{
  "path": "/advisors/tx/san-antonio",
  "url": "https://advisorcensus.com/advisors/tx/san-antonio",
  "page_type": "metro",
  "title": "Financial advisors in San Antonio, TX",
  "filters": {},
  "scope_total": 142,
  "faq": [
    {
      "q": "How many financial advisory firms are there in San Antonio, TX?",
      "a": "AdvisorCensus lists 142 investment advisory firms with a principal office in the San Antonio metro area, from Form ADV filings as of October 2026: 54 SEC-registered, 60 state-registered, and 28 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in San Antonio, TX?",
      "a": "35 of the 142 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in San Antonio, TX offer financial planning?",
      "a": "76 of the 114 firms in San Antonio, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in San Antonio, TX fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 35 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 142 investment advisory firms with a principal office in the San Antonio metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "San Antonio has 142 investment advisory firms with a principal office in the metro area as of October 2026: 54 SEC-registered, 60 state-registered, and 28 exempt reporting advisers. 35 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 60 report under $100 million in regulatory assets under management. The metro area has 967,488 households, 102,815 of them with income of $200,000 or more, or 724 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in San Antonio, TX: 142 firms from Form ADV filings as of October 2026.",
  "total_firms": 142,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 54,
    "state": 60,
    "exempt": 28
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 35
    },
    {
      "code": "percentage_of_aum",
      "count": 110
    },
    {
      "code": "hourly",
      "count": 48
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 63
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 20
    },
    {
      "code": "other",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 28
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 65
    },
    {
      "code": "5_to_9",
      "count": 36
    },
    {
      "code": "10_to_19",
      "count": 30
    },
    {
      "code": "20_plus",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 31
    },
    {
      "code": "25m_100m",
      "count": 29
    },
    {
      "code": "100m_500m",
      "count": 27
    },
    {
      "code": "500m_1b",
      "count": 7
    },
    {
      "code": "1b_5b",
      "count": 10
    },
    {
      "code": "over_5b",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 33
    }
  ],
  "firms": [
    {
      "crd_number": 175346,
      "name": "1900 Wealth",
      "name_as_filed": "1900 WEALTH",
      "url": "https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313414,
      "name": "327 Capital Partners, LLC",
      "name_as_filed": "327 CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/327-capital-partners-llc-san-antonio-tx-313414",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306037,
      "name": "Acruence Management LLC",
      "name_as_filed": "ACRUENCE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/acruence-management-llc-san-antonio-tx-306037",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 294383,
      "name": "Active Venture Partners, LLC",
      "name_as_filed": "ACTIVE VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/active-venture-partners-llc-san-antonio-tx-294383",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 292784,
      "name": "Advisor Logistics, LLC",
      "name_as_filed": "ADVISOR LOGISTICS, LLC",
      "url": "https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316030,
      "name": "Affinius Capital LLC",
      "name_as_filed": "AFFINIUS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122290,
      "name": "Alamo Advisors, LP",
      "name_as_filed": "ALAMO ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168486,
      "name": "Altamira Capital Management LLC",
      "name_as_filed": "ALTAMIRA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/altamira-capital-management-llc-san-antonio-tx-168486",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115796,
      "name": "American Market Advisors, Inc.",
      "name_as_filed": "AMERICAN MARKET ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796",
      "city": "Shavano Park",
      "state": "TX",
      "years_registered": 35,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335384,
      "name": "Amleth Equity Group",
      "name_as_filed": "AMLETH EQUITY GROUP",
      "url": "https://advisorcensus.com/firm/amleth-equity-group-san-antonio-tx-335384",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 140054,
      "name": "Applied Finance Advisors, LLC",
      "name_as_filed": "APPLIED FINANCE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/applied-finance-advisors-llc-san-antonio-tx-140054",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286646,
      "name": "Authentikos Wealth Advisory LLC",
