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Find The Best Financial Advisors in San Antonio, Texas
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How To Find The Best Financial Advisors in San Antonio, Texas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in San Antonio, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 290 non-vetted financial advisors in San Antonio, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Antonio, Texas have an average of 12 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in San Antonio, Texas
210-503-0361
Top Financial Advisor Firms in San Antonio, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy, San Antonio, TX, 78256 | 106189 | $169,590,532,005 | 3166 | A percentage of AUM, Fixed fees, Performance Based |
| USAA REAL ESTATE 9830 Colonnade Blvd., Suite 600 San Antonio, TX, 78230 | 316030 | $13,028,581,428 | 14 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| FROST INVESTMENT ADVISORS, LLC 111 West Houston Street, 10th Floor San Antonio, TX, 78205 | 146148 | $4,964,547,202 | 34 | A percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES) |
| SENDERO WEALTH MANAGEMENT, LLC 250 W. Nottingham, Suite 300 San Antonio, TX, 78209 | 145594 | $4,262,933,738 | 1500 | A percentage of AUM, Fixed fees |
| U.S. GLOBAL INVESTORS, INC. 7900 Callaghan Road, San Antonio, TX, 78229 | 111097 | $4,229,265,159 | 10 | A percentage of AUM, Performance Based |
| ALAMO ADVISORS, LP 4114 Pond Hill, Suite 201 San Antonio, TX, 78231 | 122290 | $3,832,438,489 | 842 | A percentage of AUM, Hourly charges, Fixed fees |
| S.B. VALUE PARTNERS, L.P. 1903 San Pedro Avenue, San Antonio, TX, 78212 | 139162 | $3,121,619,972 | 111 | A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES) |
| FROST INVESTMENT SERVICES 111 West Houston Street, San Antonio, TX, 78205 | 286129 | $2,693,312,601 | 2602 | A percentage of AUM |
| INTERCONTINENTAL WEALTH ADVISORS, LLC 112 East Pecan Street, Suite 525, San Antonio, TX, 78205-3729 | 114787 | $1,755,987,659 | 1574 | A percentage of AUM |
| 1900 WEALTH 1777 Ne Interstate 410 Loop, Suite 200 San Antonio, TX, 78217 | 175346 | $1,614,257,300 | 627 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES) |
| TITLEIST ASSET MANAGEMENT, LTD. 777 E. Sonterra Blvd., Suite 330 San Antonio, TX, 78258 | 126136 | $1,001,016,141 | 3605 | A percentage of AUM, Fixed fees, Commision Based |
| FINSER INVESTMENT ADVISOR 9601 Mcallister Fwy, Suite 301, San Antonio, TX, 78216-4633 | 142570 | $972,996,318 | 10 | A percentage of AUM, Fixed fees |
| TPB WEALTH ADVISORS, LLC 1900 Nw Loop 410, Suite 250 San Antonio, TX, 78213 | 150508 | $882,567,001 | 365 | A percentage of AUM, Fixed fees |
| STRATEGIC FINANCIAL CONCEPTS, LLC 901 Ne Loop 410, Suite 100 San Antonio, TX, 78209 | 141849 | $855,056,903 | 5029 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES) |
| BIGLARI CAPITAL CORP. 17802 Ih 10 West, Suite 400 San Antonio, TX, 78257 | 115197 | $678,770,677 | 2 | Performance Based |
Additional Financial Advisors in San Antonio, Texas
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Armand Financial & Insurance Solutions Inquire with Armand | 8000 IH 10 West, Suite 800 San Antonio, TX 78230 | 210-321-2759 |
| Acerra, Fox & Associates Inquire with Acerra, | 1314 E Sonterra Blvd, Bldg 4 Ste 401 San Antonio, TX 78258 | 210-582-1300 |
| Anthony Garcia Inquire with Anthony | 1314 E Sonterra Blvd, Bldg 4 Ste 401 San Antonio, TX 78258 | 210-582-1300 |
| Armando Acevedo Inquire with Armando | 112 E Pecan Street, Suite 1500 San Antonio, TX 78205 | 210-271-6101 |
| BridgeNorth Wealth Advisors Inquire with BridgeNorth | 11550 Interstate 10 W, Ste 295 San Antonio, TX 78230 | 210-541-0126 |
| Aspect Wealth Management Inquire with Aspect | 9311 San Pedro Avenue, Suite 750 San Antonio, TX 78216 | 210-268-1500 |
| Boggs Harrison Group Inquire with Boggs | 755 East Mulberry, Suite 300 San Antonio, TX 78212 | 210-366-6611 |
| Albert Steves Inquire with Albert | 112 E Pecan Street, Suite 1500 San Antonio, TX 78205 | 210-271-6110 |
| Atlas Retirement Strategies LLC Inquire with Atlas | 21720 Hardy Oak Blvd., Ste 85 San Antonio, TX 78258 | 210-321-1400 |
| Brock Brower Inquire with Brock | 1314 E Sonterra Blvd, Bldg 4 Ste 401 San Antonio, TX 78258 | 210-582-1300 |
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