Best Financial Planners in Albuquerque, New Mexico
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Albuquerque
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-23 of 23 Financial Planners listings in Albuquerque, NM · page 1 of 1
#1Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico Top-Rated
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 500-4032
- josevsanchez.com
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 346-0095
- michaelrrose.com
Michael R. Rose Wealth Management is a financial planner in Albuquerque, New Mexico. The firm specializes in retirement planning and investment management, helping clients simplify the investing process to pursue their long-term financial goals. With a 5.00...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 524-0242
- marinerfinance.com
Mariner of Albuquerque: Mariner is a Financial Planner in Albuquerque, NM. The company provides personalized personal loans designed to help individuals meet immediate needs, such as debt consolidation, vacation expenses, car loans, and home improvement projects. Mariner Finance...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 856-5600
- allworthfinancial.com
Allworth Financial of Albuquerque is a financial planner in Albuquerque, NM. The firm provides wealth management services to individuals, families, and professionals, including researchers, engineers, healthcare executives, and business owners. The team has...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 962-2166
- ameripriseadvisors.com
David Garrett - Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in Albuquerque, NM, located at 107 Bryn Mawr Dr SE. The firm provides personalized financial advice based on individual goals and needs, offering recommendations for...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 821-6966
- oakmontadvisory.com
Oakmont Advisory Group is a financial planner in Albuquerque, NM, located at 2001 Carlisle Blvd NE Suite D. The firm provides investment management, financial planning, estate, tax, and healthcare guidance. They specialize in working with individuals who are...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 821-5566
- corefinancialnm.com
Core Financial is a financial planner in Albuquerque, NM. The firm specializes in wealth management and retirement planning, focusing on helping clients achieve their financial goals through long-term relationships. Services include income planning...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 821-6966
- oakmontadvisory.com
Oakmont Advisory Group - Fiduciary Financial Advisor of Albuquerque is a financial planner in Albuquerque, New Mexico. The firm provides full-service wealth management, including investment management, financial planning, and guidance regarding estate, tax...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (866) 273-2848
- creativephl.org
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 930-7221
- wealthlpg.com
Wealth Management Legacy Planning Group of Albuquerque: Wealth Management Legacy Planning Group is a financial planner in Albuquerque, NM. The firm provides personalized financial guidance to local families, small business owners, and employees from institutions including UNM, NMSU, Texas Tech, and UTEP. Its...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 883-3131
- unitedcapitalwealth.com
United Capital Financial Advisors of Albuquerque: United Capital Financial Advisors is a financial planner in Albuquerque, NM. The firm provides personalized financial planning and retirement services designed to help clients use their money confidently while planning for the future. Their expertise includes...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 797-7765
- truepathfp.com
TruePath Financial Planning of Albuquerque: TruePath Financial Planning is a financial planner in Albuquerque, NM. The firm provides fiduciary financial advisory and wealth management planning services, specializing in helping clients navigate savings, investments, and retirement. They offer accessible...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 292-8817
- nm-retire.com
Lifetime Retirement Strategies of Albuquerque: Lifetime Retirement Strategies is a financial planner in Albuquerque, New Mexico, serving individuals and families with personalized retirement planning, investment management, estate planning, tax strategies, and insurance solutions. Based at 4121 Eubank...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 585-5595
- gfainvestments.com
Gateway Financial Advisors, LLC is a financial planner in Albuquerque, NM. The firm provides a wide range of services including financial planning, asset management, portfolio analysis, and business and quality life plans. They also offer insurance solutions...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 256-4878
- fritzmarciafinancial.com
MarCia Financial, LLC is a financial planner in Albuquerque, NM. Led by Fritz MarCia, a registered financial consultant, the firm has served clients for 30 years. MarCia is the author of The S.A.F.E. Money Method and has preserved the wealth of 3,718 clients...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 883-6262
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Albuquerque: Morgan Stanley's Albuquerque Branch specializes in serving accomplished individuals, families, and institutions with comprehensive wealth management services designed to help them achieve their financial goals.
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 243-2281
- crowfa.com
Crow Financial Advisors is a financial planner in Albuquerque, New Mexico. The firm provides investment advisory and financial planning services to individuals of all ages and life stages. With over 30 years of experience building wealth, the firm maintains a...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 839-0224
- legacyfg.net
Legacy Financial Group of Albuquerque: Legacy Financial Group is a financial planner in Albuquerque, NM, located at 9400 Holly Ave NE Building 4. It holds a 5.00 rating based on customer reviews. The firm was established to help clients align their financial goals with what they value most...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 884-3445
- portfoliollc.com
Portfolio Wealth Advisors of Albuquerque: Portfolio Wealth Advisors is a financial planner in Albuquerque, NM. The firm provides investment management and comprehensive financial planning services designed to help clients achieve unique investment goals and prepare for retirement. Their expertise...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 883-2630
- cfsplanners.net
Creative Financial Strategies of Albuquerque: Creative Financial Strategies is a financial planner in Albuquerque, NM, located at 6301 Indian School Rd NE. The firm operates as an independent, fee-planning and financial management practice, serving families, professionals, and business owners. It...
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 903-1663
- mynmfp.com
Intelligent Investing Inc. of Albuquerque: Intelligent Investing, Inc. has transitioned its services under The H Group, continuing to offer wealth management solutions with a focus on personalized service.
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 889-8889
- wealthenhancementgroup.com
Score breakdown
- Financial Planner
- Albuquerque, New Mexico
- (505) 227-1551
- gracefulwealth.com
What the Data Shows for Financial Planners in Albuquerque
17% of the 23 financial planners we measured in Albuquerque reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 70.
The average Google rating across 20 rated financial planners is 4.9, and the median listing has 500 reviews.
None of the 23 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 23 financial planners in Albuquerque, New Mexico by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Albuquerque ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Albuquerque, New Mexico does BizScoreAI track?
23 financial planners in Albuquerque currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 75.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Albuquerque score 50 or higher.
Is being listed free?
Yes. Every financial planner in Albuquerque is listed and scored for free, and claiming a listing is free too.
