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Find Top Financial Advisors in San Antonio, Texas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in San Antonio, Texas
Last Updated - 28-Jan-2023

San Antonio has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 275 non-vetted advisors in your local area. These financial advisors in San Antonio, Texas have an average of 13 years of experience.

NOTE: The list of financial advisors in San Antonio, Texas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Antonio, Texas.

Qualified Financial Advisors in San Antonio, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Manny Gonzalez
CFP®
SAGESPRING WEALTH PARTNERS
14855 Blanco Road, Suite 203,
San Antonio, TX 78216
9 Not Specified Not Specified Fee-Based
Scott Thompson, CFP®
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Not Specified $250,000 Fee-Based
Mauricio Sanchez
MARTIN CAPITAL ADVISORS
1011 south congress ave build 2,
Austin, TX 78074
12 $96,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in San Antonio

Qualifications CRD# 6031750
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based


Office Location 14855 Blanco Road, Suite 203,
San Antonio,
TX
78216
Phone Number 210-907-7024

One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market. Manny grew up in the Hill Country of Kerrville, TX and he attended Texas State University where he graduated with a degree in Finance. Manny first established his relationship with SageSpring by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the SageSpring as a sales manager with Southwestern. He helped coach college students on running an effective business, building their communication skills and developing personal growth. He was responsible for hiring, training and managing college students at Texas State University, the University of Texas, UTSA and the University of South Florida. After building a successful organization over eight years with our parent company, Manny was invited to join SageSpring. Manny currently lives in New Braunfels, TX with his beautiful wife and two young boys. He enjoys spending time playing city league football, classic cars, softball, fishing, hunting, and taking his dog “Dugger” to the park. He currently has his series 7, series 66, and life and annuity insurance license.

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.


Qualifications CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 16170 Jones Maltsberger Rd. #102,
San Antonio,
TX
78247
Phone Number 210-491-2319

Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique&so are their plans.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6265685
Firm CRD# 108529
Series 7, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 1011 south congress ave build 2,
Austin,
TX
78074
Phone Number 210-503-0361

Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over ten years in the equities, fixed income, and commodity space. A former fixed income trader and FX pool manager, Mauricio's expertise rests on analyzing domestic and foreign markets, federal reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a podcast and frequently consults with businesses, executives, and nonprofits. To contact Mauricio, e-mail him at mau@martincapital.com.

About Martin Capital Advisors

Whether we may admit it or not, navigating our lives is often an exploration of unknown realms and uncharted territory. From saving for a child's education to preparing for retirement, every investment decision must be made with a vision clearly focused on the destination ahead. Like the ocean, markets rise and fall, creating environments only the most seasoned and weathered captains can traverse with great results. At Martin Capital Advisors, LLP, our voyage together begins with equipping our clients with a proven strategy that will endure the tempestuous storms of the financial seas. Founded upon principles of performance, transparency, and trust, Paul Martin, chief investment officer and managing partner, launched Martin Capital Advisors, LLP, a registered investment advisor firm in New York City in 1989. After making San Antonio its primary office location in 2002, Martin Capital has continued its legacy of award-winning performance in managing tailored equity, balanced, and conservative investment portfolios. Unlike broker-dealers, banks and insurance companies, Martin Capital operates under a fiduciary duty; a solemn and legally binding obligation for a firm to act only in its clients best interests. Also, our easily accessible third-party verified performance track record, competitive fee structures, tax efficient investment returns, and options hedging strategies set us apart from other money management firms. Investment Philosophy Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand. We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


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

Firm Name AUM No. of Clients Fee Structure
U.S. GLOBAL INVESTORS, INC.
7900 Callaghan Road,
San Antonio, TX 78229
$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
$1,755,987,659 1574 A percentage of AUM
1900 WEALTH
1777 Ne Interstate 410 Loop , Suite 200,
San Antonio, TX 78217
$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
$882,567,001 365 A percentage of AUM
Fixed fees
BIGLARI CAPITAL CORP.
17802 Ih 10 West , Suite 400,
San Antonio, TX 78257
$678,770,677 2 Performance Based
KERCHEVILLE ADVISORS LLC
15750 Ih-10 West,
San Antonio, TX 78249
$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
$360,556,322 721 A percentage of AUM
Hourly charges
Fixed fees
TLWM FINANCIAL
40 Ne Loop 410 , Suite 644,
San Antonio, TX 78216
$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
$205,021,000 337 A percentage of AUM
Hourly charges
Fixed fees
BEST INVEST
16118 Via Shavano , Suite 100,
San Antonio, TX 78249
$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
$175,297,772 244 A percentage of AUM
MARTIN CAPITAL ADVISORS, LLP
1100 Ne Loop 410, #300,
San Antonio, TX 78209
$170,057,739 123 A percentage of AUM
Performance Based
SECURE FINANCIAL MANAGEMENT
4630 De Zavala Rd,
San Antonio, TX 78249
$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
$1,570,270 4 A percentage of AUM
USAA INVESTMENT SERVICES COMPANY
9800 Fredericksburg Road,
San Antonio, TX 78288-0227
$0 0 Other (REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT)

    List of Additional Advisors in San Antonio, 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
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