Advisers in San Antonio, TX
70 advisers in San Antonio — 70 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (51)Hourly fees (33)Flat / fixed fees (40)% of assets managed (68)Retirement plan consulting (17)
Featured spots in San Antonio, TX are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in San Antonio, TX — flat monthly price, no per-lead fees.See pricing
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1900 WealthSEC registeredNo commissions reportedAlamo Advisors, LPSEC registeredNo commissions reportedAvid Wealth Partners, LLCSEC registeredNo commissions reportedBest InvestSEC registeredNo commissions reportedBraintrust Capital, LLCState registeredNo commissions reportedBroadway Wealth SolutionsSEC registeredNo commissions reportedCapital Alliance Wealth ManagementState registeredNo commissions reportedCarr Consulting P.A.State registeredNo commissions reportedCompass Financial GroupState registeredNo commissions reportedComposedpro, INC.State registeredNo commissions reported
Conceptum StrategiesState registeredNo commissions reportedCornermen Financial, LLCSEC registeredNo commissions reportedEldred Rock Partners, LLCSEC registeredNo commissions reportedEndure Retirement LLCState registeredNo commissions reportedFinancial Life AdvisorsSEC registeredNo commissions reportedFrost Investment ServicesSEC registeredNo commissions reportedGagni Wealth Management LLCState registeredNo commissions reportedGamboa Capital Management INC.State registeredNo commissions reportedGlass Wealth Management CO., LLCSEC registeredNo commissions reportedGunn & CO Asset Management INCState registeredNo commissions reportedHmp Capital Management, LLCState registeredNo commissions reportedImperium Wealth Management, LLCSEC registeredNo commissions reportedJw Hall Financial LLCState registeredNo commissions reportedKapelaState registeredNo commissions reportedKercheville Advisors LLCSEC registeredNo commissions reportedKmc Wealth Management, LLCState registeredNo commissions reportedKraus Capital Management, LLCState registeredNo commissions reportedLarsen Financial ManagementState registeredNo commissions reportedLifetime Financial Planners LLCState registeredNo commissions reportedLime Rock Investment Management Company, INC.State registeredNo commissions reportedM. E. Allison & CO., INC.SEC registeredNo commissions reportedMark Muecke Capital Management, LLCState registeredNo commissions reportedMartin Capital Advisors, LLPSEC registeredNo commissions reportedMcNally Financial Services CorporationState registeredNo commissions reportedMoney Managers, INC.SEC registeredNo commissions reportedPax Financial GroupSEC registeredNo commissions reportedPivot Investment Planning, LLCState registeredNo commissions reportedPortafolio Capital ManagementState registeredNo commissions reportedPraestantia Capital, LLCState registeredNo commissions reportedReliance Wealth ManagementSEC registeredNo commissions reportedRelyon Financial Advisors, LLCState registeredNo commissions reportedRobinson Value Management, LTD.SEC registeredNo commissions reportedS Harris Financial Group, LLCSEC registeredNo commissions reportedS.b. Value Partners, L.P.SEC registeredNo commissions reportedSa Financial Solutions, LLCState registeredNo commissions reportedSansone & AssociatesState registeredNo commissions reportedSecure Financial ManagementSEC registeredNo commissions reportedSendero Wealth Management, LLCSEC registeredNo commissions reportedSensus Wealth Management Group LLCState registeredNo commissions reportedSouthwestern Money Management LLCSEC registeredNo commissions reportedStone Oak Wealth Management, LLCSEC registeredNo commissions reportedStone Wall FinancialState registeredNo commissions reportedStrategic Financial Concepts, LLCSEC registeredNo commissions reportedStrategiq Funds, INC.SEC registeredNo commissions reportedSwbc Investment CompanySEC registeredNo commissions reportedTeamwork Financial Advisors, LLCSEC registeredNo commissions reportedTexas Financial AdvisorySEC registeredNo commissions reportedTexas Institutional Investment Management, LLCState registeredNo commissions reportedThe Legacy Collaborative, INC.State registeredNo commissions reportedThe Summit GroupState registeredNo commissions reportedThe Viable Group, INC.State registeredNo commissions reportedTitleist Asset Management, LLCSEC registeredNo commissions reportedTlwm FinancialSEC registeredNo commissions reportedTorres Financial Services, INC.State registeredNo commissions reportedTrellisent InvestmentsState registeredNo commissions reportedUsaa Investment Services CompanySEC registeredNo commissions reportedVaulkshire Investment AdvisorsState registeredNo commissions reportedVictory Capital Management INC.SEC registeredNo commissions reportedWela Financial AdvisorySEC registeredNo commissions reportedWhitney Financial Strategies, LLCState registeredNo commissions reported
Talking to advisers in San Antonio? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.