Laurels

Best Financial Advisors in San Antonio
2021

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.

Reviewed Curated Top Picks 337 213 28

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.

Read more about our selection process

Cornermen Financial

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Established in 2013, Cornermen Financial is a boutique financial services firm that caters to clients in the San Antonio area. The firm specializes in personalized financial and retirement planning and strategic investments. Its advisors assist clients by defining their financial objectives and formulating plans to help them achieve their goals. Its president, Jay Howard, started his career as a financial advisor in 2005. He is a Financial Services Specialist and has earned the Certification in Long-Term Care.

1130 East Sonterra Boulevard
San Antonio, TX 78258

Website

S. Harris Financial Group

  • Retirement Planning

S. Harris Financial Group is a firm operating in San Antonio. It offers a wide range of services including financial planning, wealth management, divorce financial analysis, business solutions, and investment management. A second opinion service is also available for individuals who are not confident with their current financial plan. The firm works with different types of clients such as corporate executives, business owners, doctors, and independent women. Its managing officer, Stephanie Harris, has been recognized by publications like Forbes and the Working Mother magazine.

4456 Lockhill Selma Road
San Antonio, TX 78249

Website

Wrong city? Here are some nearby places: