Best Financial Advisors in San Antonio, Texas

Reliance Financial Partners is an independent financial advisory firm serving San Antonio and surrounding areas. They provide comprehensive financial planning, investment management, and retirement strategies tailored to individual and family needs. The firm is committed to delivering personalized guidance with a focus on long-term wealth building and financial security.

Wela Financial Advisory is a registered investment adviser providing comprehensive financial planning and investment management for working professionals, pre-retirees, retirees, and widows/widowers. Led by an experienced team with 30 years of combined service, they deliver personalized financial plans that evolve with your life circumstances, paired with transparent, intentionally lower fee structures and responsive client support. Their approach emphasizes financial clarity, wealth growth and protection, and peace of mind through a structured process backed by modern technology and old-fashioned service.

Justin Blauvelt is a Financial Advisor with First Command Financial Services in San Antonio, specializing in comprehensive financial planning for military families and service members. As a military spouse himself, he brings personal understanding to the unique financial challenges military families face. First Command offers a full range of financial services including banking, investments, insurance, retirement planning, education funding solutions, and military benefits guidance, with Justin serving as a personal financial coach to help clients achieve long-term financial security and peace of mind.

Christian Financial Advisors in New Braunfels provides comprehensive financial planning and investment management services guided by Christian values and principles. The firm helps clients build wealth, plan for retirement, and make financially sound decisions aligned with their faith-based goals. They offer personalized advisory services for individuals and families seeking a financial advisor who integrates biblical stewardship into their financial strategy.

Joseph D Warren is a fee-only financial planner specializing in comprehensive financial strategies tailored to content creators and freelancers. He offers personalized planning across investment management, tax mitigation, retirement planning, estate planning, and debt management, with a transparent flat-fee model that eliminates surprises. His team provides coordinated guidance on investments, taxes, goals, risk, and legal planning to help creative professionals achieve financial freedom while focusing on their craft.

Secure Financial Management is a San Antonio-based financial advisory firm specializing in retirement planning, investment management, and wealth strategy for individuals at all career stages. Founded on a holistic approach to financial planning, they combine comprehensive services including asset management, 401(k) administration, estate planning, long-term care planning, and insurance solutions. The firm uses tools like Riskalyze to match investment risk tolerance with portfolio construction, and works closely with clients through face-to-face meetings to create customized financial plans aligned with their life goals and retirement vision.

Financial Life Advisors is a fee-only, fiduciary financial planning firm in San Antonio serving professionals, families, and pre-retirees. They provide comprehensive financial planning, investment management, tax planning, insurance planning, estate planning, and 401(k) services for businesses. Their team of CFP-certified advisors builds purposeful financial plans and manages assets tax-efficiently, with a commitment to transparent fee-only compensation and placing client interests first.

Avid Wealth Partners is a fee-based wealth management firm in San Antonio specializing in comprehensive financial planning for wealth creators, business owners, and their families. Led by CERTIFIED FINANCIAL PLANNERS and financial services professionals, they offer tax-smart planning, retirement distribution strategies, business transfer planning, asset protection, and institutional wealth management solutions designed to help clients clarify priorities and accomplish what matters most.

Oakwell Private Wealth Management is an independent financial advisory firm serving high-net-worth individuals, business owners, executives, and retirees in New Braunfels and surrounding areas. They provide comprehensive wealth management services including investment planning, retirement planning, estate planning, tax planning, equity compensation planning, and business planning through a collaborative, team-based approach designed to help clients achieve financial peace of mind.

Lily Kate Jordan is a CFP® certified financial advisor at Edward Jones in Alamo Heights, specializing in comprehensive financial planning for military professionals, veterans, entrepreneurs, and business owners. She offers retirement income strategies, portfolio reviews, wealth strategies, and retirement savings planning for clients of all asset levels. With her fiduciary commitment and personalized approach, she helps clients build and manage their financial futures through introductory consultations, strategy reviews, and guidance on major financial events.

Stone Oak Wealth Management, LLC is an independent financial advisory firm in San Antonio specializing in comprehensive wealth management, financial planning, and investment management for individuals and families. Founded on principles of client-focused service, they help clients build and protect wealth through personalized strategies tailored to their unique financial goals and life circumstances.

