City
Wealth management firms in San Antonio, Texas
As of October 2, 2026, 98 wealth management firms, including broker-dealer firms, with their main office in San Antonio, Texas reported $30.8 billion in regulatory assets under management; the largest by assets was Sendero Wealth Management, LLC, with $6.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 98
- Regulatory assets under management
- $30.8 billion
- Average per firm
- $314.1 million
- SEC-registered, of those listed
- 34 of 98 (34.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sendero Wealth Management, LLC | SEC | $6.5 billion | 1,948 |
| 2 | Alamo Advisors, LP | SEC | $3.9 billion | 984 |
| 3 | Frost Investment Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.7 billion | 3,656 |
| 4 | 1900 Wealth | SEC | $3.1 billion | 1,067 |
| 5 | Titleist Asset Management, LLC | SEC | $2.8 billion | 5,926 |
| 6 | Teamwork Financial Advisors, LLC | SEC | $1.0 billion | 4,648 |
| 7 | Strategic Financial Concepts, LLC | SEC | $927.7 million | 3,824 |
| 8 | Pax Financial Group | SEC | $747.1 million | 3,900 |
| 9 | Wela Financial Advisory | SEC | $657.1 million | 1,548 |
| 10 | TLWM Financial | SEC | $605.4 million | 2,173 |
| 11 | Kercheville Advisors LLC | SEC | $554.7 million | 723 |
| 12 | S Harris Financial Group, LLC | SEC | $404.4 million | 1,036 |
| 13 | Secure Financial Management | SEC | $399.8 million | 928 |
| 14 | M. E. Allison & Co., Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $366.4 million | 499 |
| 15 | Financial Life Advisors | SEC | $366.3 million | 752 |
| 16 | Stone Oak Wealth Management, LLC | SEC | $355.6 million | 943 |
| 17 | Glass Wealth Management Co., LLC | SEC | $311.9 million | 367 |
| 18 | Broadway Wealth Solutions | SEC | $308.1 million | 1,254 |
| 19 | Avid Wealth Partners, LLC | SEC | $298.5 million | 784 |
| 20 | Best Invest | SEC | $296.4 million | 1,762 |
| 21 | Imperium Wealth Management, LLC | SEC | $264.6 million | 795 |
| 22 | SWBC Investment Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $256.0 million | 494 |
| 23 | Robinson Value Management, Ltd. | SEC | $202.3 million | 115 |
| 24 | RMDR Advisors, Inc. | SEC | $193.2 million | 488 |
| 25 | Martin Capital Advisors, LLP | SEC | $181.9 million | 84 |
| 26 | Cornermen Financial, LLC | SEC | $172.7 million | 780 |
| 27 | Cardenas Asset Management, LLC | SEC | $149.3 million | 385 |
| 28 | Money Managers, Inc. | SEC | $146.6 million | 602 |
| 29 | Reliance Wealth Management | SEC | $134.2 million | 588 |
| 30 | Crescendo Wealth Group LLC | State | $120.9 million | 67 |
| 31 | Texas Financial Advisory | SEC | $117.9 million | 633 |
| 32 | Braintrust Capital, LLC | State | $95.0 million | 107 |
| 33 | Compass Financial Group | State | $91.6 million | 421 |
| 34 | Torres Financial Services, Inc. | State | $83.2 million | 259 |
| 35 | Kraus Capital Management, LLC | State | $72.9 million | 180 |
| 36 | The Viable Group, Inc. | State | $60.0 million | 305 |
| 37 | Gagni Wealth Management LLC | State | $59.8 million | 274 |
| 38 | Complete View Financial LLC | State | $54.5 million | 245 |
| 39 | Financial Edge | State | $51.0 million | 151 |
| 40 | Kapela | State | $50.4 million | 358 |
| 41 | Southwestern Money Management LLC | SEC | $48.3 million | 19 |
| 42 | Mark Muecke Capital Management, LLC | State | $48.3 million | 93 |
| 43 | Pivot Investment Planning, LLC | State | $45.7 million | 55 |
