# Financial advisors in San Antonio, TX

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/san-antonio

## At a glance

- Investment advisory firms: 142
- Registration: SEC-registered investment adviser: 54, State-registered investment adviser: 60, Exempt reporting adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 35 (31%); Percentage of assets 110 (96%); Hourly charges 48 (42%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 63 (55%); Commissions 1 (1%); Performance-based fees 20 (18%); Other 17 (15%); No compensation arrangements reported 28
- Regulatory assets under management (Item 5.F): Under $25 million 31 (22%); $25 million to $100 million 29 (20%); $100 million to $500 million 27 (19%); $500 million to $1 billion 7 (5%); $1 billion to $5 billion 10 (7%); Over $5 billion 5 (4%); Not reported 33 (23%)
- Years registered: Under 5 years 65 (46%); 5 to 9 years 36 (25%); 10 to 19 years 30 (21%); 20 years or more 10 (7%); Not reported 1 (1%)

## Firms (page 1 of 3, 1 to 50 of 142, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1900 Wealth](https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346) ([md](https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346.md)) | 175346 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [327 Capital Partners, LLC](https://advisorcensus.com/firm/327-capital-partners-llc-san-antonio-tx-313414) ([md](https://advisorcensus.com/firm/327-capital-partners-llc-san-antonio-tx-313414.md)) | 313414 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee, Other |
| [Acruence Management LLC](https://advisorcensus.com/firm/acruence-management-llc-san-antonio-tx-306037) ([md](https://advisorcensus.com/firm/acruence-management-llc-san-antonio-tx-306037.md)) | 306037 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Active Venture Partners, LLC](https://advisorcensus.com/firm/active-venture-partners-llc-san-antonio-tx-294383) ([md](https://advisorcensus.com/firm/active-venture-partners-llc-san-antonio-tx-294383.md)) | 294383 | San Antonio, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Advisor Logistics, LLC](https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784) ([md](https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784.md)) | 292784 | Boerne, TX | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Affinius Capital LLC](https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030) ([md](https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030.md)) | 316030 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee, Other |
| [Alamo Advisors, LP](https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290) ([md](https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290.md)) | 122290 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Altamira Capital Management LLC](https://advisorcensus.com/firm/altamira-capital-management-llc-san-antonio-tx-168486) ([md](https://advisorcensus.com/firm/altamira-capital-management-llc-san-antonio-tx-168486.md)) | 168486 | San Antonio, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [American Market Advisors, Inc.](https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796) ([md](https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796.md)) | 115796 | Shavano Park, TX | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee |
| [Amleth Equity Group](https://advisorcensus.com/firm/amleth-equity-group-san-antonio-tx-335384) ([md](https://advisorcensus.com/firm/amleth-equity-group-san-antonio-tx-335384.md)) | 335384 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Applied Finance Advisors, LLC](https://advisorcensus.com/firm/applied-finance-advisors-llc-san-antonio-tx-140054) ([md](https://advisorcensus.com/firm/applied-finance-advisors-llc-san-antonio-tx-140054.md)) | 140054 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Authentikos Wealth Advisory LLC](https://advisorcensus.com/firm/authentikos-wealth-advisory-llc-new-braunfels-tx-286646) ([md](https://advisorcensus.com/firm/authentikos-wealth-advisory-llc-new-braunfels-tx-286646.md)) | 286646 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Avid Wealth Partners, LLC](https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124) ([md](https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124.md)) | 323124 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [B365INVEST](https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742) ([md](https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742.md)) | 337742 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Best Invest](https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599) ([md](https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599.md)) | 297599 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Biglari Capital Corp.](https://advisorcensus.com/firm/biglari-capital-corp-san-antonio-tx-115197) ([md](https://advisorcensus.com/firm/biglari-capital-corp-san-antonio-tx-115197.md)) | 115197 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | Performance fee |
