15 financial advisors & firms and 3 insurance agents verified near Santa FE, NM — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Santa FE, NM 87501 · Registered investment adviser · $101M AUM
CRD 119180 · verify at the regulator
RIA firm · Santa FE, NM 87501 · Registered investment adviser · $151M AUM
CRD 164970 · verify at the regulator
RIA firm · Santa FE, NM 87501 · Registered investment adviser · $116M AUM
CRD 170872 · verify at the regulator
RIA firm · Santa FE, NM 87501 · Registered investment adviser · $244M AUM
CRD 310982 · verify at the regulator
Advisor · Morgan Stanley · Santa Fe, NM · Wealth management, Santa Fe
Advisor · Morgan Stanley · Santa Fe, NM · Wealth management, Santa Fe
Advisor · Morgan Stanley · Santa Fe, NM · Wealth management, Santa Fe
Advisor · Morgan Stanley · Santa Fe, NM · Wealth management, Santa Fe
RIA firm · Santa FE, NM 87505 · Registered investment adviser
CRD 114229 · verify at the regulator
RIA firm · Santa FE, NM 87505 · Registered investment adviser · $379M AUM
CRD 151477 · verify at the regulator
RIA firm · Santa FE, NM 87505 · Registered investment adviser · $182M AUM
CRD 170002 · verify at the regulator
RIA firm · Santa FE, NM 87505 · Registered investment adviser · $19M AUM
CRD 194517 · verify at the regulator
RIA firm · Santa FE, NM 87505 · Registered investment adviser · $6M AUM
CRD 293842 · verify at the regulator
RIA firm · Santa FE, NM 87505 · Registered investment adviser · $130M AUM
CRD 316907 · verify at the regulator
RIA firm · Santa FE, NM 87506 · Registered investment adviser · $54.5B AUM
CRD 106357 · verify at the regulator
Insurance · State Farm · Santa Fe, NM 87501 · Home, auto, life in Santa Fe
Insurance · State Farm · Santa Fe, NM 87501 · Home, auto, life in Santa Fe
Insurance · State Farm · Santa Fe, NM 87501 · Home, auto, life in Santa Fe
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.