Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Horizons Sustainable Financial Services, Inc. financial advisors in Santa Fe, NM

Every SEC-registered investment adviser representative at a Horizons Sustainable Financial Services, Inc. office in Santa Fe, A to Z.

The short answer

4 registered advisors work at Horizons Sustainable Financial Services, Inc. in Santa Fe, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Horizons Sustainable Financial Services, Inc. advisors in Santa Fe, A to Z

Every Horizons Sustainable Financial Services, Inc. advisor →

Horizons Sustainable Financial Services, Inc. advisors in every city and state →Horizons Sustainable Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Horizons Sustainable Financial Services, Inc. advisors in other cities

Birmingham, AL 1Puyallup, WA 1

Other firms in Santa Fe

All Santa Fe advisors →

Thornburg Investment Management Inc. 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Morgan Stanley 12Edward Jones 8Wells Fargo Clearing Services, LLC 8City Different Investments 7LPL Financial LLC 6UBS Financial Services Inc. 5Stifel, Nicolaus & Company, Incorporated 4Altamira Financial Group, LLC 3Cetera Investment Advisers LLC 3Financial Partners, LLC 3

Questions

How many financial advisors does Horizons Sustainable Financial Services, Inc. have in Santa Fe?

4 investment adviser representatives are registered at Horizons Sustainable Financial Services, Inc. offices in Santa Fe, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Horizons Sustainable Financial Services, Inc. one of the largest advisor employers in Santa Fe?

Horizons Sustainable Financial Services, Inc. ranks number 9 in Santa Fe by registered advisors; Thornburg Investment Management Inc. has the most, with 24.

How do I check a Horizons Sustainable Financial Services, Inc. advisor in Santa Fe?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Horizons Sustainable Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.