7 advisors with offices in Santa Fe. Credentials, fee structures, and minimums are disclosed on each listing.
Santa Fe, New Mexico
Aric Vickrey is a financial advisor at Raymond James in Santa Fe, New Mexico, specializing in retirement planning and small business financial matters. He holds the CLU credential and conducts business in English.
View detailsSanta Fe, New Mexico
Insurance-Based
Northwestern Mutual operates in Santa Fe, providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.
View detailsSanta Fe, New Mexico
Oxford Wealth Advisors, LLC is based in Santa Fe, New Mexico and provides investment advisory services to clients. The firm conducts business in English
View detailsSanta Fe, New Mexico
Raymond James & Associates in Santa Fe, New Mexico provides retirement planning services with particular focus on small business owners. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.
View detailsSanta Fe, New Mexico
Savant Wealth Management, based in Santa Fe, New Mexico, provides investment management and wealth management services. Donald D. Duncan operates the firm on a fiduciary basis. The firm serves clients in English.
View detailsSanta Fe, New Mexico
TSG Wealth Management in Santa Fe, New Mexico offers investment management and wealth management services. The firm provides estate planning and investment management to clients in the area. Services are conducted in English.
View detailsSanta Fe, New Mexico
Independent RIA
Thornburg Investment Management is an independent registered investment advisor based in Santa Fe, New Mexico, providing investment management services to clients. The firm holds a 4-star rating on Google based on nine reviews.
View detailsAdvisors serving Santa Fe specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Mexico's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.