🤫 Directory · consent-first

Near 78248. 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 78248

Money Managers, INC.0 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 Advisors0 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.0 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

B365invest0 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

the Legacy Collaborative, INC.1.2 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.1.2 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, LP1.2 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

Conceptwealth2.9 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 Corporation2.9 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 Investments2.9 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, LLC2.9 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, LLC2.9 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 Group2.9 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.2.9 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 Group2.9 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

Torres Financial Services, INC.3.6 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 LLC3.6 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, LLC3.6 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, LLC3.6 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 LLC3.6 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 Management3.6 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, LLC3.6 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

Shorebird Capital, LP3.7 mi

RIA firm · San Antonio, TX 78258 · Registered investment adviser

CRD 285437 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Texas Financial Advisory3.7 mi

RIA firm · San Antonio, TX 78258 · Registered investment adviser · $118M AUM

CRD 306413 · 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 78248. 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