Company lists · Data refreshed November 2026

Top 20 Financial planning services based in San Antonio, United States

Name: Financial planning services based in San Antonio, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 72 companies tracked

RevenueBase identified 72 company matches for financial planning services associated with San Antonio, United States as of November 2026 and tracks 348 professional contacts across them, including 70 with verified work emails. Across the United States, New York is the largest hub for this category (269 companies); San Antonio has 72.

This list covers company matches for financial planning services associated with San Antonio, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

72Companies

348Contacts tracked

70Verified emails

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The 20 largest financial planning services based in San Antonio, United States

Ranked by team size

Top 20 of 72 company matches for financial planning services based in San Antonio, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	National Financial Alliance	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	39 contacts →
	Exact match “Founded in 2007, we're a Texas-based firm with service in over 40 states and territories.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Secure Financial Management	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	15 contacts →
	Exact match “We Make Retirement Happen™” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Teamwork Financial	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Tlwm Financial	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “From the very inception of our company, we wanted words like caring, kindness, understanding, and wisdom to define us.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Avid Wealth Partners	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	S. Harris Financial Group	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “At S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	JDK Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “JDK Wealth Advisors was founded in 2021 by Bradley W.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	I Financial	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Wherever you are in your life’s journey, we’ll meet you there.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Kercheville & Company	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Kercheville & Company/Kercheville Investment Advisors is a financial services company based out of San Antonio, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Arrow Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “We believe the first step towards investment advice is proper planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Predico Partners, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Predico Partners is a fee-based financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	KIN Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “The Kin Way 1.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Cross Financial Services	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Cross Financial Services was founded in 1993 with a clear mission: make a difference in people's lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Client Centric Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We’re more than just financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	SA Financial Solutions, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Magister Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	1 contacts →
	Exact match “Magister is a boutique financial consulting firm for individuals who desire greater understanding about their finances in order to make better decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Edwards & Associates Financial Services, INC	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “We empower individuals to achieve their best (financial) life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Sanders Independent Consulting, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Chris Reddick Financial Planning, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Chris Reddick Financial Planning (CRFP) is a San Antonio based fee-only financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Complete View Financial	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Complete View Financial is a fee-only financial planning firm for retirees, young professionals, and professionals and executives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 72 financial planning services based in San Antonio, United States

See the full list, filter by size, metro and specialty, and access 70 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning services based in San Antonio, United States at a glance

As of Nov 6, 2026

20.1%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 72 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Antonio, United States whose business descriptions match “financial planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 70 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning services are there based in San Antonio, United States?

RevenueBase identified 72 company matches for financial planning services associated with San Antonio, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

National Financial Alliance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning services?

New York leads the United States with 269 company records, followed by Houston (205) and Atlanta (176). San Antonio has 72.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 70 professional contacts with verified work emails tracked across these 72 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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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 SmartSearch, 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.