🤫 Directory · consent-first

Near 78230. 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 78230

Torres Financial Services, INC.0 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 LLC0 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, LLC0 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, LLC0 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 LLC0 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 Management0 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, LLC0 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

the Legacy Collaborative, INC.2.5 mi

RIA firm · San Antonio, TX 78231 · Registered investment adviser · $5M AUM

CRD 114591 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

American Market Advisors, INC.2.5 mi

RIA firm · Shavano Park, TX 78231 · Registered investment adviser · $25M AUM

CRD 115796 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alamo Advisors, LP2.5 mi

RIA firm · San Antonio, TX 78231 · Registered investment adviser · $3.9B AUM

CRD 122290 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sansone & Associates2.9 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, LLC2.9 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 LLC2.9 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

U.S. Global Investors, INC.3.1 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 Wealth3.1 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 Strategies3.1 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

Money Managers, INC.3.6 mi

RIA firm · San Antonio, TX 78248 · Registered investment adviser · $147M AUM

CRD 104529 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Life Advisors3.6 mi

RIA firm · San Antonio, TX 78248 · Registered investment adviser · $366M AUM

CRD 128502 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lime Rock Investment Management Company, INC.3.6 mi

RIA firm · San Antonio, TX 78248 · Registered investment adviser · $9M AUM

CRD 322364 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

B365invest3.6 mi

RIA firm · San Antonio, TX 78248 · Registered investment adviser

CRD 337742 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

S Harris Financial Group, LLC3.8 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $404M AUM

CRD 151899 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cypress Wealth Advisors, LLC3.8 mi

RIA firm · Shavano Park, TX 78249 · Registered investment adviser · $81M AUM

CRD 166414 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Secure Financial Management3.8 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $400M AUM

CRD 169278 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kercheville Advisors LLC3.8 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $555M AUM

CRD 169471 · 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 78230. 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