Financial advisers in San Antonio, TX
45 registered investment adviser firms in San Antonio managing $359.6B in assets, based on public SEC Form ADV filings.
Victory Capital Management INC.
San Antonio, TX · Est. 1994
- AUM
- $282.7B
- Per adviser
- $1.7B
- Advisers
- 170
No reported disclosures
Affinius Capital LLC
San Antonio, TX · Est. 2021
- AUM
- $31.1B
- Per adviser
- $114M
- Advisers
- 273
No reported disclosures
Sendero Wealth Management, LLC
San Antonio, TX · Est. 2007
- AUM
- $6.5B
- Per adviser
- $343M
- Advisers
- 19
No reported disclosures
Frost Investment Advisors, LLC
San Antonio, TX · Est. 2008
- AUM
- $5.4B
- Per adviser
- $173M
- Advisers
- 31
No reported disclosures
S.B. Value Partners, L.P.
San Antonio, TX · Est. 2006
- AUM
- $3.9B
- Per adviser
- $778M
- Advisers
- 5
No reported disclosures
Alamo Advisors, LP
San Antonio, TX · Est. 2014
- AUM
- $3.9B
- Per adviser
- $552M
- Advisers
- 7
No reported disclosures
Frost Investment Services
San Antonio, TX · Est. 2017
- AUM
- $3.7B
- Per adviser
- $33M
- Advisers
- 111
1900 Wealth
San Antonio, TX · Est. 2015
- AUM
- $3.1B
- Per adviser
- $154M
- Advisers
- 20
No reported disclosures
Titleist Asset Management, LLC
San Antonio, TX · Est. 2022
- AUM
- $2.7B
- Per adviser
- $106M
- Advisers
- 25
No reported disclosures
Applied Finance Advisors, LLC
San Antonio, TX · Est. 2006
- AUM
- $2.1B
- Per adviser
- $513M
- Advisers
- 4
No reported disclosures
Finser Investment Advisor
San Antonio, TX · Est. 2007
- AUM
- $1.4B
- Per adviser
- $1.4B
- Advisers
- 1
No reported disclosures
U.S. Global Investors, INC.
San Antonio, TX · Est. 1968
- AUM
- $1.3B
- Per adviser
- $189M
- Advisers
- 7
No reported disclosures
Biglari Capital Corp.
San Antonio, TX · Est. 2013
- AUM
- $1.0B
- Per adviser
- $1.0B
- Advisers
- 1
No reported disclosures
Teamwork Financial Advisors, LLC
San Antonio, TX · Est. 2019
- AUM
- $1.0B
- Per adviser
- $72M
- Advisers
- 14
No reported disclosures
Strategic Financial Concepts, LLC
San Antonio, TX · Est. 2006
- AUM
- $928M
- Per adviser
- $23M
- Advisers
- 41
No reported disclosures
Pax Financial Group
San Antonio, TX · Est. 2016
- AUM
- $747M
- Per adviser
- $68M
- Advisers
- 11
No reported disclosures
Wela Financial Advisory
San Antonio, TX · Est. 2011
- AUM
- $657M
- Per adviser
- $219M
- Advisers
- 3
No reported disclosures
Eldred Rock Partners, LLC
San Antonio, TX · Est. 2023
- AUM
- $644M
- Per adviser
- $107M
- Advisers
- 6
No reported disclosures
Tlwm Financial
San Antonio, TX · Est. 2014
- AUM
- $605M
- Per adviser
- $67M
- Advisers
- 9
No reported disclosures
Kercheville Advisors LLC
San Antonio, TX · Est. 2015
- AUM
- $555M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
327 Capital Partners, LLC
San Antonio, TX · Est. 2021
- AUM
- $506M
- Per adviser
- $506M
- Advisers
- 1
No reported disclosures
S Harris Financial Group, LLC
San Antonio, TX · Est. 2024
- AUM
- $404M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Secure Financial Management
San Antonio, TX · Est. 2021
- AUM
- $400M
- Per adviser
- $100M
- Advisers
- 4
No reported disclosures
M. E. Allison & Co., INC.
San Antonio, TX · Est. 2024
- AUM
- $366M
- Per adviser
- $37M
- Advisers
- 10
No reported disclosures
Financial Life Advisors
San Antonio, TX · Est. 2017
- AUM
- $366M
- Per adviser
- $46M
- Advisers
- 8
No reported disclosures
Stone Oak Wealth Management, LLC
San Antonio, TX · Est. 2020
- AUM
- $356M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Glass Wealth Management Co., LLC
San Antonio, TX · Est. 2018
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Broadway Wealth Solutions
San Antonio, TX · Est. 2022
- AUM
- $308M
- Per adviser
- $28M
- Advisers
- 11
No reported disclosures
Avid Wealth Partners, LLC
San Antonio, TX · Est. 2022
- AUM
- $299M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Best Invest
San Antonio, TX · Est. 2018
- AUM
- $296M
- Per adviser
- $99M
- Advisers
- 3
No reported disclosures
Imperium Wealth Management, LLC
San Antonio, TX · Est. 2018
- AUM
- $265M
- Per adviser
- $132M
- Advisers
- 2
No reported disclosures
Magarian Capital Management, LLC
San Antonio, TX · Est. 2026
- AUM
- $260M
- Per adviser
- $260M
- Advisers
- 1
No reported disclosures
Swbc Investment Company
San Antonio, TX · Est. 2007
- AUM
- $256M
- Per adviser
- $15M
- Advisers
- 17
No reported disclosures
Robinson Value Management, Ltd.
San Antonio, TX · Est. 2014
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Scaleworks Capital, LLC
San Antonio, TX · Est. 2020
- AUM
- $198M
- Per adviser
- $28M
- Advisers
- 7
No reported disclosures
Martin Capital Advisors, LLP
San Antonio, TX · Est. 2021
- AUM
- $182M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
Cornermen Financial, LLC
San Antonio, TX · Est. 2022
- AUM
- $173M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Graystreet Partners
San Antonio, TX · Est. 2025
- AUM
- $159M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Money Managers, INC.
San Antonio, TX · Est. 2025
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Reliance Wealth Management
San Antonio, TX · Est. 2026
- AUM
- $134M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Texas Financial Advisory
San Antonio, TX · Est. 2023
- AUM
- $118M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
Southwestern Money Management LLC
San Antonio, TX · Est. 2019
- AUM
- $48M
- Per adviser
- $24M
- Advisers
- 2
No reported disclosures
Sarmaya Partners, LLC
San Antonio, TX · Est. 2025
- AUM
- $33M
- Per adviser
- $16M
- Advisers
- 2
No reported disclosures
Usaa Investment Services Company
San Antonio, TX · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 91
No reported disclosures
Shorebird Capital, LP
San Antonio, TX · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 2