9 Best Financial Advisors in Albuquerque, New Mexico 2023 • Benzinga

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Home to the world’s largest hot air balloon festival, Albuquerque is also known for something else: an impressive array of financial advisors. Choosing the right financial advisor can be a daunting task, so Benzinga has compiled a list of the best financial advisors in Albuquerque, New Mexico.

An overview of the best financial advisors in Albuquerque, New Mexico:

Best Client Portal: Portfolio Wealth Advisors, LLC

Portfolio Wealth Advisors is a financial advisory firm owned by financial author and television financial markets analyst Lee Manson. The company offers comprehensive services in investment management and financial planning.

Portfolio Wealth Advisors is designed to create a user-friendly and modern financial model. The firm has productivity, positions, tax returns, and more. There is a secure client portal that allows you to easily access information such as The intuitive navigation of the client portal allows you to analyze your portfolio 24/7 from a computer, tablet or mobile phone.

PORTFOLIO WEALTH TIPS

$158,724,841

  • Percentage of assets under your management
  • Hourly rates

  • Financial planning services
  • FINANCIAL ADVISORY SERVICES
Address

2500 LOUISIANA BLVD. NE SUITE 508ALBUQUERQUE NM, 87110

The best

  • Custom Robo Investing

Best robo-advisor: M1 Finance

M1 Finance is a great choice if you want to manage your money independently. You can access low-cost ETFs, individual stocks, or a combination of the two. You can also access a wallet line of credit up to $10,000 and use M1 Finance’s checking account option to set up direct deposits.

You can choose between 2 account types. The M1 Finance Core account includes:

  • No trading commission
  • No management fee
  • Free current account
  • The base rate for the loan portfolio line is 3.5%

The M1 Finance Plus account includes:

  • Basic account features
  • 1% APY on checking account balance
  • 1% cash back on debit card purchases, unlimited
  • Access to the 2nd daily trading window
  • 2.75% rate on the portfolio credit line (0.75% reduction)

Ideal for a targeted approach to wealth management: Ulrich Investment Consultants

Ulrich Investment Consultants is a fee-only trustee affiliated with Callan & Associates, a leading provider of institutional investment services. Ulrich’s clients are high-net-worth individuals and families, institutions and sovereign tribes. Ulrich Investment Consultants offers you a focused approach to provide you with reliable, integrated and tailored solutions for all your financial needs.

Ulrich uses a best practice approach based on the Fiduciary Code of Conduct. This means that the company provides objective and transparent advice.

ULRICH INVESTMENT ADVISORS

$1,008,416,172

  • Percentage of assets under your management
  • Hourly rates
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Retirement Advisory Services
  • Selection of other advisers (including individual fund managers)
Address

1805 RIO GRANDE BOULEVARD SUITE #1ALBUQUERQUE NM, 87104

Ideal for individual and institutional investors: Hanseatic Management Services

Hanseatic Management Services is a 100% employee and veteran-owned financial advisory firm. The firm provides financial services to individuals and institutional investors.

Hanseatic offers a wide range of strategies aimed at generating income and equity while limiting risk and volatility for individual investors.

Hanseatic offers institutional investors a robust investment approach using stock selection and quantitative analysis to build diversified fund portfolios that adapt to changing market conditions.

HANSEATIC MANAGEMENT SERVICES INC.

$100,200,000

  • Percentage of assets under your management
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • MODEL PORTFOLIO PROVIDER
Address

5600 WYOMING NE SUITE 220ALBUQUERQUE NM, 87109

The best

  • High net worth individuals

Best Portfolio Analysis: Private Equity

Personal Capital is an investment portfolio tracking application that offers you two types of services: expense and asset tracking and managed services. To qualify for a managed portfolio, you must have a minimum account balance of $100,000.

You can control a multi-asset portfolio with free investment management tools. For additional assistance, you can hire a private equity advisor who can provide you with tax optimization strategies and a framework for achieving your short- and long-term goals.

Best for Women: Better Financial Solutions

Better Money Decisions is a wealth management company founded to empower women to live their best financial lives.

The company offers 3 types of services:

  • Lifetime Financial Planning: Complete tax planning, financial roadmapping, estate planning and more. includes
  • Financial Planning and Divorce Mediation: A settlement can help you structure your decision so you can get the most out of your money.
  • Investment management: Offers a portfolio built for you using passive investments in the right mix.

$120,557,046

  • Percentage of assets under your management
  • Fixed costs (excluding subscription costs)

  • Financial planning services
Address

4801 LANG NE SUITE 110ALBUQUERQUE NM, 87109

Perfect for finding personalized financial advisors: SmartAsset

Find the right financial advisor to prepare for your future. The SmartAsset platform connects investors, prospective retirees and retirees with financial advisors across the country.

As the first comprehensive solution to easily and securely match investors with financial advisors, SmartAsset provides free and secure access to the financial advisor marketplace and searches for advisors that match you based on your location, assets and personal preferences.

Take a short survey about your retirement readiness, investment style and contact information so that SmartAsset’s algorithm can match you with the best financial advisor.

Best for Excellent Customer Service: REDW LLC

REDW has 6 decades of experience and is one of the largest accounting and business consulting firms in the Southwest. The company has managed to provide the best service to its customers – according to an independent study, 95% of customers recommend the company.

REDW helps you access capital and enter new markets. The firm provides you with all the information and training you need to make the most of your opportunities. It provides assistance to businesses, real estate, 401(k), IRA and other employee benefit plans, health care, state governments and tribes.

$662,121,697

  • Percentage of assets under your management
  • Hourly rates
  • Fixed costs (excluding subscription costs)
  • Other

  • Financial planning services
  • Selection of other advisers (including individual fund managers)
  • Publication of periodicals or newsletters
  • Training seminars/workshops
  • TAX PREPARATION
Address

7425 JEFFERSON NE ALBUQUERQUE NM, 87109

Find the best financial advisor in Albuquerque

It’s totally understandable to look at several financial advisors before settling on “The”. In fact, it is recommended. This is about your financial future, which is important not only to you, but also to your loved ones. Choose the Albuquerque advisor that best meets your financial goals.

FAQ

Q

How do I research my financial advisor’s expertise?

A

You can search for a financial planner through FINRA’s BrokerCheck. The Financial Industry Regulatory Authority (FINRA) is an independent regulatory body that ensures financial integrity.

Q

What is the difference between financial planning and retirement planning?

A

The main difference between financial planning and retirement planning is in the area of ​​interest. Financial planning is an overall framework that includes planning for your education, estate, taxes, and even retirement. Retirement planning involves planning for your life after retirement and how you can continue to earn money after you retire.

Q

Can I speak to a financial advisor for free?

A

Yes, the first consultation with a financial advisor is always free.

Methodology

To identify the best financial advisors in Albuquerque, we reviewed all SEC-registered advisory firms with an office in Albuquerque. We win the slate by including advisors who are registered fiduciaries, have no prior disclosures, and have minimal conflicts of interest. To further break down the list of truly top advisors in the region, we focused on advisors who offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a global payout program, and are over $50 million. in assets under management.

All news on the site does not represent the views of the site, but we automatically submit this news and translate it using software technology on the site, rather than a human editor.

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