#1Redw Wealth LLC
REDW WEALTH LLC
Serves this area from Albuquerque, NM (38 mi)
Retirement Plan Advisors in Sandoval County, NM
The top-ranked retirement plan advisors serving Sandoval County, NM are Redw Wealth LLC, John Moore & Associates Inc and Madrid Wealth Management. We list 7 retirement plan advisors serving Sandoval 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 Sandoval 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 Sandoval County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Redw Wealth LLC | SEC-registered investment adviser (CRD)#109446 | Albuquerque, NM (38 mi) | (505) 998-3200 |
| 2 | John Moore & Associates Inc | SEC-registered investment adviser (CRD)#109791 | Albuquerque, NM (39 mi) | (505) 881-5100 |
| 3 | Madrid Wealth Management | SEC-registered investment adviser (CRD)#333331 | Albuquerque, NM (40 mi) | (505) 633-5332 |
| 4 | Skg Capital Advisors, LLC | SEC-registered investment adviser (CRD)#286554 | Albuquerque, NM (41 mi) | (505) 856-5444 |
| 5 | Ulrich Investment Consultants | SEC-registered investment adviser (CRD)#159499 | Albuquerque, NM (41 mi) | (505) 224-9100 |
| 6 | Altamira Financial Group, LLC | SEC-registered investment adviser (CRD)#316907 | Santa Fe, NM (53 mi) | (505) 477-3334 |
| 7 | Horizons Sustainable Financial Services, Inc. | SEC-registered investment adviser (CRD)#164970 | Santa Fe, NM (53 mi) | (505) 982-9661 |
#2John Moore & Associates Inc
JOHN MOORE & ASSOCIATES INCServes this area from Albuquerque, NM (39 mi)#3Madrid Wealth Management
MADRID WEALTH MANAGEMENT, LLCServes this area from Albuquerque, NM (40 mi)#4Skg Capital Advisors, LLC
SKLAR CAPITAL ADVISORS, LLCServes this area from Albuquerque, NM (41 mi)#5Ulrich Investment Consultants
ULRICH CONSULTING AND INVESTMENT GROUP, LLCServes this area from Albuquerque, NM (41 mi)#6Altamira Financial Group, LLC
ALTAMIRA FINANCIAL GROUP, LLCServes this area from Santa Fe, NM (53 mi)#7Horizons Sustainable Financial Services, Inc.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.Serves this area from Santa Fe, NM (53 mi)
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Frequently asked questions
How many retirement plan advisors serve Sandoval County?
We list 7 retirement plan advisors serving Sandoval County, NM: 0 based there and 7 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 Sandoval County?
The top-ranked retirement plan advisors serving Sandoval County, NM are Redw Wealth LLC, John Moore & Associates Inc, Madrid Wealth Management, 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 Sandoval County are verified against official records?
7 of the top 7 match an active official record: Redw Wealth LLC (U.S. Securities and Exchange Commission), John Moore & Associates Inc (U.S. Securities and Exchange Commission), Madrid Wealth Management (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 .
Communities served
Bernalillo, Corrales, Placitas, San Felipe Pueblo, Santo Domingo Pueblo, Jemez Pueblo, Rio Rancho Estates, Zia Pueblo, La Madera, Algodones, Santa Ana Pueblo, Cuba, Peña Blanca, Cochiti, Cochiti Lake, Pueblo of Sandia Village, Ponderosa, Cañon, Torreon, Jemez Springs, La Jara, La Cueva, San Ysidro, Regina, San Luis