NM · Santa Fe

Fiduciary advisors in Santa Fe, NM

7 advisors with offices in Santa Fe. Credentials, fee structures, and minimums are disclosed on each listing.

7 listed

7 results in Santa Fe

Aric Vickrey - Raymond James

Santa Fe, New Mexico

Aric Vickrey - Raymond James is an investment advisory firm in Santa Fe, New Mexico. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Northwestern Mutual

Santa Fe, New Mexico

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Santa Fe, New Mexico. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

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Oxford Wealth Advisors, LLC

Santa Fe, New Mexico

Oxford Wealth Advisors, LLC is an investment advisory firm in Santa Fe, New Mexico. The office has a wheelchair-accessible entrance.

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Raymond James & Associates

Santa Fe, New Mexico

CLU

Retirement Planning Small Business

Raymond James & Associates is an investment advisory firm in Santa Fe, New Mexico. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Savant Wealth Management - Financial Advisor: Donald D. Duncan

Fiduciary

Santa Fe, New Mexico

Investment Management Wealth Management

Savant Wealth Management - Financial Advisor: Donald D. Duncan is an investment advisory firm in Santa Fe, New Mexico. It acts as a fiduciary. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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TSG Wealth Management - Santa Fe

Santa Fe, New Mexico

Investment Management Wealth Management

TSG Wealth Management operates in Santa Fe with a focus on investment management and estate planning services. The firm's leadership includes Mark Schulten (CFP®, Managing Partner) and Allen Schreiber (MBA, Partner). The firm has received recognition from Barron's and Forbes, including placement on Barron's Top 250 Private Wealth Management Teams (2025) and Forbes Best-in-State Wealth Management Teams (2026).

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Thornburg Investment Management®

★4.0(9)

Santa Fe, New Mexico

Independent RIA

Investment Management

Thornburg Investment Management® is an independent ria firm in Santa Fe, New Mexico. Services include Investment Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 9 Google reviews.

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Financial advisors in Santa Fe, New Mexico

Advisors 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.

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