Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Santa Fe has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Santa Fe, New Mexico have an average of 35 years of experience.
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | THORNBURG INVESTMENT MANAGEMENT INC 2300 North Ridgetop Road, Santa Fe, NM, 87506 | $38,735,282,461 | 658 | 204 | A Percentage of AUM, Performance Based |
2 | SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue, Santa Fe, NM, 87505 | $720,963,790 | 10 | 9 | A Percentage of AUM, Performance Based |
3 | LONGVIEW ASSET MANAGEMENT, LLC 136 Grant Avenue, Santa Fe, NM, 87501 | $239,655,567 | 552 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | BETTER MONEY DECISIONS 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505 | $197,887,888 | 231 | 6 | A Percentage of AUM, Fixed Fees |
5 | SANTA FE ADVISORS LLC 330 Garfield Street, Ste. 301 Santa Fe, NM, 87501 | $158,333,000 | 223 | 5 | A Percentage of AUM, Fixed Fees |
6 | CITY DIFFERENT INVESTMENTS 925 Paseo De Peralta, Santa Fe, NM, 87501 | $156,966,651 | 69 | 13 | A Percentage of AUM, Performance Based |
7 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. 535 Cerrillos Road, Suite A2 Santa Fe, NM, 87501 | $111,161,223 | 766 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | FINANCIAL PARTNERS, LLC 613 Old Santa Fe Trail, Santa Fe, NM, 87505 | $99,538,508 | 363 | 4 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 106357
Assets Under Management $38,735,282,461
No. Of Clients658
Clients Per Financial Advisor3
THORNBURG INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 clients. The team consists of 204 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151477
Assets Under Management $720,963,790
No. Of Clients10
Clients Per Financial Advisor1
SUN MOUNTAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122997
Assets Under Management $239,655,567
No. Of Clients552
Clients Per Financial Advisor69
LONGVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 552 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172980
Assets Under Management $197,887,888
No. Of Clients231
Clients Per Financial Advisor39
BETTER MONEY DECISIONS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 231 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170872
Assets Under Management $158,333,000
No. Of Clients223
Clients Per Financial Advisor45
SANTA FE ADVISORS LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 223 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310982
Assets Under Management $156,966,651
No. Of Clients69
Clients Per Financial Advisor5
CITY DIFFERENT INVESTMENTS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164970
Assets Under Management $111,161,223
No. Of Clients766
Clients Per Financial Advisor128
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 766 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170002
Assets Under Management $99,538,508
No. Of Clients363
Clients Per Financial Advisor91
FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.