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Financial Advisors in Albuquerque, NM: 2026 rankings

72 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Albuquerque: Horizon Trust Company, RFA Score 79/100; 4.9★ from 431 Google reviews.

  2. 2

    Most-reviewed: Choice Mortgage Group New Mexico, 108 Google reviews at 5.0★, the most of 72 ranked after Horizon Trust Company; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

72 Albuquerque financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 72 rated firms.

Top 10 financial advisors in Albuquerque at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Albuquerque at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Horizon Trust Company794.9★ (431)AlbuquerqueTop score
2Choice Mortgage Group New Mexico755.0★ (108)AlbuquerqueMost reviews
3Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM725.0★ (39)Albuquerque—
4Legacy Financial Group715.0★ (30)Albuquerque—
5Steve Lynch Wealth Management704.6★ (34)Albuquerque—
6MarCia Financial, LLC705.0★ (24)Albuquerque—
7Specialized Trust Company704.1★ (80)Albuquerque—
8Lifetime Retirement Strategies695.0★ (20)Albuquerque—
9Wealth Management & Legacy Planning Group694.9★ (19)Albuquerque—
10Allworth Financial685.0★ (13)Albuquerque—

All 72 financial advisors in Albuquerque, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Albuquerque

    #1 Horizon Trust Company

    Based in Albuquerque

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 431 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 431 Google reviews
    Hours
    Mon–Thu 7 AM–4 PM · Fri 7 AM–2:30 PM · Sat–Sun closed
    Address
    6301 Indian School Rd NE #810, Albuquerque, NM 87110
    View profile for Horizon Trust Company(888) 205-6036

  4. #4 Legacy Financial Group

    Based in Albuquerque

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8 AM–12 PM · Sat–Sun closed
    Address
    9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122
    View profile for Legacy Financial Group(505) 839-0224

  6. #6 MarCia Financial, LLC

    Based in Albuquerque

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    4001 Indian School Rd NE Ste 155, Albuquerque, NM 87110
    View profile for MarCia Financial, LLC

  10. #10 Allworth Financial

    Based in Albuquerque

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7601 Jefferson St NE Unit 360, Albuquerque, NM 87109
    View profile for Allworth Financial(505) 856-5600

  13. #13 Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico

    Based in Albuquerque

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon 7:30 AM–5 PM · Tue 9 AM–7 PM · Wed 7 AM–1 PM · Thu 9 AM–3:30 PM · Fri 7 AM–11 AM · Sat–Sun closed
    Address
    6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120
    View profile for Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico(505) 500-4032

  15. #15 First Command

    Based in Albuquerque

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 12 Google reviews
    Address
    6000 Uptown Blvd NE #307, Albuquerque, NM 87110
    View profile for First Command(505) 294-3311

  17. #17 Graceful Wealth

    Based in Albuquerque

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    5720 Osuna Rd NE, Albuquerque, NM 87109
    View profile for Graceful Wealth(505) 227-1551

  19. #19 SKG Capital

    Based in Albuquerque

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    6757 Academy Rd NE, Albuquerque, NM 87109
    View profile for SKG Capital(505) 856-5444

  20. #20 Goldfin Group | Goals-based Financial, Tax, Estate, and Investment Planning | Ryan Guth, CFP®

    Based in Albuquerque

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2440 Louisiana Blvd NE #570, Albuquerque, NM 87110
    View profile for Goldfin Group | Goals-based Financial, Tax, Estate, and Investment Planning | Ryan Guth, CFP®(505) 404-9970

  21. #21 REDW Advisors and CPAs

    Based in Albuquerque

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.8★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 3.8★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8801 Horizon Blvd Ste 401, Albuquerque, NM 87113
    View profile for REDW Advisors and CPAs(505) 998-3200

  22. #22 Zanetti Financial, LLC

    Based in Albuquerque

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5130 San Francisco Rd NE Ste A, Albuquerque, NM 87109
    View profile for Zanetti Financial, LLC(505) 858-3303

  25. #25 BMO Bank N.A Branches

    Based in Albuquerque

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.6★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 Dr Martin Luther King Jr Ave NE, Albuquerque, NM 87102
    View profile for BMO Bank N.A Branches(505) 346-5730

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 72 ranked financial advisors here; the rest are on their profiles.

