Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Santa Fe, TX
Every SEC-registered investment adviser representative at a firm office in Santa Fe, with the firms that employ the most of them.
6 registered advisors work in Santa Fe; the most are at Catalyst Wealth Management LLC (1). 0 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Santa Fe
| Firm | Advisors in Santa Fe |
|---|---|
| Catalyst Wealth Management LLC | 1 |
| Edward Jones news | 1 |
| Goodrich Financial Advisory LLC | 1 |
| Hornor, Townsend & Kent, LLC | 1 |
| Osaic Institutions, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Santa Fe, A to Z
Search all of Texas →- Gregory A. GardnerState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael A. GoodrichGoodrich Financial Advisory LLC
- Elizabeth J. KassenHornor, Townsend & Kent, LLC
- James A. MatthewsOsaic Institutions, Inc.
- Garrett T. RonningCatalyst Wealth Management LLC
- Zachary T. SauersEdward Jones
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140
Questions
How many financial advisors are in Santa Fe, TX?
6 investment adviser representatives are registered at firm offices in Santa Fe, Texas, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Santa Fe?
Catalyst Wealth Management LLC, with 1 registered advisors in Santa Fe, followed by Edward Jones with 1.
How do I check a financial advisor in Santa Fe?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.