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Best financial advisors in Santa Fe, NM

Registered advisers within 25 miles of Santa Fe, NM.

Offices
85
Firms
63
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,496,725 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

THORNBURG INVESTMENT MANAGEMENT INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDDIE HAGGAR CAPITAL MGT, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITY DIFFERENT INVESTMENTS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
G. ALLEN FINANCIAL INC.
EDWARD JONES
LPL FINANCIAL LLC
EP WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PARTNERS, LLC
SUN MOUNTAIN CAPITAL ADVISORS, LLC

Investors

JASON LEE MILLER
ANDREW WELDON RICE
KEVIN YOSAKU ENDO
LUCINDA BARBARA CANDAL
Keegan James Parker
JULIE Erin VANN
JULIE ANN GERACI
LUCAS SKIDMORE RAMEAKA
Brian Carlyle Perkes
RONALD OLEXSAK
ALEX SAMUEL KATZ
JESSE RYAN BROWNELL
ELIJAH ALAN KING
Steven Seid
Allison Patricia Dawe
Matias Palacio Cleland
Sheldon Dean Freeze
CADEN KENNETH HOLLOWAY
TROY EDWARD MOSCONI
Jonathan Ronald Orman
COLE ANTHONY KOPACEK
ADAM WALTON SPARKMAN
TYLER LYNN JENKINS
TIMOTHY ORTIZ
Joaquin Alonso Garcia
ANTHONY DAVID JONES
PHILLIP B GRONNIGER
DANIEL THOMAS GAMACHE
JULIO MANUEL RIVERA
KATARZYNA ALICJA JABLONSKI
JOHN Maxwell PAULY
James Gerard Coletti
KELLY VASEL
NANCY LEE FAIRCHILD
LARRY GENE STOERNER
Katrina Suzette Johnson
Terese Brianna Zimmerman
MEGGAN S GENTILE
MICHAEL KENT KNUTSTROM
Juliana Joern
VASILIOS NINOPOULOS
ROXANE LILLIAN ROSE
Jason Earl Harsh
Kaitlyn J Kimzey
BERNADETTE CHAVEZ
Brooke P Czoski
DONALD L MECCIA
SEAN TALMAGE GALLAGHER
BENJAMIN SHAW ALAIMO-MONSON
DOTTI GRAVIET
JOHN ANDREW ROCHESTER
SHANNON LEE BECK
JUSTIN K MEDRANO
ROSALIND D MILLOY
JILL ELIZABETH DRINKWATER
ANTHONY CHARLES FORTE
ROBERT HOWARD HOFFMAN
VICTORIA S QUIJADA
JOHN BARRY GERST
JILL MARIE ENLOE
Kelly Mae Barrows
KEITH MARTIN FALLIS
DANIEL ROBERT MERIANS
MANUEL JESUS MONASTERIO
Nicole Victoria Orlowski
Mariana Zanin Ferreira Zuanetti
David A Marquez
JOHN JULIAN VAZQUEZ
Lisa A Villarreal
MORGAN PAUL HEES
ROBERT BELTON JONES
CHARLES ALLEN FIGG
Aric Dean Vickrey
EDMOND R HAGGAR
LAWRENCE ELLIOT SCHWARTZ
ANTONIO CARLOS LOPEZ
ROBERT CALDER STACK
BRUCE HOWARD GALPERT
JESSICA LEIGH MARLOWE
QUENTIN JOHN HEFFRON
CHRISTOPHER MICHAEL RYON
QUINN PATRICK RAFTERY
CONNOR RYAN BROWNE
WAYNE VINSON WALDEN
MICHELLE ANN NOWFEL
ROBERT MICHAEL MACDONALD
Sweta Singh
Jong Hsien Lim
Joel Benjamin Van Essen
COREY ALLEN DRY
JOHN ANTHONY MACUKAS
Karson Charles Nance
Carolyn Salazar Ives
Jacob Tague
MARY E MACUKAS
STEPHEN ALLEN DUCK
Karen Schotter
George Lawrence Panagos
Rowdy Louis Spears
DAVID AARON CANTOR
HARLAN MYLES FLINT
Jasmine Nicole Bair
Alfredo Ochoa Luna
Jeffrey Dean Weeast
JEREMY COLE CAMPBELL
JENNIFER LYNNE SCHROEDER
TREVOR GRAEME THOMAS
Gregory A Myers
Silas Michael Peterson
SALLY ANN CORNING
BRIAN PETER BIRK
LEE MICHAEL RAND

Within 25 miles of Santa Fe, NM, Best Investors lists 63 registered investment advisory firms with 85 offices nearby, managing about $10.6T in combined regulatory AUM across 1,496,725 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Santa Fe

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM