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Find Top Financial Advisors in Santa Fe, New Mexico

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Santa Fe, New Mexico
Last Updated - 15-May-2022

Santa Fe has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Santa Fe , New Mexico have an average of 18 years of experience.

NOTE: The list of financial advisors in Santa Fe , New Mexico mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Santa Fe , New Mexico .

Qualified Financial Advisors in Santa Fe, New Mexico
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Greene
EDELMAN FINANCIAL ENGINES, LLC
6565 Americas Parkway NE Suite 850,
Albuquerque, NM 87110
18 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Santa Fe

Qualifications CRD# 4887458
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6565 Americas Parkway NE Suite 850,
Albuquerque,
NM
87110
Phone Number 505-338-3465

I have been a Financial Planner for nearly 15 years. I enjoy building long-term, meaningful relationships with my clients, and it's a great feeling to know that what I do gives me an opportunity to make a difference in their lives.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Santa Fe, New Mexico
Firm Name AUM No. of Clients Fee Structure
Santa Fe Advisors Llc
208 Delgado Street , Ste. 1,
Santa Fe, NM 87501
$182,517,000 219 A percentage of AUM
Fixed fees
Altamira Financial Group, Llc
1012 Marquez Place , Unit 204a,
Santa Fe, NM 87505
$91,322,196 198 A percentage of AUM
Hourly charges
Fixed fees
Tembion Capital Management, Llc
404 Kiva Court, Suite A,
Santa Fe, NM 87505-5994
$128,780,475 147 A percentage of AUM
Hourly charges
Fixed fees
Horizons Sustainable Financial Services, Inc.
535 Cerrillos Road , Suite A2,
Santa Fe, NM 87501
$115,530,573 670 A percentage of AUM
Hourly charges
Fixed fees
Better Money Decisions
460 St. Michael'S Drive , Suite 902,
Santa Fe, NM 87505
$199,457,431 512 A percentage of AUM
Fixed fees
Longview Asset Management, Llc
136 Grant Avenue,
Santa Fe, NM 87501
$238,768,447 423 A percentage of AUM
Hourly charges
Fixed fees
Financial Partners, Llc
613 Old Santa Fe Trail,
Santa Fe, NM 87505
$110,000,000 354 A percentage of AUM
Hourly charges
Thornburg Investment Management Inc
2300 North Ridgetop Road,
Santa Fe, NM 87506
$47,059,818,550 719 A percentage of AUM
Sun Mountain Capital Advisors, Llc
527 Don Gaspar Avenue,
Santa Fe, NM 87505
$738,746,259 9 A percentage of AUM
Performance Based
City Different Investments
925 Paseo De Peralta,
Santa Fe, NM 87501
$197,280,222 40 A percentage of AUM
Performance Based

    List of Additional Advisors in Santa Fe, New Mexico*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ben Alaimo-Monson - Morgan Stanley
    Inquire with Ben
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7702
    Jeremy Campbell
    Inquire with Jeremy
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Jennifer Schroeder
    Inquire with Jennifer
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Campbell & Associates
    Inquire with Campbell
    300 Galisteo St, Ste 101, Santa Fe, NM  87501 505-995-0714
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-982-2611
    Sean T Gallagher
    Inquire with Sean
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7719
    Financial Partners
    Inquire with Financial
    50 Oshara Boulevard, Santa Fe, NM  87508 505-216-0838
    Matt Bunkowski
    Inquire with Matt
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7707
    Elise Neal Davis
    Inquire with Elise
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7701
    Deborah Gaynor
    Inquire with Deborah
    150 Washington Ave, Suite 301, Santa Fe, NM  87501 505-988-7706
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?