Financial ADVSR advisor directory · SEC adviser records
Financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a firm office in San Antonio, with the firms that employ the most of them.
1,899 registered advisors work in San Antonio; the most are at J.P. Morgan Securities LLC (129). 0 list the CFP designation and 1,519 are also registered broker representatives.
Firms with the most advisors in San Antonio
Advisors in San Antonio, A to Z (first 300 of 1,899)
Search all of Texas →- Bryan E. AbbottS.B. Value Partners, L.P.
- Tareq AbdallaWells Fargo Clearing Services, LLC
- John B. AbeytaMorgan Stanley
- Carolyn J. AbshierLPL Financial LLC
- Guy M. AcerraAmeriprise Financial Services, LLC · Certified Financial Planner
- Noah Acevedo Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank AcostaIht Wealth Management LLC
- Melinda AdamsMML Investors Services, LLC
- Alan R. AdelmanFrost Investment Advisors, LLC
- Abiola AdetunjiCitigroup Global Markets Inc.
- John M. AdickesMorgan Stanley
- Spencer R. AdickesMorgan Stanley
- Nicholas AgostinoCetera Investment Advisers LLC · Certified Financial Planner
- Ernesto AguilarBroadway Wealth Solutions
- Joshua G. AguilarCitigroup Global Markets Inc.
- Miguel AguilarPfs Investments Inc.
- Carlos AguileraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cristobal AguirreJ.P. Morgan Securities LLC
- Ignacio Aguirre MijaresMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Imtiaz A. AhmedCapital Client Group, Inc.
- Shayan AhsanJ.P. Morgan Securities LLC
- Omar AkhilVaulkshire Investment Advisors
- David S. AkrightCaptrust · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth A. AlamilloWela Financial Advisory
- Robert L. AlanizRaymond James Financial Services Advisors, Inc.
- Alma M. AlcoserFrost Investment Services
- Shaju AlexanderOsaic Wealth, Inc.
- William D. AlfordTitleist Asset Management, LLC
- Justin B. AllenSagespring Wealth Partners
- Charles B. AllisonM. E. Allison & Co., Inc. · Certified Financial Planner
- Christopher R. AllisonM. E. Allison & Co., Inc. · Certified Financial Planner
- Jacob H. Allison1900 Wealth
- Alexandra AlmendarezCommonwealth Financial Network
- Wesley G. AlstonLPL Financial LLC
- Timothy P. AltreeFrost Investment Advisors, LLC
- Diego L. AlvaradoJ.P. Morgan Securities LLC
- Jason N. AlvaradoNorthwest Capital Management Inc. · Certified Financial Planner
- Lisa M. AlvaradoTitleist Asset Management, LLC
- Tristan AlvaradoStrategic Advisers LLC
- Jose R. AlvarengaFarmers Asset Management, LLC
- Alejandro AlvarezJ.P. Morgan Securities LLC
- David K. AlvarezPax Financial Group · Certified Financial Planner
- Rodrigo AlvarezPNC Wealth Management LLC
- Veronica M. AlvarezCitigroup Global Markets Inc.
- William AlvarezFrost Investment Services
- Fernando L. Alvarez-CalderonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan C. AmadorPNC Wealth Management LLC
- Nathalia AmadorPfs Investments Inc.
- Joshua M. AmparanEagle Strategies LLC
- James R. AndersonEdward Jones · Certified Financial Planner
- Larry A. AndersonS.B. Value Partners, L.P.
- Levi D. AndersonCentaurus Financial, Inc.
- Melissa T. Anderson1900 Wealth
- Payton AndersonJ.P. Morgan Securities LLC
- Juan P. Andrade FrichAlterna Wealth Management, Inc.
- Matthew W. AndrewsOmnimint Advisors LLC
- Michael A. ApolinarEdward Jones
- Curtis AppletonJ.P. Morgan Securities LLC
- Daniel A. ArandaEagle Strategies LLC
- Flora D. ArdonFrost Investment Services
- Albert Arismendi IIIPfs Investments Inc.
- Sara E. ArizpeUBS Financial Services Inc.
- Sylvia ArmendarizMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Byron M. ArmstrongPfs Investments Inc.
- Hugh W. Armstrong IVStrategic Advisers LLC
- Stephen ArndtEmpower Advisory Group, LLC
- Frank B. ArnoldOsaic Wealth, Inc. · Personal Financial Specialist
- Stephen P. ArnoldTexas Institutional Investment Management, LLC
- Jason ArredondoIams Wealth Management, LLC
- Robert C. Arredondo JrCapital Client Group, Inc.
