List Of All financial planner Leads in Albuquerque
A current list of financial planner in Albuquerque: 20 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM), with an average of roughly 4.8★ across all listings. Updated 8/31/2026 — scroll down to compare the full list and follow through to whichever business suits your needs.
20 results · last updated 8/31/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110, United States | +****8*••••6 | in**••••*.comRegister to View | 5.0(39 reviews) | Financial planner | |
| Legacy Financial Group9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122, United States | +****8*••••4 | — | 5.0(27 reviews) | Financial planner | |
| MarCia Financial, LLC4001 Indian School Rd NE Ste 155, Albuquerque, NM 87110, United States | — | fr***••••*.comRegister to View | 5.0(24 reviews) | Financial Advisor | |
| Lifetime Retirement Strategies4121 Eubank Blvd NE, Albuquerque, NM 87111, United States | +*****9••••7 | ke**••••*.comRegister to View | 5.0(21 reviews) | Financial planner | |
| Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120, United States | +******••••2 | in**••••*.comRegister to View | 5.0(11 reviews) | Financial planner | |
| Intelligent Investing Inc.4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, United States | +****9*••••3 | — | 5.0(10 reviews) | Financial planner | |
| Kevin A. Brown, CLU ChFC | Charles Stephen5951 Jefferson St NE # D, Albuquerque, NM 87109, United States | +*****7••••6 | — | 5.0(7 reviews) | Financial planner | |
| TruePath Financial Planning3240B Juan Tabo Blvd NE Ste A-2, Albuquerque, NM 87111, United States | +****79••••5 | jo**••••*.comRegister to View | 5.0(4 reviews) | Financial planner | |
| Portfolio Wealth Advisors6100 Uptown Blvd NE Ste 540, Albuquerque, NM 87110, United States | +****88••••5 | in**••••*.comRegister to View | 5.0(4 reviews) | Financial planner | |
| Michael R. Rose Wealth Management4263 Montgomery Blvd NE Ste 100, Albuquerque, NM 87109, United States | +******••••5 | mi****••••*.comRegister to View | 5.0(3 reviews) | Financial advisor | |
| Winslow Wood & Associates Llc6759 Academy Rd NE, Albuquerque, NM 87109, United States | +****88••••6 | mw***••••*.comRegister to View | 5.0(2 reviews) | Financial planner | |
| Crow Financial Advisors8210 Louisiana Blvd NE B, Albuquerque, NM 87113, United States | +******••••1 | — | 5.0(2 reviews) | Financial planner | |
| Creative Financial Strategies6301 Indian School Rd NE, Albuquerque, NM 87110, United States | +****88••••0 | — | 5.0(1 reviews) | Financial planner | |
| Uptown Wealth Solutions Group6301 Uptown Blvd NE Ste 100, Albuquerque, NM 87110, United States | +****87••••0 | mi****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Charles Stephen & Co Inc5951 Jefferson St NE, Albuquerque, NM 87109, United States | +****88••••1 | ma****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Steve Lynch Wealth Management6605 Uptown Blvd NE Ste 370, Albuquerque, NM 87110, United States | +****88••••6 | sc****••••*.comRegister to View | 4.6(34 reviews) | Financial planner | |
| Morgan Stanley Financial Advisors6565 Americas Pkwy Ste 400, Albuquerque, NM 87110, United States | +****88••••2 | — | 3.7(6 reviews) | Financial Advisor | |
| Wells Fargo Advisors6501 Americas Pkwy #1000, Albuquerque, NM 87110, United States | +****88••••0 | jo****••••*.comRegister to View | 3.7(3 reviews) | Investment service | |
| Mercer Advisors - Albuquerque100 Sun Ave NE Suite 650 (office number 652, Albuquerque, NM 87109, United States | +*****9••••0 | — | — | Financial planner | |
| United Capital Financial Advisors - Garth Scrivner, CPA/PFS, CFP6565 Americas Pkwy Ste 810, Albuquerque, NM 87110, United States | +******••••3 | — | — | Financial planner |