Skip to content.

Please note that our offices will be closed on Monday, February 19th in observance of Presidents' Day. Normal business hours will resume on Tuesday, February 20th.

Albuquerque, NM

7601 Jefferson Street NE
Suite 360
Albuquerque, NM 87109
Hours: 8am-5pm, M-F

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Albuquerque Location

At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our approach when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years on the air, and thousands of broadcasts, Money Matters is one of the longest running financial topic programs in America.

And our passion for no-nonsense, straightforward financial education doesn’t stop on the air. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Albuquerque office.

Our team in Albuquerque has been faithfully providing fiduciary investment management and financial planning advice to individuals and families throughout New Mexico for over 20 years.  

Conveniently located near the interchange of Paseo Del Norte and Interstate 25 at 7601 Jefferson St. NE, in Suite #360 in the Jefferson Green building, our Albuquerque team offers you personalized, experienced guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • IRA Rollovers
  • Pension Analysis
  • And Estate, Legacy & Long-Term Care Guidance

Meet Our Financial Advisory Team

Latest Insights

blue line
02/29/2024

Working while claiming Social Security? Don’t get caught off guard

You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.

02/27/2024

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.

02/22/2024

The pros and cons of 403(b)s

While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.

{button_link={url={type=EXTERNAL, content_id=null, href=/articles}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
btnId =
See More