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As of July 2026, RatingsNearMe ranks 19 financial advisors in San Antonio, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wela Financial Advisory with a 5.0-star rating from 43 Google reviews and an RNM Score of 91/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
South Texas Wealth
South Texas Wealth stands out as the top-ranked advisor due to its strong reputation and comprehensive financial planning services in San Antonio.
Most Reviewed
Stone Oak Wealth Management, LLC
A high review count indicates a broad base of client experiences, helping prospective clients gauge reliability and service quality.
When choosing a financial advisor in San Antonio, consider both the advisor's specialization and client feedback to ensure they align with your financial goals. Always verify credentials and fee structures before committing.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
San Antonio's top-rated financial advisor with a perfect 5.0 stars from 43 reviews.
366 W Sunset Rd Building 4, San Antonio, TX 78209, USARated 5.0 stars from 38 reviews, this San Antonio financial advisor is highly trusted.
23119 I-10 Bldg 20, San Antonio, TX 78257, USAEarned a 4.9-star rating from 38 reviews, reflecting exceptional client trust.
4630 De Zavala Rd, San Antonio, TX 78249, USAFinancial Advisors Rankings in San Antonio, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wela Financial Advisory366 W Sunset Rd Building 4, San Antonio, TX 78209, USA | 5.0★ | 43 |
| #2 | Avid Wealth Partners23119 I-10 Bldg 20, San Antonio, TX 78257, USA | 5.0★ | 38 |
| #3 | Secure Financial Management4630 De Zavala Rd, San Antonio, TX 78249, USA | 4.9★ | 38 |
| #4 | Clipper Wealth Management, LLC16170 Jones Maltsberger Rd #102, San Antonio, TX 78247, USA | 5.0★ | 3 |
| #5 | Platinum Wealth Solutions of Texas, LLC3522 Paesanos Pkwy #100, San Antonio, TX 78231, USA | 5.0★ | 3 |
| #6 | Joseph D Warren, Financial Planner13526 George Rd #208, San Antonio, TX 78230, USA | 5.0★ | 30 |
| #7 | Sendero Wealth Management250 W Nottingham Dr #300, San Antonio, TX 78209, USA | 5.0★ | 1 |
| #8 | 1900 Wealth1900 Broadway Suite 900, San Antonio, TX 78215, USA | 5.0★ | 12 |
| #9 | Genesis Wealth Management17806 I-10 suite 120, San Antonio, TX 78257, USA | 5.0★ | 5 |
| #10 | Long Life Financial - San Antonio12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in San Antonio
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
16170 Jones Maltsberger Rd #102, San Antonio, TX 78247, USA
5.0 stars from 3 Google reviews for this San Antonio financial advisor.
3522 Paesanos Pkwy #100, San Antonio, TX 78231, USA
5.0 stars from 30 reviews, reflecting exceptional client trust in San Antonio.
13526 George Rd #208, San Antonio, TX 78230, USA
5.0 stars from a handful of Google reviews for this San Antonio financial advisor.
250 W Nottingham Dr #300, San Antonio, TX 78209, USA
5.0 stars from 12 Google reviews, reflecting exceptional client satisfaction.
1900 Broadway Suite 900, San Antonio, TX 78215, USA
Rated 5.0 stars from 5 Google reviews in San Antonio.
17806 I-10 suite 120, San Antonio, TX 78257, USA
Consistently rated 5.0 stars from 6 reviews in San Antonio.
12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA
Rated 5.0 stars from 2 exceptional reviews in San Antonio.
300 E Sonterra Blvd, San Antonio, TX 78258, USA
5.0 stars from one Google review reflects perfect client feedback.
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA
San Antonio financial advisor with a 4.9-star rating from 21 reviews.
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, USA
Rated 5.0 stars from 9 Google reviews, this San Antonio financial advisor is highly recommended.
19026 Ridgewood Pkwy suite 134, San Antonio, TX 78259, USA
Praised by clients with a perfect 5.0-star rating across 56 reviews.
6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA
Exceptional 5.0-star rating from two glowing Google reviews.
11503 NW Military Hwy # 301, San Antonio, TX 78231, USA
Holds a perfect 5.0-star rating from three Google reviews.
8000 I-10 #920, San Antonio, TX 78230, USA
5.0 stars from 2 reviews, reflecting exceptional early client satisfaction.
543 Tranquil Oak, San Antonio, TX 78260, USA
Trusted by clients with a strong 4.6-star rating from dozens of reviews in San Antonio.
270 N Loop 1604 E STE. 200, San Antonio, TX 78232, USA
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Financial Advisors in San Antonio, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wela Financial Advisory | 91/100 | 5.0 ★ | 43 |
| 2 | Avid Wealth Partners | 90/100 | 5.0 ★ | 38 |
| 3 | Secure Financial Management | 88/100 | 4.9 ★ | 38 |
| 4 | Clipper Wealth Management, LLC | 78/100 | 5.0 ★ | 3 |
| 5 | Platinum Wealth Solutions of Texas, LLC | 78/100 | 5.0 ★ | 3 |
| 6 | Joseph D Warren, Financial Planner | 80/100 | 5.0 ★ | 30 |
| 7 | Sendero Wealth Management | 74/100 | 5.0 ★ | 1 |
| 8 | 1900 Wealth | 84/100 | 5.0 ★ | 12 |
| 9 | Genesis Wealth Management | 80/100 | 5.0 ★ | 5 |
| 10 | Long Life Financial - San Antonio | 81/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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