Investment adviser firms in SAN ANTONIO, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
46 firms · Source months shown: August 2026
- 1900 WEALTH MANAGEMENT LLCCRD 175346 · SAN ANTONIO, TX$3,071,004,999.00Regulatory AUM · August 2026
- 327 CAPITAL PARTNERS, LLCCRD 313414 · SAN ANTONIO, TX$505,532,871.00Regulatory AUM · August 2026
- AFFINIUS CAPITAL ADVISORS LLCCRD 316030 · SAN ANTONIO, TX$31,105,860,115.00Regulatory AUM · August 2026
- ALAMO ADVISORS, LPCRD 122290 · SAN ANTONIO, TX$3,867,222,474.00Regulatory AUM · August 2026
- APPLIED FINANCE ADVISORS, LLCCRD 140054 · SAN ANTONIO, TX$2,052,081,914.00Regulatory AUM · August 2026
- AVID WEALTH PARTNERS, LLCCRD 323124 · SAN ANTONIO, TX$298,534,409.00Regulatory AUM · August 2026
- BIGLARI CAPITAL LLCCRD 115197 · SAN ANTONIO, TX$1,043,222,993.00Regulatory AUM · August 2026
- BRENT FORREST & ASSOCIATES, L.L.C.CRD 126266 · SAN ANTONIO, TX$657,087,013.00Regulatory AUM · August 2026
- BROADWAY WEALTH SOLUTIONS, INC.CRD 291753 · SAN ANTONIO, TX$308,050,784.00Regulatory AUM · August 2026
- CORNERMEN FINANCIAL, LLCCRD 323179 · SAN ANTONIO, TX$172,711,427.00Regulatory AUM · August 2026
- ELDRED ROCK PARTNERS, LLCCRD 316401 · SAN ANTONIO, TX$644,081,451.00Regulatory AUM · August 2026
- FEARLESS SOLUTIONS LLCCRD 297599 · SAN ANTONIO, TX$296,378,147.00Regulatory AUM · August 2026
- FINANCIAL LIFE ADVISORS LLCCRD 128502 · SAN ANTONIO, TX$366,325,843.00Regulatory AUM · August 2026
- FINSER INVESTMENT ADVISORCRD 142570 · SAN ANTONIO, TX$1,416,901,328.00Regulatory AUM · August 2026
- FROST INVESTMENT ADVISORS, LLCCRD 146148 · SAN ANTONIO, TX$5,361,498,188.00Regulatory AUM · August 2026
- FROST INVESTMENT SERVICES, LLCCRD 286129 · SAN ANTONIO, TX$3,671,190,351.00Regulatory AUM · August 2026
- GLASS WEALTH MANAGEMENT CO., LLCCRD 114097 · SAN ANTONIO, TX$311,919,499.00Regulatory AUM · August 2026
- GRAYSTREET CAPITAL MANAGEMENT, LLCCRD 334967 · SAN ANTONIO, TX$159,000,000.00Regulatory AUM · August 2026
- IMPERIUM WEALTH MANAGEMENT, LLCCRD 159148 · SAN ANTONIO, TX$264,570,474.00Regulatory AUM · August 2026
- KERCHEVILLE ADVISORS LLCCRD 169471 · SAN ANTONIO, TX$554,733,810.00Regulatory AUM · August 2026
- KIRKWOOD FINANCIAL SERVICES LLCCRD 169278 · SAN ANTONIO, TX$399,765,022.00Regulatory AUM · August 2026
- M. E. ALLISON & CO., INC.CRD 1047 · SAN ANTONIO, TX$366,385,125.00Regulatory AUM · August 2026
- MAGARIAN CAPITAL MANAGEMENT, LLCCRD 341292 · SAN ANTONIO, TX$259,717,173.00Regulatory AUM · August 2026
- MARTIN CAPITAL ADVISORS, LLPCRD 108529 · SAN ANTONIO, TX$181,876,904.00Regulatory AUM · August 2026
- MONEY MANAGERS, INC.CRD 104529 · SAN ANTONIO, TX$146,610,211.00Regulatory AUM · August 2026
- PAX FINANCIAL GROUP, LLCCRD 284164 · SAN ANTONIO, TX$747,082,147.00Regulatory AUM · August 2026
- QUEEN B ADVISORS, LLCCRD 306413 · SAN ANTONIO, TX$117,865,342.00Regulatory AUM · August 2026
- ROBINSON VALUE MANAGEMENT, LTD.CRD 110156 · SAN ANTONIO, TX$202,292,946.00Regulatory AUM · August 2026
- S & D FINANCIAL, L.L.C.CRD 332415 · SAN ANTONIO, TX$134,178,280.00Regulatory AUM · August 2026
- S HARRIS FINANCIAL GROUP, LLCCRD 151899 · SAN ANTONIO, TX$404,390,370.00Regulatory AUM · August 2026
- S.B. VALUE PARTNERS, L.P.CRD 139162 · SAN ANTONIO, TX$3,890,370,297.00Regulatory AUM · August 2026
- SARMAYA PARTNERS, LLCCRD 330100 · SAN ANTONIO, TX$32,988,380.00Regulatory AUM · August 2026
- SCALEWORKS CAPITAL, LLCCRD 306560 · SAN ANTONIO, TX$198,444,519.00Regulatory AUM · August 2026
- SENDERO WEALTH MANAGEMENT, LLCCRD 145594 · SAN ANTONIO, TX$6,508,711,754.00Regulatory AUM · August 2026
- SHOREBIRD CAPITAL, LPCRD 285437 · SAN ANTONIO, TXNot availableRegulatory AUM · August 2026
- SOUTHWESTERN MONEY MANAGEMENT LLCCRD 304033 · SAN ANTONIO, TX$48,349,956.00Regulatory AUM · August 2026
- STONE OAK WEALTH MANAGEMENT, LLCCRD 288217 · SAN ANTONIO, TX$355,563,087.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL CONCEPTS, LLCCRD 141849 · SAN ANTONIO, TX$927,710,771.00Regulatory AUM · August 2026
- STRATEGIQ FUNDS, INC.CRD 338557 · SAN ANTONIO, TXNot availableRegulatory AUM · August 2026
- SWBC INVESTMENT COMPANYCRD 140994 · SAN ANTONIO, TX$255,957,289.00Regulatory AUM · August 2026
- TEAMWORK FINANCIAL ADVISORS, LLCCRD 165237 · SAN ANTONIO, TX$1,013,528,875.00Regulatory AUM · August 2026
- TITLEIST ASSET MANAGEMENT, LLCCRD 323567 · SAN ANTONIO, TX$2,655,190,231.00Regulatory AUM · August 2026
- TLWM, LLCCRD 158305 · SAN ANTONIO, TX$605,405,861.00Regulatory AUM · August 2026
- U.S. GLOBAL INVESTORS, INC.CRD 111097 · SAN ANTONIO, TX$1,323,872,389.00Regulatory AUM · August 2026
- USAA INVESTMENT SERVICES COMPANYCRD 5475 · SAN ANTONIO, TXNot availableRegulatory AUM · August 2026
- VICTORY CAPITAL MANAGEMENT INC.CRD 106189 · SAN ANTONIO, TX$282,713,179,656.00Regulatory AUM · August 2026