Adviser Record

Investment advisers in San Antonio, TX

46 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TX

FirmAssetsEmployeesDisclosures
Victory Capital Management Inc.$282.71 billion6990
Affinius Capital LLC$30.44 billion2980
Sendero Wealth Management, LLC$6.51 billion410
Frost Investment Advisors, LLC$5.36 billion310
S.B. Value Partners, L.P.$3.89 billion130
Alamo Advisors, LP$3.87 billion150
Frost Investment Services$3.67 billion1771
1900 Wealth$3.07 billion220
Titleist Asset Management, LLC$2.66 billion410
Applied Finance Advisors, LLC$2.05 billion60
Finser Investment Advisor$1.42 billion10
U.S. Global Investors, Inc.$1.32 billion220
Biglari Capital Corp.$1.04 billion40
Teamwork Financial Advisors, LLC$1.01 billion260
Strategic Financial Concepts, LLC$927.7 million410
Pax Financial Group$747.1 million220
Wela Financial Advisory$657.1 million90
Eldred Rock Partners, LLC$644.1 million100
Tlwm Financial$605.4 million110
Kercheville Advisors LLC$554.7 million50
327 Capital Partners, LLC$505.5 million30
S Harris Financial Group, LLC$404.4 million70
Secure Financial Management$399.8 million120
M. E. Allison & Co., Inc.$366.4 million122
Financial Life Advisors$366.3 million110
Stone Oak Wealth Management, LLC$355.6 million70
Glass Wealth Management Co., LLC$311.9 million61
Broadway Wealth Solutions$308.1 million110
Avid Wealth Partners, LLC$298.5 million80
Best Invest$296.4 million40
Imperium Wealth Management, LLC$264.6 million60
Magarian Capital Management, LLC$259.7 million60
Swbc Investment Company$256.0 million330
Robinson Value Management, Ltd.$202.3 million20
Scaleworks Capital, LLC$198.4 million110
Martin Capital Advisors, LLP$181.9 million90
Cornermen Financial, LLC$172.7 million40
Graystreet Partners$159.0 million70
Money Managers, Inc.$146.6 million50
Reliance Wealth Management$134.2 million150
Texas Financial Advisory$117.9 million75
Southwestern Money Management LLC$48.3 million30
Sarmaya Partners, LLC$33.0 million60
Strategiq Funds, Inc.$040
Shorebird Capital, LP$041
Usaa Investment Services Company$01760