AVID WEALTH PARTNERS, LLC
San Antonio, TX
AUM
$298.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(210) 864-3333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
113 advisers found
BEST INVEST
San Antonio, TX
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
210-888-2820
IMPERIUM WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-332-9533
SWBC INVESTMENT COMPANY
San Antonio, TX
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-376-3279
ROBINSON VALUE MANAGEMENT, LTD.
San Antonio, TX
AUM
$202.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-490-2545
SCALEWORKS CAPITAL, LLC
San Antonio, TX
AUM
$198.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-544-5409
MARTIN CAPITAL ADVISORS, LLP
San Antonio, TX
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
210-694-2100
CORNERMEN FINANCIAL, LLC
San Antonio, TX
AUM
$172.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(210) 702-3961
GRAYSTREET PARTNERS
San Antonio, TX
AUM
$159.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-736-5400
MONEY MANAGERS, INC.
San Antonio, TX
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(210)349-9494
RELIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
210-255-3040
TEXAS FINANCIAL ADVISORY
San Antonio, TX
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(210) 530-1292
BRAINTRUST CAPITAL, LLC
San Antonio, TX
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-819-7425
COMPASS FINANCIAL GROUP
San Antonio, TX
AUM
$91.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-783-0042
TORRES FINANCIAL SERVICES, INC.
San Antonio, TX
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
210-342-2700
TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
San Antonio, TX
AUM
$75.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
210-490-2200
KRAUS CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$72.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-224-1600
THE VIABLE GROUP, INC.
San Antonio, TX
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-824-1750
GAGNI WEALTH MANAGEMENT LLC
San Antonio, TX
AUM
$59.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
361-563-9217
STONE WALL FINANCIAL
San Antonio, TX
AUM
$54.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
(210) 321-9300, EXT. 101
KAPELA
San Antonio, TX
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-504-4563
SOUTHWESTERN MONEY MANAGEMENT LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
210-344-3400
MARK MUECKE CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-660-4211
ENDURE RETIREMENT LLC
San Antonio, TX
AUM
$45.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
210-510-4222