Top 10 advisors in San Antonio
We’ve curated a list of the best financial advisors in San Antonio, take a look at it below
Find an advisor in San Antonio1. Affinius Capital
Assets under management
$12,253,173,894
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Frost Investment Advisors, LLC
Assets under management
$3,909,983,960
Fee structure
A percentage of assets under your management
PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. 1900 Wealth
Assets under management
$1,559,746,351
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
CONSULTING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Sendero Wealth Management, LLC
Assets under management
$837,545,599
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
5. Tpb Wealth Advisors, LLC
Assets under management
$815,530,186
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Strategic Financial Concepts, LLC
Assets under management
$811,032,601
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETAINER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
General Consulting And Business Planning Services
- Not sure which one to choose?Use our smart matching tool
7. Applied Finance Advisors, LLC
Assets under management
$761,965,787
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
8. Biglari Capital Corp.
Assets under management
$615,903,845
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Pax Financial Group
Assets under management
$494,838,589
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Podcast
- Not sure which one to choose?Use our smart matching tool
10. Wela Financial Advisory
Assets under management
$458,687,899
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in San Antonio, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Antonio. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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