AdvisorCensus / Financial advisors / Texas / San Antonio, TX / Branch offices
Advisory firms with an office in San Antonio, TX, headquartered elsewhere
93 investment advisory firms with a principal office outside the San Antonio, TX metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Alera Investment Advisors, LLC | San Antonio, TX | Deerfield, IL | SEC-registered investment adviser |
| Alterna Wealth Management, Inc. | San Antonio, TX | Houston, TX | SEC-registered investment adviser |
| Americana Partners, LLC | San Antonio, TX | Houston, TX | SEC-registered investment adviser |
| Argent Retirement Plan Advisors, LLC | San Antonio, TX | New Orleans, LA | SEC-registered investment adviser |
| Arrow Wealth Advisors | San Antonio, TX | Lynchburg, VA | SEC-registered investment adviser |
| Avidian Wealth Solutions | San Antonio, TX | Houston, TX | SEC-registered investment adviser |
| Avior Wealth Management, LLC | San Antonio, TX | Omaha, NE | SEC-registered investment adviser |
| AWH Financial, LLC | Fair Oaks Ranch, TX | Bala Cynwyd, PA | SEC-registered investment adviser |
| Beacon Advisors | San Antonio, TX | Austin, TX | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | San Antonio, TX | Newport Beach, CA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | San Antonio, TX | Jupiter, FL | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | San Antonio, TX | Denver, CO | SEC-registered investment adviser |
| C.L. Sheldon & Company, LLC | San Antonio, TX | Alexandria, VA | SEC-registered investment adviser |
| Capital Client Group, Inc. | San Antonio, TX | Los Angeles, CA | SEC-registered investment adviser |
| Capital Creek Partners | San Antonio, TX | Austin, TX | SEC-registered investment adviser |
| Capstone Investment Group | San Antonio, TX | Olympia, WA | SEC-registered investment adviser |
| Captrust | San Antonio, TX | Raleigh, NC | SEC-registered investment adviser |
| Cary Street Partners | San Antonio, TX | Richmond, VA | SEC-registered investment adviser |
| Centennial Advisors, LLC | San Antonio, TX | Austin, TX | SEC-registered investment adviser |
| Christensen Group Financial, LLC | San Antonio, TX | Eden Prairie, MN | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | San Antonio, TX | New York, NY | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| Corient | San Antonio, TX | Miami, FL | SEC-registered investment adviser |
| Cornerstone Planning Group | New Braunfels, TX | Fairfield, NJ | SEC-registered investment adviser |
| Davidson Capital Management, Inc | San Antonio, TX | Corpus Christi, TX | SEC-registered investment adviser |
| Dynamic | Bulverde, TX | Phoenix, AZ | SEC-registered investment adviser |
| Eagle Strategies LLC | San Antonio, TX | New York, NY | SEC-registered investment adviser |
| Encompass More Asset Management LLC | San Antonio, TX | Danville, CA | SEC-registered investment adviser |
| First Command Advisory Services | San Antonio, TX | Fort Worth, TX | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Boerne, TX | Lake St. Louis, MO | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | San Antonio, TX | Springfield, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | New Braunfels, TX | Phoenix, AZ | SEC-registered investment adviser |
| Gradient Advisors, LLC | San Antonio, TX | Arden Hills, MN | SEC-registered investment adviser |
| Gradient Wealth Management | San Antonio, TX | Arden Hills, MN | SEC-registered investment adviser |
| Greycourt & Co., Inc. | San Antonio, TX | Pittsburgh, PA | SEC-registered investment adviser |
| GWN Securities Inc. | Garden Ridge, TX | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hightower Advisors, LLC | San Antonio, TX | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Inc. | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| Iams Wealth Management, LLC | San Antonio, TX | Omaha, NE | SEC-registered investment adviser |
| IHT Wealth Management LLC | San Antonio, TX | Chicago, IL | SEC-registered investment adviser |
| Independent Financial Partners | San Antonio, TX | Tampa, FL | SEC-registered investment adviser |
| Insigneo Advisory Services, LLC | San Antonio, TX | Miami, FL | SEC-registered investment adviser |
| Invicta Financial Group | Boerne, TX | Yuma, AZ | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | San Antonio, TX | New York, NY | SEC-registered investment adviser |
| KM Capital Management, Ltd. | San Antonio, TX | Austin, TX | SEC-registered investment adviser |
| Lido | San Antonio, TX | Los Angeles, CA | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | San Antonio, TX | Lubbock, TX | SEC-registered investment adviser |
| Luther King Capital Management Corporation | San Antonio, TX | Fort Worth, TX | SEC-registered investment adviser |
