Top financial advisors in Santa Fe, NM
We've curated a list of the best financial advisors in Santa Fe, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $271,903,360 Number of advisors 7 advisors | |||
| 2 | Assets under management $148,900,000 Number of advisors 5 advisors | |||
| 3 | Assets under management $110,765,805 Number of advisors 6 advisors | |||
| 4 | Assets under management $85,074,785 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Santa Fe, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Better Money Decisions
Better Money Decisions, LLC, a registered investment adviser, was established in September 2014 and transitioned to an SEC registered firm in May 2019. The firm, owned and managed by Lorraine Ell and Lea Ann Garrison Knight, offers Financial Wellness for Life® (FWL) services, including comprehensive financial planning and investment management. Clients with over $300,000 in managed accounts are eligible for the Assets Under Management Fee, ranging from 1.25% to 0.75%. The firm's investment philosophy focuses on value, safety, and quality, with an emphasis on risk control. Better Money Decisions uses a combination of technical and fundamental methods for analysis and offers discretionary trading authority over client accounts. Clients retain responsibility for voting proxies on securities. The firm does not charge performance-based fees and typically requires a minimum account value of $300,000 for its services. Better Money Decisions has a business continuity plan in place and follows a strict privacy policy to protect client information. For more information, visit www.bettermoneydecisions.com or contact 844-507-0961.
$271,903,360 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Santa Fe Advisors LLC
Santa Fe Advisors, LLC is a financial advisor firm founded in 2014 by David E. Marion, Kristina E. Alley, and David B. Kantor. David Marion, a Chartered Financial Analyst, has a background in finance and investment management, having worked at JP Morgan and First Santa Fe Advisors, LLC. Kristina Alley, a CERTIFIED FINANCIAL PLANNER™ professional, has experience in managing portfolios for high net worth clients. David Kantor, with a background in economics and finance, has worked at Prudent Management Associates and Cambridge International Partners, Inc. The firm's advisors have no disciplinary events on record and provide investment advisory services in compliance with regulations. Santa Fe Advisors has no minimum initial investment specified, and the fee structure is not detailed in the brochure. The advisors are fiduciaries, acting in the best interests of their clients. Clients have varying levels of control over their investments based on the firm's investment strategies and methods of analysis, which are not explicitly outlined in the brochure. The firm's Chief Compliance Officer, Kristina Alley, oversees the supervision and compliance practices. For more information or inquiries, clients can contact Kristina Alley at (505) 501-6200.
$148,900,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Horizons Sustainable Financial Services, Inc.
Horizons Sustainable Financial Services, Inc. is a Sustainable, Responsible, Impact investing (SRI) advisory firm committed to building a sustainable and socially just world through sound investment practices. Established in 2013 in New Mexico, the firm specializes in Environmental-Social-Governance (ESG) investing, Socially Responsible Investing, and other values-based investment strategies. Acting as a fiduciary, Horizons puts clients' interests first, providing a range of investment advisory and financial planning solutions. Clients can engage in financial planning, investment consultation, and investment management services, with a focus on cash flow analysis, risk management, retirement planning, tax planning, and estate planning. The firm offers both discretionary and non-discretionary investment management services, with accounts typically maintained at Charles Schwab & Co., Inc., or Folio Institutional/Goldman-Sachs, Inc. Horizons charges fees based on assets under management, with annualized asset-based fees not exceeding 1.60%. The firm does not engage in performance-based fees or side-by-side management. Clients are encouraged to review account statements directly from custodians and participate in periodic reviews to ensure alignment with their financial goals. Horizons does not receive compensation for client referrals and maintains a transparent approach to managing client assets.
$110,765,805 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Altamira Financial Group, LLC
Altamira Financial Group, LLC is a financial advisory firm based in Santa Fe, New Mexico. It currently has approximately $85,074,785 of assets under management and employs about 3 people. Altamira Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$85,074,785 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Santa Fe, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.