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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 - April 25, 2025

Santa 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.

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List of Qualified Retirement Planning Advisors in Santa Fe, New Mexico

advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 9 Retirement Planning firms in Santa Fe, New Mexico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2300 North Ridgetop Road,
Santa Fe, NM, 87506
$41,832,394,631750202
A percentage of AUM, Performance Based
2

527 Don Gaspar Avenue,
Santa Fe, NM, 87505
$599,019,302119
A percentage of AUM, Performance Based
3

460 St. Michael'S Drive, Suite 902
Santa Fe, NM, 87505
$326,787,7249258
A percentage of AUM, Fixed fees
4

136 Grant Avenue,
Santa Fe, NM, 87501
$292,678,1456106
A percentage of AUM, Hourly charges, Fixed fees
5

330 Garfield Street, Ste. 301
Santa Fe, NM, 87501
$170,827,0002255
A percentage of AUM, Fixed fees
6

535 Cerrillos Road, Suite A2
Santa Fe, NM, 87501
$134,076,8567405
A percentage of AUM, Hourly charges, Fixed fees
7

613 Old Santa Fe Trail,
Santa Fe, NM, 87505
$121,449,2053913
A percentage of AUM, Hourly charges
8

1012 Marquez Place, Unit 204a
Santa Fe, NM, 87505
$115,920,3602013
A percentage of AUM, Hourly charges
9

925 Paseo De Peralta,
Santa Fe, NM, 87501
$114,585,2369114
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
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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
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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
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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)
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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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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