- Joshua S. ArringtonOneascent Financial Services LLC
- Robert H. ArteagaAmeriprise Financial Services, LLC
- Jacob AskariJ.P. Morgan Securities LLC
- Kolapo AtandaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel E. AterState Farm Investment Management Corp.
- Markie S. AtkissionFrost Investment Advisors, LLC
- James C. AugustineRockefeller Financial LLC
- Harry R. AustinStrategic Advisers LLC
- James S. AustinMorgan Stanley
- Victor M. AyalaFrost Investment Services
- Eric Ayarzagoitia TrevinoUBS Financial Services Inc.
- Tucker P. AzarUBS Financial Services Inc.
- Robin J. BadilloBroadway Wealth Solutions
- Aleta F. Baggett JohnsonMorgan Stanley
- Jate'Via D. BaileyCapital Client Group, Inc.
- Jeffrey P. BaileyJ.P. Morgan Securities LLC
- Sanda E. BaileyAmeriprise Financial Services, LLC · Certified Financial Planner
- Ellias BakerRaymond James Financial Services Advisors, Inc.
- Frederick L. BakerFinser Investment Advisor
- John R. BallantyneUsaa Investment Services Company
- David M. BallardLPL Financial LLC · Chartered Financial Consultant
- Elsa BalliWells Fargo Advisors Financial Network, LLC
- Maximiliano BalliMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven BanklerFinancial Transparency · Personal Financial Specialist
- Marco O. BarajasEdward Jones · Certified Financial Planner
- Raul G. BarcenesJ.P. Morgan Securities LLC
- Ann B. BarhamTitleist Asset Management, LLC
- Mark C. BarileCapital Client Group, Inc.
- Lori S. BarkerBest Invest
- Philip B. BarndsCapital Client Group, Inc.
- Clifton R. BarnesOsaic Wealth, Inc.
- Louis BarnesStrategic Advisers LLC
- Scott A. BarnesS.B. Value Partners, L.P.
- William J. BarnesS.B. Value Partners, L.P.
- Kevin J. BarnettCaptrust
- Lawrence A. BarocasSnowden Capital Advisors LLC
- Sebastian BarrazaStrategic Advisers LLC
- Jonathan BarreraEdward Jones
- Avery BarrientezCitigroup Global Markets Inc.
- Robert K. BaughCetera Investment Advisers LLC · Chartered Financial Consultant
- David F. BaveroOsaic Wealth, Inc.
- Valerie A. BeaboutSteward Partners Investment Advisory, LLC
- Kevin D. BeallUsaa Investment Services Company · Chartered Financial Consultant
- James D. BeaulieuStrategic Advisers LLC
- Kristine M. BeaverLPL Enterprise, LLC
- Andrew C. BecerraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandy M. BeckCitigroup Global Markets Inc.
- Yamara M. BeckAssetfusion
- Christopher BeckerNorthwestern Mutual Investment Services, LLC
- George P. Becknell IIIMML Investors Services, LLC · Chartered Financial Consultant
- Traci D. BeckwithMorgan Stanley
- Benjamin R. BeecherLPL Financial LLC · Certified Financial Planner
- Katrina A. BellCharles Schwab & Co., Inc.
- Stephen F. BellSendero Wealth Management, LLC
- Coley T. BellamyEagle Strategies LLC
- Christopher BelsjoeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carlos R. Benavides Jr.LPL Financial LLC
- Denice BenavidezStrategic Advisers LLC
- Ida K. BenfantiUsaa Investment Services Company
- Edward A. BensonEdward Allen Benson, Phd.
- James BergCetera Investment Advisers LLC
- Thomas A. BergeronFrost Investment Advisors, LLC · Chartered Financial Analyst
- Joseph A. BerkelMcNally Financial Services Corporation
- Richard B. BerlangaEdward Jones
- Jaqueline BernalMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandon BernardoCitigroup Global Markets Inc.
- Christopher S. BerryEdward Jones
- Michael A. BertuzziMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andi BerzaniJ.P. Morgan Securities LLC
- Brandon C. BighamFrost Investment Services · Certified Financial Planner
- Sardar BiglariBiglari Capital Corp.
- James R. BishopWells Fargo Advisors Financial Network, LLC
- Patrick J. BitterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua A. BlackFrost Investment Services · Certified Financial Planner
- Koko BlackJ.P. Morgan Securities LLC
- Braden BlackwelderRaymond James & Associates, Inc.
- David BlancoFrost Investment Services
- Daniel K. BlecherPivot Investment Planning, LLC
- Craig S. BlessingCapital Client Group, Inc. · Chartered Financial Analyst
- Robert P. Blessing Jr.Waterloo Capital
- Lisa F. BlonkvistMorgan Stanley
- Robert R. BlountPivot Investment Planning, LLC
- Srdjan BlumTitleist Asset Management, LLC · Certified Financial Planner
- Roy B. BlyTitleist Asset Management, LLC · Certified Financial Planner
- Gary C. BoehmerVoya Financial Advisors, Inc.
