Financial advisers in Santa Fe, NM
7 registered investment adviser firms in Santa Fe managing $55.7B in assets, based on public SEC Form ADV filings.
Thornburg Investment Management INC
Santa Fe, NM · Est. 1982
NationalInternational
- AUM
- $54.5B
- Per adviser
- $1.4B
- Advisers
- 40
Sun Mountain Capital Advisors, LLC
Santa Fe, NM · Est. 2011
RegionalInternational
- AUM
- $379M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
City Different Investments
Santa Fe, NM · Est. 2021
Regional
- AUM
- $244M
- Per adviser
- $27M
- Advisers
- 9
No reported disclosures
Financial Partners, LLC
Santa Fe, NM · Est. 2017
Local
- AUM
- $182M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Horizons Sustainable Financial Services, INC.
Santa Fe, NM · Est. 2021
Regional
- AUM
- $151M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures
Altamira Financial Group, LLC
Santa Fe, NM · Est. 2025
Local
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Santa Fe Advisors LLC
Santa Fe, NM · Est. 2018
Local
- AUM
- $116M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures