Best Financial Advisors in Santa Fe, NM

14 firms listed · all 14 in Santa Fe · 1 rated 4.5+

Data verified October 19, 2026

Financial Partners

Financial Partners

5.0 5 reviews
“Professional, honest, kind, and just what you want in a financial advisor.”
Since 2019Prices online
613 Old Santa Fe Trail
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Thornburg Investment Management

Thornburg Investment Management

4.0 1 review
“Flanagan @ Thornburg has been my financial advisor for over 20 yrs and he was my father's advisor before me, and will be my daughter's now that she is at age of majority.”
Since 1995
2300 N Ridgetop Rd
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The Rikoon Group

The Rikoon Group

4.0 2 reviews
“Expert financial advisors with a heart.”
Since 2013
2218 Old Arroyo Chamiso Rd
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City Different Investments

City Different Investments

Since 2020
925 Paseo De Peralta
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Santa Fe Capital Group

Santa Fe Capital Group

Since 1996
4001 Office Ct Dr STE 604
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Summit Investment Group

Summit Investment Group

Since 1998
222 Otero St
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The 14 firms listed for Santa Fe, NM provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Santa Fe, NM

All 14 firms we list here are in Santa Fe itself. 3 of the firms on this page have a rating, from 4.0 to 5.0 across 18 reviews; 1 is rated 4.5 or higher. 12 have ten or more years of experience, the longest 31 years. We have a website on file for all 14 of the firms on this page; 11 publish a contact page; 10 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Horizons Sustainable Financial Services

Horizons Sustainable Financial Services

Since 2010
535 Cerrillos Rd a2
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Better Money Decisions

Better Money Decisions

Since 2012
460 St Michaels Dr #902
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Jessica Bicoll, CFP , Chfc , Crpc

Jessica Bicoll, CFP , Chfc , Crpc

Since 2015
10 Ute Cir
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David Wharram LPL Financial

David Wharram LPL Financial

Since 2010
2100 Calle De La Vuelta E201
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G. Allen Financial

G. Allen Financial

Since 2003
300 Paseo De Peralta #209
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T.c.schwab Financial Planning

T.c.schwab Financial Planning

Since 2007
18 Cagua Rd
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Tom Martin CFP Aams , Financial Advisor

Tom Martin CFP Aams , Financial Advisor

Since 2005
460 St Michaels Dr Suite 1101
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Santa Fe Advisors

Santa Fe Advisors

Since 2013
330 Garfield St Ste. 301
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HomeWealth Management AdvisorsNew MexicoSanta Fe, NM

Why these companies made our list

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