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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!

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 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

advisor-photo

Mauricio Sanchez

Martin Capital Advisors

1100 NE Loop 410, #300

San Antonio, TX 78209

210-503-0361

advisor-photo

David Nash

Magister Wealth

64 Spring Lake Drive

San Antonio, TX 78248

210-251-4993

advisor-photo

Manny Gonzalez

SageSpring Wealth Partners

227 N Loop 1604 E
Suite 160

San Antonio, TX 78232

210-907-7024

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Scott Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Top Financial Advisor Firms in San Antonio, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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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