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Find Top Financial Advisors in Santa Fe, New Mexico

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Santa Fe, New Mexico
Last Updated - 01-Feb-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Santa Fe, New Mexico
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kirk Hudson
MBA, CFA®
ALLWORTH FINANCIAL
7601 Jefferson Street NE Suite 360,
Albuquerque, NM 87109
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Santa Fe

Qualifications CRD# 4343606
Firm CRD# 111167

Compensation/Fee Fee-Based, Based on Assets


Office Location 7601 Jefferson Street NE Suite 360,
Albuquerque,
NM
87109
Phone Number 888-242-6766

With over 25 years of financial sector experience, Kirk Hudson is a partner advisor in Allworth’s Albuquerque, New Mexico office. A student of all things related to finance and economics, Kirk holds an MBA from the University of Chicago, a bachelor’s degree in Economics from Wheaton College in Wheaton, Illinois, and has also earned his Chartered Financial Analyst® designation. Additionally, Kirk served as a board member for the National Advisors Trust, and on the board and investment committee of Guildstone Financial Services.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Santa Fe, New Mexico (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
THORNBURG INVESTMENT MANAGEMENT INC
2300 North Ridgetop Road,
Santa Fe, NM 87506
$47,059,818,550 719 A percentage of AUM
SUN MOUNTAIN CAPITAL ADVISORS, LLC
527 Don Gaspar Avenue,
Santa Fe, NM 87505
$738,746,259 9 A percentage of AUM
Performance Based
LONGVIEW ASSET MANAGEMENT, LLC
136 Grant Avenue,
Santa Fe, NM 87501
$238,768,447 423 A percentage of AUM
Hourly charges
Fixed fees
BETTER MONEY DECISIONS
460 St. Michael'S Drive , Suite 902,
Santa Fe, NM 87505
$199,457,431 512 A percentage of AUM
Fixed fees
CITY DIFFERENT INVESTMENTS
925 Paseo De Peralta,
Santa Fe, NM 87501
$197,280,222 40 A percentage of AUM
Performance Based
SANTA FE ADVISORS LLC
208 Delgado Street , Ste. 1,
Santa Fe, NM 87501
$182,517,000 219 A percentage of AUM
Fixed fees
TEMBION CAPITAL MANAGEMENT, LLC
404 Kiva Court, Suite A,
Santa Fe, NM 87505-5994
$128,780,475 147 A percentage of AUM
Hourly charges
Fixed fees
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
535 Cerrillos Road , Suite A2,
Santa Fe, NM 87501
$115,530,573 670 A percentage of AUM
Hourly charges
Fixed fees
FINANCIAL PARTNERS, LLC
613 Old Santa Fe Trail,
Santa Fe, NM 87505
$110,000,000 354 A percentage of AUM
Hourly charges

    List of Additional Advisors in Santa Fe, New Mexico*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ben Alaimo-Monson - Morgan Stanley
    Inquire with Ben
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7702
    Jeremy Campbell
    Inquire with Jeremy
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Jennifer Schroeder
    Inquire with Jennifer
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Campbell & Associates
    Inquire with Campbell
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-982-2611
    Sean T Gallagher
    Inquire with Sean
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7719
    Financial Partners
    Inquire with Financial
    50 Oshara Boulevard, Santa Fe, NM  87508 505-216-0838
    Matt Bunkowski
    Inquire with Matt
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7707
    Elise Neal Davis
    Inquire with Elise
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7701
    Deborah Gaynor
    Inquire with Deborah
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7706
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?