AdvisorRanked

Best Financial Advisors in SAN ANTONIO, Texas

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$404M
Median AUM
45
Firms Listed
in our database

Top-Ranked Advisors in SAN ANTONIO

#1
100

MONEY MANAGERS, INC.

SAN ANTONIO, TX · Since 2025

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

MARTIN CAPITAL ADVISORS, LLP

SAN ANTONIO, TX · Since 2021

$182M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100

ROBINSON VALUE MANAGEMENT, LTD.

SAN ANTONIO, TX · Since 2014

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

U.S. GLOBAL INVESTORS, INC.

SAN ANTONIO, TX · Since 1968

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
100

ALAMO ADVISORS, LP

SAN ANTONIO, TX · Since 2014

$3.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
100

WELA FINANCIAL ADVISORY

SAN ANTONIO, TX · Since 2011

$657M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

FINANCIAL LIFE ADVISORS

SAN ANTONIO, TX · Since 2017

$366M AUM8 clientsFee: 0%
FiduciaryFee-Only
#8
100

STRATEGIC FINANCIAL CONCEPTS, LLC

SAN ANTONIO, TX · Since 2006

$928M AUM41 clientsFee: 0%
FiduciaryFee-Only
#9
100

FROST INVESTMENT ADVISORS, LLC

SAN ANTONIO, TX · Since 2008

$5.4B AUM31 clientsFee: 0%
FiduciaryFee-Only
#10
100

SECURE FINANCIAL MANAGEMENT

SAN ANTONIO, TX · Since 2021

$400M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
100

KERCHEVILLE ADVISORS LLC

SAN ANTONIO, TX · Since 2015

$555M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

FROST INVESTMENT SERVICES

SAN ANTONIO, TX · Since 2017

$3.7B AUM111 clientsFee: 0%
FiduciaryFee-Only
#13
100

BEST INVEST

SAN ANTONIO, TX · Since 2018

$296M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

SOUTHWESTERN MONEY MANAGEMENT LLC

SAN ANTONIO, TX · Since 2019

$48M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

SCALEWORKS CAPITAL, LLC

SAN ANTONIO, TX · Since 2020

$198M AUM7 clientsFee: 0%
FiduciaryFee-Only
#16
100

327 CAPITAL PARTNERS, LLC

SAN ANTONIO, TX · Since 2021

$506M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
100

CORNERMEN FINANCIAL, LLC

SAN ANTONIO, TX · Since 2022

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
100

SARMAYA PARTNERS, LLC

SAN ANTONIO, TX · Since 2025

$33M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

RELIANCE WEALTH MANAGEMENT

SAN ANTONIO, TX · Since 2026

$134M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
100

MAGARIAN CAPITAL MANAGEMENT, LLC

SAN ANTONIO, TX · Since 2026

$260M AUM1 clientsFee: 0%
FiduciaryFee-Only
#21
97

APPLIED FINANCE ADVISORS, LLC

SAN ANTONIO, TX · Since 2006

$2.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
97

FINSER INVESTMENT ADVISOR

SAN ANTONIO, TX · Since 2007

$1.4B AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
97

TITLEIST ASSET MANAGEMENT, LLC

SAN ANTONIO, TX · Since 2022

$2.7B AUM25 clientsFee: 0%
FiduciaryFee-Only
#24
95

USAA INVESTMENT SERVICES COMPANY

SAN ANTONIO, TX · Since 2022

$0 AUM91 clientsFee: 0%
Broker-Dealer
#25
95

VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX · Since 1994

$282.7B AUM170 clientsFee: 0%
FiduciaryFee-Only
#26
95

GLASS WEALTH MANAGEMENT CO., LLC

SAN ANTONIO, TX · Since 2018

$312M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
95

BIGLARI CAPITAL CORP.

SAN ANTONIO, TX · Since 2013

$1.0B AUM1 clientsFee: 0%
FiduciaryFee-Only
#28
95

S.B. VALUE PARTNERS, L.P.

SAN ANTONIO, TX · Since 2006

$3.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#29
95

SENDERO WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX · Since 2007

$6.5B AUM19 clientsFee: 0%
FiduciaryFee-Only
#30
95

S HARRIS FINANCIAL GROUP, LLC

SAN ANTONIO, TX · Since 2024

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
95

TLWM FINANCIAL

SAN ANTONIO, TX · Since 2014

$605M AUM9 clientsFee: 0%
FiduciaryFee-Only
#32
95

IMPERIUM WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX · Since 2018

$265M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
95

TEAMWORK FINANCIAL ADVISORS, LLC

SAN ANTONIO, TX · Since 2019

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#34
95

1900 WEALTH

SAN ANTONIO, TX · Since 2015

$3.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#35
95

PAX FINANCIAL GROUP

SAN ANTONIO, TX · Since 2016

$747M AUM11 clientsFee: 0%
FiduciaryFee-Only
#36
95

STONE OAK WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX · Since 2020

$356M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
95

BROADWAY WEALTH SOLUTIONS

SAN ANTONIO, TX · Since 2022

$308M AUM11 clientsFee: 0%
FiduciaryFee-Only
#38
95

AFFINIUS CAPITAL LLC

SAN ANTONIO, TX · Since 2021

$31.1B AUM273 clientsFee: 0%
FiduciaryFee-Only
#39
95

ELDRED ROCK PARTNERS, LLC

SAN ANTONIO, TX · Since 2023

$644M AUM6 clientsFee: 0%
FiduciaryFee-Only
#40
95

AVID WEALTH PARTNERS, LLC

SAN ANTONIO, TX · Since 2022

$299M AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
95

GRAYSTREET PARTNERS

SAN ANTONIO, TX · Since 2025

$159M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
92

SWBC INVESTMENT COMPANY

SAN ANTONIO, TX · Since 2007

$256M AUM17 clientsFee: 0%
Broker-Dealer
#43
92

SHOREBIRD CAPITAL, LP

SAN ANTONIO, TX · Since 2016

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#44
90

TEXAS FINANCIAL ADVISORY

SAN ANTONIO, TX · Since 2023

$118M AUM5 clientsFee: 0%
FiduciaryFee-Only
#45
62

M. E. ALLISON & CO., INC.

SAN ANTONIO, TX · Since 2024

$366M AUM10 clientsFee: 0%
Broker-Dealer4 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in SAN ANTONIO?

The median advisory fee in SAN ANTONIO, TX is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.