Falists

Texas · 113 advisers

Financial Advisors in San Antonio, Texas

Looking for a financial advisor in San Antonio, Texas? Falists indexes 113 SEC-registered and state-registered investment advisers in San Antonio — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 93 firms list a website you can visit directly. Firms in this directory manage up to $282.71B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

113

With website

93

Largest AUM

$282.71B

Financial planning

56

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth85Planning56Trusts64Retirement29Institutional44

Top advisors in San Antonio

Ranked by AUM · Fees, team & specialties at a glance

View all 113 →

1900 WEALTH

San Antonio, TX

AUM

$3.07B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

20 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

210-736-7770

Full profileVisit site →

TLWM FINANCIAL

San Antonio, TX

AUM

$605.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

1-877-348-8822

Full profileVisit site →
View all 113 advisors in San Antonio

More cities in Texas

Dallas (571)Houston (439)Austin (407)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

How many financial advisors are in San Antonio, Texas?
113 registered investment advisers are listed in our San Antonio directory, sourced from public SEC filings.
What types of advisors are in San Antonio?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in San Antonio?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.