| [Braintrust Capital, LLC](https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510) ([md](https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510.md)) | 319510 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Broadway Wealth Solutions](https://advisorcensus.com/firm/broadway-wealth-solutions-san-antonio-tx-291753) ([md](https://advisorcensus.com/firm/broadway-wealth-solutions-san-antonio-tx-291753.md)) | 291753 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Capital Alliance Wealth Management](https://advisorcensus.com/firm/capital-alliance-wealth-management-san-antonio-tx-315548) ([md](https://advisorcensus.com/firm/capital-alliance-wealth-management-san-antonio-tx-315548.md)) | 315548 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Carr Consulting P.A.](https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350) ([md](https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350.md)) | 129350 | San Antonio, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee |
| [Cerro Lobos Management, LLC](https://advisorcensus.com/firm/cerro-lobos-management-llc-san-antonio-tx-335406) ([md](https://advisorcensus.com/firm/cerro-lobos-management-llc-san-antonio-tx-335406.md)) | 335406 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Christian Financial Advisors](https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811) ([md](https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811.md)) | 165811 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Comal Wealth Management](https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352) ([md](https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352.md)) | 309352 | New Braunfels, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Compass Financial Group](https://advisorcensus.com/firm/compass-financial-group-san-antonio-tx-328412) ([md](https://advisorcensus.com/firm/compass-financial-group-san-antonio-tx-328412.md)) | 328412 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Complete View Financial LLC](https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247) ([md](https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247.md)) | 305247 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Composedpro, Inc.](https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440) ([md](https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440.md)) | 297440 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Conceptum Strategies](https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635) ([md](https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635.md)) | 338635 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Conceptwealth](https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849) ([md](https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849.md)) | 114849 | San Antonio, TX | State-registered investment adviser | Not reported | 25 | % of assets, Hourly, Fixed fee, Other |
| [Cornermen Financial, LLC](https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179) ([md](https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179.md)) | 323179 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Crestmont Private Wealth LLC](https://advisorcensus.com/firm/crestmont-private-wealth-llc-boerne-tx-304170) ([md](https://advisorcensus.com/firm/crestmont-private-wealth-llc-boerne-tx-304170.md)) | 304170 | Boerne, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Cypress Wealth Advisors, LLC](https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414) ([md](https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414.md)) | 166414 | Shavano Park, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Dickson Financial Group, LLC.](https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258) ([md](https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258.md)) | 292258 | Comfort, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [DRY Line Partners LLC](https://advisorcensus.com/firm/dry-line-partners-llc-san-antonio-tx-318277) ([md](https://advisorcensus.com/firm/dry-line-partners-llc-san-antonio-tx-318277.md)) | 318277 | San Antonio, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Edelweiss, LLC](https://advisorcensus.com/firm/edelweiss-llc-san-antonio-tx-309453) ([md](https://advisorcensus.com/firm/edelweiss-llc-san-antonio-tx-309453.md)) | 309453 | San Antonio, TX | Exempt reporting adviser | Not reported | 5 | Not reported |
