Near You · San Antonio
Financial Advisors Near You in San Antonio, TX
Find financial advisors close to you in San Antonio. All results are sorted by proximity and rated by real local customers.
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
366 W Sunset Rd Building 4, San Antonio, TX 78209, USA
Avid Wealth Partners
23119 I-10 Bldg 20, San Antonio, TX 78257, USA
Secure Financial Management
4630 De Zavala Rd, San Antonio, TX 78249, USA
Financial 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 | Sendero Wealth Management250 W Nottingham Dr #300, San Antonio, TX 78209, USA | 5.0★ | 1 |
| #5 | Joseph D Warren, Financial Planner13526 George Rd #208, San Antonio, TX 78230, USA | 5.0★ | 30 |
| #6 | Reliance Financial Partners6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA | 5.0★ | 56 |
| #7 | Evergreen Wealth Advisors300 E Sonterra Blvd, San Antonio, TX 78258, USA | 5.0★ | 2 |
| #8 | Long Life Financial - San Antonio12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA | 5.0★ | 6 |
| #9 | 1900 Wealth1900 Broadway Suite 900, San Antonio, TX 78215, USA | 5.0★ | 12 |
| #10 | S. Harris Financial Group4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Antonio
Sendero Wealth Management
250 W Nottingham Dr #300, San Antonio, TX 78209, USA
Joseph D Warren, Financial Planner
13526 George Rd #208, San Antonio, TX 78230, USA
Reliance Financial Partners
6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA
Evergreen Wealth Advisors
300 E Sonterra Blvd, San Antonio, TX 78258, USA
Long Life Financial - San Antonio
12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA
S. Harris Financial Group
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd #102, San Antonio, TX 78247, USA
Genesis Wealth Management
17806 I-10 suite 120, San Antonio, TX 78257, USA
Stone Oak Wealth Management, LLC
19026 Ridgewood Pkwy suite 134, San Antonio, TX 78259, USA
Financial Life Advisors
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, USA
Platinum Wealth Solutions of Texas, LLC
3522 Paesanos Pkwy #100, San Antonio, TX 78231, USA
PAX Financial Group, LLC
270 N Loop 1604 E STE. 200, San Antonio, TX 78232, USA
South Texas Wealth
8000 I-10 #920, San Antonio, TX 78230, USA
Seasons Wealth, LLC
11503 NW Military Hwy # 301, San Antonio, TX 78231, USA
Chris Reddick Financial Planning, LLC
543 Tranquil Oak, San Antonio, TX 78260, USA
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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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