Horizons Sustainable Financial Services, Inc. is a highly reputable investment advisory firm based in Santa Fe, NM. With over 260 individual clients and an impressive $111,161,000 in assets under management, the company has established itself as a trusted partner in the financial industry. Operating from four well-equipped offices, Horizons Sustainable Financial Services caters to a diverse client base, with approximately half of their assets under management derived from employer 401Ks or individuals. The firm's extensive experience in managing employer 401Ks and individual assets sets them apart in the industry. They specialize in providing sustainable financial solutions, ensuring their clients' investments align with their environmental, social, and governance (ESG) values. With 100% of the assets they manage being discretionary, clients can confidently rely on the expertise of Horizons Sustainable Financial Services. Catering primarily to high net worth individuals, the firm's compensation structure is diverse and flexible, including a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients can choose a compensation arrangement that best suits their needs and goals. Horizons Sustainable Financial Services prides itself on its knowledgeable team, comprising six dedicated employees, four of whom specialize in providing expert investment advisory services. Each advisor manages an average of $27,790,000 in assets, demonstrating their proficiency in handling substantial portfolios. Notably, the firm boasts a team of highly experienced advisors, including Patricia Hathaway, Kimberly Griego-Kiel, and Johann Klaassen, who have been with the company for a significant period, providing clients with stability and continuity. In summary, Horizons Sustainable Financial Services, Inc. is a trusted and experienced investment advisory firm that excels in managing assets for high net worth individuals. With a focus on sustainable investing and a diverse compensation structure, they strive to meet the unique financial needs of their clients while delivering excellent service and expertise.

Hanseatic Management Services Inc, based out of Albuquerque, NM, is a small investment advisory firm that caters to over 100 individual clients, overseeing a substantial $106,000,000 in assets under management. With a strong emphasis on discretion, the firm manages all of its clients' assets on a discretionary basis, ensuring flexibility and tailored strategies to meet their unique investment goals. While the majority of their assets under management come from non-employer sources such as 401K and individual accounts, Hanseatic Management Services Inc possesses the capability to efficiently manage employer funds. This comprehensive approach allows the firm to deliver comprehensive investment solutions to a diverse clientele. With one office in Albuquerque, Hanseatic Management Services Inc maintains a dedicated team of four skilled professionals, all of whom are engaged in providing top-notch investment advisory services. Their advisors boast an impressive average of approximately $26,500,000 in assets under management per advisor, highlighting their expertise in managing sizable portfolios. Leading the team are Brian Stangel and Amy Stangel, two highly experienced registered advisors who have demonstrated their commitment to the firm's long-term success. Their tenure and expertise contribute to the firm's reputation for delivering personalized and reliable investment guidance. Hanseatic Management Services Inc offers a variety of compensation structures to suit clients' preferences, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a compensation model that aligns with their investment needs and preferences. With their dedicated team and client-centric approach, Hanseatic Management Services Inc stands out as a trusted partner in the realm of investment advisory services.

First American Financial Advisors Inc. is a small investment advisory firm based out of Albuquerque, NM, with one office. With a team of dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm's 1 employee is committed to delivering personalized financial guidance and assisting clients in achieving their investment goals. With an average of approximately $56,000,000 in assets under management per investment advisor, First American Financial Advisors Inc. is on par with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. In addition to their core investment advisory services, First American Financial Advisors Inc. also serves as a registered municipal advisor. This additional specialization allows them to provide valuable insights and guidance to clients seeking to navigate the intricacies of municipal finance. With a diverse clientele of over 0 individuals, First American Financial Advisors Inc. manages assets totaling over $56,000,000. Among their team of professionals, Robert Burpo stands as one of the longest tenured registered advisors, having been with the firm since 2014. His extensive experience and expertise contribute to the firm's ability to deliver top-notch financial advice and services to their valued clients. First American Financial Advisors Inc. prides itself on its commitment to maintaining strong client relationships, personalized service, and ethical practices. With a focus on helping clients grow and protect their wealth, the firm continues to strive for excellence in the investment advisory industry.

BCO Wealth Management, LLC is a small investment advisory firm based out of Carlsbad, NM. With a team of two dedicated employees, they specialize in providing investment advisory services to a diverse range of clients. The firm manages a total of over $240,717,000 in assets under management for more than 440 individual clients. BCO Wealth Management, LLC has a notable expertise in handling employer 401Ks and individual accounts, which together account for approximately half of their assets under management. They have built a strong reputation in this space, offering personalized investment strategies tailored to the unique needs and goals of their clients. All of the assets managed by BCO Wealth Management, LLC are handled on a discretionary basis, reflecting their clients' trust in the firm's expertise and decision-making abilities. They have implemented a compensation structure that includes subscription fees, commissions, and other types of compensation, ensuring a transparent and mutually beneficial relationship with their clients. The firm operates from a single office in Carlsbad, NM, serving both local and remote clients. Among their team, John Overstreet and Lyle Cole are recognized as two of the longest-tenured registered advisors with extensive experience in the industry. BCO Wealth Management, LLC prides itself on their commitment to delivering personalized investment advice and exceptional service to help their clients achieve their financial goals.

