Company lists · Data refreshed September 2026
Top 15 Financial advisors for high net worth based in Albuquerque, United States
RevenueBase identified 26 financial advisors for high net worth headquartered in Albuquerque, United States as of September 2026 and tracks 109 professional contacts across them, including 58 with verified work emails. New York is the largest hub.
This list covers financial advisors for high net worth headquartered in Albuquerque, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 15 largest financial advisors for high net worth based in Albuquerque, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 26 contacts → | ||||
Indirect evidence “Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Partial evidence “At Charles Stephen, every financial plan we create is as unique as the client we build it for.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7 contacts → | ||||
Partial evidence “At Justice Financial, we use straightforward financial guidance to help you get where you want to go.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4 contacts → | ||||
Strong evidence “Lee Munson, founder, Portfolio Wealth Advisors Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3 contacts → | ||||
Partial evidence “At Oakmont Advisory Group, LLC, we seek to offer sound advice and peace of mind to our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Partial evidence “We simplify the complex details of financial planning so you can focus on what matters most, your family, your investments and your quality of life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 contacts → | ||||
Partial evidence “Hanseatic is in the business of providing fee-only investment advice by way of investment management in separately managed account format as well as financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Indirect evidence “Custom and independent fee-only investment portfolio management for all types of accounts.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “Retirement Extender® is a wealth management firm that assists our clients in pursuing their financial goals, as well as their life goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “We lead so that you can follow your life path.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “At Avatrine Financial, We help you build your wealth and protect what you have while you’re building it.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Strong evidence “As a financial advisor and founder of Kennedy Financial Network, Kris has a passion for helping people maximize their financial potential through comprehensive investment…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Our Mission is Simple.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “It’s personal and comprehensive.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisors for high net worth. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisors for high net worth.
- Partial evidence
- Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisors for high net worth. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 15 of 26 financial advisors for high net worth based in Albuquerque, United States
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Financial advisors for high net worth based in Albuquerque, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Albuquerque, so it is reported there. Company counts and contact totals on this page are exact for Albuquerque, over 26 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisors for high net worth, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Albuquerque, United States whose own description of what they do matches “financial advisors for high net worth”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisors for high net worth), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisors for high net worth, and records with no verified work email. Companies headquartered outside Albuquerque are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 58 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial advisors for high net worth by metro in the United States
- Financial advisors for high net worth in New York434
- Financial advisors for high net worth in Atlanta249
- Financial advisors for high net worth in Houston237
- Financial advisors for high net worth in Dallas228
- Financial advisors for high net worth in San Diego201
- Financial advisors for high net worth in Chicago199
- Financial advisors for high net worth in Scottsdale175
- Financial advisors for high net worth in Austin173
- Financial advisors for high net worth in Charlotte157
- Financial advisors for high net worth in Denver148
- Financial advisors for high net worth in San Francisco147
- Financial advisors for high net worth in Boston131
- Financial advisors for high net worth in Los Angeles130
- Financial advisors for high net worth in Tampa128
- Financial advisors for high net worth in Miami127
- Financial advisors for high net worth in Cincinnati110
- Financial advisors for high net worth in Portland105
- Financial advisors for high net worth in Columbus98
- Financial advisors for high net worth in Overland Park97
- Financial advisors for high net worth in Phoenix97
- Financial advisors for high net worth in Irvine95
- Financial advisors for high net worth in Newport Beach94
- Financial advisors for high net worth in Indianapolis93
- Financial advisors for high net worth in Raleigh92
- Financial advisors for high net worth in Seattle91
- Financial advisors for high net worth in Minneapolis84
- Financial advisors for high net worth in San Antonio84
- Financial advisors for high net worth in Boca Raton82
- Financial advisors for high net worth in Bellevue81
- Financial advisors for high net worth in Omaha81
- Financial advisors for high net worth in Birmingham79
- Financial advisors for high net worth in Pittsburgh79
- Financial advisors for high net worth in Columbia77
- Financial advisors for high net worth in Grand Rapids77
- Financial advisors for high net worth in Greenville72
- Financial advisors for high net worth in Las Vegas71
- Financial advisors for high net worth in Louisville69
- Financial advisors for high net worth in Richmond68
- Financial advisors for high net worth in Rochester67
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- Financial advisors for high net worth in Buffalo34
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- Financial advisors for high net worth in Albuquerque26
- Financial advisors for high net worth in Bend26
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Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisors for high net worth, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisors for high net worth are there based in Albuquerque, United States?
RevenueBase identified 26 financial advisors for high net worth headquartered in Albuquerque, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Ulrich Investment Consultants, headquartered in Albuquerque, tops this list with the largest team on record.
Which city has the most financial advisors for high net worth?
New York leads with 434 headquartered companies, followed by Atlanta (249) and Houston (237).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 58 verified decision-maker contacts tracked across these 26 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 financial advisors for high net worth based in Albuquerque, United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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