Financial advisors in San Antonio, TX

213 match · page 1 of 8

Aaron Holder
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Frey
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Gonzalez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Ireta
Financial advisor at Swbc Investment Company
Swbc Investment Company · $256M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Fuschak
Financial advisor at Avid Wealth Partners, LLC
Avid Wealth Partners, LLC · $298.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Duran
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Hedrick
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Paz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angel Melgoza
Financial advisor at Financial Life Advisors
Financial Life Advisors · $366.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Garcia
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Beecher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Gurwitz
Financial advisor at Financial Life Advisors
Financial Life Advisors · $366.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Betty Vargas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Dobson
Financial advisor at Best Invest
Best Invest · $296.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Hardy
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Johnson
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Bigham
Financial advisor at Frost Investment Services
Frost Investment Services · $3.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Dubose
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent McCrary
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Kraus
Financial advisor at Kraus Capital Management, LLC
Kraus Capital Management, LLC · $72.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brisa Gonzales
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
C. Jones
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Knight
Financial advisor at Swbc Investment Company
Swbc Investment Company · $256M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carmen Barncord
Financial advisor at Martin Capital Advisors, LLP
Martin Capital Advisors, LLP · $181.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Catherine Morrison
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Allison
Financial advisor at M. E. Allison & Co., Inc.
M. E. Allison & Co., Inc. · $366.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Garcia
Financial advisor at Pax Financial Group
Pax Financial Group · $747.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Morrison
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Allison
Financial advisor at M. E. Allison & Co., Inc.
M. E. Allison & Co., Inc. · $366.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Mann
Financial advisor at Titleist Asset Management, LLC
Titleist Asset Management, LLC · $2.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in San Antonio, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Antonio, TX.

How this list works

Before you hire an advisor in San Antonio, TX