| 44 | Praestantia Capital, LLC | State | $45.4 million | 22 |
| 45 | Composedpro, Inc. | State | $44.1 million | 237 |
| 46 | Bentwood Investment Advisory | State | $42.0 million | 17 |
| 47 | Edward Allen Benson, PHD. | State | $38.0 million | 23 |
| 48 | Gunn & Co Asset Management Inc | State | $37.7 million | 8 |
| 49 | Sensus Wealth Management Group LLC | State | $32.5 million | 132 |
| 50 | Capital Alliance Wealth Management | State | $32.4 million | 24 |
| 51 | McNally Financial Services Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $27.8 million | 147 |
| 52 | Relyon Financial Advisors, LLC | State | $23.5 million | 19 |
| 53 | Magister Wealth | State | $23.5 million | 57 |
| 54 | Vaulkshire Investment Advisors | State | $20.2 million | 79 |
| 55 | KMC Wealth Management, LLC | State | $18.5 million | 23 |
| 56 | Lemuel James Financial | State | $18.0 million | 205 |
| 57 | Trellisent Investments | State | $16.3 million | 41 |
| 58 | The Summit Group | State | $16.0 million | 56 |
| 59 | Assetfusion | State | $15.9 million | 26 |
| 60 | South Texas Advisors for Retirees, LLC | State | $15.4 million | 39 |
| 61 | Lifetime Financial Planners LLC | State | $15.4 million | 98 |
| 62 | Janus Financial Planning, LLC | State | $13.3 million | 91 |
| 63 | Whitney Financial Strategies, LLC | State | $11.3 million | 87 |
| 64 | JT Wealth Management | State | $10.6 million | 27 |
| 65 | Lime Rock Investment Management Company, Inc. | State | $9.0 million | 26 |
| 66 | JW Hall Financial LLC | State | $6.5 million | 25 |
| 67 | Boynton Financial LLC | State | $4.7 million | 22 |
| 68 | Independence Wealth Group | State | $4.7 million | 54 |
| 69 | The Legacy Collaborative, Inc. | State | $4.5 million | 9 |
| 70 | Kehlet Capital Management, LLC | State | $3.3 million | 11 |
| 71 | Portafolio Capital Management | State | $1.6 million | 10 |
| 72 | Phan Capital | State | $1.5 million | 21 |
| 73 | Larsen Financial Management | State | $1.3 million | 14 |
| 74 | Ghost Strategies LLC | State | $1.0 million | 10 |
| 75 | HMP Capital Management, LLC | State | $600,000 | 3 |
| 76 | San Antonio Wealth, LLC | State | $523,175 | 3 |
| 77 | Carr Consulting P.A. | State | $502,831 | 13 |
| 78 | SA Financial Solutions, LLC | State | $438,074 | 3 |
| 79 | Gamboa Capital Management Inc. | State | $244,697 | 6 |
| 80 | Conceptum Strategies | State | $243,608 | 7 |
| 81 | Oakridge Financial Planning LLC | State | $90,745 | 5 |
| 82 | Altamira Capital Management LLC | State | $0 | 0 |
| 83 | Aquifer Asset Management, LLC | State | $0 | 0 |
| 84 | Avora Wealth LLC | State | $0 | 0 |
| 85 | B365INVEST | State | $0 | 0 |
| 86 | Chris Reddick Financial Planning | State | $0 | 0 |
| 87 | Conceptwealth Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 88 | Financial Planning HQ, LLC | State | $0 | 0 |
| 89 | Graychase Wealth Advisory LLC | State | $0 | 0 |
| 90 | Greybridge Private Wealth | State | $0 | 0 |
| 91 | Kindred Peak Wealth Management LLC | State | $0 | 0 |
| 92 | Oagh | State | $0 | 0 |
| 93 | Omnimint Advisors LLC | SEC | $0 | 0 |
| 94 | Sherpa Wealth Management LLC | State | $0 | 0 |
| 95 | Shorebird Capital, LP Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
| 96 | Sound Money Management, Inc. | State | $0 | 0 |
| 97 | The Von Dohlen Knuffke Financial Group, LLC | State | $0 | 0 |
| 98 | USAA Investment Services Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.