Best Financial Advisors in SANTA FE, New Mexico
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SANTA FE
SUN MOUNTAIN CAPITAL ADVISORS, LLC
SANTA FE, NM · Since 2011
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
SANTA FE, NM · Since 2021
SANTA FE ADVISORS LLC
SANTA FE, NM · Since 2018
ALTAMIRA FINANCIAL GROUP, LLC
SANTA FE, NM · Since 2025
THORNBURG INVESTMENT MANAGEMENT INC
SANTA FE, NM · Since 1982
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.