# Financial advisors in San Antonio, TX

> AdvisorCensus lists 142 investment advisory firms with a principal office in the San Antonio metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/san-antonio/page/3

## At a glance

- Investment advisory firms: 142
- Registration: SEC-registered investment adviser: 54, State-registered investment adviser: 60, Exempt reporting adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 35 (31%); Percentage of assets 110 (96%); Hourly charges 48 (42%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 63 (55%); Commissions 1 (1%); Performance-based fees 20 (18%); Other 17 (15%); No compensation arrangements reported 28
- Regulatory assets under management (Item 5.F): Under $25 million 31 (22%); $25 million to $100 million 29 (20%); $100 million to $500 million 27 (19%); $500 million to $1 billion 7 (5%); $1 billion to $5 billion 10 (7%); Over $5 billion 5 (4%); Not reported 33 (23%)
- Years registered: Under 5 years 65 (46%); 5 to 9 years 36 (25%); 10 to 19 years 30 (21%); 20 years or more 10 (7%); Not reported 1 (1%)

## Firms (page 3 of 3, 101 to 142 of 142, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Robinson Value Management, Ltd.](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156) ([md](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156.md)) | 110156 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Rufus Hayes Asset Management, LLC](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421) ([md](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421.md)) | 171421 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [S Harris Financial Group, LLC](https://advisorcensus.com/firm/s-harris-financial-group-llc-san-antonio-tx-151899) ([md](https://advisorcensus.com/firm/s-harris-financial-group-llc-san-antonio-tx-151899.md)) | 151899 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [S.B. Value Partners, L.P.](https://advisorcensus.com/firm/s-b-value-partners-l-p-san-antonio-tx-139162) ([md](https://advisorcensus.com/firm/s-b-value-partners-l-p-san-antonio-tx-139162.md)) | 139162 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [SA Financial Solutions, LLC](https://advisorcensus.com/firm/sa-financial-solutions-llc-san-antonio-tx-157790) ([md](https://advisorcensus.com/firm/sa-financial-solutions-llc-san-antonio-tx-157790.md)) | 157790 | San Antonio, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Saber and Shield Wealth Management, L.L.C](https://advisorcensus.com/firm/saber-and-shield-wealth-management-l-l-c-garden-ridge-tx-291176) ([md](https://advisorcensus.com/firm/saber-and-shield-wealth-management-l-l-c-garden-ridge-tx-291176.md)) | 291176 | Garden Ridge, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Sansone & Associates](https://advisorcensus.com/firm/sansone-and-associates-san-antonio-tx-130053) ([md](https://advisorcensus.com/firm/sansone-and-associates-san-antonio-tx-130053.md)) | 130053 | San Antonio, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Sarmaya Partners, LLC](https://advisorcensus.com/firm/sarmaya-partners-llc-san-antonio-tx-330100) ([md](https://advisorcensus.com/firm/sarmaya-partners-llc-san-antonio-tx-330100.md)) | 330100 | San Antonio, TX | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Scaleworks Capital, LLC](https://advisorcensus.com/firm/scaleworks-capital-llc-san-antonio-tx-306560) ([md](https://advisorcensus.com/firm/scaleworks-capital-llc-san-antonio-tx-306560.md)) | 306560 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Secure Financial Management](https://advisorcensus.com/firm/secure-financial-management-san-antonio-tx-169278) ([md](https://advisorcensus.com/firm/secure-financial-management-san-antonio-tx-169278.md)) | 169278 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Sendero Wealth Management, LLC](https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594) ([md](https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594.md)) | 145594 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Fixed fee |
| [Sensus Wealth Management Group LLC](https://advisorcensus.com/firm/sensus-wealth-management-group-llc-san-antonio-tx-153357) ([md](https://advisorcensus.com/firm/sensus-wealth-management-group-llc-san-antonio-tx-153357.md)) | 153357 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Sherpa Wealth Management LLC](https://advisorcensus.com/firm/sherpa-wealth-management-llc-san-antonio-tx-340032) ([md](https://advisorcensus.com/firm/sherpa-wealth-management-llc-san-antonio-tx-340032.md)) | 340032 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Other |
| [Shorebird Capital, LP](https://advisorcensus.com/firm/shorebird-capital-lp-san-antonio-tx-285437) ([md](https://advisorcensus.com/firm/shorebird-capital-lp-san-antonio-tx-285437.md)) | 285437 | San Antonio, TX | SEC-registered investment adviser | Not reported | 9 | % of assets |
| [SHV ETA Ventures, LLC](https://advisorcensus.com/firm/shv-eta-ventures-llc-san-antonio-tx-341262) ([md](https://advisorcensus.com/firm/shv-eta-ventures-llc-san-antonio-tx-341262.md)) | 341262 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [South Texas Capital Advisors, LLC](https://advisorcensus.com/firm/south-texas-capital-advisors-llc-new-braunfels-tx-283773) ([md](https://advisorcensus.com/firm/south-texas-capital-advisors-llc-new-braunfels-tx-283773.md)) | 283773 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Southwestern Money Management LLC](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033) ([md](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033.md)) | 304033 | San Antonio, TX | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [STJ Ventures, LLC](https://advisorcensus.com/firm/stj-ventures-llc-san-antonio-tx-288740) ([md](https://advisorcensus.com/firm/stj-ventures-llc-san-antonio-tx-288740.md)) | 288740 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stone Oak Wealth Management, LLC](https://advisorcensus.com/firm/stone-oak-wealth-management-llc-san-antonio-tx-288217) ([md](https://advisorcensus.com/firm/stone-oak-wealth-management-llc-san-antonio-tx-288217.md)) | 288217 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Stone Wall Financial](https://advisorcensus.com/firm/stone-wall-financial-san-antonio-tx-327726) ([md](https://advisorcensus.com/firm/stone-wall-financial-san-antonio-tx-327726.md)) | 327726 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Other |
