Best Financial Advisors in Albuquerque

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
550+
Advisors
4.8/5.0
Average Rating

Albuquerque Financial Landscape

Albuquerque's economy is diverse, with significant contributions from technology, tourism, and healthcare. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Technology, Tourism, Healthcare
Population
556K (metro: 1.1M)
Median household income
$55,000
Unique needs
Albuquerque requires focus on tech diversification, housing affordability, and sustainable tourism development.
Market Insights
Economic Growth
According to BEA (2023), Albuquerque's GDP growth is projected at 3.2%, driven by tech and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Albuquerque is $55,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Albuquerque are increasingly specializing in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Albuquerque's cost of living is 5% below the national average, making it an attractive place for new residents.
Real Estate Market
According to Zillow (2024), Albuquerque's housing market is competitive, with median home prices rising by 8% year-over-year.
Business Environment
According to Fortune (2024), Albuquerque's business climate is improving, with incentives for startups and tech companies.

Top 5 Financial Advisors in Albuquerque

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
★ ★ ★ ★ ★ 5
Legacy Financial Group
★ ★ ★ ★ ★ 5
Portfolio Wealth Advisors
★ ★ ★ ★ ★ 5
Intelligent Investing Inc.
★ ★ ★ ★ ★ 5
TruePath Financial Planning
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Albuquerque, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Albuquerque-Specific Expertise
For Albuquerque residents working in Technology, Tourism, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Albuquerque's tech sector needs diversification to mitigate volatility. Real estate faces affordability issues; monitor for bubble risks. Prepare for droughts and wildfires.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby New Mexico locations

Albuquerque Las Cruces Rio Rancho Santa Fe Roswell Farmington Clovis