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Best financial advisors in San Antonio, TX

Registered advisers within 25 miles of San Antonio, TX.

Offices
756
Firms
308
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,301,922 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA PRIVATE WEALTH SERVICES, LLC
EDWARD JONES
MONEY MANAGERS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CYPRESS WEALTH ADVISORS, LLC
S HARRIS FINANCIAL GROUP, LLC
FROST INVESTMENT SERVICES
LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.
CRESCENDO WEALTH GROUP LLC
GAMBOA CAPITAL MANAGEMENT INC.
CENTAURUS FINANCIAL, INC.

Investors

Andres Alfredo Garza
SUSANNE SERNA
MONIQUE MICHELLE CASSIDY
DAVID OVERTON CARLOCK
Stewart Taylor Werner
Michael Anthony Apolinar
John F Duda
CODY THOMAS HEFFRON
TERESA JENSEN WHITE
RANDALL JAMES REINAGEL
JOHN BERNARD PITRE
RANDLE RUSSELL ROSS
STEVEN RAY PARKER
ALFREDO GARZA
KEVIN MCSTRAVIC
CHARLES HENRY LAUBACH
MITCHELL ALLEN BYRUM
Daniel P King
Stephanie Allison Harris
Gary Scott Harris
Gracelyn Snider
Samuel James Haager
CASSANDRA LEA TRUESDALE GUTIERREZ
Jaime Morales
LUCY DORALUZ CISNEROS
Jeremiah Anthony Sanchez
MARCO GAMBOA
LEVI DELANY ANDERSON
BRADLEY TOBLER
RONALD JOSEPH MCLANE

Within 25 miles of San Antonio, TX, Best Investors lists 308 registered investment advisory firms with 756 offices nearby, managing about $19.4T in combined regulatory AUM across 3,301,922 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Antonio

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM