30 advisors with offices in San Antonio. Credentials, fee structures, and minimums are disclosed on each listing.
San Antonio, Texas
ATKG is a tax planning firm based in San Antonio, Texas. The firm serves clients in English and maintains a 4-star rating on Google.
View detailsSan Antonio, Texas
Baxter Retirement & Insurance Services is located in San Antonio, Texas and provides insurance analysis and retirement planning services. The firm specializes in insurance planning and retirement planning.
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Beacon Pointe Advisors is an investment advisory firm based in San Antonio, Texas. The firm provides advisory services to clients in the region.
View detailsSan Antonio, Texas
Independent RIA
Bravo Zulu Tax & Accounting is an independent registered investment advisor based in San Antonio, Texas. The firm provides investment management services to clients. Additional details regarding fee structure, team credentials, and service scope are not publicly available.
View detailsSan Antonio, Texas
Compass Financial Group is located in San Antonio, Texas and provides investment management and retirement planning services. The firm specializes in retirement planning, with team members holding the CLU credential. Services are offered in English.
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Conservant Capital is an investment advisory firm based in San Antonio, Texas. The firm provides services to clients in English.
View detailsSan Antonio, Texas
Corient is an investment advisor based in San Antonio, Texas. The firm serves clients in English and provides advisory services to individuals and families.
View detailsSan Antonio, Texas
Exencial Wealth Advisors, based in San Antonio, Texas, provides investment management, wealth management, and financial planning services. The firm works with small business owners and individuals seeking guidance on portfolio and financial matters
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Freedom Wealth is a wealth advisory practice based in San Antonio, Texas, led by Rene P Soliz III. The firm serves clients in English and maintains a 4.8 Google rating from 19 reviews.
View detailsSan Antonio, Texas
Insurance-Based
Kelly Financial Partners, LLC is an insurance-based financial advisory firm based in San Antonio, Texas. The firm provides financial planning and insurance analysis services. Gregory Kelly serves as owner and principal advisor.
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Kercheville Investment Advisors is located in San Antonio, Texas and provides investment management services. The firm holds a 4-star rating based on 27 Google reviews. English is the primary language of service.
View detailsSan Antonio, Texas
LBS Business Solutions LLC provides estate planning, financial planning, and tax planning services to clients in San Antonio, Texas. The firm holds a 4.1 rating based on 59 Google reviews.
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Larsen Financial Management, based in San Antonio, Texas, provides financial planning and investment management services. The firm specializes in investment management and retirement planning for clients seeking guidance on these areas.
View detailsSan Antonio, Texas
MAKERS Wealth Management operates in San Antonio, Texas, providing investment management and wealth management services. The firm works with clients in English.
View detailsSan Antonio, Texas
Marksman Wealth Management is an investment advisory firm based in San Antonio, Texas, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSan Antonio, Texas
Merit Financial Advisors is located in San Antonio, Texas and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. Services are conducted in English.
View detailsSan Antonio, Texas
Wirehouse
Merrill Lynch Wealth Management in San Antonio provides financial planning and investment management services to clients in Texas. As a wirehouse firm, the office offers wealth management and investment management specialties through its advisors.
View detailsSan Antonio, Texas
Nick McNabb at Thrivent Financial in San Antonio, Texas provides estate planning services. Operating through Thrivent Financial, the practice works with clients in the local area.
View detailsSan Antonio, Texas
Insurance-Based
Northwestern Mutual San Antonio is an insurance-based financial services firm located in San Antonio, Texas. The office provides services in English to clients in the local area.
View detailsSan Antonio, Texas
Oakridge Financial Planning LLC is a San Antonio-based firm providing estate planning, financial planning, investment management, and retirement planning services. The firm serves clients in English and holds a 5-star rating on Google.
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Platinum Advisory Group is located in San Antonio, Texas and provides financial planning and retirement planning services. The firm specializes in retirement planning for its clients.
View detailsSan Antonio, Texas
Prime Capital Financial is an investment-management and wealth-management firm located in San Antonio, Texas. The firm provides financial planning services and operates in English.
View detailsSan Antonio, Texas
SageSpring Wealth Partners operates in San Antonio, Texas, and provides estate planning services. Additional details about specialties, fee structure, and advisor credentials are not publicly available.
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Sendero Wealth Management operates in San Antonio, Texas, providing estate planning and financial planning services alongside investment and wealth management. The firm serves clients seeking guidance on estate matters and comprehensive financial planning needs.
View detailsSan Antonio, Texas
Stone Oak Wealth Management, LLC is based in San Antonio, Texas and provides financial planning, insurance analysis, and investment management services. The firm serves clients in English and Spanish. Information on fee structure and specific advisor credentials was not provided.
View detailsSan Antonio, Texas
Tirres Consulting LLC is a registered investment advisor operating in San Antonio, Texas. The firm operates under a fiduciary standard and provides services to clients in English.
View detailsSan Antonio, Texas
Wealth Watch Advisors is located in San Antonio, Texas and operates as an investment advisory firm. The firm serves clients in English.
View detailsSan Antonio, Texas
Wealth Watch Partners, Inc. is located in San Antonio, Texas and serves clients in English. The firm maintains a 5-star rating based on Google reviews.
View detailsSan Antonio, Texas
Wela Financial Advisory is based in San Antonio, Texas and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. They serve clients in English.
View detailsSan Antonio, Texas
nePara Group Inc is a financial planning firm based in San Antonio, Texas. The firm provides financial planning services to clients in the region. Additional details about specialties, fee structure, and team credentials are not currently available.
View detailsAdvisors serving San Antonio specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.