      "name_as_filed": "AUTHENTIKOS WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/authentikos-wealth-advisory-llc-new-braunfels-tx-286646",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323124,
      "name": "Avid Wealth Partners, LLC",
      "name_as_filed": "AVID WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337742,
      "name": "B365INVEST",
      "name_as_filed": "B365INVEST",
      "url": "https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297599,
      "name": "Best Invest",
      "name_as_filed": "BEST INVEST",
      "url": "https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115197,
      "name": "Biglari Capital Corp.",
      "name_as_filed": "BIGLARI CAPITAL CORP.",
      "url": "https://advisorcensus.com/firm/biglari-capital-corp-san-antonio-tx-115197",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319510,
      "name": "Braintrust Capital, LLC",
      "name_as_filed": "BRAINTRUST CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291753,
      "name": "Broadway Wealth Solutions",
      "name_as_filed": "BROADWAY WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/broadway-wealth-solutions-san-antonio-tx-291753",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315548,
      "name": "Capital Alliance Wealth Management",
      "name_as_filed": "CAPITAL ALLIANCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-alliance-wealth-management-san-antonio-tx-315548",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129350,
      "name": "Carr Consulting P.A.",
      "name_as_filed": "CARR CONSULTING P.A.",
      "url": "https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335406,
      "name": "Cerro Lobos Management, LLC",
      "name_as_filed": "CERRO LOBOS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cerro-lobos-management-llc-san-antonio-tx-335406",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165811,
      "name": "Christian Financial Advisors",
      "name_as_filed": "CHRISTIAN FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309352,
      "name": "Comal Wealth Management",
      "name_as_filed": "COMAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328412,
      "name": "Compass Financial Group",
      "name_as_filed": "COMPASS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/compass-financial-group-san-antonio-tx-328412",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305247,
      "name": "Complete View Financial LLC",
      "name_as_filed": "COMPLETE VIEW FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297440,
      "name": "Composedpro, Inc.",
      "name_as_filed": "COMPOSEDPRO, INC.",
      "url": "https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338635,
      "name": "Conceptum Strategies",
      "name_as_filed": "CONCEPTUM STRATEGIES",
      "url": "https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114849,
      "name": "Conceptwealth",
      "name_as_filed": "CONCEPTWEALTH",
      "url": "https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323179,
      "name": "Cornermen Financial, LLC",
      "name_as_filed": "CORNERMEN FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304170,
      "name": "Crestmont Private Wealth LLC",
      "name_as_filed": "CRESTMONT PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/crestmont-private-wealth-llc-boerne-tx-304170",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166414,
      "name": "Cypress Wealth Advisors, LLC",
      "name_as_filed": "CYPRESS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414",
      "city": "Shavano Park",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292258,
      "name": "Dickson Financial Group, LLC.",
      "name_as_filed": "DICKSON FINANCIAL GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258",
      "city": "Comfort",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318277,
      "name": "DRY Line Partners LLC",
      "name_as_filed": "DRY LINE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/dry-line-partners-llc-san-antonio-tx-318277",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309453,
      "name": "Edelweiss, LLC",
      "name_as_filed": "EDELWEISS, LLC",
      "url": "https://advisorcensus.com/firm/edelweiss-llc-san-antonio-tx-309453",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325786,
      "name": "EF Manager LLC",
      "name_as_filed": "EF MANAGER LLC",
      "url": "https://advisorcensus.com/firm/ef-manager-llc-san-antonio-tx-325786",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 168591,
      "name": "Ehrenberg Chesler Investment Advisors LLC",
      "name_as_filed": "EHRENBERG CHESLER INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ehrenberg-chesler-investment-advisors-llc-san-antonio-tx-168591",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 337769,
      "name": "Eldon Pass",
      "name_as_filed": "ELDON PASS",
      "url": "https://advisorcensus.com/firm/eldon-pass-boerne-tx-337769",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 316401,
      "name": "Eldred Rock Partners, LLC",
      "name_as_filed": "ELDRED ROCK PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/eldred-rock-partners-llc-san-antonio-tx-316401",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329869,
