Financial Planners in New Mexico: Ranked Lists by City (2026)
11 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 11 New Mexico cities, 321 city rankings in all. The largest lists are Albuquerque (44), South Valley (44) and Enchanted Hills (42).
Financial planners by city in New Mexico
Every New Mexico city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among New Mexico financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Western Finance | 78 | #1 in Sunland Park | 4.9★ (574) |
| 2 | Choice Mortgage Group New Mexico | 77 | #1 in Albuquerque | 5.0★ (108) |
| 3 | Western Finance | 76 | #2 in Sunland Park | 4.9★ (502) |
| 4 | Western-Shamrock Finance | 73 | #3 in Sunland Park | 4.9★ (221) |
| 5 | Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM | 73 | #2 in Albuquerque | 5.0★ (39) |
| 6 | Specialized Trust Company | 72 | #3 in Albuquerque | 4.1★ (80) |
| 7 | Legacy Financial Group | 69 | #3 in Rio Rancho | 5.0★ (30) |
| 8 | UMB Bank (with drive-thru services) | 68 | #3 in Los Lunas | 3.5★ (16) |
| 9 | New Mexico Finance Authority | 63 | #1 in Santa Fe | 4.0★ (12) |
| 10 | Bank of America (with Drive-thru ATM) | 63 | #2 in Santa Fe | 2.3★ (50) |