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List of Financial planners in Santa Fe
There are 77 Financial planners in Santa Fe as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 28 Financial planners which is 36.36% of all Financial planners in Santa Fe are single-owner operations, while the remaining 49 which is 63.64% are part of larger brands. Average age of Financial planners in Santa Fe is 5 years and 8 months.Financial planners are also establishing a strong digital presence across various platforms: 37 have LinkedIn profiles, 27 have Facebook Pages, 14 are active on Instagram, 29 have X (formerly Twitter) handles, and 20 have YouTube channels. About 71 Financial planners have their own website and the remaining 6 don’t have their own website.
- 77
Number of Financial planners
- 17
Email addresses
- 75
Phone numbers
- 71
With Websites
- 37
LinkedIn Profiles
- 27
Facebook Profiles
- 14
Instagram Handles
- 29
X Handles
- 20
YouTube Channels
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Download list of Financial planners in Santa Fe
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Better Money Decisions | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Jessica Bicoll, CFP , ChFC , CRPC | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Santa Fe | New Mexico | United States | Phone | 1 | 5 | Link | |||||
| Trevor G Thomas - Financial Advisor, Ameriprise Financial Services, LLC | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Walton & Gallegos Financial Management - Ameriprise Financial Services, LLC | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Summit Investment Group | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Campbell & Associates - Ameriprise Financial Services, LLC | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Maestro Financial Partners | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Jennifer Schroeder - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link | |||||
| Horizons Sustainable Financial Services | Address | Santa Fe | New Mexico | United States | Phone | 0 | 0 | Link |
[
{
"name": "Better Money Decisions",
"address": "46**********",
"phone": "********0961",
"email": "in**@be**********",
"lat": 35.6579094,
"lng": -105.9505352,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment companies,Financial planners,Financial consultants,Finance brokers,Investment services,Financial audits"
},
{
"name": "Jessica Bicoll, CFP , ChFC , CRPC",
"address": "10**********",
"phone": "********7678",
"email": "Je*****@Sa**********",
"lat": 35.6040532,
"lng": -105.908274,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "30**********",
"phone": "********0714",
"email": "je**********@am******",
"lat": 35.6852872,
"lng": -105.9419721,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 5,
"rating_count": 1,
"category_name": "Investment services,Financial planners"
},
{
"name": "Trevor G Thomas - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "30**********",
"phone": "********8595",
"email": "tr**********@am******",
"lat": 35.6852671,
"lng": -105.942029,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Walton & Gallegos Financial Management - Ameriprise Financial Services, LLC",
"address": "16**********",
"phone": "********1563",
"email": "Do**********@am******",
"lat": 35.6594345,
"lng": -105.940185,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Summit Investment Group",
"address": "22**********",
"phone": "********8232",
"email": "Sh*********@Ra**********",
"lat": 35.6896171,
"lng": -105.9351336,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Campbell & Associates - Ameriprise Financial Services, LLC",
"address": "30**********",
"phone": "********0714",
"email": "je**********@am******",
"lat": 35.6852785,
"lng": -105.9419963,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Maestro Financial Partners",
"address": "22**********",
"phone": "********7100",
"email": "Sh*********@Ra**********",
"lat": 35.6895776,
"lng": -105.9350776,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Jennifer Schroeder - Associate Financial Advisor, Ameriprise Financial Services, LLC",
"address": "30**********",
"phone": "********0714",
"email": "Je**********@am******",
"lat": 35.6852894,
"lng": -105.9420137,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Horizons Sustainable Financial Services",
"address": "53**********",
"phone": "********9661",
"email": "in**@ho**********",
"lat": 35.6818011,
"lng": -105.945529,
"url": "ht**********",
"country": "United States",
"state": "New Mexico",
"city": "Santa Fe",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Santa Fe?
There are a total of 77 Financial planners in Santa Fe as of October 15, 2025.
Number of Financial planners in Santa Fe with Phone Number
75
Number of Financial planners in Santa Fe with Email
17
List of Financial planners in Santa Fe with Social Media Accounts
27
Facebook Profiles
14
Instagram Handles
37
LinkedIn Profiles
29
X Handles
20
YouTube Channels
Download sales qualified leads of Financial planners in the Santa Fe
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Santa Fe with/without Website
Download the list of Financial planners in Santa Fe as of October 15, 2025 with and without website information.
71
Number of Financial planners in Santa Fe with website
6
Number of Financial planners in Santa Fe without website
List of Financial planners in Santa Fe By Ratings
Download the data of the number of star-rated Financial planners in Santa Fe as of October 15, 2025.
4
Number of 1 star-rated Financial planners in Santa Fe
2
Number of 2 star-rated Financial planners in Santa Fe
4
Number of 3 star-rated Financial planners in Santa Fe
1
Number of 4 star-rated Financial planners in Santa Fe
3
Number of 5 star-rated Financial planners in Santa Fe
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The total number of Financial planners in Santa Fe is 77.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Santa Fe dataset costs $99.
There are 75 Financial planners in Santa Fe with phone numbers.
There are 17 Financial planners in Santa Fe with email addresses.
There are 22 Financial planners in Santa Fe with both phone numbers and email lists.
There are 37 Financial planners in Santa Fe with LinkedIn Profiles.
There are 27 Financial planners in Santa Fe with Facebook Profiles.
There are 14 Financial planners in Santa Fe with Instagram Handles.
There are 29 Financial planners in Santa Fe with X Handles.
There are 20 Financial planners in Santa Fe with YouTube Channels.
The total count of Financial planners in Santa Fe with a website is 71.
The total count of Financial planners in Santa Fe without a website is 6.
There are 3 5-star rated Financial planners in Santa Fe.
There are 1 4-star rated Financial planners in Santa Fe.
There are 4 3-star rated Financial planners in Santa Fe.
There are 2 2-star rated Financial planners in Santa Fe.
There are 4 1-star rated Financial planners in Santa Fe.
The average age of Financial planners in Santa Fe is 5 years and 8 months.
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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.
Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.
The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.