# Independent RIAs with the most CFP professionals in New Mexico

As of October 2, 2026, Horizons Sustainable Financial Services, Inc. ranked #1 in New Mexico in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 3.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/new-mexico/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: count
- scope: New Mexico
- firms_listed: 26
- rows: rank: 1, crd: 164970, firm: Horizons Sustainable Financial Services, Inc., city: Santa Fe, state: NM, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164970/; rank: 1, crd: 333331, firm: Madrid Wealth Management, city: Albuquerque, state: NM, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333331/; rank: 3, crd: 106802, firm: Westwind Capital, city: Las Cruces, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106802/; rank: 3, crd: 109791, firm: John Moore & Associates Inc, city: Albuquerque, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109791/; rank: 3, crd: 144118, firm: Truepath Financial Planning, city: Albuquerque, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144118/; rank: 3, crd: 170002, firm: Financial Partners, LLC, city: Santa Fe, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170002/; rank: 3, crd: 286554, firm: SKG Capital Advisors, LLC, city: Albuquerque, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286554/; rank: 3, crd: 322276, firm: Bco Wealth Management, LLC, city: Carlsbad, state: NM, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322276/; rank: 9, crd: 107110, firm: Hanseatic Management Services Inc, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107110/; rank: 9, crd: 107815, firm: Drucker, David J. DBA Sunset Financial Management, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107815/; rank: 9, crd: 113715, firm: Steve Lynch Wealth Management, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113715/; rank: 9, crd: 119180, firm: G. Allen Financial Inc., city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119180/; rank: 9, crd: 144382, firm: T.C. Schwab Financial Planning, LLC, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144382/; rank: 9, crd: 145687, firm: Portfolio Wealth Advisors, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145687/; rank: 9, crd: 148603, firm: Coalson Financial Services, LLC, city: Las Cruces, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148603/; rank: 9, crd: 159402, firm: Sandia Wealth Management, LLC, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159402/; rank: 9, crd: 165175, firm: Bustamante Financial Planning, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165175/; rank: 9, crd: 170872, firm: Santa FE Advisors LLC, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170872/; rank: 9, crd: 288181, firm: Intentional Finance, LLC, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288181/; rank: 9, crd: 293842, firm: Highrocks Wealth, LLC, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293842/; rank: 9, crd: 300544, firm: Pihl Financial Planning, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300544/; rank: 9, crd: 315102, firm: Jackson & Associates, Inc., city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315102/; rank: 9, crd: 316907, firm: Altamira Financial Group, LLC, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316907/; rank: 9, crd: 325328, firm: Randall Financial LLC, city: Albuquerque, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325328/; rank: 9, crd: 325670, firm: The Tiny House Adviser, city: Abiquiu, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325670/; rank: 9, crd: 339041, firm: Counterpoint, city: Santa Fe, state: NM, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339041/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for New Mexico](https://advisoriq.com/ria/states/new-mexico/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/new-mexico/

License: https://advisoriq.com/license/