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.

Thornburg Investment Management Inc, headquartered in Santa Fe, NM, is a prominent regional investment advisory firm with a dedicated team of professionals. With a total of 204 employees, 43 of whom specialize in providing investment advisory services, Thornburg Investment Management Inc has established itself as a trusted name in the industry. Their average assets under management per investment advisor amount to approximately $82,660,000, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. Thornburg Investment Management Inc boasts an impressive client base, serving over 140 individual clients and managing assets worth more than $38,735,282,000. Notably, the firm's management of these assets is entirely discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Thornburg Investment Management Inc also offers commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. Their expertise and comprehensive range of services contribute to their strong presence and reputation in the market. With one office location, Thornburg Investment Management Inc embraces a regional focus while maintaining a commitment to delivering exceptional investment solutions to their clients. The firm boasts a roster of seasoned advisors, including Frances Dalessio, April Adams, and Randall Dry, who have demonstrated their dedication and expertise throughout their tenure. Thornburg Investment Management Inc continues to thrive as a leading investment advisory firm, providing personalized strategies and effective wealth management solutions to their diverse clientele.

Financial Partners, LLC is a well-established investment advisory firm based out of Santa Fe, NM. With over 130 individual clients and a remarkable $99,539,000 in assets under management, Financial Partners, LLC has earned a reputable standing in the financial industry. Specializing in managing discretionary assets, the firm serves a diverse range of clients, including high net worth individuals and employer 401K plans. With their extensive experience and expertise in the investment advisory field, Financial Partners, LLC offers personalized and strategic financial solutions to help clients meet their financial goals. They pride themselves on delivering exceptional service and maintaining long-term relationships with their clientele. Headquartered in Santa Fe, Financial Partners, LLC operates from a single office. Their team consists of four dedicated professionals, three of whom provide comprehensive investment advisory services. Each investment advisor at the firm manages an impressive average of $33,180,000 in assets. The compensation structure at Financial Partners, LLC is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management and hourly charges, ensuring that clients can choose the arrangement that aligns with their needs and preferences. Notable individuals within the firm include Silas Peterson, Peter Murphy, and Charles Goodman, who are among the longest tenured advisors at Financial Partners, LLC. Their collective expertise contributes to the firm's success in providing top-tier financial guidance and investment management services to their valued clients.