List Of All financial advisor Leads in Santa Fe
24 financial advisor in Santa Fe are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by RDS Financial Planning), with an average of roughly 4.6★ across all listings. Everything below is current as of 10/9/2026; click through to any listing for a website, map link, or way to get in touch.
24 results · last updated 10/9/2026
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| Company | Address | Rating | Phone | Website | Social | |
|---|---|---|---|---|---|---|
RDS Financial PlanningFinancial Advisor | *7*******53View in Leads Search | ro**@r****.co.ukView in Leads Search | www.rdsfp.co.uk/ | |||
Osprey Financial Planning LtdFinancial advisor | ******87*07View in Leads Search | in**@o*******.co.ukView in Leads Search | www.ospreyfp.co.uk/ | - | ||
Financial PartnersFinancial planner | +****79*7910View in Leads Search | in**@f******************.comView in Leads Search | www.financialpartnersnm.com/ | |||
Generational Asset PlanningFinancial planner | +******7**00View in Leads Search | tr**@g***********.comView in Leads Search | www.genassetplan.com/ | |||
Morgan Stanley Financial AdvisorsFinancial Advisor | +****98**611View in Leads Search | - | advisor.morganstanley.com/santa-fe-branch?y_source=1_MjM2MjAwNS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | - | ||
Justin Medrano - Morgan Stanley Financial AdvisorFinancial Advisor | +****9887708View in Leads Search | - | advisor.morganstanley.com/justin.medrano?y_source=1_MzAxNjc5MjEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | ||
Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner | +****99**714View in Leads Search | - | www.ameripriseadvisors.com/jeremy.2.campbell/?cid=IP_local_google | - | ||
Horizons Sustainable Financial ServicesFinancial planner | +****98*9661View in Leads Search | in**@h**********.comView in Leads Search | horizonssfs.com/ | |||
Hightower Signature Wealth Financial Advisors - Santa FeFinancial planner | +****989**81View in Leads Search | - | hightowersignature.com/location/santa-fe/?utm_source=local&utm_medium=organic&utm_content=SantaFe | |||
Savant Wealth ManagementFinancial planner | +****8**7797View in Leads Search | - | savantwealth.com/locations/santa-fe-new-mexico/ | |||
Edward Jones - Financial Advisor: Randy EganFinancial Advisor | +*****66**58View in Leads Search | ra********@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/randy-egan?y_source=1_OTY5Mzg4LTcxNS1sb2NhdGlvbi53ZWJzaXRl | |||
EP Wealth AdvisorsInvestment service | +****9889*55View in Leads Search | - | www.epwealth.com/our-team/santa-fe-downtown | |||
Wells Fargo AdvisorsInvestment service | +****99***24View in Leads Search | jo**********@w*****************.comView in Leads Search | home.wellsfargoadvisors.com/001_VGSF?excid=FA1500050253 | - | ||
Wharton Wealth PlanningFinancial planner | - | +*6*6***7*21View in Leads Search | da***@w********************.comView in Leads Search | whartonwealthplanning.com/santa-fe-and-los-alamos-financial-advisor/ | - | |
Santa Fe Wealth AdvisorsFinancial planner | - | +******8**61View in Leads Search | - | www.santafewealthadvisors.com/ | - | |
Tom Martin CFP AAMS , Financial AdvisorFinancial planner | - | +*****6***00View in Leads Search | - | crossedpineswealth.com/ | ||
Santa Fe Advisors, LLCInvestment service | - | +*******6*00View in Leads Search | - | santafeadvisorsllc.com/ | - | |
Dona Lee Walton - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner | - | - | - | www.ameripriseadvisors.com/dona.l.walton/contact?cid=IP_local_google | - | |
NewCoast Wealth Advisors - UBS Financial Services Inc.Superannuation Consultant | - | +****989**11View in Leads Search | - | advisors.ubs.com/newcoastwealthadvisors/?utm_source=synup&utm_medium=en&utm_campaign=164264 | - | |
Financial PartnersFinancial planner | - | +****79*7910View in Leads Search | in**@f******************.comView in Leads Search | www.financialpartnersnm.com/ | ||
EP Wealth AdvisorsFinancial planner | - | +*8****7*961View in Leads Search | - | www.epwealth.com/our-team/santa-fe | ||
Elevation Wealth PartnersFinancial planner | - | +****98**856View in Leads Search | - | www.elevationwealthpartnersnm.com/ | - | |
Edward Jones - Financial Advisor: Loren G Testa, ChFC®|AAMS®Financial Advisor | - | +****988*967View in Leads Search | lo*********@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/loren-testa?y_source=1_OTY1MTcwLTcxNS1sb2NhdGlvbi53ZWJzaXRl | ||
Edward Jones - Financial Advisor: Jeff Weeast Sr, CFP®|AAMS®Financial Advisor | - | +****8****76View in Leads Search | je*********@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/jeff-weeast?y_source=1_NjQwNjA2LTcxNS1sb2NhdGlvbi53ZWJzaXRl |
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