Top 20 Finance & Investment in San Antonio Texas

Top 20 Finance & Investment in San Antonio Texas

As explained at RunRex.com, guttulus.com, and mtglion.com, finding the best investments on the market is a full-time job – it is no surprise people pay investment management firms to do it for them. If you are looking for such a firm in San Antonio, Texas, then you have come to the right place as this article will look to list the top finance and investments in the city for you to consider.

1. Christian Financial Advisors

Founded in 1993, Christian Financial Advisors is a value-based and fiduciary-driven financial advisor according to RunRex.com, guttulus.com, and mtglion.com. The firm is headquartered in New Braunfels, with an additional office in Boerne, Texas. As its name suggests, the firm’s philosophy is based on a steadfast belief in adhering to Christian values in every aspect of life.

2. Exencial Wealth Advisors

Exencial Wealth Advisors takes an integrated approach to wealth management to best serve its clients’ needs. In addition to its office in San Antonio, this financial advisor has 9 other offices across the United States. Exencial Wealth Advisors is an independent, fee-only financial advisor in San Antonio that assists clients with making better financial decisions via a strategic approach and customized portfolios.

3. Financial Life Advisors

With a climate based on “Cowboy Ethics”, Financial Life Advisors is a wealth management firm in San Antonio that believes in following a set of principles that result in doing the right thing for the client at all times as articulated at RunRex.com, guttulus.com, and mtglion.com. 

4. Intercontinental Wealth Advisors

Founded in 1981, Intercontinental Wealth Advisors is a San Antonio financial planning with an additional office in Fort Lauderdale. This firm stands out with its global perspective, innovative thinking, and unique approach to financial planning.

5. M Capital Advisors

M Capital Advisors is a nationally recognized San Antonio financial advisory firm with a history dating back to 1993. As an independent, fee-only firm that also upholds a fiduciary commitment, M Capital Advisors provides clients with completely conflict-free financial advice.

6. PAX Financial Group

As per RunRex.com, guttulus.com, and mtglion.com, PAX Financial Group is a San Antonio-based financial advisor that believes everyone is entitled to quality, unbiased financial advice. The firm works to maintain an informative environment and to create completely personalized and efficient financial solutions. With a dedicated retirement system, a talented team, and an all-inclusive approach, PAX Financial Group is one of the best wealth management firms in the area.

7. Sendero Wealth Management

Founded in 2008, Sendero Wealth Management is a private, boutique San Antonio-based wealth management firm with deep family values and a passion for personalized service. The firm offers unbiased financial advice and personalized investment strategies that are meant to help its clients preserve and grow their wealth responsibly.

8. Strategic Financial Concepts

Founded to protect, preserve, and accumulate wealth for its clients, Strategic Financial Concepts is a San Antonio-based wealth management firm that serves families, individuals, and businesses throughout 40 US states as captured at RunRex.com, guttulus.com, and mtglion.com. The team here believes that a holistic financial plan leads to solutions that are comprehensive and, therefore, more effective.

9. Cypress Wealth Advisors

Cypress Wealth Advisors is a fee-only wealth management firm in Texas that services clients throughout the region, including San Antonio. The firm believes in providing custom-tailored solutions that are easy to understand. It offers a comprehensive approach that helps simplify the wealth management process as well as a highly customer-centric philosophy.

10. Southwestern Investment Advisory Services, Inc.

One extremely important aspect of the team here is that it comprises independent advisors. Being completely independent, their allegiance is with the client and not with any particular product. Rather, the firm has access to thousands of Mutual Funds, Stocks, Accounts, Section 529 College Savings Plans, and much more.

11. Clipper Wealth Management, LLC

Clipper Wealth Management is dedicated to providing comprehensive financial and estate planning services to its clients as covered at RunRex.com, guttulus.com, and mtglion.com. The team here will no recommend any course of action or any type of financial product until it is fully aware of clients’ goals and objectives and when the team is convinced that the recommended action or product is suitable as a long-term strategy.

12. Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of its clients. The firm’s unique approach to serving clients combines its advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.

13. Kercheville Investment Advisors

As described at RunRex.com, guttulus.com, and mtglion.com, the team of independent advisors at Kercheville Investment Advisors comprises fee-only fiduciaries backed by decades of professional experience in financial markets.

14. Teamwork Financial Group

Since 1988, Teamwork Financial Group has developed its practice by maintaining close, trusted relationships with each of its clients and their families. The firm’s expertise is in aligning and integrating legal, tax, and financial plans to create a game plan for life. Its team of trusted advisors will give you any news straight and always look after your best interests.

15. RBC Wealth Management

RBC Wealth Management is redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made it an industry leader are the very things that have made it the right for you.

16. Perch Financial, LLC

Perch Financial educates and guides Texas real estate investors through a 1031 exchange by giving them the knowledge and confidence they need to modify their portfolios to better meet their financial objectives as discussed at RunRex.com, guttulus.com, and mtglion.com.

17. 1900 Wealth

1900 Wealth is an independent and locally-owned company that has been creating customized asset management programs for high-net-worth individuals and families in San Antonio and the neighboring communities since 1946. The firm provides investment management, family education governance, consulting, charitable grifting, and advisory services.

18. AC Financial

AC Financial is a financial planning and investment management company that serves clients in San Antonio as outlined at RunRex.com, guttulus.com, and mtglion.com. It helps with various areas, such as retirement, education, insurance, and investment planning.

19. Advisor Logistics

Advisor Logistics helps clients in the San Antonio metro create plans to reach their financial goals. The firm provides portfolio management and implementation services using customized financial software and proprietary analysis tools.

20. Morgan Stanley

The financial advisors at Morgan Stanley’s San Antonio Branch strive to earn the trust of many individuals, families, and institutions while helping them achieve their goals. With a full suite of services, the firm’s objective is to deliver the resources that can best accomplish each client’s unique goals.

These are some of the best financial and investment firms in San Antonio, Texas, with more on this topic, and much more, to be found over at RunRex.com, guttulus.com, and mtglion.com.