Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in San Antonio, TX
45 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in TX
Firm
Assets
Employees
Disclosures
Victory Capital Management Inc.
$282.71 billion
699
0
Affinius Capital LLC
$30.44 billion
298
0
Sendero Wealth Management, LLC
$6.51 billion
41
0
Frost Investment Advisors, LLC
$5.36 billion
31
0
S.B. Value Partners, L.P.
$3.89 billion
12
0
Alamo Advisors, LP
$3.87 billion
15
0
Frost Investment Services
$3.67 billion
177
1
1900 Wealth
$3.07 billion
22
0
Titleist Asset Management, LLC
$2.79 billion
41
0
Applied Finance Advisors, LLC
$2.05 billion
6
0
Finser Investment Advisor
$1.75 billion
1
0
U.S. Global Investors, Inc.
$1.67 billion
19
0
Biglari Capital Corp.
$1.04 billion
4
0
Teamwork Financial Advisors, LLC
$1.01 billion
26
0
Strategic Financial Concepts, LLC
$927.7 million
41
0
Pax Financial Group
$747.1 million
22
0
Wela Financial Advisory
$657.1 million
9
0
Eldred Rock Partners, LLC
$644.1 million
10
0
Tlwm Financial
$605.4 million
11
0
Swbc Investment Company
$594.4 million
33
0
Kercheville Advisors LLC
$554.7 million
5
0
327 Capital Partners, LLC
$505.5 million
3
0
S Harris Financial Group, LLC
$404.4 million
7
0
Secure Financial Management
$399.8 million
12
0
M. E. Allison & Co., Inc.
$366.4 million
12
2
Financial Life Advisors
$366.3 million
11
0
Stone Oak Wealth Management, LLC
$355.6 million
7
0
Glass Wealth Management Co., LLC
$311.9 million
6
1
Broadway Wealth Solutions
$308.1 million
11
0
Avid Wealth Partners, LLC
$298.5 million
8
0
Best Invest
$296.4 million
4
0
Imperium Wealth Management, LLC
$264.6 million
6
0
Robinson Value Management, Ltd.
$202.3 million
2
0
Scaleworks Capital, LLC
$198.4 million
11
0
Martin Capital Advisors, LLP
$181.9 million
9
0
Cornermen Financial, LLC
$172.7 million
4
0
Graystreet Partners
$159.0 million
7
0
Money Managers, Inc.
$146.6 million
5
0
Reliance Wealth Management
$134.2 million
15
0
Texas Financial Advisory
$117.9 million
7
5
Southwestern Money Management LLC
$48.3 million
3
0
Sarmaya Partners, LLC
$33.0 million
6
0
Strategiq Funds, Inc.
$0
4
0
Shorebird Capital, LP
$0
4
1
Usaa Investment Services Company
$0
176
0