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Top Picks · Minnetonka
Best Financial Advisors in Minnetonka, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Minnetonka, TX by verified customer ratings and review volume. The highest-rated is 1900 Wealth with a 5.0-star rating from 12 verified reviews. Also in the top tier: Morgan Stanley Financial Advisors and The Abeyta Benton Childress & Sanders Group - Morgan Stanley. The average rating across all listed financial advisors in Minnetonka is 5 stars from 10 reviews per business on average.
Financial advisors in Minnetonka typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
10
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Morgan Stanley Financial Advisors
7600 Broadway Suite 100, San Antonio, TX 78209, USA
The Abeyta Benton Childress & Sanders Group - Morgan Stanley
7600 Broadway Suite 100, San Antonio, TX 78209, USA
Financial Advisors Rankings in Minnetonka, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 1900 Wealth1900 Broadway Suite 900, San Antonio, TX 78215, USA | 5.0★ | 12 |
| #2 | Morgan Stanley Financial Advisors7600 Broadway Suite 100, San Antonio, TX 78209, USA | 4.3★ | 6 |
| #3 | The Abeyta Benton Childress & Sanders Group - Morgan Stanley7600 Broadway Suite 100, San Antonio, TX 78209, USA | — | — |
| #4 | Sendero Wealth Management250 W Nottingham Dr #300, San Antonio, TX 78209, USA | 5.0★ | 1 |
| #5 | Cavazos Albert242 W Sunset Rd Ste 101, San Antonio, TX 78209, USA | 5.0★ | 3 |
| #6 | Wela Financial Advisory366 W Sunset Rd Building 4, San Antonio, TX 78209, USA | 5.0★ | 43 |
| #7 | Strategic Financial Concepts901 NE Interstate 410 Loop, San Antonio, TX 78209, USA | — | — |
| #8 | Mission Financial Planners, LLC601 Northwest Loop 410, San Antonio, TX 78216, USA | — | — |
| #9 | South Texas Wealth8000 I-10 #920, San Antonio, TX 78230, USA | 5.0★ | 3 |
| #10 | Silvia De Luna: Primerica - Financial Services6100 Bandera Rd #410, San Antonio, TX 78238, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Minnetonka
Sendero Wealth Management
250 W Nottingham Dr #300, San Antonio, TX 78209, USA
Cavazos Albert
242 W Sunset Rd Ste 101, San Antonio, TX 78209, USA
Wela Financial Advisory
366 W Sunset Rd Building 4, San Antonio, TX 78209, USA
Strategic Financial Concepts
901 NE Interstate 410 Loop, San Antonio, TX 78209, USA
Mission Financial Planners, LLC
601 Northwest Loop 410, San Antonio, TX 78216, USA
South Texas Wealth
8000 I-10 #920, San Antonio, TX 78230, USA
Silvia De Luna: Primerica - Financial Services
6100 Bandera Rd #410, San Antonio, TX 78238, USA
River City Investment Services
5308 Wurzbach Rd, Leon Valley, TX 78238, USA
Long Life Financial - San Antonio
12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA
Seasons Wealth, LLC
11503 NW Military Hwy # 301, San Antonio, TX 78231, USA
Edward Jones - Financial Advisor: Diane S Marcus
11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, USA
PlanWell Private Wealth Services
14607 San Pedro Ave #290, San Antonio, TX 78232, USA
Joseph D Warren, Financial Planner
13526 George Rd #208, San Antonio, TX 78230, USA
Katya L Thompson-Cantu - Financial Advisor, Ameriprise Financial Services, LLC
12415 Old Converse Rd, Universal City, TX 78148, USA
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd #102, San Antonio, TX 78247, USA
First Command Financial Advisor - Araceli Hernandez
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
First Command
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
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Frequently Asked Questions — Financial Advisors in Minnetonka
What is a fiduciary financial advisor and why does it matter in Minnetonka?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Minnetonka, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Minnetonka?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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