Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

The Ameriflex Group financial advisors in Albuquerque, NM

Every SEC-registered investment adviser representative at a The Ameriflex Group office in Albuquerque, A to Z.

The short answer

4 registered advisors work at The Ameriflex Group in Albuquerque, out of 186 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

The Ameriflex Group advisors in Albuquerque, A to Z

Every The Ameriflex Group advisor →

The Ameriflex Group advisors in every city and state →The Ameriflex Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Ameriflex Group advisors in other cities

Las Vegas, NV 47Englewood, CO 12Denver, CO 6Tempe, AZ 6Pittsford, NY 5Reno, NV 5Santa Barbara, CA 5Fullerton, CA 4Metairie, LA 4Phoenix, AZ 4Carmel, IN 3Columbus, OH 3Lubbock, TX 3Pennington, NJ 3Rochester, NY 3

Other firms in Albuquerque

All Albuquerque advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 49LPL Financial LLC 44Morgan Stanley 39Strategic Advisers LLC 27RBC Capital Markets, LLC 22State Farm Investment Management Corp. 21Edward Jones 19Raymond James Financial Services Advisors, Inc. 16Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 14MML Investors Services, LLC 13Eagle Strategies LLC 9

Questions

How many financial advisors does The Ameriflex Group have in Albuquerque?

4 investment adviser representatives are registered at The Ameriflex Group offices in Albuquerque, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 186 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is The Ameriflex Group one of the largest advisor employers in Albuquerque?

The Ameriflex Group ranks number 29 in Albuquerque by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.

How do I check a The Ameriflex Group advisor in Albuquerque?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Ameriflex Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.