Sklar Capital Advisors, LLC is a reputable investment advisory firm based out of Albuquerque, NM. With one office location, this small yet dynamic firm offers comprehensive financial services to a diverse range of clients. Sklar Capital Advisors, LLC boasts a team of three dedicated professionals, with two of them specializing in investment advisory services. With an average of approximately $48,960,000 in assets under management per investment advisor, they maintain a solid standing within the industry. What sets Sklar Capital Advisors, LLC apart is their extensive experience in managing employer 401Ks and individual investments, accounting for roughly half of their assets under management. Their expertise in this domain has garnered them a strong reputation among clients seeking guidance in retirement planning and personal finance management. Notably, 96% of the assets they oversee are discretionary, further demonstrating their clients' trust in their decision-making capabilities. In addition to their investment advisory services, Sklar Capital Advisors, LLC also serves as an insurance broker or agent, providing a comprehensive suite of financial solutions. With over 250 individual clients and a staggering $97,924,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Sklar Capital Advisors, LLC takes pride in its team of experienced professionals, including Saxon Knight, Nicholas Gordon, and Ronald Sklar, who have been with the firm for many years. Their dedication and expertise ensure that clients receive personalized and high-quality financial advice tailored to their unique needs. Overall, Sklar Capital Advisors, LLC combines industry expertise, diverse service offerings, and a strong track record to deliver exceptional financial guidance to individuals and businesses alike.

Longview Asset Management, LLC is a small investment advisory firm based out of Santa Fe, NM, with a strong presence in the financial industry. With 8 dedicated employees, including 4 investment advisors, Longview provides comprehensive investment advisory services to a diverse range of clients. Their team of experienced professionals is committed to helping clients achieve their financial goals. With an average of approximately $86,240,000 in assets under management per investment advisor, Longview maintains a solid standing within the industry average. Their compensation structure is flexible, offering a variety of options such as a percentage of assets under management, hourly charges, and fixed fees to suit their clients' needs. Longview Asset Management, LLC boasts an impressive client base of over 190 individuals, with a total of more than $239,656,000 in assets under management. Notably, around half of their assets come from employer 401Ks or individuals, showcasing their expertise in this area. Additionally, the firm manages 100% of their clients' assets on a discretionary basis, ensuring personalized and proactive investment strategies. With two offices to serve their clientele, Longview Asset Management, LLC has established a strong foothold in the Santa Fe area. Their team includes highly tenured advisors such as Douglas Lynam, Harlan Flint, and David Cantor, who bring a wealth of experience and expertise to the firm. By leveraging their extensive knowledge and commitment to client satisfaction, Longview Asset Management, LLC continues to deliver exceptional investment advisory services.

Better Money Decisions is a reputable investment advisory firm located in Santa Fe, NM. With a team of six highly skilled professionals, including four dedicated investment advisors, the firm is committed to providing exceptional financial guidance and expertise to their clients. Their impressive average of approximately $166,320,000 in assets under management per investment advisor surpasses the industry standard, reflecting their ability to effectively manage substantial portfolios. The firm's compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring a balanced and aligned approach to client success. Better Money Decisions proudly serves over 220 individual clients, overseeing more than $197,888,000 in assets under management. Notably, nearly half of their assets come from employer 401Ks and individual accounts, demonstrating their deep understanding and experience in this particular area. With all assets managed being discretionary, clients can trust in the firm's expertise and judgment when it comes to making sound financial decisions on their behalf. Better Money Decisions maintains four offices across the Santa Fe area, providing convenient access to their services. The firm takes pride in its long-standing advisors, with key members like Lorraine Ell, Susan Koe, and Bryan Giron boasting impressive tenures. Their extensive experience and commitment to delivering superior financial outcomes have contributed to the firm's strong reputation and client satisfaction. Overall, Better Money Decisions stands out as a distinguished investment advisory firm that consistently exceeds industry standards. Their dedication to providing personalized guidance and exceptional service has earned them the trust of their clients in Santa Fe and beyond.

City Different Investments, a local investment advisory firm headquartered in Santa Fe, NM, is dedicated to providing exceptional financial services and investment strategies. With two offices strategically located, they offer convenient access to their clients throughout the area. With over 0 individual clients and a remarkable $156,967,000 in assets under management, City Different Investments showcases its expertise in managing diverse portfolios. The firm is committed to discretionary asset management, with 37% of the assets they oversee falling under this category. This approach allows them to make informed decisions aligned with their clients' financial objectives. City Different Investments offers a flexible compensation structure that includes a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with their clients, fostering a collaborative approach to wealth management. With a team of 13 employees, including eight investment advisors, City Different Investments emphasizes personalized attention and tailored solutions. Their advisors manage an average of $19,620,000 in assets under management, demonstrating their ability to handle substantial portfolios and deliver expert guidance. The firm benefits from the expertise and experience of long-tenured advisors like Connor Browne, Christopher Ryon, and Joel Van Essen, who have played pivotal roles in City Different Investments' success. City Different Investments takes pride in their local presence and commitment to delivering exceptional client service. Their focus on personalized strategies and comprehensive financial services has established them as a trusted partner in Santa Fe and the surrounding areas.

Cross State Financial Group LLC is a leading investment advisory firm based out of Albuquerque, NM. With a team of 9 highly skilled professionals, they specialize in providing top-notch investment advisory services to their clients. Each investment advisor at Cross State Financial Group manages an average of $39,240,000 in assets under management, ensuring that their clients' financial portfolios are handled with utmost care and expertise. The firm's compensation structure is diverse, including a percentage of assets under management as well as performance-based fees. With over 370 individual clients, Cross State Financial Group manages a substantial $117,205,000 in assets. Notably, approximately half of these assets under management originate from employer 401Ks and individuals, indicating the firm's extensive experience and proficiency in this area. An impressive 91% of the assets managed by Cross State Financial Group are discretionary, demonstrating the trust clients place in the firm's investment strategies and decision-making capabilities. Additionally, the firm offers a range of other services, including acting as a registered representative of a broker-dealer, insurance broker or agent, and providing accounting services through their affiliation with an accounting firm. With seven offices across the region, Cross State Financial Group is deeply rooted in the local community. The firm takes pride in its team of experienced advisors, including Robert Cassella, Andrew Flack, and Danielle Mutz, some of whom have been with the firm for many years. Clients can rely on the expertise and personalized attention provided by Cross State Financial Group LLC to achieve their financial goals.

Sandia Wealth Management, LLC is a small investment advisory firm based out of Albuquerque, NM, with a team of four dedicated professionals. With two experienced investment advisors on board, they provide comprehensive investment advisory services to their diverse client base. With an average of $10,590,000 in assets under management per investment advisor, Sandia Wealth Management ensures that their clients' financial goals are met through careful and personalized investment strategies. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, catering to the unique needs of each client. Boasting over 190 individual clients and managing more than $140,894,000 in assets, Sandia Wealth Management has established a strong presence in the financial industry. Their expertise lies in managing employer 401Ks and individual investments, representing approximately half of their total assets under management. Demonstrating their commitment to delivering exceptional service, 91% of the assets they manage are under their discretionary control. Sandia Wealth Management operates from two offices, providing convenient access to their services for clients in the Albuquerque area. Two of their most experienced and tenured registered advisors, Peter Lehrman and Merlinda Sanchez, play integral roles in guiding clients towards achieving their financial objectives. With a focus on personalized attention, strategic investment planning, and a strong track record, Sandia Wealth Management, LLC is dedicated to helping clients navigate the complex world of wealth management and achieve financial success.

Santa Fe Advisors LLC is a small investment advisory firm headquartered in Santa Fe, NM. With a team of five dedicated professionals, four of whom specialize in investment advisory services, the firm offers comprehensive financial solutions to a diverse clientele. The average assets under management per investment advisor stand at approximately $59,600,000, aligning with industry standards. Santa Fe Advisors LLC caters primarily to high-net-worth individuals, managing over $158,333,000 in assets for more than 20 individual clients. While a minority of their assets (less than 30%) are allocated to 401K and individual accounts, the firm possesses the expertise and capabilities to oversee employer funds. An impressive 94% of the assets they manage are under discretionary management, demonstrating their clients' trust in the firm's decision-making abilities. With one office location, Santa Fe Advisors LLC has established a reputation for delivering personalized and tailored investment strategies. The firm boasts a team of experienced advisors, including David Marion, David Kantor, and Kristina Alley, who have demonstrated remarkable dedication and longevity in their roles. Santa Fe Advisors LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees, ensuring alignment with client goals and fostering a mutually beneficial partnership. As an investment advisory firm committed to delivering exceptional service, Santa Fe Advisors LLC continues to navigate the dynamic financial landscape, providing reliable guidance and strategic advice to their valued clients.