- Jordan B. BoehneVictory Capital Management Inc.
- Todd A. BogganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Randal C. BoggsMorgan Stanley
- Valerie A. BoggsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rocco B. BonazzaMML Investors Services, LLC
- Quintin BononciniJ.P. Morgan Securities LLC
- James C. Boone IIIRaymond James & Associates, Inc.
- Donald A. BorawskiEagle Strategies LLC
- Brian S. BordenWells Fargo Clearing Services, LLC
- Aubrey L. Bordovsky Jr.Usaa Investment Services Company
- Kevin S. BoriackCharles Schwab & Co., Inc. · Certified Financial Planner
- Justin BoudreauWells Fargo Clearing Services, LLC
- Robert S. BowermanTlwm Financial · Certified Financial Planner
- Kevin B. BowmanNavy Federal Investment Services, LLC
- Rebecca A. BoydCommonwealth Financial Network
- David BoyersPfs Investments Inc.
- James B. BoyntonAmeriprise Financial Services, LLC
- Shelby C. BrachoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James R. BradfordRaymond James & Associates, Inc.
- Karesse R. BradleyLPL Enterprise, LLC · Chartered Financial Consultant
- Justin L. BradyTitleist Asset Management, LLC
- Rosanna F. BragdonRBC Capital Markets, LLC
- Jason D. BranchAvid Wealth Partners, LLC
- David B. BrantleyAmeriprise Financial Services, LLC
- Todd R. BraulickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Meliza BrechtJ.P. Morgan Securities LLC
- Stephen M. BreigWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael R. BrellFrost Investment Services · Chartered Financial Analyst
- Liam D. BrennanPrincipal Securities, Inc.
- Regina C. BrequeUsaa Investment Services Company
- Ada M. BrewsterVictory Capital Management Inc.
- David A. BridgforthSouth Texas Advisors For Retirees, LLC
- Tiffany M. BriggsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jereme D. BriscoLPL Financial LLC
- Joyce L. BriskinDominion Portfolio Management, Inc.
- Donald M. BrittState Farm Investment Management Corp. · Chartered Financial Consultant
- Janise M. BrooksPax Financial Group
- John Brooks1819 Partners
- John Edward BrooksAmeriprise Financial Services, LLC
- Brock S. BrowerAmeriprise Financial Services, LLC
- Sabrina L. BrownReliance Wealth Management
- Timothy L. BrownThe Viable Group, Inc.
- Carolyn E. Brown - SimpsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Catherine J. BruceAmeriprise Financial Services, LLC
- Jeffery BrutonEdward Jones
- Dustin R. BryantEdward Jones
- Ryland S. Bryant IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elizabeth A. Buckthal ChiltonSendero Wealth Management, LLC · Chartered Financial Analyst
- Christopher P. BuddeJ.P. Morgan Securities LLC
- Brent M. BuehlerLPL Financial LLC
- Kevin BuekerCharles Schwab & Co., Inc.
- Ian BuenrostroWells Fargo Advisors Financial Network, LLC
- Jimmy R. BuesoVictory Capital Management Inc.
- David BugarinJ.P. Morgan Securities LLC
- Alonso BuitronJ.P. Morgan Securities LLC
- Frank H. Bullinger Jr.Titleist Asset Management, LLC
- James W. BullockSnowden Capital Advisors LLC
- Ian M. Bundy-GrayEdward Jones
- Michael D. BurbankAvior Wealth Management, LLC
- Clifford B. BurchMcNally Financial Services Corporation
- Melissa K. BurekRBC Capital Markets, LLC
- Arturo BurguenoUSA Financial Securities LLC
- Kyla A. BurkeFrost Investment Advisors, LLC
- Candace J. BurkettRaymond James & Associates, Inc.
- Theodore R. BurkhartCary Street Partners
- Eric J. BurrWells Fargo Advisors Financial Network, LLC
- Austin S. BurtMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley BurtonAmeriprise Financial Services, LLC
- Jaxson R. BuschPfs Investments Inc.
- Trevor W. BuschPfs Investments Inc.
- Jessica M. BustosMorgan Stanley
- Juan Carlos Bustos MaresMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Valerie I. ButlerUBS Financial Services Inc.
- Jaden ButnaruSanctuary Advisors, LLC
- Brian C. ByersVictory Capital Management Inc.
