AdvisorCensus / Financial advisors / Texas / San Antonio, TX / Fidelity Investments
Financial advisors in San Antonio, TX using Fidelity Investments
10 SEC-registered investment advisory firms headquartered in the San Antonio, TX metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 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 |
| Avid Wealth Partners, LLC | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Frost Investment Services | San Antonio | SEC-registered investment adviser | $1 billion to $5 billion |
| Glass Wealth Management Co., 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 |
| M. E. Allison & Co., Inc. | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Reliance Wealth Management | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| S Harris Financial Group, LLC | San Antonio | SEC-registered investment adviser | $100 million to $500 million |
| Titleist Asset Management, LLC | San Antonio | SEC-registered investment adviser | $1 billion to $5 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. Fidelity Investments nationwide
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