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Choosing the right financial advisor in San Antonio can make a significant difference in achieving your financial goals, whether you’re looking to grow your wealth, plan for retirement, repair your credit, or navigate complex investment decisions.
To help you find the right partner in your financial journey, we’ve compiled a list of 10 notable financial advisors and firms in San Antonio, each offering a unique blend of services and expertise tailored to a wide variety of financial needs.
- Claybourn Frakes Wealth Advisory Services
- AC Financial Investments & Wealth Management
- Arrow Wealth Advisors
- Aspect Wealth Management Group
- Avid Wealth Partners
- Bartlett Investment Advisors
- Beneficent Financial
- Best Invest SA
- C.L. Sheldon & Company LLC
- Chris Reddick Financial Planning LLC
1. Claybourn Frakes Wealth Advisory Services
Address: 1027 Austin Hwy San Antonio TX 78209
Phone: 210-750-4600
Email: info@claybournfrakes.com
Website: claybournfrakes.com
Claybourn Frakes is a wealth advisory firm based in San Antonio, Texas, dedicated to helping individuals, families, business owners, executives, and non-profits make well-informed financial decisions. Founded by John C. Frakes, a Certified Exit Planning Advisor (CEPA) with over 30 years of experience, the firm operates with core values of faith, integrity, knowledge, work ethic, and passion. Their client-focused approach emphasizes clarity and simplicity in navigating complex wealth management decisions, offering strategic guidance tailored to individual goals. As a partner of Sanctuary Wealth, they leverage advanced technology and an open architecture environment to provide access to a wide range of investment opportunities.
2. AC Financial Investments & Wealth Management
Address: 242 W Sunset Rd Ste 101 San Antonio, TX 78209
Phone: 210-231-0456
Email: albert.cavazos@lpl.com
Website: myacinvestments.com
AC Financial Investments (ACI) provides investment advisory services, focusing on personalized portfolio management and financial planning. Their expertise includes wealth management, retirement planning, and risk mitigation strategies—all tailored to help clients navigate complex financial landscapes with clarity and confidence.
3. Arrow Wealth Advisors
Address: 400 N Loop 1604 E #280 San Antonio, TX 78232
Phone: 210-541-9967
Email: donna@arrowwealthadvisors.com
Website: arrowwealthadvisors.com
Arrow Wealth Advisors takes a client-first approach to financial planning and wealth management. Based in San Antonio, their team collaborates with individuals and families to build custom financial strategies that reflect personal goals and values. An introductory consultation is available for prospective clients to explore the possibilities.
4. Aspect Wealth Management Group
Address: 9311 San Pedro Ave #750 San Antonio, TX 78216
Phone: 210-268-1500
Email: maxclark@aspectwealth.com
Website: aspectwealth.com
Founded in 1997, Aspect Wealth Management offers a full suite of services, from investment and tax planning to estate and business planning. Led by Michael Clark, a former economic analyst and UTSA faculty member, the firm stands out for its educational and client-centric approach. The team includes professionals like Jane Weekley, adding depth to their planning and advisory services.
5. Avid Wealth Partners
Address: 17806 I-10 UNIT 106 San Antonio, TX 78257
Phone: 210-864-3333
Email: lindsey@avidwp.com
Website: avidwp.com
Avid Wealth Partners provides holistic financial planning and investment management services with a strong focus on building lifelong client relationships. Their tailored strategies help individuals and families make informed decisions around retirement, investments, and financial independence.
6. Bartlett Investment Advisors
Address: 122 E Hollywood Ave San Antonio, TX 78212
Phone: 210-733-7638
Email: alliggens1@gmail.com
Website: premier-note-investments.ueniweb.com
Specializing in the note investment market, Bartlett Investment Advisors helps clients generate passive income through structured and secured financial assets. Their transparent and strategic approach makes them an ideal partner for investors looking for stable and alternative investment opportunities.
7. Beneficent Financial
Address: 40 NE Interstate 410 Loop #630 San Antonio, TX 78213
Phone: 210-999-5511
Email: nancy.waldron@beneficentfinancial.net
Website: beneficentfinancial.net
Beneficent Financial offers personalized planning and wealth management services designed to support long-term financial success. Whether it’s retirement planning, investment strategy, or insurance guidance, the firm aims to help clients build and preserve wealth with a personal touch.
8. Best Invest SA
Address: 16118 Via Shavano Ste 100 San Antonio, TX 78249
Phone: 210-888-2820
Email: john@bestinvestsa.com
Website: bestinvestsa.com
Best Invest SA is dedicated to helping clients develop personalized investment and retirement plans. Their advisory team emphasizes strategic wealth management, portfolio diversification, and goal-based planning to ensure clients stay on track toward their financial milestones.
9. C.L. Sheldon & Company LLC
Address: 9901 I-10 Suite 800 San Antonio, TX 78230
Phone: 210-960-0699
Email: info@clsheldon.com
Website: clsheldon.com
C.L. Sheldon & Company LLC is well-known for serving military professionals and business owners with tax-efficient investment strategies and retirement planning. Their expert team helps clients maximize returns while minimizing risks, offering guidance backed by experience and a strong commitment to client education.
10. Chris Reddick Financial Planning LLC
Address: 543 Tranquil Oak San Antonio, TX 78260
Phone: 210-218-8040
Email: creddick@chrisreddickfp.com
Website: chrisreddickfp.com
Founded by Chris Reddick, a CERTIFIED FINANCIAL PLANNER™, this fee-only, advice-only firm caters especially to public service professionals and educators. The firm offers flexible financial planning through hourly, project-based, or subscription services, and places a strong emphasis on empowering clients through education.
San Antonio is home to many trusted financial advisors, each offering unique services tailored to different needs. As you explore your options, consider what aligns best with your goals and values. The firms listed above are a great place to start your search for the right financial partner.
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