Diamond Financial Solutions is an independent financial advisory firm serving the San Antonio area. They provide comprehensive financial planning and investment management services to help clients build and protect their wealth. With a focus on personalized service and client relationships, they work with individuals to develop strategies tailored to their financial goals.

Genesis Wealth Management is a leading financial advisory firm in San Antonio specializing in personalized wealth management for affluent families and individuals. Led by a team of CFP®-certified advisors including founders Jereme Brisco and Michael Dubensky, they offer comprehensive services including financial planning, retirement planning, estate planning, investment management, tax planning, and business ownership guidance. As fiduciaries, they prioritize clients' best interests with transparent, flat-rate fees and unbiased recommendations rather than commission-driven products.

PAX Financial Group is an independent financial advisory firm serving the San Antonio area, specializing in comprehensive financial planning, investment management, and retirement strategy. The team helps clients build and preserve wealth through personalized planning tailored to individual goals and life stages.

South Texas Wealth is an independent financial planning firm founded by Jeremy Sakulenzki, specializing in comprehensive wealth management for individuals and businesses of all sizes. They offer financial planning, retirement plan administration (401(k)s, 403(b)s, profit-sharing, cash balance plans), investment management across stocks, bonds, ETFs and mutual funds, IRAs, life and disability insurance, and 529 college savings plans. Their approach emphasizes tactical, actively-managed strategies with strong risk management and transparent communication, making them particularly well-suited for those seeking specialized employer-sponsored retirement plan expertise.

Partners Wealth Management is an independent financial advisory firm serving the San Antonio area from their Shavano Park office. They provide comprehensive wealth management, investment management, and financial planning services to help clients build and preserve wealth. The firm focuses on personalized strategies tailored to individual client goals and circumstances.

Platinum Wealth Solutions of Texas is a financial advisory firm in San Antonio specializing in comprehensive wealth management and financial planning. The firm works with young professionals, families, business owners, and those approaching or in retirement to develop personalized financial strategies aligned with their values and life goals. Their process includes in-depth discovery meetings, comprehensive financial analysis, and ongoing monitoring to help clients pursue their financial objectives through tailored investment and cash flow strategies.

Best Invest is a financial consulting firm in San Antonio specializing in investment advice and financial planning services. They work with clients to develop personalized investment strategies and financial plans tailored to individual goals and circumstances.

RBC Wealth Management is a financial advisory firm serving San Antonio clients with comprehensive wealth management services. As part of RBC, a leading global financial institution, this branch offers investment management, retirement planning, and personalized financial strategies tailored to high-net-worth individuals and families. Their experienced advisors work to help clients build and preserve wealth across multiple life stages.

Captrust is a wealth management and financial advisory firm serving San Antonio and the surrounding region. They provide comprehensive financial planning, investment management, and retirement planning services to help individuals and families build and preserve wealth. With a focus on personalized strategies and fiduciary standards, Captrust works with clients to achieve their long-term financial goals.

JDK Wealth Advisors is an independent financial advisory firm based in San Antonio specializing in comprehensive wealth management and financial planning. The team provides personalized investment management, retirement planning, and strategic financial guidance to help clients build and preserve wealth. They focus on understanding each client's unique goals and circumstances to create tailored financial strategies.

Kercheville Investment Advisors is an independent financial advisory firm serving the San Antonio area with comprehensive investment management and financial planning services. The firm focuses on personalized wealth management strategies tailored to individual client needs and goals. They provide guidance across portfolio management, retirement planning, and broader financial strategy to help clients build and preserve wealth.

Sendero Wealth Management is an independent financial advisory firm serving San Antonio and the surrounding Hill Country region. They provide comprehensive wealth management services including investment management, financial planning, and retirement strategies tailored to individual and family clients. Their consultative approach focuses on helping clients build and preserve wealth through personalized strategies aligned with long-term goals.

Avior Wealth Management provides comprehensive financial advisory services to help clients build and protect their wealth. Based in San Antonio, the firm offers personalized investment management, retirement planning, and financial strategy tailored to individual goals and life circumstances. Their team of financial professionals works with clients to create comprehensive financial plans and manage investment portfolios.

