Financial advisors in Santa Fe, NM

97 match · page 1 of 4

Ashley Olivas
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Deborah Trouw
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gonzalo Rufatt
Financial advisor at Altamira Financial Group, LLC
Altamira Financial Group, LLC · $130.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Myers
Financial advisor at Financial Partners, LLC
Financial Partners, LLC · $181.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Weeast
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Bicoll
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Johann Klaassen
Financial advisor at Horizons Sustainable Financial Services, Inc.
Horizons Sustainable Financial Services, Inc. · $151.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Macukas
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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John Whiteknight
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Kristina Alley
Financial advisor at Santa Fe Advisors LLC
Santa Fe Advisors LLC · $116.1M AUM
CFP®VerifiedFinancial planning
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Mariah Sacoman
Financial advisor at Highrocks Wealth, LLC
Highrocks Wealth, LLC · $6.3M AUM
CFP®VerifiedFinancial planning
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Mary Macukas
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Megan Buchanan
Financial advisor at Horizons Sustainable Financial Services, Inc.
Horizons Sustainable Financial Services, Inc. · $151.2M AUM
CFP®VerifiedFinancial planning
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Peter Murphy
Financial advisor at Financial Partners, LLC
Financial Partners, LLC · $181.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Rappmund
Financial advisor at Counterpoint
Counterpoint · $550K AUM
CFP®VerifiedFinancial planning
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Stephen Duck
Financial advisor at G. Allen Financial Inc.
G. Allen Financial Inc. · $101M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Bustamante
Financial advisor at Bustamante Financial Planning
Bustamante Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Schwab
Financial advisor at T.c. Schwab Financial Planning, LLC
T.c. Schwab Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William McArthur
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alfredo Ochoa Luna
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Amy Nelson
Financial advisor at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC · $2.28B AUM
VerifiedFinancial planning
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Anita Atencio
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Forte
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Antonio Lopez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Aric Vickrey
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Alaimo-Monson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bernadette Chavez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blair Perry
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brooke Czoski
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carolyn Ives
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Santa Fe, NM

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Santa Fe, NM.

How this list works

Before you hire an advisor in Santa Fe, NM