ULRICH INVESTMENT CONSULTANTS
Albuquerque, NM
AUM
$3.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
505-224-9100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NM, ALBUQUERQUE
24 advisers found
JOHN MOORE & ASSOCIATES INC
Albuquerque, NM
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
505-881-5100
REDW WEALTH LLC
Albuquerque, NM
AUM
$869.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
505-998-3200
ZANETTI FINANCIAL, LLC
Albuquerque, NM
AUM
$809.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
505-250-3754
PORTFOLIO WEALTH ADVISORS
Albuquerque, NM
AUM
$395.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-884-3445
MADRID WEALTH MANAGEMENT
Albuquerque, NM
AUM
$212.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-633-5332
SANDIA WEALTH MANAGEMENT, LLC
Albuquerque, NM
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-296-1100
CROSS STATE FINANCIAL GROUP LLC
Albuquerque, NM
AUM
$188.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-621-6974
HANSEATIC MANAGEMENT SERVICES INC
Albuquerque, NM
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-828-2824
MERIDIAN WEALTH ADVISORS, LLC
Albuquerque, NM
AUM
$156.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(505) 828-2220
WATERROCK WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-831-6342
STEVE LYNCH WEALTH MANAGEMENT
Albuquerque, NM
AUM
$153.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-881-7526
OAKMONT ADVISORY GROUP, LLC
Albuquerque, NM
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
505-821-6966
SKG CAPITAL ADVISORS, LLC
Albuquerque, NM
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(505) 856-5444
JACKSON & ASSOCIATES, INC.
Albuquerque, NM
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
505-944-8404
HURST CAPITAL MANAGEMENT
Albuquerque, NM
AUM
$89.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
505-243-7696
INTENTIONAL FINANCE, LLC
Albuquerque, NM
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
505-563-4500
TRUEPATH FINANCIAL PLANNING
Albuquerque, NM
AUM
$36.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
505-797-7765
CLOAK ADVISORS
Albuquerque, NM
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
505-242-9292
EDUCATED WALLET LLC
Albuquerque, NM
AUM
$12.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
505-514-9310
ZIA CAPITAL INVESTMENTS LLC
Albuquerque, NM
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(505) 550-7845
RETIREMENT WEALTH GUIDANCE LLC
Albuquerque, NM
AUM
$10.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-500-4032
GRINSTEAD WEALTH MANAGEMENT
Albuquerque, NM
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-397-1629
DYAD CAPITAL LLC
Albuquerque, NM
AUM
$2.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
5056602667