City
Wealth management firms in Santa Fe, New Mexico
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Santa Fe, New Mexico reported $853.1 million in regulatory assets under management; the largest by assets was Financial Partners, LLC, with $181.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $853.1 million
- Average per firm
- $42.7 million
- SEC-registered, of those listed
- 4 of 20 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Partners, LLC | SEC | $181.7 million | 268 |
| 2 | Horizons Sustainable Financial Services, Inc. | SEC | $151.2 million | 314 |
| 3 | Altamira Financial Group, LLC | SEC | $130.3 million | 210 |
| 4 | Santa FE Advisors LLC | SEC | $116.1 million | 151 |
| 5 | G. Allen Financial Inc. | State | $101.0 million | 140 |
| 6 | Keith Kelvin Anderson | State | $55.0 million | 29 |
| 7 | Oakmont Financial Services, L.L.C. | State | $37.6 million | 60 |
| 8 | New Line Capital, LLC | State | $31.6 million | 64 |
| 9 | Market Gauge Asset Management | State | $18.7 million | 41 |
| 10 | Eddie Haggar Capital MGT, Inc. | State | $14.0 million | 5 |
| 11 | Highrocks Wealth, LLC | State | $6.3 million | 27 |
| 12 | Juniper Capital Management LLC | State | $5.2 million | 11 |
| 13 | Fish Advisory, LLC | State | $3.9 million | 4 |
| 14 | Counterpoint | State | $550,000 | 6 |
| 15 | Aquarius Financial | State | $0 | 0 |
| 16 | Bustamante Financial Planning | State | $0 | 0 |
| 17 | Cradle to College Financial, LLC | State | $0 | 0 |
| 18 | Field Capital Management, LLC | State | $0 | 0 |
| 19 | Mountain Sky Investment Advisors | State | $0 | 0 |
| 20 | T.C. Schwab Financial Planning, LLC | State | $0 | 0 |
Wealth management firms in New Mexico, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.