Find a Financial Advisor in San Antonio, TX

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We did the hard work of finding trustworthy partners in San Antonio, TX.

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We Only Work With The Best San Antonio Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in San Antonio, TX


  • Financial Advisor Close to San Antonio, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in San Antonio, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Antonio, TX

We evaluated over 13,000 RIA firms to bring you the best of the best San Antonio financial advisors.
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How Retirement-Friendly is San Antonio, TX?

  • Population: 1508,083
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $163,100
  • Average Monthly Housing Cost: $990
  • Average Household Income: $70,778
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in San Antonio, TX

 

U.S. GLOBAL INVESTORS, INC.

Website

(210) 308-1234

7900 Callaghan Road

San Antonio, TX 78229

SEC#: 801-4868
Years in Business: 53 years

GLASS WEALTH MANAGEMENT CO.

Website

(210) 930-5141

1250 Ne Loop 410
Suite 333
San Antonio, TX 78209

SEC#: 801-112949
Years in Business: 4 years

SENDERO WEALTH MANAGEMENT, LLC

Website

(210) 805-0171

250 W. Nottingham
Suite 300
San Antonio, TX 78209

SEC#: 801-68572
Years in Business: 14 years

TEXAS LEGACY WEALTH MANAGEMENT

Website

(210) 541-8600

40 Ne Loop 410
Suite 644
San Antonio, TX 78216

SEC#: 801-79214
Years in Business: 8 years

SHOREBIRD CAPITAL, LP

Website

(210) 826-2424

777 E. Sonterra Blvd.
Suite 330
San Antonio, TX 78258

SEC#: 801-108512
Years in Business: 5 years

BEST INVEST

Website

(210) 888-2820

16118 Via Shavano
Suite 101
San Antonio, TX 78249

SEC#: 801-113562
Years in Business: 3 years

VITALSTONE FINANCIAL, LLC

Website

(210) 332-4717

2915 W. Bitters Rd.
Suite 315
San Antonio, TX 78248

SEC#: 801-119426
Years in Business: 1 years

PAX FINANCIAL GROUP

Website

(210) 881-5700

270 North Loop 1604 East
Suite 200
San Antonio, TX 78232

SEC#: 801-107918
Years in Business: 5 years

INTERCONTINENTAL WEALTH ADVISORS, LLC

Website

(210) 271-7947

112 East Pecan Street, Suite 525

San Antonio, TX 78205

SEC#: 801-66430
Years in Business: 16 years

 


San Antonio, TX Financial Advisor FAQs

San Antonio, formally the City of San Antonio, is the United States' seventh-most populated city. San Antonio lies 75 miles (121 kilometers) southwest of Austin, the state capital, 190 miles (310 kilometers) west of Houston, and 250 miles (400 kilometers) south of the Dallas–Fort Worth area. With 100,000 employees and $21.0 billion in annual revenue, H-E-B is a market leader. It is San Antonio's largest employer. San Antonio's most famous landmarks include Market Square, the San Antonio River, The Alamo, and the San Antonio Botanical Gardens. Finance Strategists has scouted for premier financial advisors in San Antonio, TX which lies roughly about 75 miles to the southwest of Austin, TX, 190 miles west of Houston, and about 250 miles south of the Dallas-Fort Worth area. It is known to be the seventh most populous city in the country and the second most populous in its state. The city got its name from the Portuguese priest Saint Anthony of Padua. Some well-known attractions in the place include the River Walk, the Town of the Americas, and Marriage Island. Visit the links below to see which financial advisors are serving nearby.

How did you get into the financial services industry? Asking them this question can reveal a lot about their passions, philosophy, and goals.

A financial advisor asks for a retainer and the balance is contingent on what you want to accomplish.

Yes. Financial advisors can provide invaluable assistance in helping to set goals, plan for retirement, save for college, invest wisely, get out of debt, boost savings rates and more. A qualified advisor can help manage the many facets that come with owning a family's finances.

You should ask prospective advisors about their education and training, what professional organization they belong to, and whether or not he or she subscribes to a code of ethics.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.