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Investment Advisors in Santa Fe, TX: 2026 rankings

30 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Santa Fe: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, RFA Score 66/100; 5.0★ from 309 Google reviews.

  2. 14

    Most-reviewed: TDECU Pearland, 169 Google reviews at 3.5★, the most of 30 ranked after Wilson Wealth Advisors - Ameriprise Financial Services, LLC; ranked #14.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

30 Santa Fe investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 30 rated firms.

Top 10 investment advisors in Santa Fe at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Santa Fe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wilson Wealth Advisors - Ameriprise Financial Services, LLC665.0★ (309)Webster, 12 mi away—Top score
2Retirement Planners of Texas594.9★ (65)Houston, 18 mi away——
3Wells Fargo Advisors571.0★ (5)Pasadena, 19 mi away——
4Republic Finance564.7★ (14)League City, 9 mi away——
5TDECU Angleton554.1★ (151)Angleton, 24 mi awaySat—
6Edward Jones - Financial Advisor: Zachary T Sauers554.8★ (4)Santa Fe——
7Bullogic Wealth Management555.0★ (25)Pearland, 21 mi awayEvenings—
8Edward Jones - Financial Advisor: Jase T Evans, CFP®|CEPA®|CRPC™545.0★ (3)Santa Fe——
9Grayson Financial LLC535.0★ (13)Alvin, 19 mi away——
10Charles Schwab533.5★ (22)Webster, 12 mi away——

All 30 investment advisors in Santa Fe, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Republic Finance

    Based in League City, 9 mi away

    56/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Loan agency”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    194 Gulf Fwy S Ste D2, League City, TX 77573
    View profile for Republic Finance(281) 316-3853

  5. #5 TDECU Angleton

    Based in Angleton, 24 mi away

    55/100RFA Score

    Ranked #5 because of its Google rating and review volume: 4.1★ from 151 Google reviews.

    • 4.1★ from 151 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2900 N Velasco St, Angleton, TX 77515
    View profile for TDECU Angleton(800) 839-1154

  9. #9 Grayson Financial LLC

    Based in Alvin, 19 mi away

    53/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4308 Turnbridge Ct, Manvel, TX 77578
    View profile for Grayson Financial LLC(832) 728-2855

  10. #10 Charles Schwab

    Based in Webster, 12 mi away

    53/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.5★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 3.5★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    19205 Gulf Fwy, Webster, TX 77598
    View profile for Charles Schwab(281) 486-2525

  12. #12 Fidelity Investments

    Based in Friendswood, 12 mi away

    53/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.3★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    18710 Gulf Fwy, Friendswood, TX 77546
    View profile for Fidelity Investments(800) 544-6497

  14. #14 TDECU Pearland

    Based in Pearland, 20 mi away

    53/100RFA Score

    Ranked #14 because of its Google rating and review volume: 3.5★ from 169 Google reviews.

    • 3.5★ from 169 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9915 W Broadway St, Pearland, TX 77584
    View profile for TDECU Pearland(800) 839-1154

  20. #20 Huntington Bank

    Based in Friendswood, 12 mi away

    52/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Bank”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    699 S Friendswood Dr Suite 101, Friendswood, TX 77546
    View profile for Huntington Bank(281) 993-3690

  24. #24 Provident Oak Financial LLC

    Based in Houston, 12 mi away

    51/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–4 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1322 Space Park Dr Ste B165, Houston, TX 77058
    View profile for Provident Oak Financial LLC(832) 836-2459

  25. #25 TDECU Pasadena Preston

    Based in Pasadena, 23 mi away

    51/100RFA Score

    Ranked #25 because of its Google rating and review volume: 3.4★ from 136 Google reviews.

    • 3.4★ from 136 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    322 Preston Ave, Pasadena, TX 77503
    View profile for TDECU Pasadena Preston(800) 839-1154

All 30 investment advisors

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

investment advisors in Santa Fe, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26David Hergert - Financial Advisor, Ameriprise Financial Services, LLC515.0★ (3)12 mi
27Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services, LLC514.3★ (3)12 mi
28Edward Jones - Financial Advisor: Samuel Malchar, CRPC™505.0★ (4)20 mi
29TDECU La Porte504.4★ (8)23 mi
30Edward Jones - Financial Advisor: David P Rogers, AAMS®505.0★ (3)18 mi

Also serving Santa Fe

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Santa Fe
BusinessGoogle ratingDistance
Arthur W Spiller - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)12 mi
Edward Jones - Financial Advisor: Benjamin Coffman, CFP®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Carmen Warren3.0★ (2)10 mi
Edward Jones - Financial Advisor: Charlie Rizzo, AAMS®3.0★ (2)16 mi
Edward Jones - Financial Advisor: Clayton A Curley5.0★ (2)14 mi
Edward Jones - Financial Advisor: Clint Bussey, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: David B Coney, AAMS®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Mark T Bailey, CFP®|AAMS®|CRPC™5.0★ (2)17 mi
Edward Jones - Financial Advisor: Matthew D Spradley, AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Michael A Cevallos5.0★ (2)18 mi
Edward Jones - Financial Advisor: Michael V Williams, RICP®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Sebastian A Rodriguez, AAMS®|CRPC™5.0★ (2)14 mi
Edward Jones - Financial Advisor: Zachary Hodge, AAMS®5.0★ (2)20 mi
Edward Jones INVESTMENTSIn Santa Fe
Merrill Lynch Wealth Management3.0★ (2)12 mi
Merrill Lynch Wealth Management5.0★ (2)20 mi
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)12 mi
Trajan Wealth5.0★ (2)12 mi
Wells Fargo Advisors3.0★ (2)16 mi
Wells Fargo Advisors Financial Network3.0★ (2)18 mi

How we ranked Santa Fe investment advisors

We scored 30 Santa Fe investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Santa Fe data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Santa Fe: frequently asked questions

Which investment advisor has the highest RFA Score in Santa Fe?

By RFA Score, the highest-ranked investment advisor in Santa Fe, TX is Wilson Wealth Advisors - Ameriprise Financial Services, LLC with an RFA Score of 66/100. It has 5.0★ from 309 Google reviews. Retirement Planners of Texas (#2) and Wells Fargo Advisors (#3) follow. We ranked 30 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Santa Fe?

RankedFinancialAdvisors ranks 30 investment advisors serving Santa Fe, TX. 2 of them are based in Santa Fe; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Santa Fe work on weekends?

4 of 30 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are TDECU Angleton (#5), McGuff Financial - Pearland Financial Planner (#13) and TDECU Pearland (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Santa Fe investment advisors have?

The median Google rating among 30 rated investment advisors in Santa Fe is 4.8★, with a median of 6 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Santa Fe count in this ranking?

Yes, if they are within 25 mi of the Santa Fe city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Santa Fe ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Santa Fe a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Santa Fe

  1. November 2026: RFA Scores recalculated for 30 investment advisors serving Santa Fe.

More investment advisors and Santa Fe pages