Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Stone Oak Wealth Management, LLC financial advisors in San Antonio, TX

Every SEC-registered investment adviser representative at a Stone Oak Wealth Management, LLC office in San Antonio, A to Z.

The short answer

3 registered advisors work at Stone Oak Wealth Management, LLC in San Antonio, out of 3 at the firm nationwide; it ranks number 77 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Stone Oak Wealth Management, LLC advisors in San Antonio, A to Z

Every Stone Oak Wealth Management, LLC advisor →

Stone Oak Wealth Management, LLC advisors in every city and state →Stone Oak Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in San Antonio

All San Antonio advisors →

J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38

Questions

How many financial advisors does Stone Oak Wealth Management, LLC have in San Antonio?

3 investment adviser representatives are registered at Stone Oak Wealth Management, LLC offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Stone Oak Wealth Management, LLC one of the largest advisor employers in San Antonio?

Stone Oak Wealth Management, LLC ranks number 77 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.

How do I check a Stone Oak Wealth Management, LLC advisor 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, 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 Stone Oak Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.