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: 102
Average Clients per Advisor: 5
AUM: $ 5.8B
FROST INVESTMENT SERVICES
CRD#: 286129
Address: 111 West Houston Street, San Antonio, TX 78205
Clients: 2,171
Average Clients per Advisor: 20
AUM: $ 3.0B
TITLEIST ASSET MANAGEMENT, LLC
CRD#: 323567
Address: 777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Clients: 722
Average Clients per Advisor: 22
AUM: $ 2.4B
1900 WEALTH
CRD#: 175346
Address: 1900 Broadway Suite 900, San Antonio, TX 78215
Clients: 212
Average Clients per Advisor: 17
AUM: $ 2.3B
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD#: 141849
Address: 901 Ne Loop 410 Suite 100, San Antonio, TX 78209
Clients: 2,689
Average Clients per Advisor: 65
AUM: $ 1.0B
TEAMWORK FINANCIAL ADVISORS, LLC
CRD#: 165237
Address: 8 Dominion Drive Bldg 100-103, San Antonio, TX 78257
Clients: 1,483
Average Clients per Advisor: 114
AUM: $ 800M
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
Corey Cunningham
John Andrew Jamieson
Fernando Luis Alvarez-calderon
Lisa Fancher Blonkvist
John Willard De Marigny
William Edward Hrynyshyn
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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