Company lists · Data refreshed September 2026

Top 22 Retirement planning services based in San Antonio, United States

Name: Retirement 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 Sep 21, 2026 77 companies tracked

RevenueBase identified 77 company matches for retirement planning services associated with San Antonio, United States as of September 2026 and tracks 385 professional contacts across them, including 64 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); San Antonio has 77.

This list covers company matches for retirement 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 September 21, 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 Sep 21, 2026 How this list was built

77Companies

385Contacts tracked

64Verified emails

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The 22 largest retirement planning services based in San Antonio, United States

Ranked by team size

Top 22 of 77 company matches for retirement planning services based in San Antonio, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Wealth Watch Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “At Wealth Watch Advisors, we’re a solution focused, fee-based Registered Investment Advisory firm dedicated to helping clients make confident financial decisions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Secure Financial Management	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “We Make Retirement Happen™” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Avid Wealth Partners	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	8 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 · Sep 21, 2026 · View company records in RevenueBase
4	JDK Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “JDK Wealth Advisors was founded in 2021 by Bradley W.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Wela Financial Advisory	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Wela Financial Advisory, a registered investment advisor located in San Antonio, Texas, provides our clients with the Wela Way which includes, Independence, Investment Philosophy…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	S. Harris Financial Group	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “At S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	I Financial	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
8	Best Invest	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Arrow Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “We believe the first step towards investment advice is proper planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Predico Partners, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Predico Partners is a fee-based financial planning firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	KIN Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “The Kin Way 1.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Compass Financial Group	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Welcome to Compass Financial Group!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Partners Wealth Management - Texas	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	11-50	3 contacts →
	Exact match “Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Matrix Private Wealth Solutions, Corp	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Today, retirement planning is much more complex than it was 30 years ago.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Cross Financial Services	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	3 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 · Sep 21, 2026 · View company records in RevenueBase
16	Independence Wealth Group	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Evidence Advisors Investment Management	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Evidence Advisors Investment Management is a Registered Investment Adviser (“Adviser”) and a consultant to trustees, investment committee members, institutional investors, any…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	SA Financial Solutions, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Hanna Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Hanna Wealth Advisors is a financial planning company serving San Antonio and its surrounding communities.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Altus Retirement Strategies	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “At Altus Retirement Strategies, we've spent 27 years dedicated to one mission: Empowering you to enjoy a retirement like no other.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Complete View Financial	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
22	Sanders Independent Consulting, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 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 “retirement 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 22 of 77 retirement planning services based in San Antonio, United States

See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 21, 2026

16.6%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

Sep 21, 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 77 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 “retirement 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 64 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 September 21, 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.

Retirement 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 “retirement planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 77 company matches for retirement planning services associated with San Antonio, United States as of September 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?

Wealth Watch Advisors 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 retirement planning services?

New York leads the United States with 307 company records, followed by Houston (217) and Atlanta (211). San Antonio has 77.

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 64 professional contacts with verified work emails tracked across these 77 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 September 21, 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.