Best Financial Advisors in ALBUQUERQUE, New Mexico
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ALBUQUERQUE
JOHN MOORE & ASSOCIATES INC
ALBUQUERQUE, NM · Since 1998
REDW WEALTH LLC
ALBUQUERQUE, NM · Since 2000
PORTFOLIO WEALTH ADVISORS
ALBUQUERQUE, NM · Since 2008
HANSEATIC MANAGEMENT SERVICES INC
ALBUQUERQUE, NM · Since 1995
ZANETTI FINANCIAL, LLC
ALBUQUERQUE, NM · Since 2021
OAKMONT ADVISORY GROUP, LLC
ALBUQUERQUE, NM · Since 2023
SANDIA WEALTH MANAGEMENT, LLC
ALBUQUERQUE, NM · Since 2021
MERIDIAN WEALTH ADVISORS, LLC
ALBUQUERQUE, NM · Since 2023
WATERROCK WEALTH MANAGEMENT
ALBUQUERQUE, NM · Since 2023
MADRID WEALTH MANAGEMENT
ALBUQUERQUE, NM · Since 2025
ULRICH INVESTMENT CONSULTANTS
ALBUQUERQUE, NM · Since 2011
CROSS STATE FINANCIAL GROUP LLC
ALBUQUERQUE, NM · Since 2020
SKG CAPITAL ADVISORS, LLC
ALBUQUERQUE, NM · Since 2022
TITAN FUND MANAGEMENT, LLC
ALBUQUERQUE, NM · Since 2017
DXD CAPITAL
ALBUQUERQUE, NM · Since 2024
STEVE LYNCH WEALTH MANAGEMENT
ALBUQUERQUE, NM · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ALBUQUERQUE?
The median advisory fee in ALBUQUERQUE, NM is 0.95% of assets under management per year, based on Form ADV filings from 16 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.