financial advisors in Albuquerque, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Alexandra M Chase, AAMS®664.8★ (6)In Albuquerque
27Core Financial653.8★ (10)In Albuquerque
28Northwestern Mutual655.0★ (5)In Albuquerque
29Grinstead Wealth Management655.0★ (5)In Albuquerque
30Charles Schwab653.3★ (15)In Albuquerque
31Merrill Lynch Wealth Management653.8★ (8)In Albuquerque
32BMO Bank N.A Branches653.4★ (10)In Albuquerque
33Oxford Wealth Advisors, an E.A. Buck Company654.5★ (21)13 mi
34Rick Griffin: Primerica - Financial Services655.0★ (4)In Albuquerque
35RBC Wealth Management Branch - Albuquerque655.0★ (4)In Albuquerque
36Capital Strategies, a member of the MassMutual Financial Group655.0★ (4)In Albuquerque
37Edward Jones - Financial Advisor: Todd White, CEPA®655.0★ (4)In Albuquerque
38Portfolio Wealth Advisors655.0★ (4)In Albuquerque
39TruePath Financial Planning655.0★ (4)In Albuquerque
40Edelman Financial Engines653.7★ (6)In Albuquerque
41Fidelity Investments653.1★ (10)In Albuquerque
42Morgan Stanley Financial Advisors653.7★ (6)In Albuquerque
43Isaac Suazo - Wealth Financial Advisor645.0★ (3)In Albuquerque
44John Moore Associates645.0★ (3)In Albuquerque
45investUS llc645.0★ (3)In Albuquerque
46Edward Jones - Financial Advisor: Julie R Epling645.0★ (3)In Albuquerque
47Saber Financial Group644.0★ (4)In Albuquerque
48Edward Jones - Financial Advisor: Dustin G Myers, CFP®643.4★ (5)In Albuquerque
49Michael R. Rose Wealth Management645.0★ (3)In Albuquerque
50Kivi Financial Group645.0★ (3)In Albuquerque

Also serving Albuquerque

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Albuquerque
BusinessGoogle ratingDistance
Altalune Wealth Advisors, LLC5.0★ (2)In Albuquerque
Chandler Planning & Investment5.0★ (2)In Albuquerque
Cloak Advisors LLC5.0★ (2)In Albuquerque
Cross State Financial Group LLC5.0★ (2)In Albuquerque
Crow Financial Advisors5.0★ (2)In Albuquerque
David Garrett - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Albuquerque
Edward Jones - Financial Advisor: Mary Bunch, AAMS®5.0★ (1)In Albuquerque
Ethos Financial Partners - Ameriprise Financial Services, LLC4.0★ (2)In Albuquerque
First American Financial1.0★ (2)In Albuquerque
First Command Financial Advisor - Shawn Feliciano5.0★ (2)In Albuquerque
Hurst Capital Management5.0★ (1)In Albuquerque
Joseph T Olson - BancWest Investment Services Wealth Financial Advisor4.0★ (1)In Albuquerque
Lobo Wealth Strategies PC3.0★ (2)In Albuquerque
Prevender Financial Services, LLC5.0★ (2)In Albuquerque
The Renaud Investment Group5.0★ (2)In Albuquerque
UMB Private Wealth Management Center1.0★ (1)In Albuquerque
Waddell & Reed Financial Advisor/ LPL Financial3.0★ (2)In Albuquerque
Wealth Enhancement Group5.0★ (2)In Albuquerque
Wells Fargo Advisors5.0★ (1)In Albuquerque
Winslow Wood & Associates Llc5.0★ (2)In Albuquerque

How we ranked Albuquerque financial advisors

We scored 72 Albuquerque financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Albuquerque data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Albuquerque: frequently asked questions

Which financial advisor has the highest RFA Score in Albuquerque?

By RFA Score, the highest-ranked financial advisor in Albuquerque, NM is Horizon Trust Company with an RFA Score of 79/100. It has 4.9★ from 431 Google reviews. Choice Mortgage Group New Mexico (#2) and Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM (#3) follow. We ranked 72 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Albuquerque?

RankedFinancialAdvisors ranks 72 financial advisors serving Albuquerque, NM. 49 of them are based in Albuquerque; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Albuquerque work on weekends?

9 of 72 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Intelligent Investing Inc. (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Albuquerque financial advisors have?

The median Google rating among 72 rated financial advisors in Albuquerque is 4.8★, with a median of 8 reviews. Horizon Trust Company has the most, 431 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Albuquerque count in this ranking?

Yes, if they are within 25 mi of the Albuquerque city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Albuquerque ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Albuquerque a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Albuquerque

  1. November 2026: RFA Scores recalculated for 72 financial advisors serving Albuquerque.

More financial advisors and Albuquerque pages