Laurels

Best Financial
Advisors in San
Antonio

2020

We scored 330 Financial Advisors in San Antonio, TX and Picked the Top 21

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored San Antonio Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Last Updated: September 10, 2020

AC Financial

AC Financial is an investment and wealth management firm in San Antonio. The company serves private investors, individuals looking forward to their retirement, and several other client types, and it manages more than $100 million in brokerage assets. AC Financial offers a free mobile app that provides market updates.

San Antonio, TX 78209

Website Facebook

(210) 231-0456 Website

Alamo Insurance and Wealth Management

Alamo Insurance and Wealth Management is a state-registered investment advisory firm in San Antonio. The team provides unbiased opinions designed to attain the best possible results, and the areas of focus include asset allocation, retirement planning, and life insurance. Alamo Insurance and Wealth Management shares helpful information through its website, and clients can download for free the white paper, “The Challenges in Achieving Financial Security.”

San Antonio, TX 78213

(210) 569-7300 Website

Avid Wealth Partners

Avid Wealth Partners operates throughout the San Antonio and surrounding area, providing financial consultation and oversight services to individuals and businesses. Acting as a manager of financial teams composed of lawyers, accountants, and investment management groups, this business acts as a liaison and coordinates the clients financial goals with typically compartmentalized services in order to reach financial goals and optimize ongoing initiatives. Outside of strict financial management, Avid Wealth Partners also assists with retirement and business planning needs.

17802 W Interstate 10 STE 114
San Antonio, TX 78257

Website Facebook

(210) 446-5755 Website

Client Centric Wealth Management

Client Centric Wealth Management is an investment and financial advisor in San Antonio. The company builds the plans around the individual’s lifestyle and vision for the future, and the team consists of credentialed and highly experienced professionals. Client Centric Wealth Management is a local establishment that shares the cultural values of Texas individuals and families, and the two senior private wealth managers both hold the Accredited Investment Fiduciary designation.

San Antonio, TX 78258

Website Facebook

(210) 807-7599 Website

Clipper Wealth Management

Clipper Wealth Management is a financial advisor in San Antonio. The firm helps clients protect their assets and plan their financial security, and it caters to individuals with high net worth, as well as trusts. Clipper Wealth Management draws from the owner’s professional experience and Certified Financial Planner designation, to provide efficient services, and it partners with LPL Financial.

San Antonio, TX 78247

(210) 491-2319 Website

Covenant Multifamily Offices

Covenant Multifamily Offices is a registered investment advisor in San Antonio. The firm belongs in the 2016 Financial Times 300 Top RIAs list, and it helps individuals, couples, and families maintain their lifestyle without compromising their financial future. Covenant Multifamily Offices uses the proprietary Lifestyle. Legacy. Philanthropy® process to deliver the most favorable results to clients.

San Antonio, TX 78258

(210) 403-5350 Website

Eggerss Capital Management

Eggerss Capital Management is a provider of financial advisory services in Boerne. The president and chief executive officer has more than 25 years of professional experience, and he and he continually shares his insight on Bloomberg, CNBC, Fox Business, and other known networks. Eggerss Capital Management offers free reports through its website.

Boerne, TX 78006

Website Facebook

(210) 526-0057 Website

Empower Wealth Advisors

Empower Wealth Advisors is a provider of financial planning and consulting services in San Antonio. The managing partner is a retired United States Air Force captain, and he is a Certified Financial Planner professional and Accredited Estate Planner with the National Association of Estate Planners & Council. Empower Wealth Advisors caters to individuals and families seeking a secure financial future, and its website features informational videos and market updates.

San Antonio, TX 78217

Website Facebook

(210) 918-8970 Website

Gateway Financial Advisors

Gateway Financial Advisors is a provider of customized retirement plans in Bulverde. The owner commits to excellence in the work she does, and she helps clients make “sound investment decisions” toward a secure future. Gateway Financial Advisors provides a mobile app through its website, and the company blog features interesting posts, such as “What’s Your Investment IQ?”

Bulverde, TX 78163

Website Facebook

(210) 757-4522 Website

Kraus Capital Management

Kraus Capital Management is a financial advisor in San Antonio. The firm provides “personalized insight and extensive service” throughout the clients’ life, and it gives them the confidence to pursue their financial goals. Kraus Capital Management caters to individuals and families in various parts of Texas and the United States, and its team members’ credentials appear in the Financial Industry Regulatory Authority’s BrokerCheck platform.

