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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 you 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 registrations check. 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 12, 2024Albuquerque has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Albuquerque, New Mexico (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | $2,748,530,621 | 871 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | REDW WEALTH LLC 7425 Jefferson Ne, Albuquerque, NM, 87109 | $896,400,602 | 1189 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
| 3 | JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113 | $722,571,918 | 662 | 12 | A Percentage of AUM, Fixed Fees |
| 4 | PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | $258,187,630 | 685 | 3 | A Percentage of AUM, Hourly charges |
| 5 | TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | $257,742,757 | 3 | 22 | A Percentage of AUM, Performance Based |
| 6 | ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | $215,897,023 | 1181 | 2 | A Percentage of AUM |
| 7 | MGM LLC 5600 Eubank Blvd Ne, Suite 260 Albuquerque, NM, 87111 | $144,698,132 | 261 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | SANDIA WEALTH MANAGEMENT, LLC 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111 | $140,894,100 | 538 | 4 | A Percentage of AUM, Hourly charges |
| 9 | CROW FINANCIAL ADVISORS 8210 Louisiana Blvd Ne, Suite B Albuquerque, NM, 87113 | $119,085,618 | 582 | 3 | A Percentage of AUM, Hourly charges |
| 10 | CROSS STATE FINANCIAL GROUP LLC 8421 Osuna Road Ne, Suite C Albuquerque, NM, 87111 | $117,205,050 | 861 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | MERIDIAN WEALTH ADVISORS, LLC 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122-2969 | $108,271,092 | 251 | 1 | A Percentage of AUM, Fixed Fees |
| 12 | OAKMONT ADVISORY GROUP, LLC 2001 Carlisle Blvd Ne, Suite D Albuquerque, NM, 87110-4939 | $107,804,446 | 962 | 7 | A Percentage of AUM, Fixed Fees |
| 13 | HANSEATIC MANAGEMENT SERVICES INC 5600 Wyoming Ne, Suite 220 Albuquerque, NM, 87109 | $106,000,000 | 114 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SKLAR CAPITAL ADVISORS, LLC 6757 Academy Road, Ne, Suite A Albuquerque, NM, 87109 | $98,310,944 | 275 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Albuquerque, New Mexico
QualificationsFirm CRD# 159499
Assets Under Management $2,748,530,621
No. Of Clients871
Clients Per Financial Advisor44
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 871 clients. The team consists of 20 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109446
Assets Under Management $896,400,602
No. Of Clients1189
Clients Per Financial Advisor85
REDW WEALTH LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $896M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109791
Assets Under Management $722,571,918
No. Of Clients662
Clients Per Financial Advisor55
JOHN MOORE & ASSOCIATES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $723M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 145687
Assets Under Management $258,187,630
No. Of Clients685
Clients Per Financial Advisor228
PORTFOLIO WEALTH ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 685 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 290562
Assets Under Management $257,742,757
No. Of Clients3
Clients Per Financial Advisor0
TITAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M 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
QualificationsFirm CRD# 282089
Assets Under Management $215,897,023
No. Of Clients1181
Clients Per Financial Advisor591
ZANETTI FINANCIAL, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1181 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
QualificationsFirm CRD# 136725
Assets Under Management $144,698,132
No. Of Clients261
Clients Per Financial Advisor65
MGM 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 261 clients. The team consists of 4 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 159402
Assets Under Management $140,894,100
No. Of Clients538
Clients Per Financial Advisor135
SANDIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 538 clients. The team consists of 4 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 114077
Assets Under Management $119,085,618
No. Of Clients582
Clients Per Financial Advisor194
CROW FINANCIAL ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 282011
Assets Under Management $117,205,050
No. Of Clients861
Clients Per Financial Advisor86
CROSS STATE FINANCIAL GROUP LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 861 clients. The team consists of 10 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 140991
Assets Under Management $108,271,092
No. Of Clients251
Clients Per Financial Advisor251
MERIDIAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 158890
Assets Under Management $107,804,446
No. Of Clients962
Clients Per Financial Advisor137
OAKMONT ADVISORY GROUP, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 clients. The team consists of 7 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107110
Assets Under Management $106,000,000
No. Of Clients114
Clients Per Financial Advisor29
HANSEATIC MANAGEMENT SERVICES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 114 clients. The team consists of 4 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 286554
Assets Under Management $98,310,944
No. Of Clients275
Clients Per Financial Advisor92
SKLAR CAPITAL ADVISORS, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 275 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services