List Of All investment advisor Leads in San Antonio
A current list of investment advisor in San Antonio: 20 businesses, each with contact information and a rating where one's on record. The highest-rated listing here is Wela Financial Advisory at 5.0★; across the full list, ratings average close to 4.9★. Everything below is current as of 9/5/2026; click through to any listing for a website, map link, or way to get in touch.
20 results · last updated 9/5/2026
Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new investment advisor appear in San Antonio.
| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Wela Financial Advisory366 W Sunset Rd Bldg 4, San Antonio, TX 78209, United States | +******••••9 | — | 5.0(54 reviews) | Financial planner | |
| Avid Wealth Partners23119 I-10 Bldg 20, San Antonio, TX 78257, United States | +****86••••3 | — | 5.0(41 reviews) | Financial planner | |
| First Command Financial Advisor - James Geddie, RICP®|MBA1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218, United States | +****8*••••4 | — | 5.0(25 reviews) | Financial planner | |
| First Command Financial Advisor - Mark Swindell6243 I-10 Ste 250, San Antonio, TX 78201, United States | +****7*••••3 | — | 5.0(22 reviews) | Financial planner | |
| Stone Oak Wealth Management, LLC19026 Ridgewood Pkwy Ste 134, San Antonio, TX 78259, United States | +******••••7 | la****••••*.comRegister to View | 5.0(12 reviews) | Financial planner | |
| 1900 Wealth1900 Broadway Ste 900, San Antonio, TX 78215, United States | +****7*••••0 | — | 5.0(12 reviews) | Consultant | |
| Edward Jones - Financial Advisor: John V Lerma, CFP®9311 San Pedro Ave Ste 1430, San Antonio, TX 78216, United States | +******••••1 | us**••••*.comRegister to View | 5.0(2 reviews) | Financial Advisor | |
| RBC Wealth Management Branch - San Antonio303 Pearl Pkwy Suite 380, San Antonio, TX 78215, United States | +****8*••••0 | — | 5.0(2 reviews) | Financial planner | |
| Edward Jones - Financial Advisor: Christina M Garza1344 S Flores St Ste 205, San Antonio, TX 78204, United States | +******••••1 | us**••••*.comRegister to View | 5.0(1 reviews) | Financial Advisor | |
| WhiteStone Wealth Management Services8603 Crownhill Blvd Suite 1, San Antonio, TX 78209, United States | +******••••5 | in**••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Sendero Wealth Management250 W Nottingham Dr #300, San Antonio, TX 78209, United States | +****8*••••1 | se****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Secure Financial Management4630 De Zavala Rd, San Antonio, TX 78249, United States | +******••••0 | su****••••*.comRegister to View | 4.9(60 reviews) | Financial planner | |
| Financial Life Advisors2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, United States | +****9*••••8 | — | 4.9(25 reviews) | Financial planner | |
| PAX Financial Group, LLC270 N Loop 1604 E STE. 200, San Antonio, TX 78232, United States | +****88••••0 | — | 4.8(16 reviews) | Financial planner | |
| Trajan Wealth401 E Sonterra Blvd Ste 375, San Antonio, TX 78258, United States | +****98••••0 | in**••••*.comRegister to View | 4.7(13 reviews) | Financial planner | |
| Morgan Stanley Financial Advisors7600 Broadway Ste 100, San Antonio, TX 78209, United States | +*****7••••0 | — | 4.3(6 reviews) | Financial Advisor | |
| Martin Lawyer Daniels Wealth Partners1900 Broadway Ste 660, San Antonio, TX 78215, United States | +****89••••5 | — | — | Financial planner | |
| Mariner227 N Loop 1604 E Suite, 150, San Antonio, TX 78232, United States | +**69*9••••4 | — | — | Financial planner | |
| Frost Wealth Advisors111 W Houston St, San Antonio, TX 78205, United States | +******••••1 | — | — | Financial Advisor | |
| AC Financial Investments & Wealth Management242 W Sunset Rd Ste 101, San Antonio, TX 78209, United States | +******••••6 | te**••••*.comRegister to View | — | Financial planner |