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 Wealth Management advisors in TX, SAN ANTONIO
85 advisers found
AFFINIUS CAPITAL LLC
San Antonio, TX
AUM
$31.11B
Wealth MgmtInstitutional
Team
273 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
800-531-8182
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
FROST INVESTMENT ADVISORS, LLC
San Antonio, TX
AUM
$5.36B
Wealth MgmtInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM; PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
210-220-5070
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
APPLIED FINANCE ADVISORS, LLC
San Antonio, TX
AUM
$2.05B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
210-204-7479
U.S. GLOBAL INVESTORS, INC.
San Antonio, TX
AUM
$1.32B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
210-308-1234
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
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