Best Financial Advisors in SANTA FE, New Mexico
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SANTA FE
SUN MOUNTAIN CAPITAL ADVISORS, LLC
SANTA FE, NM · Since 2011
SANTA FE ADVISORS LLC
SANTA FE, NM · Since 2018
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
SANTA FE, NM · Since 2021
THORNBURG INVESTMENT MANAGEMENT INC
SANTA FE, NM · Since 1982
ALTAMIRA FINANCIAL GROUP, LLC
SANTA FE, NM · Since 2025
FINANCIAL PARTNERS, LLC
SANTA FE, NM · Since 2017
CITY DIFFERENT INVESTMENTS
SANTA FE, NM · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SANTA FE?
The median advisory fee in SANTA FE, NM is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.