Top Financial Advisors in Santa Fe, New Mexico
Finding the right financial advisor in Santa Fe is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Santa Fe, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Santa Fe, NM.
Find the Best Financial Advisor Firms in Santa Fe:
LONGVIEW ASSET MANAGEMENT, LLC
CRD#: 122997
Address: 136 Grant Avenue, Santa Fe, NM 87501
Clients: 207
Average Clients per Advisor: 69
AUM: $ 339M
BETTER MONEY DECISIONS
CRD#: 172980
Address: 460 St. Michael's Drive Suite 902, Santa Fe, NM 87505
Clients: 230
Average Clients per Advisor: 38
AUM: $ 327M
SANTA FE ADVISORS LLC
CRD#: 170872
Address: 330 Garfield Street Ste. 301, Santa Fe, NM 87501
Clients: 16
Average Clients per Advisor: 5
AUM: $ 177M
FINANCIAL PARTNERS, LLC
CRD#: 170002
Address: 613 Old Santa Fe Trail, Santa Fe, NM 87505
Clients: 155
Average Clients per Advisor: 51
AUM: $ 146M
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD#: 164970
Address: 535 Cerrillos Road Suite A2, Santa Fe, NM 87501
Clients: 248
Average Clients per Advisor: 41
AUM: $ 132M
ALTAMIRA FINANCIAL GROUP, LLC
CRD#: 316907
Address: 1012 Marquez Place Unit 204a, Santa Fe, NM 87505
Clients: 104
Average Clients per Advisor: 34
AUM: $ 116M
How We Chose the Top Financial Advisors in Santa Fe, New Mexico
To create this list of top financial advisor firms in Santa Fe, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Santa Fe has to offer.
Search Financial Advisors in Santa Fe, New Mexico
John Andrew Rochester
Jeffrey Dean Weeast Sr
Loren Gilmartin Testa
Antonio Carlos Lopez
Manuel Jesus Monasterio
Jeremy Cole Campbell
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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