- Mitchell A. ByrumS Harris Financial Group, LLC · Certified Financial Planner
- Alejandro CabezutThe Summit Group
- Robert C. Cadena Jr.LPL Financial LLC
- Amy L. CalderonLPL Financial LLC
- Clay CalderonJ.P. Morgan Securities LLC
- Brian J. CallahanRBC Capital Markets, LLC
- Edward M. CallahanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kirsten D. Callaway-LolieJ.P. Morgan Securities LLC
- Brann G. CalvettiFirst Command Advisory Services
- Arturo CalvilloStrategic Advisers LLC
- Carlos CamarilloOsaic Wealth, Inc.
- Jacob K. CampbellPax Financial Group · Certified Financial Planner
- Cristian J. CamposEquitable Advisors, LLC
- Juan G. CanalesCharles Schwab & Co., Inc.
- Mary D. CanalesOsaic Wealth, Inc.
- Cesar V. CanizalezMML Investors Services, LLC
- Khristene A. CanoBroadway Wealth Solutions
- Rachel D. CanoMorgan Stanley
- Roberto CanoAlterna Wealth Management, Inc.
- Teresa I. CanoUBS Financial Services Inc.
- Angel E. CantuEquitable Advisors, LLC
- Laura F. CantuSendero Wealth Management, LLC
- Roberto D. CantuLPL Financial LLC
- Shana L. CantuVictory Capital Management Inc.
- Jerry CapetilloJ.P. Morgan Securities LLC
- Kevin J. CaputoApollon Wealth Management, LLC · Certified Financial Planner
- Christian D. CaraveoLonestar Registered Investment Advisors, LLC
- Kelly K. CardVoya Financial Advisors, Inc.
- Antonio G. CariasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David O. CarlockKestra Private Wealth Services, LLC · Certified Financial Planner
- Jessica CarlosState Farm Investment Management Corp. · Chartered Financial Consultant
- Kristin R. CarltonSavant Wealth Management · Certified Financial Planner
- Jake T. CarlyleSendero Wealth Management, LLC
- Justin CarmoucheJ.P. Morgan Securities LLC
- Patrick M. CarneyRaymond James & Associates, Inc. · Certified Financial Planner
- Mark M. CarolinOsaic Wealth, Inc.
- Teresa M. Carper-EspinoWells Fargo Clearing Services, LLC
- John M. CarrCarr Consulting P.A. · Certified Financial Planner
- Octavio L. CarrascoFrost Investment Services
- Carolyn S. CarrilloVictory Capital Management Inc.
- John D. Carrillo IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Luis CarrilloStrategic Advisers LLC
- Todd E. CarterFrost Investment Services
- Stephen D. CasacciaVictory Capital Management Inc.
- Stephanie R. CasasCambridge Investment Research Advisors, Inc.
- Kathryn E. CaseyFrost Investment Services
- Christian S. CasillasRaymond James Financial Services Advisors, Inc.
- Marshall R. Cassedy Jr.McNally Financial Services Corporation
- Monique M. CassidyRaymond James Financial Services Advisors, Inc.
- Ryan P. CassinCapital Client Group, Inc.
- Armando CastilloJ.P. Morgan Securities LLC
- Christine S. CastilloUsaa Investment Services Company
- Connie P. CastilloCapital Client Group, Inc.
- Jorge Castillo IIIMwa Financial Services Inc.
- Juan R. CastilloCitigroup Global Markets Inc.
- Keary P. CastleberrySnowden Capital Advisors LLC
- Carlos G. CastorenaTitleist Asset Management, LLC
- Reynaldo Castro Jr. Jr.UBS Financial Services Inc.
- Blas S. Catalani IIWells Fargo Clearing Services, LLC
- Travis A. CatalaniJ.P. Morgan Securities LLC
- Jocelyn CatesEdward Jones · Certified Financial Planner
- Heather F. CaussadeCaptrust · Certified Financial Planner
- Alexandra CavazosLPL Financial LLC
- Johnny L. CavazosLPL Financial LLC
- Peter M. CavazosCitigroup Global Markets Inc.
- Jorge P. CazarezRaymond James Financial Services Advisors, Inc.
- Betty CervantesEdward Jones
- John M. CervantesPrime Capital Financial · Chartered Financial Analyst
- Monica S. CervantesPax Financial Group
- Steven D. ChafinAllstate Financial Advisors, LLC
Other cities in Texas
All of Texas →Houston 5,014Dallas 4,082Austin 3,691Plano 3,256Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147Georgetown 136
Questions
How many financial advisors are in San Antonio, TX?
1,899 investment adviser representatives are registered at firm offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records. 1,519 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in San Antonio?
J.P. Morgan Securities LLC, with 129 registered advisors in San Antonio, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 124.
How do I check a financial advisor in San Antonio?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.