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 Trusts & Estates advisors in TX, SAN ANTONIO
64 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
S.B. VALUE PARTNERS, L.P.
San Antonio, TX
AUM
$3.89B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
844-728-2583
ALAMO ADVISORS, LP
San Antonio, TX
AUM
$3.87B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
210-404-2211
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
PAX FINANCIAL GROUP
San Antonio, TX
AUM
$747.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
210-881-5700
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
SECURE FINANCIAL MANAGEMENT
San Antonio, TX
AUM
$399.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
210-428-6250
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
FINANCIAL LIFE ADVISORS
San Antonio, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
210-918-8998
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
GLASS WEALTH MANAGEMENT CO., LLC
San Antonio, TX
AUM
$311.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
210-930-5141
BROADWAY WEALTH SOLUTIONS
San Antonio, TX
AUM
$308.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(210) 283-6600
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
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
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