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Find Top Financial Advisors in San Antonio, Texas

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 - November 30, 2023

San Antonio has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 290 non-vetted advisors in your local area. These financial advisors in San Antonio, Texas have an average of 14 years of experience.

NOTE: The list of vetted financial advisors in San Antonio, Texas mentioned below does 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
Mauricio Sanchez
MARTIN CAPITAL ADVISORS
1100 NE Loop 410, #300,
San Antonio, TX 78209
12 Years $96,000,000 $250,000 Fee-Only
David Nash
CFP®, CFA®
MAGISTER WEALTH
64 Spring Lake Drive,
San Antonio, TX 78248
12 Years $9,600,000 $300,000 Fee-Only
Scott Thompson
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Years Not Specified $250,000 Fee-Based

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Information on Qualified Financial Advisors in San Antonio, Texas

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

Compensation/Fee Fee-Only, Based on Assets


Office Location 1100 NE Loop 410, #300,
San Antonio,
TX
78209
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

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


Qualifications CRD# 5882986
Firm CRD# 170829
Series 65

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


Office Location 64 Spring Lake Drive,
San Antonio,
TX
78248
Phone Number 210-251-4993

David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges. David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

About Magister Wealth

Magister Wealth

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
U.S. GLOBAL INVESTORS, INC.
7900 Callaghan Road, San Antonio, TX 78229
20 10 $4,229,265,159
A percentage of AUM, Performance Based
INTERCONTINENTAL WEALTH ADVISORS, LLC
112 East Pecan Street, Suite 525, San Antonio, TX 78205-3729
27 1574 $1,755,987,659
A percentage of AUM
1900 WEALTH
1777 Ne Interstate 410 Loop, Suite 200, San Antonio, TX 78217
7 627 $1,614,257,300
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
5 365 $882,567,001
A percentage of AUM, Fixed fees
BIGLARI CAPITAL CORP.
17802 Ih 10 West, Suite 400, San Antonio, TX 78257
4 2 $678,770,677
Performance Based
KERCHEVILLE ADVISORS LLC
15750 Ih-10 West, San Antonio, TX 78249
5 660 $390,879,192
A percentage of AUM, Hourly charges, Fixed fees
FINANCIAL LIFE ADVISORS
14607 San Pedro Ave., Suite 190, San Antonio, TX 78232
10 721 $360,556,322
A percentage of AUM, Hourly charges, Fixed fees
TLWM FINANCIAL
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
7 1233 $355,643,496
A percentage of AUM, Hourly charges, Fixed fees
SWBC INVESTMENT COMPANY
9311 San Pedro Avenue, Suite 600, San Antonio, TX 78216-4459
45 337 $205,021,000
A percentage of AUM, Hourly charges, Fixed fees
BEST INVEST
16118 Via Shavano, Suite 100, San Antonio, TX 78249
3 1296 $196,072,991
A percentage of AUM, Hourly charges
GLASS WEALTH MANAGEMENT CO., LLC
1250 Ne Loop 410, Suite 333, San Antonio, TX 78209-1544
3 244 $175,297,772
A percentage of AUM
MARTIN CAPITAL ADVISORS, LLP
1100 Ne Loop 410, #300, San Antonio, TX 78209
10 123 $170,057,739
A percentage of AUM, Performance Based
SECURE FINANCIAL MANAGEMENT
4630 De Zavala Rd, San Antonio, TX 78249
4 310 $164,398,425
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
3 4 $1,570,270
A percentage of AUM
USAA INVESTMENT SERVICES COMPANY
9800 Fredericksburg Road, San Antonio, TX 78288-0227
169 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
    8000 IH 10 West, Suite 800, San Antonio, TX  78230 210-321-2759
    1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX  78258 210-582-1300
    1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX  78258 210-582-1300
    112 E Pecan Street, Suite 1500, San Antonio, TX  78205 210-271-6101
    11550 Interstate 10 W, Ste 295, San Antonio, TX  78230 210-541-0126
    9311 San Pedro Avenue, Suite 750, San Antonio, TX  78216 210-268-1500
    755 East Mulberry, Suite 300, San Antonio, TX  78212 210-366-6611
    112 E Pecan Street, Suite 1500, San Antonio, TX  78205 210-271-6110
    21720 Hardy Oak Blvd., Ste 85, San Antonio, TX  78258 210-321-1400
    1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX  78258 210-582-1300

      Frequently Asked Questions

      To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

      The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

      Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

      A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

      When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

      Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

      A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.