Various characteristics differentiate a good financial advisor from a bad one, and, in the ever-evolving world of finances it might be difficult to find a firm that succumbs to your demands and generates wealth management plan especially curated to your financial goals.
In this article, we have curated a list of the top 7 financial advisors in San Antonio, each distinguished by their expertise, skills, insight, and relentless commitment to lead their clients towards a more secure financial future.
Top 7 Financial Advisors in San Antonio
Here’s our list of top 7 financial advisors in San Antonio:
1. 1900 Wealth
On the top of our list is the 1900 wealth. The company has been in business since 2015. Earlier known as Monticello Wealth Management, the company legally changed its name in 2021. 1900 Wealth is owned by Jefferson Bank.
The company aims to deliver independent financial advice, be committed advocates for you, operate with uncompromising objectivity, transparency, respect, competency, honesty, and integrity, and utilize state-of-the-art financial services technologies to manage your wealth, financial assets, and financial resources
Areas of Expertise: The company offers the following services to its clients
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Portfolio Management for Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisors
Fee Structure: The fees usually charged by financial advisors are based on their services. 1900 Wealth charges the following types of fees.
Percentage of Assets Under Management (AUM): The company charges Between 0.50% and 2.00% of assets under management (annually).
Hourly: The advisors working in 1900 wealthy can typically Charge $150 to $400 per hour, depending on the extent of services.
| Firm Info. |
| Address: 1777 NE Interstate 410 Loop, St #200, San Antonio, TX 78217, USA Website: https://1900wealth.comPhone: (210) 736-7770 Assets Under Management: $1.6 billion No. of Advisors: 7No. of Clients: 627Client to Advisor Ratio: 90:1 Average Account Size: $2.6 million |
2. Teamwork Financial Advisors, LLC
The second financial advisor on our list is Teamwork Financial Advisors, the company was established in 2019 and serves 15 US state(s). The company primarily serves high-net-worth individuals including pensions and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Areas of Expertise: The company offers financial services like:
- Financial planning services
- Portfolio management
- Selection of other advisors (including private fund managers)
Fee Structure
The company charges its clients based on the percentage of assets under management. Keep in mind, that this doesn’t include brokerage commissions, interest, taxes, and other account expenses, so the company may charge you extra for this.
| Firm Info. |
| Address: 201 W Hillside Rd Ste 19, Laredo, Texas, 78041Phone Number: (956) 724-8194 Website: www.teamworkfinancial.com Revenue: $5 MillionAssets Under Management: $560,434,803 Number of Advisors: 13 |
3. Sendero Wealth Management
Number three on our list of top financial advisors in San Antonio is Sendero Wealth Management owned by Sendero partners. The company was founded in the year 2000 as a financial advisor division of Redstone Consulting, LLC, a subsidiary of Redstone Federal Credit Union, but later in the year 2008 became a sovereign firm.
The firm’s clientele consists of both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans and charities.
The firm aims to bring long-term success to its clients.
Areas of Expertise:
- Financial planning
- Portfolio management
- Selection of other advisors
- Educational seminars
Fee Structure
- The annual fee for advisory services is based on the market value of the assets under management.
- The firm uses a tiered schedule with a maximum fee of 1.10% on the first $1,000,000 with lower rates on higher tiers.
| Firm Info. |
| Address: 250 West Nottingham, Suite 300, San Antonio, TX 78209 Website: https://sendero.com/ Phone: +1 210-805-0171 Assets Under Management: $3,926,223,849 Number of Advisors: 17 |
4. Titleist Asset Management, Ltd.
Titleist Asset Management, LLC was established in 2003 as a Registered Investment Advisor by Byron L. Fields and Joe-Ben O’Banion, who both still serve as managing partners for the firm. The company provides services to clients including individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities.
Areas of Expertise: The company offers services like:
- Financial planning services
- Portfolio management
- Pension consulting services
Fee Structure
Clients are charged for Advisor’s asset management services based on a percentage of assets under management. Though the company has provided fee guidelines, the exact amount can only be decided prior to the service being provided.
| Firm Info. |
| Address: 777 E. Sonterra Blvd, Suite 330, San Antonio, Texas 78258 Website: http://tamgmt.com Phone:Â 210.826.2424, 210.579.7177Assets Under Management: $960,498,129 Number of Advisors: 27No. of Clients: 1477 |
5. TPB Wealth Advisors, LLC
Fifth on our list is TPB Wealth Advisors, a company that began operations in 2009. Originally named the Bank of San Antonio Wealth Advisors, the finance management company was a fully owned subsidiary of Texas Partners Bank, LLC, which is owned by Southwest Bancshares, Inc.
The company serves individuals, both with and without high net worths as well as trusts, estates, charities, and corporations.
Areas of Expertise: The Firm offers financial services like
- Portfolio management
- Financial planning
- Pension consulting services
- Selection of other advisors
Fee Structure
As a fee-only firm, TPB only charges asset-based advisory fees and other fixed fees.
| Firm Info. |
| Address: 1900 West Ave, San Antonio, Texas, 78201, United States Website: https://www.thebankofsawealtAssets Under Management; $844,792,764Number of Advisors: 1Revenue: Under 1 Million |
6. PAX Financial Group
Pax Financial Group was founded in 2007 by Darryl Lyons, Joseph Schuetze, and Andres Gutierrez. Lyons and Schuetze are now the two principal owners, with Lyons serving as CEO and Schuetze serving as a board member and financial advisor.
The company offers financial planning services to High net worth individuals and families, Corporate executives, business owners, professionals, and women (widows and divorcees).
The advisors at PAX create portfolios for clients based on their financial standings and future goals.
Areas of Expertise:
- Financial planning services
- Portfolio management
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Fee Structure
PAX financial group is a fee-based financial advisor i.e. some advisors can earn commissions for selling insurance products.
| Firm Info. |
| Address: 270 N Loop 1604 E STE. 200, San Antonio, TX 78232, United States Phone: +1 210-881-5700 Website: https://paxfinancialgroup.com…Assets Under Management: $494,838,589 Number of Advisors: 10 |
7. Martin Capital Advisors, LLP
At number seven on our list is Martin Capital Advisor, a company founded in the year 1989, and is primarily owned by managing partner Paul Martin. The company provides financial services to high-net-worth individuals, trusts, charitable foundations, businesses, and pension and profit-sharing plans.
The company mainly invests its clients’ financial assets into stocks, bonds, and cash, in pursuit of long-term investment returns.
Areas of Expertise:
- Financial planning
- Portfolio management
Fee Structure
Martin Capital Advisor is a fee-only firm, so, they can charge you asset management fees, hourly fees, and fixed fees.
| Firm Info. |
| Address: 1100 NE Interstate 410 Loop #300, San Antonio, TX 78209, United States Phone: +1 210-694-2100 ext. 4 Website: https://martincapital.com/Assets Under Management: $102,899,830Number of Advisors: 8 |
Conclusion
With that, we have reached the end of our article. This was our list of top 7 Financial Advisors in San Antonio. The list was curated and ranked based on the companies that have more total assets under management, and companies that serve more clients. Along with that, criteria like Clients Per Advisor, Age of Firm, and Fee Structure were also taken into consideration while curating the list.
