Best Financial Planners in Santa Fe, New Mexico
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Santa Fe
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-8 of 8 Financial Planners listings in Santa Fe, NM · page 1 of 1
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 500-4032
- josevsanchez.com
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- Financial Planner
- Santa Fe, New Mexico
- (505) 984-3856
- thefunplex.com
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- Financial Planner
- Santa Fe, New Mexico
- (505) 992-0024
- wellsfargo.com
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- Financial Planner
- Santa Fe, New Mexico
- (505) 795-7910
- financialpartnersnm.com
Financial Partners of Santa Fe: Financial Partners is a Financial Planner in Santa Fe, NM. They specialize in comprehensive financial planning services such as retirement planning, investment management, and wealth preservation for pre-retirees, retirees, high-net-worth individuals, and...
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (646) 450-7021
- whartonwealthplanning.com
Wharton Wealth Planning of Santa Fe: Wharton Wealth Planning is a Financial Planner in Santa Fe, NM. The business is located on Washington Ave, near the Santa Fe Public Library and the New Mexico History Museum. It is a short walk from the Palace of the Governors and the Fray Angelico Chavez...
Score breakdown
- Financial Planner
- Santa Fe, New Mexico
- (505) 992-0601
- raymondjames.com
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- Financial Planner
- Santa Fe, New Mexico
- (844) 507-0961
- epwealth.com
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- Financial Planner
- Santa Fe, New Mexico
- (505) 466-4058
- edwardjones.com
Edward Jones - Financial Advisor: Randy Egan is a Financial Planner in Santa Fe, NM. Randy Egan serves clients in Santa Fe, NM, offering personal financial advice to help achieve financial goals. The practice is located at 7 Avenida Vista Grande, Suite D3. It...
What the Data Shows for Financial Planners in Santa Fe
13% of the 8 financial planners we measured in Santa Fe reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 35, compared with an average SEO score of 73.
The average Google rating across 4 rated financial planners is 3.8, and the median listing has 4 reviews.
None of the 8 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 8 financial planners in Santa Fe, New Mexico by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Santa Fe ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Santa Fe, New Mexico does BizScoreAI track?
8 financial planners in Santa Fe currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 71.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 13% of measured financial planners in Santa Fe score 50 or higher.
Is being listed free?
Yes. Every financial planner in Santa Fe is listed and scored for free, and claiming a listing is free too.
