🤫 Directory · consent-first

Near 78213. San Antonio.

24 financial advisors & firms and 0 insurance agents verified near San Antonio, TX — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 78213

Sansone & Associates0 mi

RIA firm · San Antonio, TX 78213 · Registered investment adviser · $13M AUM

CRD 130053 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kmc Wealth Management, LLC0 mi

RIA firm · San Antonio, TX 78213 · Registered investment adviser · $19M AUM

CRD 167437 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sherpa Wealth Management LLC0 mi

RIA firm · San Antonio, TX 78213 · Registered investment adviser

CRD 340032 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Martin Capital Advisors, LLP2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $182M AUM

CRD 108529 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Swbc Investment Company2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $256M AUM

CRD 140994 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Finser Investment Advisor2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $1.4B AUM

CRD 142570 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tlwm Financial2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $605M AUM

CRD 158305 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Altamira Capital Management LLC2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser

CRD 168486 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mark Muecke Capital Management, LLC2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $48M AUM

CRD 289109 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eldred Rock Partners, LLC2.5 mi

RIA firm · San Antonio, TX 78216 · Registered investment adviser · $644M AUM

CRD 316401 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Torres Financial Services, INC.2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $83M AUM

CRD 114486 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sensus Wealth Management Group LLC2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $33M AUM

CRD 153357 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Whitney Financial Strategies, LLC2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $11M AUM

CRD 174946 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Relyon Financial Advisors, LLC2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $24M AUM

CRD 269934 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Affinius Capital LLC2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $31.1B AUM

CRD 316030 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Larsen Financial Management2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser · $1M AUM

CRD 318482 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Planning Hq, LLC2.9 mi

RIA firm · San Antonio, TX 78230 · Registered investment adviser

CRD 320613 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

U.S. Global Investors, INC.3.3 mi

RIA firm · San Antonio, TX 78229 · Registered investment adviser · $1.3B AUM

CRD 111097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greybridge Private Wealth3.3 mi

RIA firm · San Antonio, TX 78229 · Registered investment adviser

CRD 327490 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Conceptum Strategies3.3 mi

RIA firm · San Antonio, TX 78229 · Registered investment adviser · $24k AUM

CRD 338635 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

S.B. Value Partners, L.P.4 mi

RIA firm · San Antonio, TX 78212 · Registered investment adviser · $3.9B AUM

CRD 139162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hmp Capital Management, LLC4 mi

RIA firm · San Antonio, TX 78212 · Registered investment adviser · $600k AUM

CRD 148850 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Summit Group4 mi

RIA firm · San Antonio, TX 78212 · Registered investment adviser · $16M AUM

CRD 173130 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Graystreet Partners4 mi

RIA firm · San Antonio, TX 78212 · Registered investment adviser · $159M AUM

CRD 334967 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to San Antonio, TX.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 78213. San Antonio.

24 financial advisors & firms and 0 insurance agents verified near San Antonio, TX — every one cited to the regulator, claimable and removable by the person named.

Find your person