Top 5 financial advisor firms in Santa Fe

5 SEC-registered financial advisor firms are headquartered in Santa Fe, NM, with $824M in combined regulatory assets under management. The largest by assets are City Different Holdings ($244M), Financial Partners ($182M) and Horizons Sustainable Financial Services ($151M).

5
Financial advisor firms: $824M
Their combined AUM: $151M
Median firm AUM: 857
Clients of the top 5

The 5 largest by assets

1
City Different Holdings
RIA
$244M
Regulatory AUM
2
Financial Partners
RIA
$182M
0.80% to 1.65% a year
3
Horizons Sustainable Financial Services
RIA
$151M
Regulatory AUM
4
Altamira Financial Group
RIA
$130M
Regulatory AUM
5
Santa Fe Advisors
RIA
$116M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

City Different Holdings

City Different Holdings is an investment adviser based in Santa Fe, NM, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, investment companies and pooled investment vehicles. Its regulatory assets under management total $244 million, as filed on 31 May 2026.

Regulatory AUM: $244M
Clients: 105
Advisory staff: 9
Custodians: Fidelity, Charles Schwab
Headquarters: 925 Paseo De Peralta, Santa Fe, NM 87501
Phone: 505-416-4550
Website: citydifferentinvestments.com

No. 2 · RIA

Financial Partners

Financial Partners is an investment adviser based in Santa Fe, NM, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $182 million, as filed on 31 March 2026.

Financial Partners charges 0.80%–1.65% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $182M
Clients: 268
Advisory staff: 3
Fee schedule: 0.80% to 1.65% a year
Custodians: Charles Schwab
Headquarters: 613 Old Santa Fe Trail, Santa Fe, NM 87505
Phone: 505-795-7910

No. 3 · RIA

Horizons Sustainable Financial Services

Horizons Sustainable Financial Services is an investment adviser based in Santa Fe, NM, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $151 million, as filed on 14 January 2026.

Regulatory AUM: $151M
Clients: 310
Advisory staff: 6
Custodians: Charles Schwab, Folio Investments
Headquarters: 535 Cerrillos Road, Suite A2, Santa Fe, NM 87501
Phone: 505-982-9661
Website: horizonssfs.com

No. 4 · RIA

Altamira Financial Group

Altamira Financial Group is an investment adviser based in Santa Fe, NM, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $130 million, as filed on 27 March 2026.

Regulatory AUM: $130M
Clients: 115
Advisory staff: 3
Custodians: LPL Financial
Headquarters: 1012 Marquez Place, Unit 204a, Santa Fe, NM 87505
Phone: 505-477-3334

No. 5 · RIA

Santa Fe Advisors

Santa Fe Advisors is an investment adviser based in Santa Fe, NM, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $116 million, as filed on 27 March 2026.

Regulatory AUM: $116M
Clients: 59
Advisory staff: 4
Custodians: Fidelity
Headquarters: 330 Garfield Street, Ste. 301, Santa Fe, NM 87501
Phone: 505-501-6200
Website: santafeadvisorsllc.com

Questions about financial advisors in Santa Fe

How many financial advisor firms are headquartered in Santa Fe?

5 SEC-registered financial advisor firms report their principal office in Santa Fe, NM, managing $824M in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Santa Fe?

City Different Holdings, with $244M in regulatory assets under management on its latest Form ADV. The next largest are Financial Partners ($182M) and Horizons Sustainable Financial Services ($151M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Santa Fe?

The median firm manages $151M in regulatory assets. That is the midpoint of the 5 firms headquartered in Santa Fe.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Santa Fe?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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