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Best Financial Planners in Albuquerque, New Mexico

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20Financial Planners scored in Albuquerque
59Average BizScore
74Top BizScore
20%AI Visibility 50 or higher
74Average SEO score
4.9Average Google rating (17 rated)

Top Financial Planners in Albuquerque

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Showing 1-20 of 20 Financial Planners listings in Albuquerque, NM · page 1 of 1

#1Michael R. Rose Wealth Management

5.0 Google rating

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Michael R. Rose Wealth Management website

Score breakdown

AI Visibility61
SEO88
  • 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...

Ranked #2 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026
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Mariner of Albuquerque website

Score breakdown

AI Visibility64
SEO79
  • 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...

Ranked #1 of 6 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#3Allworth Financial of Albuquerque

5.0 Google rating

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Allworth Financial of Albuquerque website

Score breakdown

AI Visibility49
SEO86
  • 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...

Ranked #4 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026
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David Garrett - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility52
SEO75
  • 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...

Ranked #3 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026

#5Core Financial

3.8 Google rating

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Core Financial website

Score breakdown

AI Visibility49
SEO87
  • 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...

Ranked #5 of 21 Financial Planner listings in AlbuquerqueScores updated Sep 25, 2026
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Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque website

Score breakdown

AI Visibility49
SEO74
  • 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...

Ranked #6 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#7Cross State Financial Group LLC of Albuquerque

5.0 Google rating

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Cross State Financial Group LLC of Albuquerque website

Score breakdown

AI Visibility54
SEO72
  • Financial Planner
  • Albuquerque, New Mexico
  • (800) 621-6974
  • crossstatefinancial.com

Cross State Financial Group LLC of Albuquerque is a financial planner in Albuquerque, NM, located at 6721 Academy Rd NE. It holds a rating of 5.00 based on customer reviews. Cross State Financial Group LLC was founded in 2015 by partners who began working...

Ranked #7 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026
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Oakmont Advisory Group - Fiduciary Financial Advisor of Albuquerque website

Score breakdown

AI Visibility45
SEO75
  • 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...

Ranked #2 of 6 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#9Steve Lynch Wealth Management of Albuquerque

4.6 Google rating

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Steve Lynch Wealth Management of Albuquerque website

Score breakdown

AI Visibility46
SEO73
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 881-7526
  • stevelynchwealth.com

Steve Lynch Wealth Management of Albuquerque: Steve Lynch Wealth Management is a financial planner in Albuquerque, New Mexico. The firm provides wealth management, retirement planning, and investment guidance to individuals, families, and businesses. Serving clients from coast to coast, the team offers...

Ranked #8 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#10Wealth Management Legacy Planning Group

4.9 Google rating

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Wealth Management Legacy Planning Group website

Score breakdown

AI Visibility45
SEO76
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 930-7221
  • wealthlpg.com

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...

Ranked #9 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026
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United Capital Financial Advisors of Albuquerque website

Score breakdown

AI Visibility43
SEO78
  • 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...

Ranked #10 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#12TruePath Financial Planning

5.0 Google rating

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TruePath Financial Planning website

Score breakdown

AI Visibility49
SEO67
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 797-7765
  • truepathfp.com

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...

Ranked #11 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#13Lifetime Retirement Strategies

5.0 Google rating

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Lifetime Retirement Strategies website

Score breakdown

AI Visibility39
SEO77
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 292-8817
  • nm-retire.com

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...

Ranked #12 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026

#14Edelman Financial Engines of Albuquerque

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Albuquerque website

Score breakdown

AI Visibility39
SEO75
  • Financial Planner
  • Albuquerque, New Mexico
  • (833) 752-6333
  • edelmanfinancialengines.com

Edelman Financial Engines of Albuquerque is a financial planner in Albuquerque, NM, located at 6565 Americas Pkwy Ste 400. The firm serves clients across Albuquerque, Santa Fe, and Rio Rancho, assisting individuals and families through every stage of their...

Ranked #13 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026
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Gateway Financial Advisors, LLC website

Score breakdown

AI Visibility31
SEO63
  • 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...

Ranked #16 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026

#16Crow Financial Advisors

5.0 Google rating

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Crow Financial Advisors website

Score breakdown

AI Visibility29
SEO72
  • 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...

Ranked #18 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026

#17MarCia Financial, LLC

5.0 Google rating

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MarCia Financial, LLC website

Score breakdown

AI Visibility32
SEO66
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 256-4878
  • fritzmarciafinancial.com

MarCia Financial, LLC is a financial planner in Albuquerque, NM. The firm is led by Fritz MarCia, a Registered Financial Consultant who has helped preserve the wealth of more than 3,718 clients over the past 30 years. He created The S.A.F.E. Money Method, an...

Ranked #17 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 20, 2026

#18Portfolio Wealth Advisors

5.0 Google rating

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Portfolio Wealth Advisors website

Score breakdown

AI Visibility29
SEO61
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 884-3445
  • portfoliollc.com

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...

Ranked #19 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#19Legacy Financial Group

5.0 Google rating

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Legacy Financial Group website

Score breakdown

AI Visibility34
SEO64
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 839-0224
  • legacyfg.net

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...

Ranked #20 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026

#20Creative Financial Strategies

5.0 Google rating

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Creative Financial Strategies website

Score breakdown

AI Visibility26
SEO65
  • Financial Planner
  • Albuquerque, New Mexico
  • (505) 883-2630
  • cfsplanners.net

Creative Financial Strategies is a financial planner in Albuquerque, NM. The firm operates as an independent, fee-planning and financial management practice serving families, professionals, and business owners with unbiased advice. Its services center on...

Ranked #21 of 21 Financial Planner listings in AlbuquerqueScores updated Jun 7, 2026
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BizScoreAI ranks 20 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. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Albuquerque, New Mexico does BizScoreAI track?

20 financial planners in Albuquerque currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 74.

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. 20% 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.