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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 - April 08, 2024

San Antonio has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in San Antonio, Texas have an average of 15 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
David Nash
CFP®, CFA®
MAGISTER WEALTH
64 Spring Lake Drive,
San Antonio, TX 78248
12 Years $9,600,000 $300,000 Fee-Only
Quotient Wealth Partners
CPA, CFP®, CFA®
2806 W Bitters Rd.,
Suite 111,
San Antonio, TX 78248
Not Disclosed $3,000,000,000 $500,000 Fee-Based
Scott Thompson
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Years Not Specified $250,000 Fee-Based
Kay Russell
AAMS®
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
16 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in San Antonio, Texas

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 Firm CRD# 326819

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


Office Location 2806 W Bitters Rd.,
Suite 111,
San Antonio,
TX
78248
Phone Number 210-817-1590

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

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, 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


Qualifications CRD# 5606019
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1111 West 6th Street,
Building B, Suite 310,
Austin,
TX
78703
Phone Number 512-685-2453

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy, San Antonio, TX 78256
510 3419 $140,836,403,633
A Percentage of AUM, Fixed Fees, Performance Based
AFFINIUS CAPITAL
9830 Colonnade Blvd., Suite 600, San Antonio, TX 78230
307 37 $19,889,331,309
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
SENDERO WEALTH MANAGEMENT, LLC
250 W. Nottingham, Suite 300, San Antonio, TX 78209
37 1517 $3,926,223,849
A Percentage of AUM, Fixed Fees
FROST INVESTMENT ADVISORS, LLC
111 West Houston Street, 10th Floor, San Antonio, TX 78205
30 15 $3,909,983,960
A Percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)
S.B. VALUE PARTNERS, L.P.
1903 San Pedro Avenue, San Antonio, TX 78212
13 114 $3,873,391,579
A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)
ALAMO ADVISORS, LP
4114 Pond Hill, Suite 201, San Antonio, TX 78231
11 898 $3,226,282,803
A Percentage of AUM, Hourly charges, Fixed Fees
FROST INVESTMENT SERVICES
111 West Houston Street, San Antonio, TX 78205
105 2897 $2,408,896,769
A Percentage of AUM
U.S. GLOBAL INVESTORS, INC.
7900 Callaghan Road, San Antonio, TX 78229
24 12 $2,370,216,554
A Percentage of AUM, Performance Based
FINSER INVESTMENT ADVISOR
9601 Mcallister Fwy, Suite 301, San Antonio, TX 78216-4633
1 10 $1,642,694,287
A Percentage of AUM, Fixed Fees
1900 WEALTH
1900 Broadway, Suite 900, San Antonio, TX 78215
9 728 $1,559,746,351
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES)
TITLEIST ASSET MANAGEMENT, LLC
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
32 4095 $960,498,129
A Percentage of AUM, Fixed Fees, Commission Based
TPB WEALTH ADVISORS, LLC
1900 Nw Loop 410, Suite 250, San Antonio, TX 78213
3 377 $844,792,764
A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC FINANCIAL CONCEPTS, LLC
901 Ne Loop 410, Suite 100, San Antonio, TX 78209
35 4470 $811,032,601
A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER FEES)
APPLIED FINANCE ADVISORS, LLC
17806 Ih 10, Suite 300, San Antonio, TX 78257
5 4 $761,965,787
A Percentage of AUM
BIGLARI CAPITAL CORP.
19100 Ridgewood Parkway, Suite 1200, San Antonio, TX 78259
4 2 $615,903,845
Performance Based

    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.