List of Financial planners in Santa Fe
Looking for a verified List of Financial planners in Santa Fe to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 72 Financial planners across Santa Fe, New Mexico, United States as of June 4, 2026.
This comprehensive List of Financial planners in Santa Fe gives you access to 52 records with email addresses, 70 with phone numbers, and 50 listings containing both. Additionally, over 67 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 43 Financial planners on Facebook, 24 on Instagram, 28 on X (formerly Twitter), 35 on LinkedIn, and 21 managing active YouTube channels.
Plus, over 4 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.
Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Santa Fe provides everything for you to connect with active, visible, and verified businesses.
What's Inside This Dataset
52
Email addresses ready for campaigns
72.2%
70
Direct phone numbers for outreach
97.2%
50
Complete contacts — phone & email both
69.4%
67
Businesses with a live website
93.1%
Social Media Reach
43
24
35
21
YouTube
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Financial planners List in Santa Fe
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mandeville | Louisiana | United States | Email | Phone | 0 | 0 | ||||||
Tomassi Financial Planning | Address | Loveland | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Warren Street Wealth Advisors, LLC | Address | Irvine | California | United States | Email | Phone | 23 | 5 | — | — | — | — | ||
D.A. Davidson & Co. | Address | Livingston | Montana | United States | Email | Phone | 0 | 0 | — | — | ||||
Hickok & Boardman Capital Management | Address | Burlington | Vermont | United States | Email | Phone | 0 | 0 | ||||||
Baird Private Wealth Management | Address | Hendersonville | North Carolina | United States | Email | Phone | 2 | 5 | — | |||||
RMB Financial, PLLC | Address | Clarksville | Tennessee | United States | Email | Phone | 55 | 5 | — | — | — | |||
Strategic Financial | Address | Mt Laurel Township | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Principal Financial Group | Address | Bethesda | Maryland | United States | Email | Phone | 1 | 1 | — | |||||
FAS Wealth Partners | Address | Leawood | Kansas | United States | Email | Phone | 5 | 5 | — | — | — | |||
Davenport & Company LLC | Address | Fredericksburg | Virginia | United States | Email | Phone | 2 | 3 | — | — | ||||
Financial Health Group | Address | Bala Cynwyd | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Sovereign Private Wealth | Address | Myrtle Beach | South Carolina | United States | Email | Phone | 11 | 5 | — | — | — | — | ||
MAR Wealth Management Services, LLC | Address | Delray Beach | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC | Address | Hauppauge | New York | United States | Email | Phone | 0 | 0 |
Verified Data
Every record is cross-verified for accuracy before delivery.
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 72 records with complete field coverage.
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Top business categories in Santa Fe
Most popular business categories across Santa Fe
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Santa Fe
The List of Financial planners in Santa Fe is a structured market intelligence dataset with 72 verified Financial planners records covering the full Santa Fe, New Mexico, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial planners Market Intelligence for Santa Fe, New Mexico, United States: 72 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Santa Fe, New Mexico, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in Santa Fe, New Mexico, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Santa Fe.
Franchise & expansion research: Use the full Santa Fe, New Mexico, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial planners Data for Santa Fe, New Mexico, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Santa Fe, New Mexico, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Santa Fe, New Mexico, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial planners Decision-Makers in Santa Fe, New Mexico, United States: 52 Emails and 70 Phone Numbers
For teams that need to reach Financial planners owners in Santa Fe, New Mexico, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 52 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Santa Fe.
Phone prospecting: 70 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial planners Social Media Presence and Online Activity in Santa Fe, New Mexico, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in Santa Fe, New Mexico, United States, including 43 Facebook, 24 Instagram, and 35 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in Santa Fe, New Mexico, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Santa Fe who already have an established online presence.
Download the Financial planners Database for Santa Fe, New Mexico, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for Santa Fe, New Mexico, United States, this is it. 72 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in Santa Fe gives you a single, reliable source of truth for the Financial planners market in Santa Fe, New Mexico, United States: 72 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial planners in Santa Fe
72 total records · Updated June 4, 2026
70
Phone Numbers
52
Email Addresses
50
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial planners in Santa Fe
Reach your prospects across every major social platform
43
Facebook Profiles
24
Instagram Handles
35
LinkedIn Profiles
28
X / Twitter Handles
21
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in Santa Fe: Website Presence Breakdown
72 total records · Updated June 4, 2026
67
Financial planners with a website
93.1% of total
5
Financial planners without a website
6.9% of total
5 businesses without a website in Santa Fe represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Santa Fe By Ratings
3
Number of 1 star-rated Financial planners in Santa Fe
1
Number of 2 star-rated Financial planners in Santa Fe
3
Number of 3 star-rated Financial planners in Santa Fe
1
Number of 4 star-rated Financial planners in Santa Fe
4
Number of 5 star-rated Financial planners in Santa Fe
Frequently Asked Questions about Financial planners in Santa Fe
Everything you need to know about our financial planners database for Santa Fe — from data quality and coverage to pricing and formats.
How many Financial planners are there in Santa Fe?
Our verified database contains 72 financial planners across Santa Fe. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Santa Fe financial planners market for sales prospecting, competitive research, and territory planning.
Where can I buy a verified Financial planners leads database for Santa Fe?
InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Santa Fe. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.
How do I download the Financial planners leads list for Santa Fe?
After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Santa Fe. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.
Can I preview a sample of the Financial planners data before buying?
Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full Santa Fe financial planners database, including contact fields, social profiles, and ratings data.
What file formats is the Financial planners data available in?
The Santa Fe financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.
How much does the Financial planners database for Santa Fe cost?
The complete financial planners leads database for Santa Fe is priced at $10. This one-time purchase gives you instant access to all 72 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.
How many Financial planners in Santa Fe have phone numbers?
70 financial planners in Santa Fe (97% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Santa Fe financial planners.
How many Financial planners in Santa Fe have email addresses?
52 financial planners in Santa Fe (72% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.
How many Financial planners in Santa Fe have both a phone number and email address?
50 financial planners in Santa Fe have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.
How many Financial planners in Santa Fe are on LinkedIn?
35 financial planners in Santa Fe maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.
How many Financial planners in Santa Fe have a Facebook page?
43 financial planners in Santa Fe have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.
How many Financial planners in Santa Fe have an Instagram profile?
24 financial planners in Santa Fe are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.
How many Financial planners in Santa Fe are active on X (Twitter)?
28 financial planners in Santa Fe maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.
How many Financial planners in Santa Fe have a YouTube channel?
21 financial planners in Santa Fe have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.
How many Financial planners in Santa Fe have a website?
67 financial planners in Santa Fe (93%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.
How many Financial planners in Santa Fe do not have a website?
5 financial planners in Santa Fe currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.
How many Financial planners in Santa Fe have a 5-star rating?
4 financial planners in Santa Fe hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.
How many Financial planners in Santa Fe have a 4-star rating?
1 financial planners in Santa Fe carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.
How many Financial planners in Santa Fe have a 3-star rating?
3 financial planners in Santa Fe have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.
How many Financial planners in Santa Fe have a 2-star rating?
1 financial planners in Santa Fe carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.
How many Financial planners in Santa Fe have a 1-star rating?
3 financial planners in Santa Fe have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.
Is the Financial planners contact data in Santa Fe legal to use for B2B outreach?
Yes. All data in our financial planners database is sourced exclusively from publicly available information — Google Business listings, company websites, social media profiles, and public business directories. This is business contact information, not personal consumer data, making it appropriate for B2B prospecting. We recommend following applicable regulations such as CAN-SPAM for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.
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