| [EF Manager LLC](https://advisorcensus.com/firm/ef-manager-llc-san-antonio-tx-325786) ([md](https://advisorcensus.com/firm/ef-manager-llc-san-antonio-tx-325786.md)) | 325786 | San Antonio, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Ehrenberg Chesler Investment Advisors LLC](https://advisorcensus.com/firm/ehrenberg-chesler-investment-advisors-llc-san-antonio-tx-168591) ([md](https://advisorcensus.com/firm/ehrenberg-chesler-investment-advisors-llc-san-antonio-tx-168591.md)) | 168591 | San Antonio, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Eldon Pass](https://advisorcensus.com/firm/eldon-pass-boerne-tx-337769) ([md](https://advisorcensus.com/firm/eldon-pass-boerne-tx-337769.md)) | 337769 | Boerne, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Eldred Rock Partners, LLC](https://advisorcensus.com/firm/eldred-rock-partners-llc-san-antonio-tx-316401) ([md](https://advisorcensus.com/firm/eldred-rock-partners-llc-san-antonio-tx-316401.md)) | 316401 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Embrey Fund Manager, LLC](https://advisorcensus.com/firm/embrey-fund-manager-llc-san-antonio-tx-329869) ([md](https://advisorcensus.com/firm/embrey-fund-manager-llc-san-antonio-tx-329869.md)) | 329869 | San Antonio, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Encap Flatrock Midstream](https://advisorcensus.com/firm/encap-flatrock-midstream-san-antonio-tx-161237) ([md](https://advisorcensus.com/firm/encap-flatrock-midstream-san-antonio-tx-161237.md)) | 161237 | San Antonio, TX | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Endure Retirement LLC](https://advisorcensus.com/firm/endure-retirement-llc-san-antonio-tx-298200) ([md](https://advisorcensus.com/firm/endure-retirement-llc-san-antonio-tx-298200.md)) | 298200 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Escalera Community Investments, LLC](https://advisorcensus.com/firm/escalera-community-investments-llc-san-antonio-tx-285710) ([md](https://advisorcensus.com/firm/escalera-community-investments-llc-san-antonio-tx-285710.md)) | 285710 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ethos IRR](https://advisorcensus.com/firm/ethos-irr-san-antonio-tx-326269) ([md](https://advisorcensus.com/firm/ethos-irr-san-antonio-tx-326269.md)) | 326269 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Evidence Advisors Investment Management](https://advisorcensus.com/firm/evidence-advisors-investment-management-boerne-tx-282234) ([md](https://advisorcensus.com/firm/evidence-advisors-investment-management-boerne-tx-282234.md)) | 282234 | Boerne, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Financial Life Advisors](https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502) ([md](https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502.md)) | 128502 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Financial Planning HQ, LLC](https://advisorcensus.com/firm/financial-planning-hq-llc-san-antonio-tx-320613) ([md](https://advisorcensus.com/firm/financial-planning-hq-llc-san-antonio-tx-320613.md)) | 320613 | San Antonio, TX | State-registered investment adviser | Not reported | 4 | Fixed fee, Other |
| [Finser Investment Advisor](https://advisorcensus.com/firm/finser-investment-advisor-san-antonio-tx-142570) ([md](https://advisorcensus.com/firm/finser-investment-advisor-san-antonio-tx-142570.md)) | 142570 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [First Fidelity Wealth Management LLC](https://advisorcensus.com/firm/first-fidelity-wealth-management-llc-new-braunfels-tx-339843) ([md](https://advisorcensus.com/firm/first-fidelity-wealth-management-llc-new-braunfels-tx-339843.md)) | 339843 | New Braunfels, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Flying Forward Wealth Management](https://advisorcensus.com/firm/flying-forward-wealth-management-boerne-tx-327389) ([md](https://advisorcensus.com/firm/flying-forward-wealth-management-boerne-tx-327389.md)) | 327389 | Boerne, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Frost Investment Advisors, LLC](https://advisorcensus.com/firm/frost-investment-advisors-llc-san-antonio-tx-146148) ([md](https://advisorcensus.com/firm/frost-investment-advisors-llc-san-antonio-tx-146148.md)) | 146148 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Other |

- Next page: https://advisorcensus.com/advisors/tx/san-antonio/page/2.md

## Questions people ask

**How many financial advisory firms are there in San Antonio, TX?**
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.

**How many fee-only financial advisors are in San Antonio, TX?**
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.

**How many financial advisors in San Antonio, TX offer financial planning?**
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.

**Are the financial advisors in San Antonio, TX fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Financial advisors in San Antonio, TX](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
- [Fee-only financial advisors in San Antonio, TX](https://advisorcensus.com/advisors/tx/san-antonio/fee-only) (https://advisorcensus.com/advisors/tx/san-antonio/fee-only.md)
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- [Financial advisors in Dallas](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
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- [Financial advisors in Austin](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
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- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/tx/san-antonio.csv

Cite as: AdvisorCensus. Financial advisors in San Antonio, TX: 142 firms from Form ADV filings as of October 2026.