Best Financial Planners in San Antonio, Texas
Claimed listings first, then by BizScore. How we score
Top Financial Planners in San Antonio
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Showing 1-26 of 26 Financial Planners listings in San Antonio, TX · page 1 of 1
#1Financial Life Advisors of San Antonio Top-Rated
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 918-8998
- fladvisors.com
Financial Life Advisors of San Antonio: Financial Life Advisors is a financial planner in San Antonio, Texas. The firm serves professionals, families, and pre-retirees by providing specialized services in retirement planning, investing, taxes, and long-term wealth management. With a 4.80 rating...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 805-0171
- sendero.com
Sendero Wealth Management is a Financial planner in San Antonio, TX. The firm provides wealth management and investment guidance through holistic solutions that address both professional and personal goals. It serves multigenerational families, entrepreneurs...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 428-6250
- sfmplanning.com
Secure Financial Management is a financial planner in San Antonio, Texas. The firm provides a professional, straightforward approach to retirement planning, asset management, 401(k) administration, and estate planning. Serving clients both locally and...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 881-0540
- ameripriseadvisors.com
Doug Stone, a certified Financial Advisor at Ameriprise Financial Services, offers personalized financial advice and comprehensive services to help clients achieve their financial goals.
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 346-9961
- edwardjones.com
Edward Jones - Financial Advisor: Christina M Garza is a financial planner in San Antonio, TX. As an Edward Jones Financial Advisor, Christina M Garza serves clients seeking personal financial advice to achieve their goals. The practice focuses on specific...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 864-3333
- avidwp.com
Avid Wealth Partners is a financial planner in San Antonio, TX. The firm delivers wealth management for wealth creators, business owners, and their families, offering integrated wealth strategy, tax‑strategy and optimization, business planning and strategy...
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- Financial Planner
- San Antonio, Texas
- (469) 596-6984
- marinerfinance.com
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 881-5700
- paxfinancialgroup.com
PAX Financial Group, LLC is a financial planner in San Antonio, Texas. The firm provides fee-based fiduciary advice, specializing in financial planning, investment management, retirement planning, retirement plans for business owners, and insurance. Serving...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (877) 348-8822
- tlwmfinancial.com
TLWM Financial is a financial planner in San Antonio, Texas. The firm provides proactive investment management, comprehensive financial planning, and specialized personal advice. Their services are designed to help clients navigate complex investment options...
#101900 Wealth
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 736-7770
- 1900wealth.com
1900 Wealth is a financial planner in San Antonio, TX, serving individuals, families, and organizations seeking structured, long-term financial strategy. The firm specializes in investment management, family office solutions, charitable gifting, alternative...
#11I Financial
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 342-4346
- youandifinancial.com
I Financial is a financial planner in San Antonio, TX, serving individuals, families, and small business owners with personalized financial planning services. The firm specializes in creating individualized financial roadmaps that help clients achieve...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 530-9599
- welafa.com
Wela Financial Advisory is a financial planner in San Antonio, TX. The firm provides financial planning and investment management services to working professionals, pre-retirees, retirees, and widows or widowers. They focus on helping clients navigate pivotal...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 960-7899
- southtexaswealth.com
South Texas Wealth of San Antonio: South Texas Wealth is a financial planner in San Antonio, TX. The firm helps clients protect retirement savings through disciplined planning and capital protection strategies. They serve clients of all ages, with a special focus on protecting the retirement...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 998-5000
- platinumwealthsolutionsoftexas.com
Platinum Wealth Solutions of Texas, LLC is a financial planner in San Antonio, TX, located at 3522 Paesanos Pkwy #100. It holds a rating of 5.00 based on 10 reviews. The firm provides comprehensive financial planning and wealth management strategies for...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 491-2319
- clipperwealth.com
Clipper Wealth Management, LLC is a financial planner in San Antonio, TX. The firm serves South and Central Texas as well as the San Luis Valley in Colorado, offering custom wealth management strategies tailored to individual needs and goals. Services include...
#16Rio Bank
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- rio.bank
Rio Bank is a Financial Planner in San Antonio, TX, located at 5700 Broadway. The Stone Oak Banking Center provides full-service banking and 24-hour ATM access. It holds a rating of 3.00 based on 6 reviews. Customers can use contactless debit cards, add cards...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 218-8040
- chrisreddickfp.com
Chris Reddick Financial Planning, LLC is a financial planner in San Antonio, TX. The firm provides fee-only and advice-only financial planning services, specializing in retirement, investment, and tax planning. The practice serves educators and public service...
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- Financial Planner
- San Antonio, Texas
- (210) 807-9231
- mt.financial
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- Financial Planner
- San Antonio, Texas
- (210) 628-9733
- josephdwarren.com
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- Financial Planner
- San Antonio, Texas
- (888) 619-0001
- wplanners.com
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- Financial Planner
- San Antonio, Texas
- (210) 348-6090
- ingenuityfinancial.com
Ingenuity Financial Services is a financial planner in San Antonio, TX, offering investment management, retirement planning, estate planning, taxation planning, risk management, and long-term care guidance tailored to individual and family wealth goals. The...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (209) 662-0626
- legendsfinancialcenter.com
Duy Le | Legends Financial Center - Financial Professional (San Antonio, Austin, Houston, Dallas, Corpus Christi) is a financial planner in San Antonio, TX, located at 18410 U.S. Hwy 281 N Ste. 109. The firm serves families and professionals across San...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- riobank.com
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- Financial Planner
- San Antonio, Texas
- (210) 384-3400
- longlifefinancial.com
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- Financial Planner
- San Antonio, Texas
- (210) 339-2707
- stoneoakwealth.com
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 255-3040
- reliancefinancialpartners.com
What the Data Shows for Financial Planners in San Antonio
31% of the 26 financial planners we measured in San Antonio reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 66.
The average Google rating across 20 rated financial planners is 4.7, and the median listing has 6 reviews.
None of the 26 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 26 financial planners in San Antonio, Texas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in San Antonio ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in San Antonio, Texas does BizScoreAI track?
26 financial planners in San Antonio currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 80.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 31% of measured financial planners in San Antonio score 50 or higher.
Is being listed free?
Yes. Every financial planner in San Antonio is listed and scored for free, and claiming a listing is free too.
