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Financial Planners in Albuquerque, NM: 2026 rankings

44 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Albuquerque: Choice Mortgage Group New Mexico, RFA Score 77/100; 5.0★ from 108 Google reviews.

  2. 33

    Most-reviewed: Bank of America (with Drive-thru ATM), 104 Google reviews at 2.9★, the most of 44 ranked after Choice Mortgage Group New Mexico; ranked #33.

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

44 Albuquerque financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.6★ across 44 rated firms.

Top 10 financial planners 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 planners in Albuquerque at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Choice Mortgage Group New Mexico775.0★ (108)Albuquerque—Top score
2Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM735.0★ (39)Albuquerque——
3Specialized Trust Company724.1★ (80)Albuquerque——
4Legacy Financial Group715.0★ (30)Albuquerque——
5Steve Lynch Wealth Management714.6★ (34)Albuquerque——
6Lifetime Retirement Strategies705.0★ (20)Albuquerque——
7Allworth Financial685.0★ (13)Albuquerque——
8First Command Financial Advisor - Bethany Brandt685.0★ (12)Albuquerque——
9First Command Financial Advisor - Faizan Siddiqui685.0★ (12)Albuquerque——
10Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico675.0★ (11)AlbuquerqueEvenings—

All 44 financial planners 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.

  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

  7. #7 Allworth Financial

    Based in Albuquerque

    68/100RFA Score

    Ranked #7 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

  10. #10 Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico

    Based in Albuquerque

    67/100RFA Score

    Ranked #10 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

  12. #12 First Command

    Based in Albuquerque

    67/100RFA Score

    Ranked #12 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

  15. #15 Graceful Wealth

    Based in Albuquerque

    66/100RFA Score

    Ranked #15 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

  16. #16 BMO Bank N.A Branches

    Based in Albuquerque

    66/100RFA Score

    Ranked #16 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

  17. #17 SKG Capital

    Based in Albuquerque

    66/100RFA Score

    Ranked #17 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

  18. #18 Goldfin Group | Goals-based Financial, Tax, Estate, and Investment Planning | Ryan Guth, CFP®

    Based in Albuquerque

    66/100RFA Score

    Ranked #18 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 Core Financial

    Based in Albuquerque

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.8★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6707 Academy Rd NE Ste B, Albuquerque, NM 87109
    View profile for Core Financial(505) 821-5566

  22. #22 BMO Bank N.A Branches

    Based in Albuquerque

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.4★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    303 Roma Ave NW, Albuquerque, NM 87102
    View profile for BMO Bank N.A Branches(505) 717-3420

  24. #24 Northwestern Mutual

    Based in Albuquerque

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8220 San Pedro Dr NE #505, Albuquerque, NM 87113
    View profile for Northwestern Mutual(505) 880-9600

All 44 financial planners

#1 to #25 are shown in full above. Here are #26 to #44, in RFA Score order; each links to its profile.

financial planners in Albuquerque, ranks 26 to 44
RankBusinessRFA ScoreGoogle ratingDistance
26RBC Wealth Management Branch - Albuquerque645.0★ (4)In Albuquerque
27Portfolio Wealth Advisors645.0★ (4)In Albuquerque
28TruePath Financial Planning645.0★ (4)In Albuquerque
29TD Ameritrade642.7★ (10)In Albuquerque
30Albuquerque, NM Branch Office - UBS Financial Services Inc.634.0★ (4)In Albuquerque
31Wealth Management & Legacy Planning Group634.9★ (19)In Albuquerque
32Isaac Suazo - Wealth Financial Advisor635.0★ (3)In Albuquerque
33Bank of America (with Drive-thru ATM)632.9★ (104)11 mi
34UMB Bank (with drive-thru services)633.2★ (29)11 mi
35Bank of America (with Drive-thru ATM)632.3★ (58)In Albuquerque
36BMO Bank N.A Branches632.1★ (27)In Albuquerque
37Secure Trust Representatives, Inc623.7★ (3)In Albuquerque
38UMB Bank (with drive-thru services)613.5★ (16)20 mi
39BMO Bank N.A Branches603.1★ (29)20 mi
40BMO Bank N.A Branches602.3★ (29)11 mi
41UMB Bank (with drive-thru services)603.3★ (10)17 mi
42Anthem Financial Services, Inc.592.6★ (5)12 mi
43Fidelity Investments543.1★ (10)In Albuquerque
44Michael R. Rose Wealth Management535.0★ (3)In Albuquerque

Also serving Albuquerque

20 more financial planners 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 planners serving Albuquerque
BusinessGoogle ratingDistance
Capital Strategies, a member of the MassMutual Financial Group5.0★ (4)In Albuquerque
Charles Schwab3.3★ (15)In Albuquerque
Edward Jones - Financial Advisor: Alexandra M Chase, AAMS®4.8★ (6)In Albuquerque
Edward Jones - Financial Advisor: Dustin G Myers, CFP®3.4★ (5)In Albuquerque
Edward Jones - Financial Advisor: Julie R Epling5.0★ (3)In Albuquerque
Edward Jones - Financial Advisor: Todd White, CEPA®5.0★ (4)In Albuquerque
Everest Wealth Advisors5.0★ (7)In Albuquerque
First Command Financial Advisor - Shawn Feliciano5.0★ (2)In Albuquerque
John Moore Associates5.0★ (3)In Albuquerque
Kaitlyn Renee Klein-sutton: Primerica - Financial Services3.0★ (4)In Albuquerque
Kivi Financial Group5.0★ (3)In Albuquerque
MarCia Financial, LLC5.0★ (24)In Albuquerque
Morgan Stanley Financial Advisors3.7★ (6)In Albuquerque
REDW Advisors and CPAs3.8★ (16)In Albuquerque
Rick Griffin: Primerica - Financial Services5.0★ (4)In Albuquerque
Saber Financial Group4.0★ (4)In Albuquerque
Scott Roland Lasher: Primerica - Financial Services2.3★ (3)In Albuquerque
Wells Fargo Advisors3.7★ (3)In Albuquerque
Wells Fargo Private Bank1.0★ (3)In Albuquerque
Zanetti Financial, LLC5.0★ (7)In Albuquerque

How we ranked Albuquerque financial planners

We scored 44 Albuquerque financial planners 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Albuquerque: frequently asked questions

Which financial planner has the highest RFA Score in Albuquerque?

By RFA Score, the highest-ranked financial planner in Albuquerque, NM is Choice Mortgage Group New Mexico with an RFA Score of 77/100. It has 5.0★ from 108 Google reviews. Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM (#2) and Specialized Trust Company (#3) follow. We ranked 44 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Albuquerque?

RankedFinancialAdvisors ranks 44 financial planners serving Albuquerque, NM. 36 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 planners in Albuquerque work on weekends?

6 of 44 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Intelligent Investing Inc. (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Albuquerque financial planners have?

The median Google rating among 44 rated financial planners in Albuquerque is 4.6★, with a median of 11 reviews. Choice Mortgage Group New Mexico has the most, 108 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 planners?

Each financial planner 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 planners outside Albuquerque count in this ranking?

Yes, if they are within 25 mi of the Albuquerque city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Albuquerque ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner 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 planners 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 44 financial planners serving Albuquerque.

More financial planners and Albuquerque pages