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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 - April 25, 2025

Albuquerque 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Albuquerque, New Mexico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1805 Rio Grande Boulevard Nw, Suite 1
Albuquerque, NM, 87104
$3,279,256,42699926
A percentage of AUM, Hourly charges, Fixed fees
2

8801 Horizon Blvd Ne, Suite 401,
Albuquerque, NM, 87113
$1,004,648,408122714
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
$758,200,188221212
A percentage of AUM, Fixed fees
4

5130 San Francisco Rd Ne, Suite A
Albuquerque, NM, 87109
$404,472,4099382
A percentage of AUM
5

316 Osuna Road Ne, Suite 400
Albuquerque, NM, 87107
$397,587,8435785
A percentage of AUM
6

6100 Uptown Blvd Ne, Suite 540
Albuquerque, NM, 87110
$373,189,2007503
A percentage of AUM, Hourly charges
7

6700 Jefferson Street Ne, Building E
Albuquerque, NM, 87109
$258,923,9011128
A percentage of AUM, Performance Based
8

6300 Riverside Plaza Ln, Nw, Suite 200
Albuquerque, NM, 87120
$229,099,553322
A percentage of AUM, Performance Based
9

9201 Montgomery Ne Suite 401,
Albuquerque, NM, 87111
$174,250,0005393
A percentage of AUM, Hourly charges
10

6721 Academy Rd. Ne, Suite B
Albuquerque, NM, 87109
$166,767,48010289
A percentage of AUM, Hourly charges, Fixed fees
11

9400 Holly Ave Ne, Bldg 4
Albuquerque, NM, 87122-2969
$144,880,4412571
A percentage of AUM, Fixed fees
12

6605 Uptown Blvd. Ne, Suite 330
Albuquerque, NM, 87110
$133,689,4695155
A percentage of AUM, Fixed fees
13

8210 Louisiana Blvd Ne, Suite B
Albuquerque, NM, 87113
$130,306,5235743
A percentage of AUM, Hourly charges, Other (PLAN ADVISEMENT)
14

9400 Holly Ave Ne, Bldg 4
Albuquerque, NM, 87122
$127,342,0652432
A percentage of AUM, Hourly charges, Fixed fees
15

6565 Americas Parkway Ne, Ste 200
Albuquerque, NM, 87110
$113,231,3082365
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
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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)
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
View Full Profile

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
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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
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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
View Full Profile

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