advisor180
SANDIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 539 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 282011
Assets Under Management $166,767,480
No. Of Clients1028
Clients Per Financial Advisor114
CROSS STATE FINANCIAL GROUP LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1028 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 140991
Assets Under Management $144,880,441
No. Of Clients257
Clients Per Financial Advisor257
MERIDIAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 257 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 113715
Assets Under Management $133,689,469
No. Of Clients515
Clients Per Financial Advisor103
STEVE LYNCH WEALTH MANAGEMENT is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 515 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 114077
Assets Under Management $130,306,523
No. Of Clients574
Clients Per Financial Advisor191
CROW FINANCIAL ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (PLAN ADVISEMENT)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 333331
Assets Under Management $127,342,065
No. Of Clients243
Clients Per Financial Advisor122
MADRID WEALTH MANAGEMENT is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 296462
Assets Under Management $113,231,308
No. Of Clients236
Clients Per Financial Advisor47
WATERROCK WEALTH MANAGEMENT is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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