#1John Moore & Associates Inc
JOHN MOORE & ASSOCIATES INC
Based in Albuquerque, NM
Retirement Plan Advisors in Bernalillo County, NM
The top-ranked retirement plan advisors serving Bernalillo County, NM are John Moore & Associates Inc, Madrid Wealth Management and Redw Wealth LLC. We list 7 retirement plan advisors serving Bernalillo County, NM. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bernalillo County, NM. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Bernalillo County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | John Moore & Associates Inc | SEC-registered investment adviser (CRD)#109791 | Albuquerque, NM | (505) 881-5100 |
| 2 | Madrid Wealth Management | SEC-registered investment adviser (CRD)#333331 | Albuquerque, NM | (505) 633-5332 |
| 3 | Redw Wealth LLC | SEC-registered investment adviser (CRD)#109446 | Albuquerque, NM | (505) 998-3200 |
| 4 | Skg Capital Advisors, LLC | SEC-registered investment adviser (CRD)#286554 | Albuquerque, NM | (505) 856-5444 |
| 5 | Ulrich Investment Consultants | SEC-registered investment adviser (CRD)#159499 | Albuquerque, NM | (505) 224-9100 |
| 6 | Altamira Financial Group, LLC | SEC-registered investment adviser (CRD)#316907 | Santa Fe, NM (59 mi) | (505) 477-3334 |
| 7 | Horizons Sustainable Financial Services, Inc. | SEC-registered investment adviser (CRD)#164970 | Santa Fe, NM (60 mi) | (505) 982-9661 |
#2Madrid Wealth Management
MADRID WEALTH MANAGEMENT, LLCBased in Albuquerque, NM#3Redw Wealth LLC
REDW WEALTH LLCBased in Albuquerque, NM#4Skg Capital Advisors, LLC
SKLAR CAPITAL ADVISORS, LLCBased in Albuquerque, NM#5Ulrich Investment Consultants
ULRICH CONSULTING AND INVESTMENT GROUP, LLCBased in Albuquerque, NM#6Altamira Financial Group, LLC
ALTAMIRA FINANCIAL GROUP, LLCServes this area from Santa Fe, NM (59 mi)#7Horizons Sustainable Financial Services, Inc.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.Serves this area from Santa Fe, NM (60 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Bernalillo County?
We list 7 retirement plan advisors serving Bernalillo County, NM: 5 based there and 2 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bernalillo County?
The top-ranked retirement plan advisors serving Bernalillo County, NM are John Moore & Associates Inc, Madrid Wealth Management, Redw Wealth LLC, Skg Capital Advisors, LLC and Ulrich Investment Consultants. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bernalillo County are verified against official records?
7 of the top 7 match an active official record: John Moore & Associates Inc (U.S. Securities and Exchange Commission), Madrid Wealth Management (U.S. Securities and Exchange Commission), Redw Wealth LLC (U.S. Securities and Exchange Commission), Skg Capital Advisors, LLC (U.S. Securities and Exchange Commission) and Ulrich Investment Consultants (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Bernalillo County
Communities served
North Valley, Los Ranchos de Albuquerque, Paradise Hills, Sandia Heights, Barton, Sandia Knolls, Ponderosa Pine, Carnuel, San Antonito, Cedar Crest, Paa-Ko, Isleta, Sedillo, Tijeras, Cedro, Sandia Park, Pajarito Mesa, Chilili, Edith Enclave