| [Strategic Financial Concepts, LLC](https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849) ([md](https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849.md)) | 141849 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Strategiq Funds, Inc.](https://advisorcensus.com/firm/strategiq-funds-inc-san-antonio-tx-338557) ([md](https://advisorcensus.com/firm/strategiq-funds-inc-san-antonio-tx-338557.md)) | 338557 | San Antonio, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [SWBC Investment Company](https://advisorcensus.com/firm/swbc-investment-company-san-antonio-tx-140994) ([md](https://advisorcensus.com/firm/swbc-investment-company-san-antonio-tx-140994.md)) | 140994 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Teamwork Financial Advisors, LLC](https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237) ([md](https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237.md)) | 165237 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [Texas Financial Advisory](https://advisorcensus.com/firm/texas-financial-advisory-san-antonio-tx-306413) ([md](https://advisorcensus.com/firm/texas-financial-advisory-san-antonio-tx-306413.md)) | 306413 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Texas Institutional Investment Management, LLC](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300) ([md](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300.md)) | 131300 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [The Legacy Collaborative, Inc.](https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591) ([md](https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591.md)) | 114591 | San Antonio, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [The Summit Group](https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130) ([md](https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130.md)) | 173130 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [The Viable Group, Inc.](https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266) ([md](https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266.md)) | 143266 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [The von Dohlen Knuffke Financial Group, LLC](https://advisorcensus.com/firm/the-von-dohlen-knuffke-financial-group-llc-san-antonio-tx-172094) ([md](https://advisorcensus.com/firm/the-von-dohlen-knuffke-financial-group-llc-san-antonio-tx-172094.md)) | 172094 | San Antonio, TX | State-registered investment adviser | Not reported | 9 | % of assets, Fixed fee, Performance fee |
| [Titleist Asset Management, LLC](https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567) ([md](https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567.md)) | 323567 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [TLWM Financial](https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305) ([md](https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305.md)) | 158305 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Subscription, Fixed fee |
| [Torres Financial Services, Inc.](https://advisorcensus.com/firm/torres-financial-services-inc-san-antonio-tx-114486) ([md](https://advisorcensus.com/firm/torres-financial-services-inc-san-antonio-tx-114486.md)) | 114486 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Trellisent Investments](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473) ([md](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473.md)) | 151473 | San Antonio, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [U.S. Global Investors, Inc.](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097) ([md](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097.md)) | 111097 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 58 | % of assets |
| [USAA Investment Services Company](https://advisorcensus.com/firm/usaa-investment-services-company-san-antonio-tx-5475) ([md](https://advisorcensus.com/firm/usaa-investment-services-company-san-antonio-tx-5475.md)) | 5475 | San Antonio, TX | SEC-registered investment adviser | Not reported | 4 | Other |
| [Vaquero Global Investment LP](https://advisorcensus.com/firm/vaquero-global-investment-lp-san-antonio-tx-145665) ([md](https://advisorcensus.com/firm/vaquero-global-investment-lp-san-antonio-tx-145665.md)) | 145665 | San Antonio, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Vaulkshire Investment Advisors](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623) ([md](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623.md)) | 226623 | San Antonio, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Victory Capital Management Inc.](https://advisorcensus.com/firm/victory-capital-management-inc-san-antonio-tx-106189) ([md](https://advisorcensus.com/firm/victory-capital-management-inc-san-antonio-tx-106189.md)) | 106189 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee, Performance fee |
| [Wela Financial Advisory](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266) ([md](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266.md)) | 126266 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee |
| [White Post Investments, LP](https://advisorcensus.com/firm/white-post-investments-lp-san-antonio-tx-318943) ([md](https://advisorcensus.com/firm/white-post-investments-lp-san-antonio-tx-318943.md)) | 318943 | San Antonio, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Whitney Financial Strategies, LLC](https://advisorcensus.com/firm/whitney-financial-strategies-llc-san-antonio-tx-174946) ([md](https://advisorcensus.com/firm/whitney-financial-strategies-llc-san-antonio-tx-174946.md)) | 174946 | San Antonio, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/tx/san-antonio/page/2.md

## Questions people ask

**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.

## Related pages

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Every firm in this list as CSV: https://advisorcensus.com/advisors/tx/san-antonio.csv

Cite as: AdvisorCensus. Financial advisors in San Antonio, TX: 142 firms from Form ADV filings as of October 2026.