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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 - 03-Aug-2022

San Antonio has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 274 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®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
14855 Blanco Road, Suite 203,
San Antonio, TX 78216
9 Not Specified Not Specified Fee-Based
Scott Cash Thompson
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Not Specified 250000 Fee-Based
Kay Russell
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
13 Not Specified Not Specified Fee-Based

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 Southwestern by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the Southwestern Company 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 Southwestern Investment Group. 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 Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group 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, Based on Assets, Flat Fee


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.


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

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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
Hourly charges
1900 Wealth
1777 Ne Interstate 410 Loop , Suite 200,
San Antonio, TX 78217
$1,614,257,300 627 A percentage of AUM
Fixed fees
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
Hourly charges
Fixed fees
Biglari Capital Corp.
17802 Ih 10 West , Suite 400,
San Antonio, TX 78257
$678,770,677 2 Hourly charges
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
Glass Wealth Management Co., Llc
1250 Ne Loop 410 , Suite 333,
San Antonio, TX 78209-1544
$175,297,772 244 A percentage of AUM
Hourly charges
Martin Capital Advisors, Llp
1100 Ne Loop 410, #300,
San Antonio, TX 78209
$170,057,739 123 A percentage of AUM
Hourly charges
Performance Based
Secure Financial Management
4630 De Zavala Rd,
San Antonio, TX 78249
$164,398,425 310 A percentage of AUM
Fixed fees
Other (MONTHLY RETAINER FEES)
Imperium Wealth Management, Llc
8000 Ih 10 West , Suite 1030,
San Antonio, TX 78230
$140,983,228 621 A percentage of AUM
Hourly charges
Fixed fees
Southwestern Money Management Llc
17802 Ih 10 West, Suite 400,
San Antonio, TX 78257
$1,570,270 4 A percentage of AUM
Hourly charges

    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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