San Antonio, TX 78258

Website Facebook

(210) 224-1600 Website

Larsen Financial Management

Larsen Financial Management is an advisory practice in San Antonio that offers individualized services. The firm helps entrepreneurs, professionals, and retirees “translate their hard work with financial independence,” and the team consists of industry veterans, whose credentials are available for verification through the Financial Industry Regulatory Authority’s BrokerCheck platform. Larsen Financial Management is a family-owned establishment that Texans have trusted for more than 25 years, and it helps clients with investment management, small business financial planning, and employee-benefits planning.

San Antonio, TX 78209

Website Facebook

(210) 340-2109 Website

MHD Financial

MHD Financial is a wealth management advisory firm in San Antonio. The team assists clients with developing effective “strategies for financial success,” and the focus areas include income protection and legacy planning. MHD Financial provides a no-obligation “discovery meeting,” and its website contains the checklist for first-time guests.

San Antonio, TX 78216

(210) 702-3966 Website

PAX Financial Group

PAX Financial Group is a provider of sound wealth management and protection advice in San Antonio. The company aims to maximize the net worth of its clients, and the team performs a range of tasks, such as financial audit and analysis, risk tolerance and goal matching, and developing recommendations on mixing asset classes to diversify the portfolio. PAX Financial Group caters to individuals and families, as well as business owners and organization managers.

San Antonio, TX 78232

Website Facebook

(210) 881-5700 Website

Platinum Wealth Solutions

Platinum Wealth Solutions is a financial advisor in San Antonio that offers a range of personalized investment planning services. The company helps clients protect their assets, and it consists of professionals, whose credentials appear in the FINRA BrokerCheck system. Platinum Wealth Solutions shares valuable information through its website.

San Antonio, TX 78231

(210) 998-5000 Website

Renaissance Wealth Management Group of Texas

Renaissance Wealth Management Group of Texas is financial services firm in San Antonio. The company caters to individuals and families, and its client roster includes National Football League professionals planning their retirement. Renaissance Wealth Management Group of Texas provides a free mobile app that notifies subscribers of industry updates, and its website offers valuable resources, including critical estate documents.

San Antonio, TX 78232

Website Facebook

(210) 581-5607 Website

S. Harris Financial Group

S. Harris Financial Group is a provider of “innovative strategies” in San Antonio that caters to individuals and families seeking to plan their future. The firm assists clients with aligning their financial assets with their values and goals, and the team helps them prepare for uncertain times, including illnesses, disabilities, near-death accidents, death, and even divorce. S. Harris Financial Group values privacy and confidentiality, and it only provides unbiased recommendations.

San Antonio, TX 78216

Website Facebook

(210) 547-3450 Website

SOGO Wealth & Risk Management

SOGO Wealth & Risk Management is an insurance and financial services firm in San Antonio. The company has been serving Texas communities for more than 30 years, and it partners with leading insurance carriers to provide “the best value, rate, and coverage” for clients, their families, and their businesses. SOGO Wealth & Risk Management offers 24/7 industry updates, and the focus areas include asset accumulation and protection, umbrella policy, child investment account, college funding, professional liability, risk management, and fiduciary responsibility.

San Antonio, TX 78216

(800) 403-0947 Website

South Texas Money Management

South Texas Money Management is a provider of investment advisory services in San Antonio. The firm offers personalized planning and guidance, and it caters to individuals, trusts, and estates, as well as institutions, foundations, and endowments. South Texas Money Management has other locations in Austin, Corpus Christi, Dallas, and Houston, and it complies with the Center for Fiduciary Excellence Institute’s Asset Manager Code of Professional Conduct.

San Antonio, TX 78205

Website Facebook

(210) 824-8916 Website

Teamwork Financial Group

Teamwork Financial Group is a wealth management consultancy firm in San Antonio that has been part of the community since 1988. The firm offers clients integrity and transparency, and it helps them align and integrate the financial, tax, and legal aspects of wealth management “to create a game plan for life.” Teamwork Financial Group hosts retirement planning seminars, and it has another office in Laredo. The team offers a no-obligation consultation and the complimentary report, “The Social Security Decisions.”

San Antonio, TX 78257

(210) 687-1333 Website

Texas Financial Advisory

Texas Financial Advisory is a provider of “comprehensive holistic planning” services in San Antonio. The team offers integrity and professionalism in transactions with clients, and its members have government and industry licenses to sell an array of insurance and investment products. Texas Financial Advisory belongs in the International Association of Registered Financial Consultants, and it offers a complimentary report on retirement income.

San Antonio, TX 78258

Website Facebook

(210) 530-1292 Website

The Lewis Group

The Lewis Group is a financial services firm in San Antonio. The company helps individuals prepare for the next milestone in life, such as retirement or selling the business, and the team takes the time to understand their needs, explain the options, and offer favorable solutions. The Lewis Group is a recipient of honors from the National Association of Insurance and Financial Advisors.

San Antonio, TX 78216

(210) 384-3410 Website

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