Wela Financial Advisory
“They helped us with our will and answered all our questions plus more!”
Best Financial Advisors in San Antonio, TX
24 firms listed · all 24 in San Antonio · 22 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Secure Financial Management
“They take the time to clearly explain options and strategies to support our financial goals at a risk level with which we are comfortable.”
Numbers Organized - Tax
“The whole team truly cares about their clients, and helps advise on strategies that lead to best possible outcomes.”
Reliance Financial Partners
“It has been a wonderful experience, every interaction, every phone call have all been amazing.”
Debra Quintanilla
“She is always up with tax laws and is always there for us and so glad someone recommended her to us.”
Chris Reddick Financial Planning
“He's been advising, educating, and supporting me through multiple life significant life events like marriage, purchasing a home, family planning, and moving states.”
The 24 firms listed for San Antonio, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Antonio, TX
All 24 firms we list here are in San Antonio itself. We have 82 firms in San Antonio on file; this page shows the highest-rated 24. The firms on this page are rated from 4.2 to 5.0 across 387 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. The services the firms on this page list most often on their websites are payroll services (2), personal financial planning (2), quickbooks (2), retirement (2) and retirement planning (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 54 years. 1 offers payment plans and 6 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for San Antonio offer a free first meeting?
6 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
PAX Financial Group
“His knowledge of the system and how everything works together is phenomenal!”
Sendero Wealth Management
Paccione CPA
“I truly appreciated that you took the time to walk me through everything and answer all of the questions and concerns we had”
Whitestone Wealth Management Services
“She is incredibly helpful and tenacious to point you in the right direction.”
The Gonzales Group CPA Firm
“They are truly partners that have our businesses best interest in mind - they educate, inform and communicate consistently and effectively!”
The Lewis Group
“From day one, smooth sailing all the way with top notch professionalism.”
Herbert Kraus, CPA
“Trust me when I say it's worth every minute and dollar stepping into this business.”
Freedom Wealth
“If you are looking for an honest and professional financial planner, Rene Soliz of Freedom Wealth offers a comprehensive service package including investment strategy and estate planning.”
Retire With Jim Hanna Wealth Advisors
“A local trusted advisor that took the time to help me understand current market situations.”
Kent Mulkey - Financial Advisor
“I want to express my gratitude for the excellent service I receive at this location,,,Rachael Trujillo and Tom Stubbs are the reason why I go this location, even there other branches closer to me,,Rachael and Tom always take care of my financial needs and they take every effort to take care of me is why I go out of my way to go to this branch,,I hope that Security Service will keep these two employees around for a long time to come,,,thank you,,,Joseph Wilburn”
Teamwork Financial Group
“They do just about everything in house and will give you peace of mind that your finances are handled, even after you are long gone”
South Texas Wealth
“I know without a doubt he will be there for me regardless of the situation and will keep me on top of the latest financial situations.”
Cavazos Albert
Clipper Wealth Management
“It's also great that he regularly touches base with us to discuss the current market situation and any recommendations to our portfolio.”
Pontem Financial
“Betty has been my advisor for years and does a fantastic job of keeping me updated and responds quickly when I want to make changes to my account....”
Lowrey, Powell, Stevens & Mangum
“Jordan Johnson my CPA does a fantastic job for me and compared to other CPA firms I've used they are much more professional”
Wealth Planners of America
Beneficent Financial
Why these companies made our list
What clients say about firms in San Antonio
- “We are extremely pleased with Scott’s knowledge and professionalism in managing our financial portfolio.” — client of Clipper Wealth Management
- “Their commitment to excellence and attention to detail ensured that every aspect of my financial portfolio was carefully considered and optimized for maximum returns.” — client of Teamwork Financial Group
- “Chris is very experienced in all aspects of financial planning and tax planning as well as guiding me through a home purchase.” — client of Chris Reddick Financial Planning
- “They promptly delivered a thorough and customized financial plan to meet my goals.” — client of Reliance Financial Partners
- “Chris Reddick was very affordable, much less than the national average financial planning fees.” — client of Chris Reddick Financial Planning
Excerpts from public reviews of the firms listed on this page.
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