{ "path": "/advisors/tx/san-antonio/for-charities", "url": "https://advisorcensus.com/advisors/tx/san-antonio/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in San Antonio, TX", "filters": {}, "scope_total": 30, "faq": [ { "q": "Which financial advisors in San Antonio, TX work with charitable organizations?", "a": "30 investment advisory firms with a principal office in the San Antonio metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "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 30 investment advisory firms with a principal office in the San Antonio metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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 for charitable organizations in San Antonio, TX: 30 firms from Form ADV filings as of October 2026.", "total_firms": 30, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 7, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 9 }, { "code": "percentage_of_aum", "count": 30 }, { "code": "hourly", "count": 15 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 17 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 9 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 11 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 0 } ], "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": 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": 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": 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": 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": 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": 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": 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": 286129, "name": "Frost Investment Services", "name_as_filed": "FROST INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/frost-investment-services-san-antonio-tx-286129", "city": "San Antonio", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114097, "name": "Glass Wealth Management Co., LLC", "name_as_filed": "GLASS WEALTH MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097", "city": "San Antonio", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104750, "name": "Gunn & Co Asset Management Inc", "name_as_filed": "GUNN & CO ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/gunn-and-co-asset-management-inc-san-antonio-tx-104750", "city": "San Antonio", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 307376, "name": "Hill Country Group", "name_as_filed": "HILL COUNTRY GROUP", "url": "https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376", "city": "Boerne", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169471, "name": "Kercheville Advisors LLC", "name_as_filed": "KERCHEVILLE ADVISORS LLC", "url": "https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328275, "name": "Lifetime Financial Planners LLC", "name_as_filed": "LIFETIME FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108529, "name": "Martin Capital Advisors, LLP", "name_as_filed": "MARTIN CAPITAL ADVISORS, LLP", "url": "https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529", "city": "San Antonio", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121196, "name": "McNally Financial Services Corporation", "name_as_filed": "MCNALLY FINANCIAL SERVICES CORPORATION", "url": "https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196", "city": "San Antonio", "state": "TX", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114285, "name": "Mission Advisors, LP", "name_as_filed": "MISSION ADVISORS, LP", "url": "https://advisorcensus.com/firm/mission-advisors-lp-terrell-hills-tx-114285", "city": "Terrell Hills", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 130053, "name": "Sansone & Associates", "name_as_filed": "SANSONE & ASSOCIATES", "url": "https://advisorcensus.com/firm/sansone-and-associates-san-antonio-tx-130053", "city": "San Antonio", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145594, "name": "Sendero Wealth Management, LLC", "name_as_filed": "SENDERO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594", "city": "San Antonio", "state": "TX", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288217, "name": "Stone Oak Wealth Management, LLC", "name_as_filed": "STONE OAK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-oak-wealth-management-llc-san-antonio-tx-288217", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141849, "name": "Strategic Financial Concepts, LLC", "name_as_filed": "STRATEGIC FINANCIAL CONCEPTS, LLC", "url": "https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849", "city": "San Antonio", "state": "TX", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 338557, "name": "Strategiq Funds, Inc.", "name_as_filed": "STRATEGIQ FUNDS, INC.", "url": "https://advisorcensus.com/firm/strategiq-funds-inc-san-antonio-tx-338557", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165237, "name": "Teamwork Financial Advisors, LLC", "name_as_filed": "TEAMWORK FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237", "city": "San Antonio", "state": "TX", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306413, "name": "Texas Financial Advisory", "name_as_filed": "TEXAS FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/texas-financial-advisory-san-antonio-tx-306413", "city": "San Antonio", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131300, "name": "Texas Institutional Investment Management, LLC", "name_as_filed": "TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300", "city": "San Antonio", "state": "TX", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158305, "name": "TLWM Financial", "name_as_filed": "TLWM FINANCIAL", "url": "https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305", "city": "San Antonio", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 226623, "name": "Vaulkshire Investment Advisors", "name_as_filed": "VAULKSHIRE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106189, "name": "Victory Capital Management Inc.", "name_as_filed": "VICTORY CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/victory-capital-management-inc-san-antonio-tx-106189", "city": "San Antonio", "state": "TX", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126266, "name": "Wela Financial Advisory", "name_as_filed": "WELA FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266", "city": "San Antonio", "state": "TX", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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/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": null, "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" } }