Best Financial Advisors in Santa Fe, NM

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Santa Fe area.

Cardinal Financial Company, Limited Partnership

Cardinal Financial Company, Limited Partnership

(18)
  • Team
  • Information
“I have had the pleasure of financing two homes with Alterra and you know you're in good hands when the branch manager (Brad) stays late to wrap up loose ends and takes your calls after hours to make sure your questions and concerns are being address...”
In Business Since 1996
404 Kiva Ct STE G, Santa Fe, NM
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Financial Partners

Financial Partners

(5)
Free Consultations, Speaking Requests, Workshops & Seminars
“Silas helped me through it easily and efficiently, explaining everything, step by step, He was not only knowledgeable and very capable, but also super friendly and easy to talk with, answering every question I had.”
In Business Since 2018
Transparent Fees & Pricing
613 Old Santa Fe Trail, Santa Fe, NM
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MC Donald CPA Firm

MC Donald CPA Firm

(3)
“I have always experienced professional customer service and patients with my questions.”
In Business Since 2008
Transparent Fees & Pricing
Offers Financing Options
411 St Michaels Dr STE 6, Santa Fe, NM
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Field Firm

Field Firm

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 2000
Transparent Fees & Pricing
Offers Financing Options
1468 S St Francis Dr, Santa Fe, NM
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New Mexico Finance Authority

New Mexico Finance Authority

(1)
“Everyone I talk to is very very helpful respectful and professional and very informative!”
In Business Since 1996
Offers Financing Options
207 Shelby St, Santa Fe, NM
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Thornburg Investment Management

Thornburg Investment Management

(1)
“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.”
In Business Since 1995
2300 N Ridgetop Rd, Santa Fe, NM
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The Rikoon Group

The Rikoon Group

(2)
“Expert financial advisors with a heart.”
In Business Since 2013
2218 Old Arroyo Chamiso Rd, Santa Fe, NM
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Webster Enterprises

Webster Enterprises

(1)
“Chris has a deep understanding of the inspirational beginnings of fine and ethnographic art; his collections are unique, tasteful, and cohesive; and he has extensive connections in the businesses he directs.”
In Business Since 1999
54 Lincoln Ave, Santa Fe, NM
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The Rikoon Group

The Rikoon Group

(1)
“Knowledgeable and friendly staff.”
In Business Since 2013
2218 Old Arroyo Chamiso Rd, Santa Fe, NM
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Financial Partners

Financial Partners

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2018
Transparent Fees & Pricing
50 Oshara Blvd, Santa Fe, NM
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Kathy A. Edwards, CPA

Kathy A. Edwards, CPA

“We are a full-service Accounting firm licensed in NM. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
In Business Since 2010
Transparent Fees & Pricing
150 Washington Street Suite 201, Santa Fe, NM
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Wharton Wealth Planning

Wharton Wealth Planning

“Whether you are early in your career and starting to think about retirement or retired seeking to maximize portfolio returns and retirement income, our experienced financial consulting team can help you implement a plan and an asset management strate...”
In Business Since 2022
150 Washington Ave #201, Santa Fe, NM
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Horizons Sustainable Financial Services

Horizons Sustainable Financial Services

“With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of fut...”
In Business Since 2010
535 Cerrillos Rd a2, Santa Fe, NM
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City Different Investments

City Different Investments

“City Different Investments is an independent investment management firm. We partner with financial advisors, registered investment advisors, family offices, consultants, and institutions.”
In Business Since 2020
925 Paseo De Peralta, Santa Fe, NM
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Better Money Decisions

Better Money Decisions

“Our recognized, holistic wealth management process enables us to be your complete financial advocate. As a fee-only fiduciary firm, we are solely focused on you and your future. Clarity comes from having helped thousands of families prepare for the l...”
In Business Since 2012
460 St Michaels Dr #902, Santa Fe, NM
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Jessica Bicoll, CFP , Chfc , Crpc

Jessica Bicoll, CFP , Chfc , Crpc

“Jessica Bicoll, CFP®. An independent financial consultant, advisor and planner in Santa Fe, NM”
In Business Since 2015
10 Ute Cir, Santa Fe, NM
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Certified Financial Strategies

Certified Financial Strategies

“Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following ...”
In Business Since 2007
Accepts Cash only
Santa Fe, NM
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G. Allen Financial

G. Allen Financial

“Stephen Duck CFP® and Dora Guzmán PhD — a husband and wife team — we bring together our individual strengths and unique experiences to provide a powerful and dynamic service. Our distinctive and personalized strategies help clients crystallize financ...”
In Business Since 2003
300 Paseo De Peralta #209, Santa Fe, NM
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David Wharram LPL Financial

David Wharram LPL Financial

“After meeting his wife Franziska and living in Germany, South Africa, New York City, and back in the UK, they flew into Santa Fe on July 4, 2008 and have stayed put ever since. David spent four years as an independent contractor for the Los Alamos sc...”
In Business Since 2010
2100 Calle De La Vuelta E201, Santa Fe, NM
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Liebentritt Group

Liebentritt Group

“​LiebentrittGroup, Inc. is an accounting and consultingfirm based in SantaFe, New Mexico, serving clients throughout the United States and specializing in small to medium business accounting services and senior level financial management services. We...”
In Business Since 2017
4001 Office Ct Dr #304, Santa Fe, NM
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Stonemark Investment Group

Stonemark Investment Group

“How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial...”
In Business Since 2019
130 Camino Escondido, Santa Fe, NM
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Santa Fe Capital Group

Santa Fe Capital Group

“Strategic advisors to more than 1.2 billion in early-stage and middle-market transactions. Angel capital investments, leveraged buyouts and recapitalizations.”
In Business Since 1996
4001 Office Ct Dr STE 604, Santa Fe, NM
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Avalon Trust Co

Avalon Trust Co

“AVALON TRUST offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for e...”
In Business Since 1999
125 Lincoln Ave # 301, Santa Fe, NM
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Summit Investment Group

Summit Investment Group

“One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that cou...”
In Business Since 1998
222 Otero St, Santa Fe, NM
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Retirement Planning and Investment Management Services in Santa Fe, NM Cost Estimates

Minimum cost
$1138
Maximum cost
$9670
National Average
$3413
Avg Per Hour Rates
$342
$2276
$6258
Fair price range is based on 494 cost profiles
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Average Cost $3413
Minimum cost $1138
Maximum cost $9670
Avg Per Hour Rates $342

Fair range $2276 to $6258 is based on 494 cost profiles.

Why these companies made our list

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