AdvisorCensus / Financial advisors / Texas / San Antonio, TX / Charles Schwab
Financial advisors in San Antonio, TX using Charles Schwab
26 SEC-registered investment advisory firms headquartered in the San Antonio, TX metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1900 Wealth | San Antonio | SEC-registered investment adviser | $1 billion to $5 billion |
| Advisor Logistics, LLC | Boerne | SEC-registered investment adviser | Over $5 billion |
| Authentikos Wealth Advisory LLC | New Braunfels | SEC-registered investment adviser | $100 million to $500 million |
| Best Invest | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Broadway Wealth Solutions | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Christian Financial Advisors | New Braunfels | SEC-registered investment adviser | $100 million to $500 million |
| Crestmont Private Wealth LLC | Boerne | SEC-registered investment adviser | $100 million to $500 million |
| Eldred Rock Partners, LLC | San Antonio | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Life Advisors | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Hill Country Group | Boerne | SEC-registered investment adviser | $100 million to $500 million |
| Imperium Wealth Management, LLC | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Inflection Financial | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Magarian Capital Management, LLC | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Martin Capital Advisors, LLP | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Money Managers, Inc. | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Pax Financial Group | San Antonio | SEC-registered investment adviser | $500 million to $1 billion |
| Reliance Wealth Management | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Robinson Value Management, Ltd. | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Secure Financial Management | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| South Texas Capital Advisors, LLC | New Braunfels | SEC-registered investment adviser | $100 million to $500 million |
| Stone Oak Wealth Management, LLC | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Financial Concepts, LLC | San Antonio | SEC-registered investment adviser | $500 million to $1 billion |
| SWBC Investment Company | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Teamwork Financial Advisors, LLC | San Antonio | SEC-registered investment adviser | $1 billion to $5 billion |
| Titleist Asset Management, LLC | San Antonio | SEC-registered investment adviser | $1 billion to $5 billion |
| Wela Financial Advisory | San Antonio | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in San Antonio, TX using Charles Schwab. https://advisorcensus.com/advisors/tx/san-antonio/custodians/charles-schwab https://advisorcensus.com/advisors/tx/san-antonio/custodians/charles-schwab