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List Of All wealth management company Leads in Albuquerque

A current list of wealth management company in Albuquerque: 20 businesses, each with contact information and a rating where one's on record. The highest-rated listing here is Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM at 5.0★; across the full list, ratings average close to 4.8★. Everything below is current as of 10/2/2026; click through to any listing for a website, map link, or way to get in touch.

20 results · last updated 10/2/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NMFinancial planner
2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110, United StatesView on Google Maps
5.0(39)
+****8**6966View in Leads Searchin**@o**************.comView in Leads Searchoakmontadvisory.com/
InstagramFacebook
Legacy Financial GroupFinancial planner
9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122, United StatesView on Google Maps
5.0(27)
+****8*9**24View in Leads Search-www.legacyfg.net/-
Lifetime Retirement StrategiesFinancial planner
4121 Eubank Blvd NE, Albuquerque, NM 87111, United StatesView on Google Maps
5.0(21)
+*****9*8817View in Leads Searchke**@n********.comView in Leads Searchwww.nm-retire.com/-
Allworth FinancialFinancial planner
7601 Jefferson St NE Unit 360, Albuquerque, NM 87109, United StatesView on Google Maps
5.0(12)
+****8*6*600View in Leads Search-allworthfinancial.com/find-a-location/albuquerque
LinkedInFacebookX (Twitter)YouTube
Intelligent Investing Inc.Financial planner
4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, United StatesView on Google Maps
5.0(10)
+****9***663View in Leads Search-mynmfp.com/?utm_source=google&utm_medium=organic&utm_campaign=gmbwebsite
InstagramX (Twitter)
SKG CapitalFinancial Advisor
6757 Academy Rd NE, Albuquerque, NM 87109, United StatesView on Google Maps
5.0(8)
+****8*6**44View in Leads Searchin**@s**********.comView in Leads Searchwww.skgadvisors.com/-
Portfolio Wealth AdvisorsFinancial planner
6100 Uptown Blvd NE Ste 540, Albuquerque, NM 87110, United StatesView on Google Maps
5.0(4)
+****88***45View in Leads Searchin**@p***********.comView in Leads Searchwww.portfoliollc.com/
LinkedInFacebookX (Twitter)YouTube
RBC Wealth Management Branch - AlbuquerqueFinancial planner
6301 Uptown Blvd NE Ste 100, Albuquerque, NM 87110, United StatesView on Google Maps
5.0(4)
+****88***11View in Leads Search-us.rbcwealthmanagement.com/albuquerque?utm_source=GMB&utm_medium=Yext-
Michael R. Rose Wealth ManagementFinancial advisor
4263 Montgomery Blvd NE Ste 100, Albuquerque, NM 87109, United StatesView on Google Maps
5.0(3)
+******6**95View in Leads Searchmi************@l**.comView in Leads Searchwww.michaelrrose.com/
LinkedInFacebookX (Twitter)
Harvest Moon Wealth AdvisorsConsultant
6565 Americas Pkwy, Albuquerque, NM 87110, United StatesView on Google Maps
5.0(1)
+*****6**705View in Leads Searchme****@h************************.comView in Leads Searchwww.harvestmoonwealthadvisors.com/contact-
Gallagher Wealth ManagementFinancial Advisor
5600 Eubank Blvd NE, Albuquerque, NM 87111, United StatesView on Google Maps
5.0(1)
+****888**70View in Leads Searchda*************@l**.comView in Leads Searchwww.dmgwealth.com/
LinkedInFacebook
Cove Wealth Management, Inc.Investment company
2125 Wyoming Blvd NE, Albuquerque, NM 87112, United StatesView on Google Maps
5.0(1)
+*****6***06View in Leads Searchte**@c*****.comView in Leads Searchwww.covewm.com/
Instagram
Charles Stephen & Co IncFinancial planner
5951 Jefferson St NE, Albuquerque, NM 87109, United StatesView on Google Maps
5.0(1)
+****88***51View in Leads Searchma****@c********************.comView in Leads Searchcharlesstephen.com/
LinkedInFacebookX (Twitter)
Cal Willis Wealth ManagementFinancial planner
10007 Wilshire Ave NE, Albuquerque, NM 87122, United StatesView on Google Maps
5.0(1)
+****6***601View in Leads Search-calwilliswealth.com/
LinkedIn
Wealth Management Legacy Planning GroupFinancial advisor
6301 Indian School Rd NE Ste 670, Albuquerque, NM 87110, United StatesView on Google Maps
4.9(18)
+****9**7*21View in Leads Search-wealthlpg.com/
LinkedIn
Steve Lynch Wealth ManagementFinancial planner
6605 Uptown Blvd NE Ste 370, Albuquerque, NM 87110, United StatesView on Google Maps
4.6(34)
+****88*7*26View in Leads Searchsc*****@s***************.comView in Leads Searchwww.stevelynchwealth.com/
LinkedInFacebook
Merrill Lynch Wealth ManagementInvestment service
2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, United StatesView on Google Maps
4.1(7)
+****88*7*00View in Leads Search-advisor.ml.com/sites/nm/albuquerquenm-
Morgan Stanley Financial AdvisorsFinancial Advisor
6565 Americas Pkwy Ste 400, Albuquerque, NM 87110, United StatesView on Google Maps
3.7(6)
+****88*6*62View in Leads Search-advisor.morganstanley.com/albuquerque-branch?y_source=1_MjM2MTg2OS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
Sandia Wealth ManagementFinancial planner
9201 Montgomery Blvd NE #401, Albuquerque, NM 87111, United StatesView on Google Maps
-+*****96**00View in Leads Search-www.sandiawealth.com/-
Altus Wealth ManagementFinancial Advisor
2201 San Pedro Dr NE Bldg 25, Albuquerque, NM 87110, United StatesView on Google Maps
-+****977**00View in Leads Searchin**@a*******.comView in Leads Searchwww.altuswealthmanagement.com/
LinkedInFacebookX (Twitter)

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