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Best Financial Advisors near Rio Rancho, New Mexico


To help Americans find the best financial advisors in Rio Rancho, New Mexico, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Rio Rancho, New Mexico.


1. Meridian Wealth Advisors
   (505) 828-2220
9400 Holly Ave NE, Bldg 4. Albuquerque, NM

Meridian Wealth Advisors, registered in 2006, manages $70.6 million for 66 clients.

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2. Hanseatic Management Services
   (505) 828-2824
5600 Wyoming NE, Suite 220. Albuquerque, NM

Hanseatic Management Services, registered in 1995, manages $240.0 million for 117 clients.

3. Ulrich Investment Consultants
   (505) 224-9100
1805 Rio Grande Boulevard NW, Suite 1. Albuquerque, NM

Ulrich Investment Consultants, registered in 2011, manages $1.6 billion for 170 clients.

4. Redw Wealth
   (505) 998-3200
7425 Jefferson NE Albuquerque, NM

Redw Wealth, registered in 2000, manages $753.9 million for 356 clients.

5. Waterway Wealth Management
   (505) 275-2436
8300 Carmel Avenue Ne, Suite 103, Albuquerque, New Mexico

Waterway Wealth Management, registered in 2013, manages $373.6 million for 241 clients.

6. AIO Financial
   (520) 325-0769
6300 Riverside Plaza Lane Nw, Albuquerque, New Mexico

AIO Financial, registered in 2001, manages $84.0 million for 160 clients.

7. HBW Advisory Services
   (505) 328-2469
7163 Elk Creek Rd Ne, Albuquerque, New Mexico

HBW Advisory Services, registered in 2012, manages $534.0 million for 5,530 clients.

8. PFG Advisors
   (800) 405-8850
Multiple Locations

PFG Advisors, registered in 2014, manages $1.0 billion for 2,582 clients.

9. CWM
   (505) 345-6111
7301 Jefferson Street Ne, Suite B, Albuquerque, New Mexico

CWM, registered in 2011, manages $11.9 billion for 22,611 clients.

10. First American Financial Advisors
   (505) 883-0083
Multiple Locations

First American Financial Advisors, registered in 2014, manages $250.0 million for 10 clients.

11. Better Money Decisions
   (844) 507-0961
4801 Lang Ne, Suite 110, Albuquerque, New Mexico

Better Money Decisions, registered in 2019, manages $148.9 million for 216 clients.

12. The Wealth Consulting Group
   (702) 263-1919
4901 Mcleod Suite D, Albuquerque, New Mexico

The Wealth Consulting Group, registered in 2014, manages $2.0 billion for 7,255 clients.

13. Cross State Financial Group
   (800) 621-6974
Multiple Locations

Cross State Financial Group, registered in 2016, manages $102.3 million for 247 clients.

14. Royal Fund Management
   (505) 301-7960
4801 Lang Ave. Ne Suite 110, Albuquerque, New Mexico

Royal Fund Management, registered in 2013, manages $636.8 million for 4,759 clients.

15. Phillips Capital Advisors
   (505) 404-9773
7004 Oersted Road Ne, Rio Rancho, New Mexico

Phillips Capital Advisors, registered in 2006, manages $414.2 million for 493 clients.

16. MGM
   (505) 346-3434
5600 Eubank Blvd NE, Suite 260. Albuquerque, NM

MGM, registered in 2005, manages $127.7 million for 625 clients.

17. Universal Advisory Services
   (505) 856-5600
4906 Alameda, NE, Suite A. Albuquerque, NM

Universal Advisory Services, registered in 2004, manages $317.5 million for 263 clients.

18. Horter Investment Management
   (505) 891-9800
Multiple Locations

Horter Investment Management, registered in 2007, manages $545.8 million for 3,495 clients.

19. Crown Capital Securities
   (714) 547-9481
Multiple Locations

Crown Capital Securities, registered in 2000, manages $909.3 million for 3,784 clients.

20. Crown Capital Securities
   (714) 547-9481
Multiple Locations

Crown Capital Securities, registered in 2000, manages $909.3 million for 3,784 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Meridian Wealth Advisors
   (505) 828-2220

Meridian Wealth Advisors, registered in 2006, manages $70.6 million for 66 clients.

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Top Cities for New Mexico


Albuquerque, New Mexico Bernalillo, New Mexico Corrales, New Mexico Kirtland AFB, New Mexico Rio Rancho, New Mexico SF, New Mexico Santa Fe, New Mexico Sunland Park, New Mexico Tesuque, New Mexico UNM, New Mexico

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