VICTORY CAPITAL MANAGEMENT INC.
San Antonio, TX
AUM
$282.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
170 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
877-660-4400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX, SAN ANTONIO
29 advisers found
SENDERO WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$6.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
210-805-0171
1900 WEALTH
San Antonio, TX
AUM
$3.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
210-736-7770
TITLEIST ASSET MANAGEMENT, LLC
San Antonio, TX
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-826-2424
TEAMWORK FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-687-1333
STRATEGIC FINANCIAL CONCEPTS, LLC
San Antonio, TX
AUM
$927.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
41 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-737-7800
WELA FINANCIAL ADVISORY
San Antonio, TX
AUM
$657.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-530-9599
ELDRED ROCK PARTNERS, LLC
San Antonio, TX
AUM
$644.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
726-208-0800
TLWM FINANCIAL
San Antonio, TX
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
1-877-348-8822
KERCHEVILLE ADVISORS LLC
San Antonio, TX
AUM
$554.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-694-5000
S HARRIS FINANCIAL GROUP, LLC
San Antonio, TX
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
210-547-3450
M. E. ALLISON & CO., INC.
San Antonio, TX
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
210-930-4000
STONE OAK WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$355.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
210-339-2707
BROADWAY WEALTH SOLUTIONS
San Antonio, TX
AUM
$308.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(210) 283-6600
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
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
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
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
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
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
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
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