Company lists · Data refreshed September 2026

Top 14 Retirement planning companies based in Albuquerque, United States

RevenueBase identified 28 retirement planning companies headquartered in Albuquerque, United States as of September 2026 and tracks 88 professional contacts across them, including 38 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
28Companies
88Contacts tracked
38Verified emails
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The 14 largest retirement planning companies based in Albuquerque, United States

Ranked by team size
Top 14 of 28 retirement planning companies based in Albuquerque, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“At Charles Stephen, every financial plan we create is as unique as the client we build it for.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“At Justice Financial, we use straightforward financial guidance to help you get where you want to go.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Syndicus Financial provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
5Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At Oakmont Advisory Group, LLC, we seek to offer sound advice and peace of mind to our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-103 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 19, 2026
7Partial evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 202611-503 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 19, 2026
8Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We lead so that you can follow your life path.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect 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 19, 2026
10Partial evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect 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 19, 2026
12Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Our Mission is Simple.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Professional Consulting to Meet Your Needs and Exceed Your Expectations?”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“It’s personal and comprehensive.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 14 of 28 retirement planning companies based in Albuquerque, United States

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Retirement planning companies based in Albuquerque, United States at a glance

As of Sep 19, 2026
43.2%Verified-email coverage
3.1Average contacts per company
1-10Median size (employees)
864.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
3

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 28 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 38 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 19, 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.

Retirement planning companies by metro in the United States

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 retirement planning companies, 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 retirement planning companies are there based in Albuquerque, United States?

RevenueBase identified 28 retirement planning companies 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?

Charles Stephen And Company, headquartered in Albuquerque, tops this list with the largest team on record.

Which city has the most retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 38 verified decision-maker contacts tracked across these 28 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 19, 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 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.