      "name": "Embrey Fund Manager, LLC",
      "name_as_filed": "EMBREY FUND MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/embrey-fund-manager-llc-san-antonio-tx-329869",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 161237,
      "name": "Encap Flatrock Midstream",
      "name_as_filed": "ENCAP FLATROCK MIDSTREAM",
      "url": "https://advisorcensus.com/firm/encap-flatrock-midstream-san-antonio-tx-161237",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 298200,
      "name": "Endure Retirement LLC",
      "name_as_filed": "ENDURE RETIREMENT LLC",
      "url": "https://advisorcensus.com/firm/endure-retirement-llc-san-antonio-tx-298200",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285710,
      "name": "Escalera Community Investments, LLC",
      "name_as_filed": "ESCALERA COMMUNITY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/escalera-community-investments-llc-san-antonio-tx-285710",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326269,
      "name": "Ethos IRR",
      "name_as_filed": "ETHOS IRR",
      "url": "https://advisorcensus.com/firm/ethos-irr-san-antonio-tx-326269",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 282234,
      "name": "Evidence Advisors Investment Management",
      "name_as_filed": "EVIDENCE ADVISORS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/evidence-advisors-investment-management-boerne-tx-282234",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128502,
      "name": "Financial Life Advisors",
      "name_as_filed": "FINANCIAL LIFE ADVISORS",
      "url": "https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320613,
      "name": "Financial Planning HQ, LLC",
      "name_as_filed": "FINANCIAL PLANNING HQ, LLC",
      "url": "https://advisorcensus.com/firm/financial-planning-hq-llc-san-antonio-tx-320613",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142570,
      "name": "Finser Investment Advisor",
      "name_as_filed": "FINSER INVESTMENT ADVISOR",
      "url": "https://advisorcensus.com/firm/finser-investment-advisor-san-antonio-tx-142570",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339843,
      "name": "First Fidelity Wealth Management LLC",
      "name_as_filed": "FIRST FIDELITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/first-fidelity-wealth-management-llc-new-braunfels-tx-339843",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327389,
      "name": "Flying Forward Wealth Management",
      "name_as_filed": "FLYING FORWARD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/flying-forward-wealth-management-boerne-tx-327389",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146148,
      "name": "Frost Investment Advisors, LLC",
      "name_as_filed": "FROST INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/frost-investment-advisors-llc-san-antonio-tx-146148",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/san-antonio",
      "label": "Financial advisors in San Antonio, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/san-antonio/new-braunfels",
        "label": "Financial advisors in New Braunfels, TX",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/san-antonio/fee-only",
        "label": "Fee-only financial advisors in San Antonio, TX",
        "firm_count": 35
      },
      {
        "path": "/advisors/tx/san-antonio/flat-fee",
        "label": "Flat-fee financial advisors in San Antonio, TX",
        "firm_count": 63
      },
      {
        "path": "/advisors/tx/san-antonio/hourly",
        "label": "Hourly financial advisors in San Antonio, TX",
        "firm_count": 48
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/san-antonio/for-high-net-worth-individuals",
        "firm_count": 88,
        "label": "Financial advisors for high-net-worth individuals in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/for-retirement-plans",
        "firm_count": 23,
        "label": "Financial advisors for retirement plans in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/for-businesses",
        "firm_count": 33,
        "label": "Financial advisors for businesses in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/for-charities",
        "firm_count": 30,
        "label": "Financial advisors for charitable organizations in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/no-account-minimum",
        "firm_count": 8,
        "label": "Financial advisors with no account minimum in San Antonio, TX"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/tx/san-antonio/financial-independence-and-early-retirement",
        "firm_count": 1,
        "label": "Financial advisors for financial independence and early retirement in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/women",
        "firm_count": 1,
        "label": "Financial advisors for women in San Antonio, TX"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/tx/san-antonio.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 5,
    "sec_registered_at_start": 51,
    "per_100_registered": null,
    "national_per_100": 10.11,
    "as_of": "2026-10-01",
    "sentence": "Over the 12 months to October 1, 2026, 5 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-10"
  }
}