AdvisorCensus / Financial advisors / New Mexico / Albuquerque, NM / Branch offices
Advisory firms with an office in Albuquerque, NM, headquartered elsewhere
37 investment advisory firms with a principal office outside the Albuquerque, NM metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Allworth Financial, L.P. | Albuquerque, NM | Folsom, CA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Albuquerque, NM | Newport Beach, CA | SEC-registered investment adviser |
| Buck Wealth Strategies, LLC | Albuquerque, NM | Denver, CO | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Albuquerque, NM | Fairfield, IA | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Albuquerque, NM | Minneapolis, MN | SEC-registered investment adviser |
| Cove Wealth Management | Albuquerque, NM | Houston, TX | SEC-registered investment adviser |
| Creative Planning | Albuquerque, NM | Overland Park, KS | SEC-registered investment adviser |
| DAI Wealth, LLC | Albuquerque, NM | Atlanta, GA | SEC-registered investment adviser |
| Discipline Wealth Solutions, Inc. | Albuquerque, NJ | Greenville, SC | SEC-registered investment adviser |
| Engineers Gate Manager LP | Albuquerque, NM | New York, NY | SEC-registered investment adviser |
| EP Wealth Advisors | Albuquerque, NM | Torrance, CA | SEC-registered investment adviser |
| Equita Financial Network, Inc. | Albuquerque, NM | Fort Washington, PA | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Albuquerque, NM | Ontario, CA | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Albuquerque, NM | Lake St. Louis, MO | SEC-registered investment adviser |
| Founders Financial Alliance, LLC | Albuquerque, NM | Raleigh, NC | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Albuquerque, NM | Austin, TX | SEC-registered investment adviser |
| Lakeridge Wealth Management LLC | Albuquerque, NM | Mentor, OH | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Albuquerque, NM | Lubbock, TX | SEC-registered investment adviser |
| Mariner | Albuquerque, NM | Overland Park, KS | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Albuquerque, NM | Dallas, TX | SEC-registered investment adviser |
| Newedge Advisors | Albuquerque, NM | New Orleans, LA | SEC-registered investment adviser |
| PFG Advisors | Albuquerque, NM | Phoenix, AZ | SEC-registered investment adviser |
| Pioneer Wealth Management Group | Albuquerque, NM | Austin, TX | SEC-registered investment adviser |
| Prime Capital Financial | Albuquerque, NM | Overland Park, KS | SEC-registered investment adviser |
| Royal Fund Management, LLC | Albuquerque, NM | Lady Lake, FL | SEC-registered investment adviser |
| Simplicity Wealth | Albuquerque, NM | Summit, NJ | SEC-registered investment adviser |
| SJHL Financial Group | Rio Rancho, NM | McPherson, KS | SEC-registered investment adviser |
| Sowell Management | Albuquerque, NM | North Little Rock, AR | SEC-registered investment adviser |
| Summit Financial, LLC | Albuquerque, NM | Parsippany, NJ | SEC-registered investment adviser |
| The Ameriflex Group | Albuquerque, NM | Las Vegas, NV | SEC-registered investment adviser |
| The Mather Group, LLC | Albuquerque, NM | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | Albuquerque, NM | Las Vegas, NV | SEC-registered investment adviser |
| Thurston Springer Advisors | Rio Rancho, NM | Indianapolis, IN | SEC-registered investment adviser |
| Trek Financial | Albuquerque, NM | Scottsdale, AZ | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Albuquerque, NM | Overland Park, KS | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Albuquerque, NM | Plymouth, MN | SEC-registered investment adviser |
| Womack Wealth Management, Inc. | Albuquerque, NM | Manhattan Beach, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Albuquerque, NM, headquartered elsewhere. https://advisorcensus.com/advisors/nm/albuquerque/branch-offices https://advisorcensus.com/advisors/nm/albuquerque/branch-offices