#1Heritage Haus Wealth Partners LLC
HERITAGE HAUS WEALTH PARTNERS LLC
Serves this area from New Braunfels, TX (15 mi)
Retirement Plan Advisors in San Marcos, TX
The top-ranked retirement plan advisors serving San Marcos, TX are Heritage Haus Wealth Partners LLC, Bluespring Wealth Management, LLC and Kestra Advisory Services, LLC. We list 34 retirement plan advisors serving San Marcos, TX. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving San Marcos, TX (Hays County). 34 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for San Marcos
#2Bluespring Wealth Management, LLC
BLUESPRING WEALTH MANAGEMENT, LLCServes this area from Austin, TX (26 mi)#3Kestra Advisory Services, LLC
KESTRA ADVISORY SERVICES, LLCServes this area from Austin, TX (26 mi)#4Kestra Institutional Services, LLC
KESTRA INSTITUTIONAL SERVICES, LLCServes this area from Austin, TX (26 mi)#5Kestra Private Wealth Services, LLC
KESTRA PRIVATE WEALTH SERVICES, LLCServes this area from Austin, TX (26 mi)#6Hampton Rock Wealth Management
HAMPTON ROCK WEALTH MANAGEMENT I, LLCServes this area from Austin, TX (26 mi)#7Optas, LLC
OPTAS, LLCServes this area from TX#8Sage Advisory Services Ltd Co
SAGE ADVISORY SERVICES LTD COServes this area from Austin, TX (26 mi)#9818 Family Office, LLC
818 FAMILY OFFICE, LLCServes this area from Austin, TX (27 mi)#10Waterloo Capital
WATERLOO CAPITAL, L.P.Serves this area from Austin, TX (27 mi)
20 more providers serving this area
- Live Oak Investment Partners, Rollingwood, TX (29 mi)
- Root Financial Partners, Austin, TX (29 mi)
- Eltekon Advisors, LLC., West Lake Hills, TX (29 mi)
- Shadowridge Asset Management, LLC, Austin, TX (29 mi)
- Hub Investment Partners, LLC, Austin, TX (29 mi)
- Swbc Investment Advisory Services LLC, Austin, TX (29 mi)
- Pioneer Wealth Management Group, Austin, TX (29 mi)
- Century Management Financial Advisors, Austin, TX (30 mi)
- Oxbow Advisors, LLC, Austin, TX (30 mi)
- Enzi Wealth, Austin, TX (30 mi)
- Whitwell Advisors, Bee Cave, TX (30 mi)
- Erben Associates, LLC, Lost Creek, TX (31 mi)
- Cfm Wealth Partners LLC, Austin, TX (32 mi)
- Stuart Investment Advisors, Inc., Austin, TX (32 mi)
- Austin Money Management Corporation, Austin, TX (32 mi)
- Meridian Wealth Advisors, LLC, Austin, TX (33 mi)
- Austin Wealth Management, LLC, Austin, TX (33 mi)
- Boon Investment Group, Inc., Austin, TX (34 mi)
- Lucien Stirling & Gray Advisory Group Inc, Austin, TX (35 mi)
- Oakwell Private Wealth Management, Austin, TX (36 mi)
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Frequently asked questions
How many retirement plan advisors serve San Marcos?
We list 34 retirement plan advisors serving San Marcos, TX: 0 based there and 34 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve San Marcos?
The top-ranked retirement plan advisors serving San Marcos, TX are Heritage Haus Wealth Partners LLC, Bluespring Wealth Management, LLC, Kestra Advisory Services, LLC, Kestra Institutional Services, LLC and Kestra Private Wealth Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Marcos are verified against official records?
10 of the top 10 match an active official record: Heritage Haus Wealth Partners LLC (U.S. Securities and Exchange Commission), Bluespring Wealth Management, LLC (U.S. Securities and Exchange Commission), Kestra Advisory Services, LLC (U.S. Securities and Exchange Commission), Kestra Institutional Services, LLC (U.S. Securities and Exchange Commission) and Kestra Private Wealth Services, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .