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Best Financial Planner in New Mexico

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Top Financial Planner Listings in New Mexico

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Showing 51-51 of 51 Financial Planner listings in New Mexico · page 2 of 2

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A
  • Financial Planner
  • Hobbs, New Mexico
  • (575) 964-1583
  • ascendantfa.com
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Recently Updated Financial Planner in New Mexico

Business profiles with freshly refreshed About sections.

Regional Finance

4.8 Google rating · 90 reviews

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Regional Finance website

Score breakdown

AI Visibility65
AI Ready-
SEO93
Freshness-
  • 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...

Scores updated Oct 8, 2026About refreshed Oct 8, 2026
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Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque website

Score breakdown

AI Visibility49
AI Ready12
SEO81
Freshness80
  • 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...

Category rank by BizScore: #6 of 21 Financial Planner listings in AlbuquerqueScores updated Oct 24, 2026About refreshed Oct 4, 2026

Generational Asset Planning

5.0 Google rating

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Generational Asset Planning website

Score breakdown

AI Visibility50
AI Ready-
SEO75
Freshness-
  • 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...

Category rank by BizScore: #2 of 12 Financial Planner listings in Santa FeScores updated Jul 28, 2026About refreshed Oct 6, 2026

Cross State Financial Group LLC

5.0 Google rating

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Cross State Financial Group LLC website

Score breakdown

AI Visibility54
AI Ready27
SEO71
Freshness60
  • 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...

Category rank by BizScore: #1 of 6 Financial Planner listings in South ValleyScores updated Oct 25, 2026About refreshed Oct 8, 2026
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Wealth Management Legacy Planning Group of Albuquerque website

Score breakdown

AI Visibility45
AI Ready-
SEO76
Freshness-
  • 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...

Category rank by BizScore: #9 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026About refreshed Oct 9, 2026

MarCia Financial, LLC

5.0 Google rating

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MarCia Financial, LLC website

Score breakdown

AI Visibility32
AI Ready17
SEO67
Freshness15
  • 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...

Category rank by BizScore: #17 of 21 Financial Planner listings in AlbuquerqueScores updated Oct 27, 2026About refreshed Oct 15, 2026

Creative Financial Strategies of Albuquerque

5.0 Google rating

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Creative Financial Strategies of Albuquerque website

Score breakdown

AI Visibility26
AI Ready12
SEO71
Freshness80
  • 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...

Category rank by BizScore: #21 of 21 Financial Planner listings in AlbuquerqueScores updated Oct 24, 2026About refreshed Oct 18, 2026

Edward Jones - Financial Advisor: Randy Egan

5.0 Google rating

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Edward Jones - Financial Advisor: Randy Egan website

Score breakdown

AI Visibility0
AI Ready48
SEO77
Freshness100
  • 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...

Category rank by BizScore: #11 of 12 Financial Planner listings in Santa FeScores updated Oct 28, 2026About refreshed Oct 2, 2026

What the Data Shows for Financial Planners in New Mexico

51financial planners scored in New Mexico
54Average BizScore
75Top BizScore
21%AI Visibility 50 or higher
69Average SEO score
4.7Average Google rating (35 rated)
0Claimed by the owner

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 28, 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.