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Find The Best Financial Advisors in San Antonio, Texas
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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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 5 vetted financial advisors and 44 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 16 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
210-251-4993
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 | $151,257,095,924 | 2923 | A percentage of AUM, Fixed fees, Performance Based |
| AFFINIUS CAPITAL 9830 Colonnade Blvd., Suite 600 San Antonio, TX, 78230 | 316030 | $18,545,478,538 | 37 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| SENDERO WEALTH MANAGEMENT, LLC 250 W. Nottingham, Suite 300 San Antonio, TX, 78209 | 145594 | $5,218,567,363 | 1757 | A percentage of AUM, Fixed fees |
| FROST INVESTMENT ADVISORS, LLC 111 West Houston Street, 10th Floor San Antonio, TX, 78205 | 146148 | $4,938,176,872 | 11 | A percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES) |
| S.B. VALUE PARTNERS, L.P. 1903 San Pedro Avenue, San Antonio, TX, 78212 | 139162 | $3,548,387,419 | 117 | A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES) |
| ALAMO ADVISORS, LP 4114 Pond Hill, Suite 201 San Antonio, TX, 78231 | 122290 | $3,475,405,550 | 908 | A percentage of AUM, Hourly charges, Fixed fees |
| FROST INVESTMENT SERVICES 111 West Houston Street, San Antonio, TX, 78205 | 286129 | $2,737,039,224 | 2792 | A percentage of AUM |
| TITLEIST ASSET MANAGEMENT, LLC 777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258 | 323567 | $1,975,563,403 | 4687 | A percentage of AUM, Fixed fees |
| 1900 WEALTH 1900 Broadway, Suite 900 San Antonio, TX, 78215 | 175346 | $1,870,769,779 | 809 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES) |
| U.S. GLOBAL INVESTORS, INC. 7900 Callaghan Road, San Antonio, TX, 78229 | 111097 | $1,562,478,832 | 9 | A percentage of AUM, Performance Based |
| FINSER INVESTMENT ADVISOR 9601 Mcallister Fwy, Suite 301, San Antonio, TX, 78216-4633 | 142570 | $1,459,244,992 | 10 | A percentage of AUM, Fixed fees |
| APPLIED FINANCE ADVISORS, LLC 17806 Ih 10, Suite 300 San Antonio, TX, 78257 | 140054 | $1,304,240,181 | 4 | A percentage of AUM |
| STRATEGIC FINANCIAL CONCEPTS, LLC 901 Ne Loop 410, Suite 100 San Antonio, TX, 78209 | 141849 | $987,555,105 | 4631 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES) |
| BIGLARI CAPITAL CORP. 19100 Ridgewood Parkway, Suite 1200 San Antonio, TX, 78259 | 115197 | $744,667,515 | 2 | Performance Based |
| TEAMWORK FINANCIAL ADVISORS, LLC 8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257 | 165237 | $653,563,110 | 4115 | A percentage of AUM, Fixed fees |
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