Steve Lynch Wealth Management
“I feel I have a real and lasting friendship,that happens to be my financial advisor.”
Best Financial Advisors in Albuquerque, NM
22 firms listed · all 22 in Albuquerque · 20 rated 4.5+ · 2 show a license
Data verified October 19, 2026
Oakmont Advisory Group
“Brandon was well prepared, knowledgeable, took the time to personalize our needs and provided ample options for our retirement plans.”
Burgmaier & Associates
“Also, great customer service, I will definitely be using them again next year!”
Mark J Napolin & Associates
The Renaud Investment Group
Kirk & Associates
“They answered my call and responded quickly to an issue I had concerning a financial document.”
The 22 firms listed for Albuquerque, NM provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Albuquerque, NM
All 22 firms we list here are in Albuquerque itself. We have 54 firms in Albuquerque on file; this page shows the highest-rated 22. 21 of the firms on this page have a rating, from 4.0 to 5.0 across 140 reviews; 20 are rated 4.5 or higher. 2 show a license on their websites and 5 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 48 years. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 22 of the firms on this page; 17 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Albuquerque offer a free first meeting?
4 of the 22 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Charles Stephen & Co
Saber Financial Group
“!!!! My partner and I are Very, Very Pleased with our new Policies and Grateful to Jeff for all his Help and Kindness through this process”
Truepath Financial Planning
“I've been using them for years (over a decade) and have zero complaints.”
Portfolio Wealth Advisors
“Lee and his team provide the highest level of competence, professionalism and ethics in all their services.”
Sklar Capital
“They keep me constantly updated with with the financial information that is important for maintaining my retirement portfolio.”
Cove Wealth Management
Fractal Profile Wealth Management
“I am very pleased with the success of my portfolio and even more pleased with the customer service I receive there!”
Kevin A. Brown, CLU Chfc | Charles Stephen
“He's without a doubt the most knowledgeable and trustworthy financial advisor I have ever worked with.”
Bold Financial Group
Winslow Wood & Associates Llc
Zanetti Financial
Legacy Financial Group
“Helped me get started on protecting my future, and the future of my family!”
Crow Financial Advisors
“Tom Crow is always a pleasure to speak with especially regarding anything market related.”
Square72 Investments
Capital Strategies, a Member of the Massmutual Financial Group
“Friendly, approachable and professional staff that are great at helping with all aspects of financial planning.”
Cal Willis Wealth Management
“I highly recommend him to help you manage your finances.”
Why these companies made our list
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