City
Wealth management firms in Victoria, Texas
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Victoria, Texas reported $3.3 billion in regulatory assets under management; the largest by assets was Sather Financial Group, Inc., with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $468.7 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sather Financial Group, Inc. | SEC | $2.3 billion | 1,506 |
| 2 | Keller Wealth Advisors | SEC | $923.1 million | 1,328 |
| 3 | Mark L. Westerman, CPA | State | $74.0 million | 41 |
| 4 | Yendrey Wealth Management LLC | State | $11.0 million | 100 |
| 5 | Baucom Wealth Management LLC | State | $5.3 million | 55 |
| 6 | P&P Wealth Management LLC | State | $600,000 | 8 |
| 7 | Holm & Baucom Wealth Advisors, LLC | 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.