
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.
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.
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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
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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
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Financial Advisor Close to San Antonio, TX
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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.)
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The Top Financial Advisor Firms in San Antonio, TX
U.S. GLOBAL INVESTORS, INC.
(210) 308-12347900 Callaghan Road
San Antonio, TX 78229
SEC#: 801-4868
Years in Business: 53 years
GLASS WEALTH MANAGEMENT CO.
(210) 930-51411250 Ne Loop 410
Suite 333
San Antonio, TX 78209
SEC#: 801-112949
Years in Business: 4 years
SENDERO WEALTH MANAGEMENT, LLC
(210) 805-0171250 W. Nottingham
Suite 300
San Antonio, TX 78209
SEC#: 801-68572
Years in Business: 14 years
TEXAS LEGACY WEALTH MANAGEMENT
(210) 541-860040 Ne Loop 410
Suite 644
San Antonio, TX 78216
SEC#: 801-79214
Years in Business: 8 years
SHOREBIRD CAPITAL, LP
(210) 826-2424777 E. Sonterra Blvd.
Suite 330
San Antonio, TX 78258
SEC#: 801-108512
Years in Business: 5 years
BEST INVEST
(210) 888-282016118 Via Shavano
Suite 101
San Antonio, TX 78249
SEC#: 801-113562
Years in Business: 3 years
VITALSTONE FINANCIAL, LLC
(210) 332-47172915 W. Bitters Rd.
Suite 315
San Antonio, TX 78248
SEC#: 801-119426
Years in Business: 1 years
PAX FINANCIAL GROUP
(210) 881-5700270 North Loop 1604 East
Suite 200
San Antonio, TX 78232
SEC#: 801-107918
Years in Business: 5 years
INTERCONTINENTAL WEALTH ADVISORS, LLC
(210) 271-7947112 East Pecan Street, Suite 525
San Antonio, TX 78205
SEC#: 801-66430
Years in Business: 16 years
San Antonio, TX Financial Advisor FAQs
Other Nearby Financial Advisors
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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.