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
Brooks Matthew Porter
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Connie Angel Jansen
Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.
Timothee Mary Gonzalez
Registered Affiliation(s):ALLIANCEBERNSTEIN INVESTMENTS, INC.
Patti Ann Sherwood
Registered Affiliation(s):NYLIFE SECURITIES LLC
Roberto Lozano
Registered Affiliation(s):PFS INVESTMENTS INC.
Margie Paglinawan Moreno
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Jesse Sawyer
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Mariana Weinstein
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Jason Allen Friesenhahn
Registered Affiliation(s):THE TIDAL GROUP, INC.
Craig Allen Teplitz
Registered Affiliation(s):THE TIDAL GROUP, INC.
Jill Carolyn Jackson-chavis
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Chadwick Ray Solano
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Maryann Terrazas
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Jaime Trevino
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Steve James Markey
Registered Affiliation(s):ARKADIOS WEALTH ADVISORS
Sharon Lesley Miller
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Donna Lea Vaughn
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Michael Anthony Tramontano
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Phillip Roland Valadez
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Russell Neal Harrison
Registered Affiliation(s):MORGAN STANLEY
Jay Ungos Parayno
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Adriana Villegas Estevez
Registered Affiliation(s):MORGAN STANLEY
Lawrence Alan Barocas
Registered Affiliation(s):SNOWDEN CAPITAL ADVISORS LLC
Woodrow Selvey Knight
Registered Affiliation(s):LPL FINANCIAL 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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