J Maurice Gibbs is a financial advisor with Ameriprise Financial Services, LLC in San Antonio, offering comprehensive financial planning and advisory services. With Ameriprise's resources and his personalized approach, Gibbs helps clients build and protect their wealth through investment management, retirement planning, and financial strategy. He serves individuals and families seeking professional guidance to achieve their long-term financial goals.

WhiteStone Wealth Management Services is an independent financial advisory firm in San Antonio specializing in comprehensive wealth management for high-net-worth individuals and families. They provide personalized financial planning, investment management, retirement strategy, and estate planning services designed to help clients build and preserve wealth. Their team focuses on delivering tailored solutions that align with each client's unique financial goals and life circumstances.

Capital Edge Wealth Advisors is a Raymond James financial advisory firm serving San Antonio and surrounding areas. They provide comprehensive wealth management, investment planning, and personalized financial strategies designed to help clients build and preserve wealth. Operating under the trusted Raymond James platform, they combine local expertise with institutional resources to deliver tailored solutions for diverse financial goals.

Arrow Wealth Advisors is an independent financial advisory firm serving San Antonio and surrounding areas. They specialize in comprehensive wealth management, investment planning, and financial strategy for individuals and families. The firm is committed to personalized guidance and building long-term client relationships.

Comal Wealth Management is an independent financial advisory firm based in New Braunfels, specializing in personalized wealth management and financial planning. They work with individuals and families to develop comprehensive strategies aligned with their unique financial goals, offering investment management, retirement planning, and ongoing advisory services. Their client-focused approach emphasizes understanding each person's situation to build sustainable long-term wealth.

Seasons Wealth, LLC is a financial advisory firm based in San Antonio offering comprehensive wealth management and financial planning services. Led by experienced financial consultants, the firm specializes in helping clients develop personalized strategies to build and protect their wealth across various life stages and financial goals.

Transamerica Financial Advisors is a financial advisory firm based in San Antonio offering comprehensive wealth management and financial planning services. Specializing in retirement planning, investment management, and personalized financial strategies, they help clients navigate complex financial decisions and work toward their long-term goals. The firm combines professional expertise with personalized service to build lasting client relationships.

Merrill Lynch Wealth Management in San Antonio offers comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of the Bank of America Merrill Lynch network, they combine global resources with local expertise to help clients build and protect their financial futures.

Fidelity Investments is a full-service financial services firm offering investment management, retirement planning, brokerage services, and wealth management solutions. Located in San Antonio, Fidelity serves individual investors and families seeking comprehensive financial guidance, including account management, portfolio planning, and access to a broad range of investment products. Their team provides personalized advisory services to help clients work toward their financial goals.

Aspect Wealth Management Group is a financial advisory firm located in San Antonio that helps clients build and manage their wealth through comprehensive financial planning and investment strategies. The firm serves individuals and families seeking to grow their assets, plan for retirement, and achieve their long-term financial goals with personalized guidance from experienced financial professionals.

Carol Johnston is a financial advisor with RBC Wealth Management, one of North America's leading wealth management firms. Based in San Antonio, she provides comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. The Evergreen Group leverages RBC's institutional resources and research capabilities to deliver personalized guidance across retirement planning, investment strategy, and financial goals.

Exencial Wealth Advisors is an independent financial advisory firm serving clients in the San Antonio area. They provide comprehensive wealth management and financial planning services designed to help clients build and preserve wealth. The firm offers personalized strategies tailored to individual financial goals and circumstances.

Janette Guthrie Prichard is a financial advisor with UBS Financial Services Inc., offering comprehensive wealth management and investment advisory services to clients in the San Antonio area. With access to UBS's full suite of financial products and services, she helps individuals and families develop personalized investment strategies, retirement planning, and wealth management solutions tailored to their financial goals.

Morgan Stanley Smith Barney's office in San Antonio, led by financial advisor John Korbell, provides comprehensive wealth management and investment services to individuals and families. The firm offers personalized financial planning, investment management, retirement planning, and advisory services backed by Morgan Stanley's global resources and research capabilities.