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Financial Advisors in Santa Fe, New Mexico

Our hand-picked list of 8 financial advisors serving Santa Fe, New Mexico. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Santa Fe

Financial professionals in Santa Fe should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Mexico securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New Mexico, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Santa Fe

ALTAMIRA FINANCIAL GROUP, LLC

1012 MARQUEZ PLACE, SANTA FE, NM 87505

📞 (505) 477-••••

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Avalon Trust Company

125, Lincoln Avenue, Santa Fe, NM, 87501

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Better Money Decisions

460, Saint Michaels Drive, Santa Fe, NM, 87505

📞 +1-844-507-••••

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CITY DIFFERENT INVESTMENTS

925 PASEO DE PERALTA, SANTA FE, NM 87501

📞 (505) 416-••••

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David C. Jaderlund - Municipal Bonds Securities

222, East Marcy Street, Santa Fe, NM, 87501

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Edward Jones

2801, Rodeo Road, Santa Fe, NM, 87507

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Elevation Wealth Partners

1440, South Saint Francis Drive, Santa Fe, NM, 87505

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FINANCIAL PARTNERS, LLC

613 OLD SANTA FE TRAIL, SANTA FE, NM 87505

📞 (505) 795-••••

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Frequently Asked Questions

Where can I find financial advisors in Santa Fe, New Mexico?

Santa Fe, New Mexico has 8 financial advisors listed in our directory. ALTAMIRA FINANCIAL GROUP, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New Mexico?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New Mexico, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Santa Fe?

Financial professionals in Santa Fe should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Mexico securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Santa Fe?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Santa Fe-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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