Industry Analysis Report

Financial Planner • Rio Rancho New Mexico

Generated on May 07, 2026

Total Businesses

24 analyzed in detail

Categories

15 different business types

Services

217 unique service offerings

Top Service

50.0% Wealth management

Avg Rating

4.6 ★ average

Total Reviews

185 across all businesses
Top 10 Most Common Services
#1
Wealth management
12 businesses (50.0%)
#2
Financial planning
11 businesses (45.8%)
#3
Estate planning
9 businesses (37.5%)
#4
Investment advising
9 businesses (37.5%)
#5
Retirement savings consulting
8 businesses (33.3%)
#6
Tax planning
8 businesses (33.3%)
#7
Investment Advisory Services
6 businesses (25.0%)
#8
Education savings consulting
6 businesses (25.0%)
#9
Home purchasing consulting
6 businesses (25.0%)
#10
Estate Planning
6 businesses (25.0%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 24 businesses reveals critical competitive intelligence for the financial planner industry in Rio Rancho New Mexico. With 217 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 217 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Oxford Wealth Advisors, an E.A. Buck Company Open Website Open GBP 21 4.5 ★ 4 34 0.0% 6 10
Webb Financial Advisors Open Website Open GBP 1 17 0.0% 6 10
Anthem Financial Services, Inc. Open Website Open GBP 6 2.3 ★ 3 27 0.0% 6 10
U.S. Bancorp Advisors - Financial Advisors: Miguel Macias Open Website Open GBP 2 9 0.0% 6 13
Innovative Investment Professionals Open Website Open GBP 4 5 ★ 1 0 0% 10 12
Radcliff Financial Works, LLC Open Website Open GBP 29 5 ★ 3 60 0.0% 6 11
Intelligent Investing Inc. Open Website Open GBP 10 5 ★ 2 47 2.1% 5 9
Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico Open Website Open GBP 10 5 ★ 1 10 0.0% 1 5
Retirement and Investment Solutions, LLC Open Website Open GBP 1 5 ★ 4 0 0% 4 15
Legacy Financial Group Open Website Open GBP 25 5 ★ 1 17 0.0% 2 7
U.S. Bank – Wealth Management Banker: Karen Miera Open Website Open GBP 2 9 0.0% 6 13
Edward Jones - Financial Advisor: Alex Perkins Open Website Open GBP 4 0 0% 10 11
Super Chief Pension Services Open Website Open GBP 1 1 ★ 1 6 0.0% 6 10
Edward Jones - Financial Advisor: Roger Legendre Open Website Open GBP 1 5 ★ 4 0 0% 10 11
Edward Jones - Financial Advisor: Mark A Moran Open Website Open GBP 3 4.7 ★ 4 0 0% 0 0
MarCia Financial, LLC Open Website Open GBP 24 5 ★ 1 14 0.0% 1 6
Edward Jones - Financial Advisor: Nathan A Wilkes Open Website Open GBP 4 0 0% 2 9
Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM Open Website Open GBP 40 5 ★ 4 46 0.0% 1 3
Crow Financial Advisors Open Website Open GBP 2 5 ★ 1 3 0.0% 6 7
Ross P. Salas - BancWest Investment Services Financial Advisor Open Website Open GBP 3 4 0.0% 7 17
Meridian Wealth Advisors Open Website Open GBP 2 4 0.0% 2 7
Capital Strategies, a member of the MassMutual Financial Group Open Website Open GBP 4 5 ★ 1 22 4.5% 5 9
Cavalry Financial Services Open Website Open GBP 3 5 ★ 1 3 0.0% 5 9
U.S. Bancorp Advisors - Financial Advisors: Albuquerque Open Website Open GBP 1 5 ★ 2 9 0.0% 5 10

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