Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
113 advisers found
CONCEPTWEALTH
San Antonio, TX
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-492-8620
EHRENBERG CHESLER INVESTMENT ADVISORS LLC
San Antonio, TX
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
210-472-1103
FINANCIAL PLANNING HQ, LLC
San Antonio, TX
AUM
—
Team
3 advisors
Clients
11-25
Fees
Fixed fees; SHARE OF FEES FROM TPMM
210-617-7058
GRAYCHASE WEALTH ADVISORY LLC
San Antonio, TX
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
210 421-3384
GREYBRIDGE PRIVATE WEALTH
San Antonio, TX
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-863-6509
SHOREBIRD CAPITAL, LP
San Antonio, TX
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-826-2424
USAA INVESTMENT SERVICES COMPANY
San Antonio, TX
AUM
—
Team
91 advisors
Clients
More than 500
Fees
REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT
210-456-4218
FROST INVESTMENT SERVICES
San Antonio, TX
AUM
$3.67B
Team
111 advisors
Clients
More than 500
Fees
Percentage of AUM
210.220.5000
FINSER INVESTMENT ADVISOR
San Antonio, TX
AUM
$1.42B
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
210-224-5492
BIGLARI CAPITAL CORP.
San Antonio, TX
AUM
$1.04B
Team
1 advisors
Clients
0
Fees
Performance-based fees
210-344-3400