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24/7 Available · San Antonio

24-Hour Financial Advisors in San Antonio, TX — Always Available

Emergencies don't keep business hours. These financial advisors in San Antonio are available 24 hours a day, 7 days a week — including holidays.

As of May 2026, RatingsNearMe ranks 19 financial advisors in San Antonio, TX by verified customer ratings and review volume. The highest-rated is Wela Financial Advisory with a 5.0-star rating from 43 verified reviews. Also in the top tier: Avid Wealth Partners and Secure Financial Management. The average rating across all listed financial advisors in San Antonio is 5 stars from 15 reviews per business on average.

Financial advisors in San Antonio typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

19

Businesses listed

5★

Avg rating

15

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Wela Financial Advisory

5.0(43 reviews)

366 W Sunset Rd Building 4, San Antonio, TX 78209, USA

🥈

Avid Wealth Partners

5.0(38 reviews)

23119 I-10 Bldg 20, San Antonio, TX 78257, USA

🥉

Secure Financial Management

4.9(38 reviews)

4630 De Zavala Rd, San Antonio, TX 78249, USA

Financial Advisors Rankings in San Antonio, TX

#BusinessRatingReviews
#1Wela Financial Advisory366 W Sunset Rd Building 4, San Antonio, TX 78209, USA5.043
#2Avid Wealth Partners23119 I-10 Bldg 20, San Antonio, TX 78257, USA5.038
#3Secure Financial Management4630 De Zavala Rd, San Antonio, TX 78249, USA4.938
#4Sendero Wealth Management250 W Nottingham Dr #300, San Antonio, TX 78209, USA5.01
#5Joseph D Warren, Financial Planner13526 George Rd #208, San Antonio, TX 78230, USA5.030
#6Reliance Financial Partners6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA5.056
#7Evergreen Wealth Advisors300 E Sonterra Blvd, San Antonio, TX 78258, USA5.02
#8Long Life Financial - San Antonio12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA5.06
#91900 Wealth1900 Broadway Suite 900, San Antonio, TX 78215, USA5.012
#10S. Harris Financial Group4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in San Antonio

4

Sendero Wealth Management

5.0· 1 reviews

250 W Nottingham Dr #300, San Antonio, TX 78209, USA

5

Joseph D Warren, Financial Planner

5.0· 30 reviews

13526 George Rd #208, San Antonio, TX 78230, USA

6

Reliance Financial Partners

5.0· 56 reviews

6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA

7

Evergreen Wealth Advisors

5.0· 2 reviews

300 E Sonterra Blvd, San Antonio, TX 78258, USA

8

Long Life Financial - San Antonio

5.0· 6 reviews

12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA

9

1900 Wealth

5.0· 12 reviews

1900 Broadway Suite 900, San Antonio, TX 78215, USA

10

S. Harris Financial Group

5.0· 1 reviews

4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA

11

Clipper Wealth Management, LLC

5.0· 3 reviews

16170 Jones Maltsberger Rd #102, San Antonio, TX 78247, USA

12

Genesis Wealth Management

5.0· 5 reviews

17806 I-10 suite 120, San Antonio, TX 78257, USA

13

Stone Oak Wealth Management, LLC

5.0· 9 reviews

19026 Ridgewood Pkwy suite 134, San Antonio, TX 78259, USA

14

Financial Life Advisors

4.9· 21 reviews

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, USA

15

Platinum Wealth Solutions of Texas, LLC

5.0· 3 reviews

3522 Paesanos Pkwy #100, San Antonio, TX 78231, USA

16

PAX Financial Group, LLC

4.6· 17 reviews

270 N Loop 1604 E STE. 200, San Antonio, TX 78232, USA

17

South Texas Wealth

5.0· 3 reviews

8000 I-10 #920, San Antonio, TX 78230, USA

18

Seasons Wealth, LLC

5.0· 2 reviews

11503 NW Military Hwy # 301, San Antonio, TX 78231, USA

19

Chris Reddick Financial Planning, LLC

5.0· 2 reviews

543 Tranquil Oak, San Antonio, TX 78260, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in San Antonio

What is a fiduciary financial advisor and why does it matter in San Antonio?

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 San Antonio, 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 San Antonio?

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: May 17, 2026.

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About This Financial Advisors Directory — San Antonio, TX

This page lists and ranks 19 financial advisors serving San Antonio, TX as of May 2026. The average verified rating across all listings is 5 stars, with an average of 15 customer reviews per business. The top-ranked financial advisors in San Antonio by our algorithm is Wela Financial Advisory (5.0 stars, 43 reviews). Financial advisors in San Antonio typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in San Antonio: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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