🤫 Directory · consent-first

Near 78216. 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 78216

Martin Capital Advisors, LLP0 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 Company0 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 Advisor0 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 Financial0 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 LLC0 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, LLC0 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, LLC0 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

Sansone & Associates2.5 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, LLC2.5 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 LLC2.5 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

Conceptwealth3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser

CRD 114849 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mcnally Financial Services Corporation3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $28M AUM

CRD 121196 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trellisent Investments3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $16M AUM

CRD 151473 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

SA Financial Solutions, LLC3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $438k AUM

CRD 157790 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kraus Capital Management, LLC3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $73M AUM

CRD 282797 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pax Financial Group3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $747M AUM

CRD 284164 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Composedpro, INC.3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $44M AUM

CRD 297440 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Compass Financial Group3.7 mi

RIA firm · San Antonio, TX 78232 · Registered investment adviser · $92M AUM

CRD 328412 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

M. E. Allison & CO., INC.4 mi

RIA firm · San Antonio, TX 78209 · Registered investment adviser · $366M AUM

CRD 1047 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gunn & CO Asset Management INC4 mi

RIA firm · San Antonio, TX 78209 · Registered investment adviser · $38M AUM

CRD 104750 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Robinson Value Management, LTD.4 mi

RIA firm · San Antonio, TX 78209 · Registered investment adviser · $202M AUM

CRD 110156 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Glass Wealth Management CO., LLC4 mi

RIA firm · San Antonio, TX 78209 · Registered investment adviser · $312M AUM

CRD 114097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mission Advisors, LP4 mi

RIA firm · Terrell Hills, TX 78209 · Registered investment adviser · $53M AUM

CRD 114285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Torres Financial Services, INC.4 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

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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 78216. 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