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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 & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
VOYA FINANCIAL ADVISORS, INC.
DRY LINE PARTNERS LLC
VAQUERO GLOBAL INVESTMENT LP
SHV ETA VENTURES, LLC
U.S. GLOBAL INVESTORS, INC.
ROBINSON VALUE MANAGEMENT, LTD.
CAPSTONE INVESTMENT GROUP
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
CHARLES SCHWAB & CO., INC.
PARK AVENUE SECURITIES LLC
IMPERIUM WEALTH MANAGEMENT, LLC
CORIENT
PNC WEALTH MANAGEMENT LLC
PRIVATE WEALTH ASSET MANAGEMENT
LPL FINANCIAL LLC

Investors

James R Bradford
BRADEN BLACKWELDER
SAMUEL A HALEY
Stefano Rosellini
Robert Banks Donnelly
Lydia Samaniego Brieno
LAURA MARIE SALABURU
IRIS L DIAZ
NAHID KARIM KARIMJEE
Aaron Paul Davila
GARY CRAIG BOEHMER
PAUL EDWARD FERNANDEZ
ALBERTO CARLOS VILLARREAL
SHANE DOUGLAS PFEFFER
FRANK EDWARD HOLMES
CHARLES WILSON ROBINSON
AMY ABBEY ROBINSON
JAMES WILLIAM HANNA
Gina Francis Hughes
Christopher Kemp Thrower
Thompson Smith
Heather Cruice
Saida Michelle Volpe
Phu Hung Truong
Travis Alan Catalani
JEFFREY POWELL BAILEY
Shamarr T. Prentice
Brian James Taylor
John Webster
Philip Noel Nelson
KELLY DODSON KERR
MELISSA K BUREK
AUDRA S KERR
BRIAN JOHN CALLAHAN
Rosanna F Bragdon
JOHN PHILLIP FRIESEN
STEVEN MICHAEL OGLE
BRIDGET ELISE HILLSMAN
VICTOR VARDELL OELSEN
CAROL LYNN MANI JOHNSTON
GREGORY TAYLOR BOWMAN
Ernest J Martinez
Pamela Sue Wise
GERARDO RAMIREZ
CHRISTOPHER JOHN PAUL HOLDEN
Heather Haas
CHARLES DAY LUTZ
FERNANDA NOVAES
JOHN LEO KAUTH
JOHN MAURICE HENNESSY
ISIDORO KORNGOLD
ALBERTO ALEJANDRO SEGOVIA
HOWARD HEARN LUTZ
ADRIAN DEVOTO
ALFREDO LAROSA
KENNETH MARCK KORNGOLD
MARK ANTHONY MENENDEZ
BRITT WOODS
Rodrigo Alvarez
RUSSELL WAYNE SAMPLES
BRENT MICHAEL BUEHLER
Christopher Wayne Stewart

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