Top Financial Advisors in San Antonio, Texas

With extensive experience since 1986, Savant Wealth Management is one of the best financial advisors in San Antonio because of their commitment to tailoring financial decisions to the best interests of their clients. Their broad range of specialties — including comprehensive wealth management, investment management, and estate planning — showcase their ability to provide holistic financial solutions. They prioritize fiduciary responsibility as an independent and fee-only firm, offering trusted and ethical asset management services.

Facet Wealth is a top financial advisor in San Antonio because of their comprehensive range of services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Founded in 2016 and headquartered in Baltimore, MD, Facet boasts a team of experienced financial experts who provide objective guidance through their innovative flat fee model. Focusing on personalized financial solutions and cutting-edge technology, Facet empowers individuals on their transformative journey toward financial well-being.

Sendero Wealth Management, LLC is a top financial advisor in San Antonio due to their extensive experience and expertise in various specialty areas, including financial planning, retirement planning, tax optimization, investment strategies, wealth protection, wealth preservation, legacy planning, and investment solutions. Their partner-led approach sets them apart as they have a diverse team with complementary backgrounds that cater to clients' unique needs and preferences. With a longstanding history of serving institutions and multigenerational families in the region and a commitment to intellectual honesty, Sendero Wealth Management has built strong relationships based on trust and satisfaction.

We chose 1900 Wealth Management as a top financial advisor in San Antonio because of their extensive financial planning experience and dedication to delivering maximum results for their clients. As an independent company owned by Jefferson Bank, they are able to provide personalized service tailored to each client's needs while remaining rooted in the San Antonio financial community. With over $1.5 billion in assets under management (AUM) and a comprehensive range of services including investment management, family governance, trust, private banking, and charitable gifting, 1900 Wealth is well-equipped to cater to high-net-worth individuals and families.

Founded in 2007, PAX Financial Group is one of the best financial advisors in San Antonio due to its extensive experience and commitment to holistic financial planning. They specialize in investment management and offer comprehensive services, including financial assessments and insurance solutions. As a locally owned and independent company, they prioritize their clients' needs and have established partnerships with renowned organizations like Goldman Sachs and Dave Ramsey to provide valuable resources to the community.

If you need a boutique advisor service, Wela Financial Advisory serves people in San Antonio and specalizes in providing exceptional financial planning and investment management services since its founding in 2011. Their focus on trust and building solid relationships with clients sets them apart, and they prioritize simplicity and transparent communication to help clients achieve long-term success. With their financial planning and investment management expertise, Wela Financial Advisory is a trusted partner for individuals and families in San Antonio.

Founded in 1991, Martin Capital Advisors is a top financial advisor in San Antonio because of its extensive experience and specialization in portfolio management, financial planning, retirement planning, and tax optimization. These comprehensive services allow them to cater to various financial needs. Martin Capital sets itself apart as a trusted and reliable advisor with a strong track record of consistently high-performing investment portfolios and a commitment to acting in their clients' best interests.