Company lists · Data refreshed September 2026
Top 13 Fee-only financial advisors based in San Antonio, United States
RevenueBase identified 33 fee-only financial advisors headquartered in San Antonio, United States as of September 2026 and tracks 139 professional contacts across them, including 48 with verified work emails. New York is the largest hub.
This list covers fee-only financial advisors headquartered in San Antonio, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 13 largest fee-only financial advisors based in San Antonio, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 17 contacts → | ||||
Strong evidence “At Wealth Watch Advisors, we’re a solution focused, fee-based Registered Investment Advisory firm dedicated to helping clients make confident financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Indirect evidence “We Make Retirement Happen™” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Strong evidence “Growing out of a decades old CPA firm, Financial Life Advisors (FLA) is an independent, Fee-Only Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “JDK Wealth Advisors was founded in 2021 by Bradley W.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Strong evidence “Wela Financial Advisory, a registered investment advisor located in San Antonio, Texas, provides our clients with the Wela Way which includes, Independence, Investment Philosophy…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Wherever you are in your life’s journey, we’ll meet you there.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “We believe the first step towards investment advice is proper planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Strong evidence “Predico Partners is a fee-based financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Strong evidence “IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “A client-first, results-driven approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Strong evidence “Complete View Financial is a fee-only financial planning firm for retirees, young professionals, and professionals and executives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fee-only financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fee-only financial advisors.
- Partial evidence
- Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fee-only financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 13 of 33 fee-only financial advisors based in San Antonio, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 48 reachable decision-makers.
Free signup · no credit card
Fee-only financial advisors based in San Antonio, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 33 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fee-only financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in San Antonio, United States whose own description of what they do matches “fee-only financial advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fee-only financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among fee-only financial advisors, and records with no verified work email. Companies headquartered outside San Antonio are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 48 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Fee-only financial advisors by metro in the United States
- Fee-only financial advisors in New York82
- Fee-only financial advisors in Houston78
- Fee-only financial advisors in Atlanta70
- Fee-only financial advisors in San Diego70
- Fee-only financial advisors in Chicago64
- Fee-only financial advisors in Dallas59
- Fee-only financial advisors in Austin58
- Fee-only financial advisors in Scottsdale53
- Fee-only financial advisors in Charlotte52
- Fee-only financial advisors in Portland49
- Fee-only financial advisors in Denver46
- Fee-only financial advisors in San Francisco46
- Fee-only financial advisors in Columbus42
- Fee-only financial advisors in Tampa41
- Fee-only financial advisors in Cincinnati38
- Fee-only financial advisors in Los Angeles36
- Fee-only financial advisors in Overland Park36
- Fee-only financial advisors in Newport Beach35
- Fee-only financial advisors in Raleigh33
- Fee-only financial advisors in San Antonio33
- Fee-only financial advisors in Columbia32
- Fee-only financial advisors in Boston31
- Fee-only financial advisors in Rochester31
- Fee-only financial advisors in Minneapolis30
- Fee-only financial advisors in Pittsburgh29
- Fee-only financial advisors in Indianapolis28
- Fee-only financial advisors in Seattle28
- Fee-only financial advisors in Jacksonville26
- Fee-only financial advisors in Madison26
- Fee-only financial advisors in Omaha26
- Fee-only financial advisors in Phoenix26
- Fee-only financial advisors in Tucson26
- Fee-only financial advisors in Colorado Springs25
- Fee-only financial advisors in Grand Rapids25
- Fee-only financial advisors in Greenwood Village25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fee-only financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many fee-only financial advisors are there based in San Antonio, United States?
RevenueBase identified 33 fee-only financial advisors headquartered in San Antonio, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Wealth Watch Advisors, headquartered in San Antonio, tops this list with the largest team on record.
Which city has the most fee-only financial advisors?
New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 48 verified decision-maker contacts tracked across these 33 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 33 fee-only financial advisors based in San Antonio, United States. Start with a free account, no credit card.
Download this list →Related lists
Fee-only financial advisors by geography
- Fee-only financial advisors based in Atlanta, United States
- Fee-only financial advisors based in Austin, United States
- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
- Fee-only financial advisors based in Cincinnati, United States
- Fee-only financial advisors based in Colorado Springs, United States
- Fee-only financial advisors based in Columbia, United States
- Fee-only financial advisors based in Columbus, United States
- Fee-only financial advisors based in Dallas, United States
- Fee-only financial advisors based in Denver, United States
- Fee-only financial advisors based in Grand Rapids, United States
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-only financial advisors based in Atlanta, United States
- Fee-only financial advisors based in Austin, United States
- Fee-only financial advisors based in Boston, United States
- Fee-only financial advisors based in Charlotte, United States
- Fee-only financial advisors based in Chicago, United States
- Fee-only financial advisors based in Cincinnati, United States