Our Story

Founded with a passion for helping clients achieve financial success, Riverside Securities has grown into an experienced advisor for high-net-worth individuals and families. Our foundation in income tax planning has evolved into a comprehensive financial advisory practice. With offices in San Antonio and New Braunfels, we serve clients across the country, always striving to build lasting relationships based on trust and integrity.

Brad Bates, CEO of Riverside Securities, consulting with a colleague at his desk in his Texas office.

Our Mission

Our mission is to provide tailored financial solutions that empower our clients to achieve their long-term goals. We believe in acting with integrity, offering personalized advice, and building lasting relationships based on trust and mutual respect.

Our Team


Meet Your Financial Future With Confidence

It’s the actions we take along the way that shape our future.

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