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Laurels

Best Financial Advisors in Santa Fe
2022

We scored 25 Financial Advisors in Santa Fe, NM and Picked the Top 6

Here are the Picks:

Avatrine Financial

jonbellcpa.com

Legacy Financial Group

Portfolio Wealth Advisors

Schwab Branch, Santa Fe

The Rikoon Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Fe Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 25 17 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Avatrine Financial

  • Financial Planning

Avatrine Financial is a company that caters to the needs of clients in Santa Fe. Its team of fiduciary advisors provides customized financial planning and investment services for individuals and families. The firm assists with a variety of investment types, including stocks, nontraditional investments, individual securities, and mutual funds. In addition, it handles insurance plans and employee benefits. Avatrine Financial was established in 2017. Its president and CEO, Kayla L. Hebb, has over 20 years of experience in the financial and health care industries.

Click to Call

6001 Jaguar Dr Suite 102 D
Santa Fe, NM 87507

Website

(505) 515-6427 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

jonbellcpa.com

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Located in Albuquerque, Jon Bell CPA & Associates caters to clients throughout Santa Fe. It deals with financial planning and advises individuals on areas related to retirement funding. The company also handles tax planning and identifies tax credits or deductions to help lower its clients' payment obligations. It has experience assisting a wide range of people, from eye doctors and dermatologists to veterinarians and dentists. Its founder, Jon Bell, serves as a member of the New Mexico Society of CPAs.

Click to Call

150 Washington Avenue Suite 201
Santa Fe, NM 87501

Website

(505) 675-4475 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

58 (Best)

Score Consistency:

Consistent (Best)

Legacy Financial Group

  • Financial Planning
  • Insurance Products

Legacy Financial Group serves clients in Santa Fe. With over $155 million in managed assets, the company offers personal value-based financial planning that includes asset management and education and retirement planning. It also provides insurance, tax, accounting, employee benefit, and investment advisory services through Voya Financial Advisors. Legacy Financial Group aims to provide risk management plans and to create long-term assets for its clients with a belief that it is essential to understand and guide people's financial conditions to reap future benefits.

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9400 Holly Ave NE, Bldg 4
Albuquerque, NM 87122

Website

(505) 839-0224 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Portfolio Wealth Advisors

  • Estate Planning
  • Chartered Financial Analyst (CFA)
  • Financial Planning
  • Retirement Planning

Portfolio Wealth Advisors offers investment management and comprehensive financial planning services to clients in Santa Fe. It assists clients in saving for a retirement that fits their lifestyles, develops wealth-building strategies, provides estate and tax plans, and customizes financial programs for their specific financial goals. Lee Munson, the company's founder, is a Chartered Financial Analyst and Certified Financial Planner. He is frequently invited by CNBC, CNN, and Fox Business as an expert financial market analyst.

Click to Call

6100 Uptown Blvd, Suite 540
Albuquerque, NM 87110

Website

(505) 884-3445 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Schwab Branch, Santa Fe

  • Estate Planning

Schwab Branch, Santa Fe is a firm that provides individualized financial assistance for individuals and families. It comprises financial advisors who offer a wide range of services, including wealth management, retirement preparation, investment guidance, and portfolio management. The team delivers financial advice and service based on clients' goals, assisting in complex planning and financial needs, including estate, trust, and fixed income. In addition, they have a range of investment products, such as ETFs, mutual funds, cash solutions, cryptocurrency, and money market funds.

Click to Call

2006 Botulph Rd, Suite #118/119/120
Santa Fe, NM 87505

Website

(505) 878-1320 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 (Better)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: $5000

The Rikoon Group

  • Estate Planning
  • Certified Financial Planner (CFP)

The Rikoon Group is an investment advisory firm serving the Sante Fe metro and nearby areas. It caters to individuals, families, business owners, and non-profit organizations. The company provides an array of services, including estate planning assistance, customized portfolio management, and cash spending analysis. Its financial advisors also handle multi-generational counseling, business consulting, income tax and insurance review, and property management. The Rikoon Group has been delivering personalized investment and financial planning solutions since 1982.

Click to Call

2218 Old Arroyo Chamiso
Santa Fe, NM 87505

Website

(505) 989-3581 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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