Top Financial Advisors in San Antonio, Texas
Finding the right financial advisor in San Antonio is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in San Antonio, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in San Antonio, TX.
Find the Best Financial Advisor Firms in San Antonio:
SENDERO WEALTH MANAGEMENT, LLC
CRD#: 145594
Address: 250 W. Nottingham Suite 300, San Antonio, TX 78209
Clients: 106
Average Clients per Advisor: 6
AUM: $ 3.9B
FROST INVESTMENT SERVICES
CRD#: 286129
Address: 111 West Houston Street, San Antonio, TX 78205
Clients: 2,057
Average Clients per Advisor: 28
AUM: $ 2.4B
1900 WEALTH
CRD#: 175346
Address: 1777 Ne Interstate 410 Loop Suite 200, San Antonio, TX 78217
Clients: 187
Average Clients per Advisor: 23
AUM: $ 1.6B
INTERCONTINENTAL WEALTH ADVISORS, LLC
CRD#: 114787
Address: 112 East Pecan Street, Suite 525, San Antonio, TX 78205-3729
Clients: 410
Average Clients per Advisor: 17
AUM: $ 1.5B
TPB WEALTH ADVISORS, LLC
CRD#: 150508
Address: 1900 Nw Loop 410 Suite 250, San Antonio, TX 78213
Clients: 56
Average Clients per Advisor: 56
AUM: $ 845M
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD#: 141849
Address: 6800 Park Ten Blvd. Suite 130e, San Antonio, TX 78213
Clients: 4,210
Average Clients per Advisor: 120
AUM: $ 811M
How We Chose the Top Financial Advisors in San Antonio, Texas
To create this list of top financial advisor firms in San Antonio, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors San Antonio has to offer.
Search Financial Advisors in San Antonio, Texas
Alberto Carlos Villarreal
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Thomas John Fladd
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Rita Drace Lind
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Gary Alex Jensen
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Enrique Aguilar
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Christopher Dean Calvo JR.
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jose Abel Gamez
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jereme Dewayne Brisco
Registered Affiliation(s):LPL FINANCIAL LLC
Peter Wayne Scharich
Registered Affiliation(s):VICTORY CAPITAL SERVICES, INC.
Christopher Castillo
Registered Affiliation(s):VICTORY CAPITAL MANAGEMENT INC.
David Walter Lipinski
Registered Affiliation(s):VICTORY CAPITAL MANAGEMENT INC.
Derek Sean Ketel
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Francisco Guerra JR.
Registered Affiliation(s):CREATIVEONE SECURITIES, LLC
Michael David Hurst
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Michael Kenneth Lathrop
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
James Bradley Tanberg
Registered Affiliation(s):EDWARD JONES
Scott Alan Carleton
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Mark Gregory Squires
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Jeannie Lynn Wallace
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Scott Christopher Vlasi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Brian John Callahan
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Cynthia Ann Michael
Registered Affiliation(s):TPB WEALTH ADVISORS, LLC
Wyatt A. Moerdyk
Registered Affiliation(s):EVIDENCE ADVISORS INVESTMENT MANAGEMENT
Eric Michael Efron
Registered Affiliation(s):TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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