🤫 Directory · consent-first

Near 78249. 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 78249

S Harris Financial Group, LLC0 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, LLC0 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 Management0 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 LLC0 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

Best Invest0 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $296M AUM

CRD 297599 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Alliance Wealth Management0 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $32M AUM

CRD 315548 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Praestantia Capital, LLC0 mi

RIA firm · San Antonio, TX 78249 · Registered investment adviser · $7M AUM

CRD 334865 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Torres Financial Services, INC.3.8 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 LLC3.8 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, LLC3.8 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, LLC3.8 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 LLC3.8 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 Management3.8 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, LLC3.8 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

Victory Capital Management INC.3.9 mi

RIA firm · San Antonio, TX 78256 · Registered investment adviser · $282.7B AUM

CRD 106189 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Reliance Wealth Management3.9 mi

RIA firm · San Antonio, TX 78256 · Registered investment adviser · $134M AUM

CRD 332415 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Legacy Collaborative, INC.4.5 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.4.5 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, LP4.5 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

U.S. Global Investors, INC.4.8 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 Wealth4.8 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 Strategies4.8 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.5.7 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 Advisors5.7 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

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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 78249. 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