# Financial advisors for high-net-worth individuals in San Antonio, TX

> AdvisorCensus lists 88 investment advisory firms with a principal office in the San Antonio metro area that report high-net-worth individuals 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.

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

## At a glance

- Investment advisory firms: 88
- Registration: SEC-registered investment adviser: 41, State-registered investment adviser: 47
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 27 (31%); Percentage of assets 86 (98%); Hourly charges 43 (49%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 54 (61%); Commissions 1 (1%); Performance-based fees 13 (15%); Other 11 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 21 (24%); $25 million to $100 million 27 (31%); $100 million to $500 million 24 (27%); $500 million to $1 billion 6 (7%); $1 billion to $5 billion 6 (7%); Over $5 billion 2 (2%); Not reported 2 (2%)
- Years registered: Under 5 years 28 (32%); 5 to 9 years 29 (33%); 10 to 19 years 24 (27%); 20 years or more 7 (8%)

## Firms (page 1 of 2, 1 to 50 of 88, 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 Services](https://advisorcensus.com/firm/frost-investment-services-san-antonio-tx-286129) ([md](https://advisorcensus.com/firm/frost-investment-services-san-antonio-tx-286129.md)) | 286129 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets |
| [Fruit of the Vine Financial, LLC](https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004) ([md](https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004.md)) | 325004 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Gagni Wealth Management LLC](https://advisorcensus.com/firm/gagni-wealth-management-llc-san-antonio-tx-169527) ([md](https://advisorcensus.com/firm/gagni-wealth-management-llc-san-antonio-tx-169527.md)) | 169527 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Performance fee |
| [Gamboa Capital Management Inc.](https://advisorcensus.com/firm/gamboa-capital-management-inc-san-antonio-tx-110201) ([md](https://advisorcensus.com/firm/gamboa-capital-management-inc-san-antonio-tx-110201.md)) | 110201 | San Antonio, TX | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Glass Wealth Management Co., LLC](https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097) ([md](https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097.md)) | 114097 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Gunn & Co Asset Management Inc](https://advisorcensus.com/firm/gunn-and-co-asset-management-inc-san-antonio-tx-104750) ([md](https://advisorcensus.com/firm/gunn-and-co-asset-management-inc-san-antonio-tx-104750.md)) | 104750 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Performance fee, Other |
| [Heritage Haus Wealth Partners LLC](https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736) ([md](https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736.md)) | 342736 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Hill Country Group](https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376) ([md](https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376.md)) | 307376 | Boerne, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [HMP Capital Management, LLC](https://advisorcensus.com/firm/hmp-capital-management-llc-san-antonio-tx-148850) ([md](https://advisorcensus.com/firm/hmp-capital-management-llc-san-antonio-tx-148850.md)) | 148850 | San Antonio, TX | State-registered investment adviser | Under $25 million | 16 | Performance fee |
| [Imperium Wealth Management, LLC](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148) ([md](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148.md)) | 159148 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Inflection Financial](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631) ([md](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631.md)) | 309631 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Intentional Living FP](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500) ([md](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500.md)) | 312500 | New Braunfelss, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [JW Hall Financial LLC](https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745) ([md](https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745.md)) | 337745 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Kapela](https://advisorcensus.com/firm/kapela-san-antonio-tx-309601) ([md](https://advisorcensus.com/firm/kapela-san-antonio-tx-309601.md)) | 309601 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Kercheville Advisors LLC](https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471) ([md](https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471.md)) | 169471 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [KMC Wealth Management, LLC](https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437) ([md](https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437.md)) | 167437 | San Antonio, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [Kraus Capital Management, LLC](https://advisorcensus.com/firm/kraus-capital-management-llc-san-antonio-tx-282797) ([md](https://advisorcensus.com/firm/kraus-capital-management-llc-san-antonio-tx-282797.md)) | 282797 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Larsen Financial Management](https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482) ([md](https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482.md)) | 318482 | San Antonio, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Lifetime Financial Planners LLC](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275) ([md](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275.md)) | 328275 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [M. E. Allison & Co., Inc.](https://advisorcensus.com/firm/m-e-allison-and-co-inc-san-antonio-tx-1047) ([md](https://advisorcensus.com/firm/m-e-allison-and-co-inc-san-antonio-tx-1047.md)) | 1047 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Other |
| [Mark Muecke Capital Management, LLC](https://advisorcensus.com/firm/mark-muecke-capital-management-llc-san-antonio-tx-289109) ([md](https://advisorcensus.com/firm/mark-muecke-capital-management-llc-san-antonio-tx-289109.md)) | 289109 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Martin Capital Advisors, LLP](https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529) ([md](https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529.md)) | 108529 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [McNally Financial Services Corporation](https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196) ([md](https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196.md)) | 121196 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Mission Advisors, LP](https://advisorcensus.com/firm/mission-advisors-lp-terrell-hills-tx-114285) ([md](https://advisorcensus.com/firm/mission-advisors-lp-terrell-hills-tx-114285.md)) | 114285 | Terrell Hills, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Money Managers, Inc.](https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529) ([md](https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529.md)) | 104529 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Olson Wealth Management](https://advisorcensus.com/firm/olson-wealth-management-new-braunfels-tx-299426) ([md](https://advisorcensus.com/firm/olson-wealth-management-new-braunfels-tx-299426.md)) | 299426 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Pax Financial Group](https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164) ([md](https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164.md)) | 284164 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/tx/san-antonio/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in San Antonio, TX work with high-net-worth individuals?**
88 investment advisory firms with a principal office in the San Antonio metro area report high-net-worth individuals 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.

**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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in San Antonio, TX: 88 firms from Form ADV filings as of October 2026.