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Find 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!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Antonio is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in San Antonio & pick the one as per your needs

How To Find Best Financial Advisors & Planners in San Antonio?

Looking for a qualified financial advisor in San Antonio? We can help you by narrowing down your options & listing the best financial advisors in San Antonio as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in San Antonio near you with the list of certified and vetted San Antonio financial advisors.

List of Qualified Financial Advisors in San Antonio, Texas

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Manny Gonzalez

SageSpring Wealth Partners

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

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Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

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Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
U.S. GLOBAL INVESTORS, INC.
7900 Callaghan Road, San Antonio, TX 78229
111097 $4,229,265,159 10 A percentage of AUM
Performance Based
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)
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
BIGLARI CAPITAL CORP.
17802 Ih 10 West, Suite 400 San Antonio, TX 78257
115197 $678,770,677 2 Performance Based
KERCHEVILLE ADVISORS LLC
15750 Ih-10 West, San Antonio, TX 78249
169471 $390,879,192 660 A percentage of AUM
Hourly charges
Fixed fees
FINANCIAL LIFE ADVISORS
14607 San Pedro Ave., Suite 190 San Antonio, TX 78232
128502 $360,556,322 721 A percentage of AUM
Hourly charges
Fixed fees
TLWM FINANCIAL
40 Ne Loop 410, Suite 644 San Antonio, TX 78216
158305 $355,643,496 1233 A percentage of AUM
Hourly charges
Fixed fees
SWBC INVESTMENT COMPANY
9311 San Pedro Avenue, Suite 600 San Antonio, TX 78216-4459
140994 $205,021,000 337 A percentage of AUM
Hourly charges
Fixed fees
BEST INVEST
16118 Via Shavano, Suite 100 San Antonio, TX 78249
297599 $196,072,991 1296 A percentage of AUM
Hourly charges
GLASS WEALTH MANAGEMENT CO., LLC
1250 Ne Loop 410, Suite 333 San Antonio, TX 78209-1544
114097 $175,297,772 244 A percentage of AUM
MARTIN CAPITAL ADVISORS, LLP
1100 Ne Loop 410, #300, San Antonio, TX 78209
108529 $170,057,739 123 A percentage of AUM
Performance Based
SECURE FINANCIAL MANAGEMENT
4630 De Zavala Rd, San Antonio, TX 78249
169278 $164,398,425 310 A percentage of AUM
Hourly charges
Fixed fees
Other (MONTHLY RETAINER FEES)
SOUTHWESTERN MONEY MANAGEMENT LLC
17802 Ih 10 West, Suite 400, San Antonio, TX 78257
304033 $1,570,270 4 A percentage of AUM
USAA INVESTMENT SERVICES COMPANY
9800 Fredericksburg Road, San Antonio, TX 78288-0227
5475 $0 0 Other (REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT)

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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