Best Financial Planner in New Mexico
Top Financial Planner Listings in New Mexico
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Showing 1-50 of 51 Financial Planner listings in New Mexico · page 1 of 2
Score breakdown
- Financial Planner
- Rio Rancho, New Mexico
- (505) 892-0099
- regionalfinance.com
Regional Finance is a Financial Planner in Rio Rancho, NM, located at 1001 Golf Course Rd SE #103. It provides personal installment loans for purposes such as auto repair, debt consolidation, home upgrades, and emergency expenses. The business holds a rating...
#2Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico Top-Rated
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- Financial Planner
- Albuquerque, New Mexico
- (505) 500-4032
- josevsanchez.com
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- 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...
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- Financial Planner
- Santa Fe, New Mexico
- (505) 500-4032
- josevsanchez.com
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- 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...
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- 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...
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- 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...
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- Financial Planner
- Santa Fe, New Mexico
- (505) 557-0000
- genassetplan.com
Generational Asset Planning is a financial planner in Santa Fe, NM. The business is located at Calle Mejia suit 102. It holds a 5.00 rating based on customer reviews. The firm provides financial advising, estate planning, investment management, tax...
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- 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...
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- Financial Planner
- South Valley, New Mexico
- (800) 621-6974
- crossstatefinancial.com
Cross State Financial Group LLC is a financial planner in South Valley, NM, located at 6721 Academy Rd NE, Albuquerque, NM. It holds a rating of 5.00 based on 0 reviews. Founded in 2015 by partners who began working together in 2003, the firm utilizes a team...
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- Financial Planner
- South Valley, New Mexico
- (505) 883-6262
- morganstanley.com
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- Financial Planner
- Albuquerque, New Mexico
- (866) 273-2848
- creativephl.org
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- Financial Planner
- Farmington, New Mexico
- (505) 327-6201
- morganstanley.com
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- 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...
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- Financial Planner
- Las Cruces, New Mexico
- (575) 522-8500
- morganstanley.com
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- 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...
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- 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...
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- Financial Planner
- Santa Fe, New Mexico
- (505) 984-3856
- thefunplex.com
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- Financial Planner
- Rio Rancho, New Mexico
- (505) 892-1329
- webbfinancialadvisors.com
An unnamed financial planner (Webb Financial Advisors): Webb Financial Advisors is a financial planner in Rio Rancho, NM. The firm provides financial planning and retirement investing services for families throughout the Southwest. Their specialized services include retirement planning, saving for education, and...
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 992-0024
- wellsfargo.com
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 795-7910
- financialpartnersnm.com
Financial Partners of Santa Fe: Financial Partners is a Financial Planner in Santa Fe, NM. They specialize in comprehensive financial planning services such as retirement planning, investment management, and wealth preservation for pre-retirees, retirees, high-net-worth individuals, and...
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
- Santa Fe, New Mexico
- (646) 450-7021
- whartonwealthplanning.com
Wharton Wealth Planning of Santa Fe: Wharton Wealth Planning is a Financial Planner in Santa Fe, NM. The business is located on Washington Ave, near the Santa Fe Public Library and the New Mexico History Museum. It is a short walk from the Palace of the Governors and the Fray Angelico Chavez...
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.
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- Financial Planner
- Santa Fe, New Mexico
- (505) 992-0601
- raymondjames.com
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- 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...
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- Financial Planner
- Santa Fe, New Mexico
- (844) 507-0961
- epwealth.com
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- 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
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- Financial Planner
- Rio Rancho, New Mexico
- (505) 891-9800
- oxfordwealthadvisors.com
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- Financial Planner
- Albuquerque, New Mexico
- (505) 227-1551
- gracefulwealth.com
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- Financial Planner
- Santa Fe, New Mexico
- (505) 982-2611
- login.morganstanleyclientserv.com
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 466-4058
- edwardjones.com
Edward Jones - Financial Advisor: Randy Egan is a Financial Planner in Santa Fe, NM. Randy Egan serves clients in Santa Fe, NM, offering personal financial advice to help achieve financial goals. The practice is located at 7 Avenida Vista Grande, Suite D3. It...
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 820-0076
- onlineaccess.edwardjones.com
#42Edward Jones
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- Financial Planner
- Carlsbad, New Mexico
- (575) 885-9435
- onlineaccess.edwardjones.com
- Financial Planner
- Santa Fe, New Mexico
- (505) 982-9661
- horizonssfs.com
- Financial Planner
- South Valley, New Mexico
- (505) 292-8817
- lifetime-restrat.com
- Financial Planner
- South Valley, New Mexico
- (505) 884-3445
- portfoliowealthadvisors.com
- Financial Planner
- Hobbs, New Mexico
- (575) 392-6145
- merrill.com
- Financial Planner
- Albuquerque, New Mexico
- (505) 507-2913
- goldmanpfm.com
- Financial Planner
- Santa Fe, New Mexico
- (505) 800-7797
- savantwealth.com
- Financial Planner
- Santa Fe, New Mexico
- (505) 428-0461
- santafewealthadvisors.com
- Financial Planner
- Santa Fe, New Mexico
- (505) 501-6200
- santafeadvisorsllc.com
Recently Updated Financial Planner in New Mexico
Business profiles with freshly refreshed About sections.
Score breakdown
- Financial Planner
- Rio Rancho, New Mexico
- (505) 892-0099
- regionalfinance.com
Regional Finance is a Financial Planner in Rio Rancho, NM, located at 1001 Golf Course Rd SE #103. It provides personal installment loans for purposes such as auto repair, debt consolidation, home upgrades, and emergency expenses. The business holds a rating...
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
- Santa Fe, New Mexico
- (505) 557-0000
- genassetplan.com
Generational Asset Planning is a financial planner in Santa Fe, NM. The business is located at Calle Mejia suit 102. It holds a 5.00 rating based on customer reviews. The firm provides financial advising, estate planning, investment management, tax...
Score breakdown
- Financial Planner
- South Valley, New Mexico
- (800) 621-6974
- crossstatefinancial.com
Cross State Financial Group LLC is a financial planner in South Valley, NM, located at 6721 Academy Rd NE, Albuquerque, NM. It holds a rating of 5.00 based on 0 reviews. Founded in 2015 by partners who began working together in 2003, the firm utilizes a team...
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) 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) 883-2630
- 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
- Santa Fe, New Mexico
- (505) 466-4058
- edwardjones.com
Edward Jones - Financial Advisor: Randy Egan is a Financial Planner in Santa Fe, NM. Randy Egan serves clients in Santa Fe, NM, offering personal financial advice to help achieve financial goals. The practice is located at 7 Avenida Vista Grande, Suite D3. It...
What the Data Shows for Financial Planners in New Mexico
21% of the 42 financial planners we measured in New Mexico reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 69.
The average Google rating across 35 rated financial planners is 4.7, and the median listing has 56 reviews.
None of the 51 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.
Looking for the best financial planner in New Mexico? BizScoreAI scores 51 Financial Planner listings across New Mexico on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are New Mexico Financial Planner listings 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 composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in New Mexico?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in New Mexico is listed and scored for free, and claiming is free too.