| Maridea Wealth Management | San Antonio, TX | Brooklyn, NY | SEC-registered investment adviser |
| Mariner | San Antonio, TX | Overland Park, KS | SEC-registered investment adviser |
| Merit Financial Advisors | San Antonio, TX | Alpharetta, GA | SEC-registered investment adviser |
| Momentum Independent Network Inc. | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| Monex Asset Management, Inc. | San Antonio, TX | Houston, TX | SEC-registered investment adviser |
| Naviant Partners, LLC | San Antonio, TX | Fairhope, AL | SEC-registered investment adviser |
| Nxstep Investment Advisors, LP | San Antonio, TX | Austin, TX | Exempt reporting adviser |
| Oakwell Private Wealth Management | New Braunfels, TX | Austin, TX | SEC-registered investment adviser |
| Oneascent Family Offices | San Antonio, TX | Birmingham, AL | SEC-registered investment adviser |
| Oneascent Financial Services LLC | San Antonio, TX | Birmingham, AL | SEC-registered investment adviser |
| Optivise Advisory Services LLC | San Antonio, TX | Franklin, TN | SEC-registered investment adviser |
| Orleans Capital Management Corp | San Antonio, TX | Mandeville, LA | SEC-registered investment adviser |
| Prime Capital Financial | Boerne, TX | Overland Park, KS | SEC-registered investment adviser |
| Private Wealth Asset Management | San Antoni0, TX | Omaha, NE | SEC-registered investment adviser |
| Quotient Wealth Partners, LLC | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | San Antonio, TX | Saint Petersburg, FL | SEC-registered investment adviser |
| Rockefeller Capital Management | San Antonio, TX | New York, NY | SEC-registered investment adviser |
| Sagespring Wealth Partners | San Antonio, TX | Franklin, TN | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | San Antonio, TX | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | San Antonio, TX | Nashville, TN | SEC-registered investment adviser |
| Sather Financial Group, Inc. | New Braunfels, TX | Victoria, TX | SEC-registered investment adviser |
| Savant Wealth Management | San Antonio, TX | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | San Antonio, TX | Saint Louis, MO | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | San Antonio, TX | Akron, OH | SEC-registered investment adviser |
| Snowden Capital Advisors LLC | San Antonio, TX | New York, NY | SEC-registered investment adviser |
| Sound Income Strategies, LLC | San Antonio, TX | Fort Lauderdale, FL | SEC-registered investment adviser |
| ST. Bernard Financial Services, Inc. | San Antonio, TX | Russellville, AR | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | San Antonio, TX | Louisville, KY | SEC-registered investment adviser |
| Tactive Advisors, LLC | Fair Oaks Ranch, TX | Sarasota, FL | SEC-registered investment adviser |
| TE Advisors LLC | San Antonio, TX | Quincy, MA | SEC-registered investment adviser |
| Texas Capital Bank Private Wealth Advisors | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| The Mather Group, LLC | San Antonio, TX | Chicago, IL | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | San Antonio, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Turtle Creek Wealth Advisors, LLC | San Antonio, TX | Dallas, TX | SEC-registered investment adviser |
| Ulrich Investment Consultants | San Antonio, TX | Albuquerque, NM | SEC-registered investment adviser |
| USA Financial Securities LLC | San Antonio, TX | Ada, MI | SEC-registered investment adviser |
| Verity Asset Management | Boerne, TX | Durham, NC | SEC-registered investment adviser |
| Verity Investment Partners | San Antonio, TX | Beaufort, SC | SEC-registered investment adviser |
| Wealth Management | San Antonio, TX | Norfolk, NE | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | New Braunfels, TX | Englewood, CO | SEC-registered investment adviser |
| Wells Fargo Advisors | San Antonio, TX | St. Louis, MO | SEC-registered investment adviser |
| Westpark Wealth Advisors, Inc. | Bulverde, TX | Houston, TX | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | San Antonio, TX | Mansfield, OH | SEC-registered investment adviser |
| World Investment Advisors, LLC | Garden Ridge, TX | Lincroft, NJ | SEC-registered investment adviser |
| Wpwealth LLP | San Antonio, TX | Fort Worth, TX | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in San Antonio, TX on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Financial Transparency | San Antonio, TX | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in San Antonio, TX, headquartered elsewhere. https://advisorcensus.com/advisors/tx/san-antonio/branch-offices https://advisorcensus.com/advisors/tx/san-antonio/branch-offices