Falists

New Mexico · 16 advisers

Financial Advisors in Santa Fe, New Mexico

Looking for a financial advisor in Santa Fe, New Mexico? Falists indexes 16 SEC-registered and state-registered investment advisers in Santa Fe — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $54.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

12

Largest AUM

$54.45B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning7Trusts9Retirement3Institutional4

Top advisors in Santa Fe

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

More cities in New Mexico

Albuquerque (31)Las Cruces (3)Carlsbad (2)Aztec (1)Edinburgh (1)Los Lunas (1)Socorro (1)Taos (1)

Common questions

How many financial advisors are in Santa Fe, New Mexico?
16 registered investment advisers are listed in our Santa Fe directory, sourced from public SEC filings.
What types of advisors are in Santa Fe?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Santa Fe?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.