21 Best San Antonio Financial Advisors

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.

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.”

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.

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.

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.

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.

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.

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.

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?”

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.