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.
The 14 largest retirement planning companies based in Albuquerque, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence “We lead so that you can follow your life path.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “Our Mission is Simple.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Professional Consulting to Meet Your Needs and Exceed Your Expectations?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “It’s personal and comprehensive.” Source: RevenueBase Database · checked Sep 19, 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: retirement planning companies. 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 retirement planning companies.
- Partial evidence
- Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning companies. 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 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, 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 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
- Retirement planning companies in New York242
- Retirement planning companies in Houston179
- Retirement planning companies in Atlanta157
- Retirement planning companies in San Diego154
- Retirement planning companies in Dallas152
- Retirement planning companies in Chicago150
- Retirement planning companies in Scottsdale141
- Retirement planning companies in Charlotte124
- Retirement planning companies in Austin115
- Retirement planning companies in Denver103
- Retirement planning companies in Tampa99
- Retirement planning companies in Portland95
- Retirement planning companies in Los Angeles93
- Retirement planning companies in Cincinnati91
- Retirement planning companies in Raleigh86
- Retirement planning companies in Phoenix81
- Retirement planning companies in Boston79
- Retirement planning companies in Overland Park79
- Retirement planning companies in Columbus77
- Retirement planning companies in San Francisco77
- Retirement planning companies in Irvine75
- Retirement planning companies in Columbia71
- Retirement planning companies in Greenville71
- Retirement planning companies in Rochester70
- Retirement planning companies in San Antonio70
- Retirement planning companies in Indianapolis69
- Retirement planning companies in Pittsburgh68
- Retirement planning companies in Boca Raton67
- Retirement planning companies in Las Vegas65
- Retirement planning companies in Grand Rapids64
- Retirement planning companies in Newport Beach63
- Retirement planning companies in Omaha61
- Retirement planning companies in Miami60
- Retirement planning companies in Seattle60
- Retirement planning companies in Louisville59
- Retirement planning companies in Minneapolis59
- Retirement planning companies in Bellevue58
- Retirement planning companies in Birmingham58
- Retirement planning companies in Colorado Springs56
- Retirement planning companies in Greenwood Village54
- Retirement planning companies in Richmond54
- Retirement planning companies in Fort Lauderdale53
- Retirement planning companies in Fort Worth53
- Retirement planning companies in Troy53
- Retirement planning companies in Jacksonville52
- Retirement planning companies in Salt Lake City52
- Retirement planning companies in Springfield52
- Retirement planning companies in Wilmington52
- Retirement planning companies in Lexington48
- Retirement planning companies in Plano48
- Retirement planning companies in Madison47
- Retirement planning companies in Nashville47
- Retirement planning companies in Sarasota46
- Retirement planning companies in Orlando44
- Retirement planning companies in Tulsa43
- Retirement planning companies in Franklin42
- Retirement planning companies in Tucson42
- Retirement planning companies in Plymouth41
- Retirement planning companies in Lafayette40
- Retirement planning companies in Washington40
- Retirement planning companies in Memphis39
- Retirement planning companies in Cleveland38
- Retirement planning companies in Pasadena38
- Retirement planning companies in Walnut Creek38
- Retirement planning companies in Alpharetta37
- Retirement planning companies in Knoxville37
- Retirement planning companies in Virginia Beach37
- Retirement planning companies in Lincoln36
- Retirement planning companies in San Jose36
- Retirement planning companies in Greensboro35
- Retirement planning companies in Kansas City35
- Retirement planning companies in Lake Oswego35
- Retirement planning companies in Melville35
- Retirement planning companies in Oklahoma City34
- Retirement planning companies in Philadelphia34
- Retirement planning companies in Fort Collins33
- Retirement planning companies in Baton Rouge32
- Retirement planning companies in Charleston32
- Retirement planning companies in Jackson32
- Retirement planning companies in Naples32
- Retirement planning companies in Bloomington31
- Retirement planning companies in Brentwood31
- Retirement planning companies in West Chester31
- Retirement planning companies in West Des Moines31
- Retirement planning companies in Buffalo30
- Retirement planning companies in St Louis30
- Retirement planning companies in St. Louis30
- Retirement planning companies in Wichita30
- Retirement planning companies in Fort Wayne29
- Retirement planning companies in Lakewood29
- Retirement planning companies in Red Bank29
- Retirement planning companies in Roseville29
- Retirement planning companies in The Woodlands29
- Retirement planning companies in Westlake Village29
- Retirement planning companies in Albuquerque28
- Retirement planning companies in Englewood28
- Retirement planning companies in Chattanooga27
- Retirement planning companies in Clearwater27
- Retirement planning companies in Rockville27
- Retirement planning companies in Vienna27
- Retirement planning companies in Dublin26
- Retirement planning companies in Fort Myers26
- Retirement planning companies in Marietta26
- Retirement planning companies in Reno26
- Retirement planning companies in Southfield26
- Retirement planning companies in Ann Arbor25
- Retirement planning companies in Arlington25
- Retirement planning companies in Bethesda25
- Retirement planning companies in Canton25
- Retirement planning companies in Frisco25
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- Retirement planning companies in Sacramento25
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.
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