Fiduciary advisors in Santa Fe, NM

9 registered advisers

Santa Fe's working population and retirees create a client base for 9 SEC-registered fiduciary advisors in the area. Fee-only firms make up 9 of that total.

ALTAMIRA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #316907
Typical Fee--
AUM$116M
Minimum--
Clients201

BETTER MONEY DECISIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #172980
Typical Fee--
AUM$327M
Minimum--
Clients925

CITY DIFFERENT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #310982
Typical Fee--
AUM$266M
Minimum--
Clients152

FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #170002
Typical Fee--
AUM$146M
Minimum--
Clients460

HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #164970
Typical Fee--
AUM$151M
Minimum--
Clients314

LONGVIEW ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #122997
Typical Fee--
AUM$339M
Minimum--
Clients574

SANTA FE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #170872
Typical Fee--
AUM$177M
Minimum--
Clients220

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #151477
Typical Fee--
AUM$479M
Minimum--
Clients10

THORNBURG INVESTMENT MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Santa Fe, New MexicoCRD #106357
Typical Fee--
AUM$45.3B
Minimum--
Clients705
Fiduciary Advisors in Santa Fe, New Mexico | FiduciaryListings