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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in San Antonio, TX

Every SEC-registered financial advisor at a firm office in San Antonio who lists the Chartered Financial Analyst designation, A to Z.

42 CFA charterholders work in San Antonio; the most are at Captrust (7). 11 are also registered broker representatives.

CFA advisors in San Antonio, A to Z

Every advisor in San Antonio →

Firms with the most CFA charterholders in San Antonio

Captrust 7Victory Capital Management Inc. 4Frost Investment Advisors, LLC 3Sendero Wealth Management, LLC 3Capital Client Group, Inc. 2Ulrich Investment Consultants 21900 Wealth 1Eldred Rock Partners, LLC 1Frost Investment Services 1Inflection Financial 1Kercheville Advisors LLC 1Kindred Peak Wealth Management LLC 1L. Cooper Investments 1Lime Rock Investment Management Company, Inc. 1Luther King Capital Management Corporation 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in San Antonio, TX?

42 SEC-registered investment adviser representatives at firm offices in San Antonio, Texas list the CFA designation; Captrust employs the most of them (7).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in San Antonio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.