Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Santa Fe, New Mexico
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Santa Fe, New Mexico
Last Updated - May 22, 2025Santa Fe has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Santa Fe, New Mexico have an average of 35 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Santa Fe, New Mexico
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Santa Fe, New Mexico (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2300 North Ridgetop Road, Santa Fe, NM, 87506 | $41,832,394,631 | 750 | 202 | A percentage of AUM, Performance Based |
| 2 | 527 Don Gaspar Avenue, Santa Fe, NM, 87505 | $599,019,302 | 11 | 9 | A percentage of AUM, Performance Based |
| 3 | 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505 | $326,787,724 | 925 | 8 | A percentage of AUM, Fixed fees |
| 4 | 136 Grant Avenue, Santa Fe, NM, 87501 | $292,678,145 | 610 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 330 Garfield Street, Ste. 301 Santa Fe, NM, 87501 | $170,827,000 | 225 | 5 | A percentage of AUM, Fixed fees |
| 6 | 535 Cerrillos Road, Suite A2 Santa Fe, NM, 87501 | $134,076,856 | 740 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 613 Old Santa Fe Trail, Santa Fe, NM, 87505 | $121,449,205 | 391 | 3 | A percentage of AUM, Hourly charges |
| 8 | 1012 Marquez Place, Unit 204a Santa Fe, NM, 87505 | $115,920,360 | 201 | 3 | A percentage of AUM, Hourly charges |
| 9 | 925 Paseo De Peralta, Santa Fe, NM, 87501 | $114,585,236 | 91 | 14 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Santa Fe, New Mexico
QualificationsFirm CRD# 106357
Assets Under Management $41,832,394,631
No. Of Clients750
Clients Per Financial Advisor4
THORNBURG INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 202 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151477
Assets Under Management $599,019,302
No. Of Clients11
Clients Per Financial Advisor1
SUN MOUNTAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $599M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 172980
Assets Under Management $326,787,724
No. Of Clients925
Clients Per Financial Advisor116
BETTER MONEY DECISIONS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 122997
Assets Under Management $292,678,145
No. Of Clients610
Clients Per Financial Advisor102
LONGVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 610 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (RETIREMENT PLAN SERVICES)
QualificationsFirm CRD# 170872
Assets Under Management $170,827,000
No. Of Clients225
Clients Per Financial Advisor45
SANTA FE ADVISORS LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 225 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 164970
Assets Under Management $134,076,856
No. Of Clients740
Clients Per Financial Advisor148
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 170002
Assets Under Management $121,449,205
No. Of Clients391
Clients Per Financial Advisor130
FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 316907
Assets Under Management $115,920,360
No. Of Clients201
Clients Per Financial Advisor67
ALTAMIRA FINANCIAL GROUP, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 310982
Assets Under Management $114,585,236
No. Of Clients91
Clients Per Financial Advisor7
CITY DIFFERENT INVESTMENTS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 91 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.