Company lists · Data refreshed September 2026

Top 19 Personal financial advisors based in Albuquerque, United States

Name: Personal financial advisors based in Albuquerque, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 35 companies tracked

RevenueBase identified 35 company matches for personal financial advisors associated with Albuquerque, United States as of September 2026 and tracks 189 professional contacts across them, including 88 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Albuquerque has 35.

This list covers company matches for personal financial advisors associated with Albuquerque, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

35Companies

189Contacts tracked

88Verified emails

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The 19 largest personal financial advisors based in Albuquerque, United States

Ranked by team size

Top 19 of 35 company matches for personal financial advisors based in Albuquerque, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Titan Development, LTD	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “Titan Fund Management is a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Ulrich Investment Consultants	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Charles Stephen And Company	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “At Charles Stephen, every financial plan we create is as unique as the client we build it for.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Justice Financial	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Justice Financial, we use straightforward financial guidance to help you get where you want to go.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Syndicus Financial, LLC	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Syndicus Financial provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Portfolio Wealth Advisors	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Oakmont Advisory Group	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Oakmont Advisory Group, LLC, we seek to offer sound advice and peace of mind to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Peak Wealth Management	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Hanseatic Management Services, INC	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Crow Financial Advisors	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Custom and independent fee-only investment portfolio management for all types of accounts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Retirement Extender	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Retirement Extender® is a wealth management firm that assists our clients in pursuing their financial goals, as well as their life goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	OLD Town Advisors	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We lead so that you can follow your life path.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Avatrine Financial	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Avatrine Financial, We help you build your wealth and protect what you have while you’re building it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Steve Lynch Wealth Management	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “CERTIFIED FINANCIAL PLANNER™ Advisory services are offered through Steve Lynch Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Engage Retirement	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Truepath Financial Planning	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Kennedy Financial Network	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As a financial advisor and founder of Kennedy Financial Network, Kris has a passion for helping people maximize their financial potential through comprehensive investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Waypath Financial Group	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Our Mission is Simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Kirtland Financial Services	Exact match	Albuquerque, NM, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “It’s personal and comprehensive.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 35 personal financial advisors based in Albuquerque, United States

See the full list, filter by size, metro and specialty, and access 88 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Albuquerque, United States at a glance

As of Sep 20, 2026

46.6%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 35 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Albuquerque, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 88 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Albuquerque, United States?

RevenueBase identified 35 company matches for personal financial advisors associated with Albuquerque, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Titan Development, LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Albuquerque has 35.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 88 professional contacts with verified work emails tracked across these 35 companies; direct dials are available where recorded.

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.

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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 SmartSearch, 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.