Skip to content

EP Wealth AdvisorsFinancial advisor in Santa Fe, NM

EP Wealth Advisors is a financial advisor at 136 Grant Ave, Santa Fe, NM 87501, ranked #5 of 8 financial advisors in Santa Fe and rated 3.7 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Fe, NMUpdated 0 paid placements in any rankingHow we rank

Call (505) 988-9555Website ↗

Key facts

Key facts about EP Wealth Advisors
Address136 Grant Ave, Santa Fe, NM 87501Get directions
Phone(505) 988-9555
Websiteepwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Fe and 2 towns within 25 miles: Española and Los Alamos.

Based in Santa Fe, NMView on map

Opening hours

Opening hours for EP Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about EP Wealth Advisors

How is EP Wealth Advisors ranked in Santa Fe?

EP Wealth Advisors is ranked #5 of 8 financial advisors in Santa Fe by RFA Score, with 59 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are EP Wealth Advisors’ hours?

EP Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does EP Wealth Advisors serve?

Serves Santa Fe and 2 towns within 25 miles: Española and Los Alamos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about EP Wealth Advisors?

EP Wealth Advisors has a rating of 3.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact EP Wealth Advisors?

Call EP Wealth Advisors on (505) 988-9555. The business is at 136 Grant Ave, Santa Fe, NM 87501. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own EP Wealth Advisors? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

EP Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
EP Wealth Advisors (this business)—593.7 (3)NoNo
Bank of America (with Drive-thru ATM)#3632.3 (50)NoNo0.7 mi
Financial Partners#4625.0 (6)NoNo0.7 mi
UMB Bank (with drive-thru services)#6574.0 (13)NoNo24.0 mi

See all 8 ranked financial advisors in Santa Fe