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Largest RIA Firms in San Antonio, Texas by AUM
Explore registered investment advisers headquartered in San Antonio, Texas, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 43 firms with $360.2B in total reported AUM and median AUM of $505.5M.
Firms
43
Matching current profiles
Total AUM
$360.2B
Reported regulatory AUM
Median AUM
$505.5M
Across firms with AUM
Largest firm
$282.7B
Victory Capital Management INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Victory Capital Management INC. CRD 106189 · Corporation | SAN ANTONIO, TX | $282.7B Oct 2026 | +$130.4B+85.6% | +$141.9B+100.7% | +$129.3B+84.2% | +$254.2B+890.4% | +189 employees+37.1% over 3Y | +642 accounts+18.8% over 3Y |
| 2. Affinius Capital LLC CRD 316030 · Limited Liability Company | SAN ANTONIO, TX | $30.4B Aug 2026 | +$11.0B+56.3% | +$10.5B+53.0% | — | +$20.4B+204.8% | -9 employees-2.9% over 3Y | +84 accounts+227.0% over 3Y |
| 3. Sendero Wealth Management, LLC CRD 145594 · Limited Liability Company | SAN ANTONIO, TX | $6.5B Mar 2026 | +$685.6M+11.8% | +$2.2B+52.7% | +$4.5B+216.7% | +$4.7B+253.8% | +11 employees+36.7% over 3Y | +448 accounts+29.9% over 3Y |
| 4. Frost Investment Advisors, LLC CRD 146148 · Limited Liability Company | SAN ANTONIO, TX | $5.4B Mar 2026 | +$423.3M+8.6% | +$397.0M+8.0% | +$423.2M+8.6% | -$2.7B-33.3% | -3 employees-8.8% over 3Y | -24 accounts-70.6% over 3Y |
| 5. S.b. Value Partners, L.p. CRD 139162 · Partnership | SAN ANTONIO, TX | $3.9B Oct 2026 | -$1.1B-22.2% | +$17.0M+0.4% | +$196.0M+5.3% | +$3.8B+3365.3% | -1 employees-7.7% over 3Y | -6 accounts-5.3% over 3Y |
| 6. Alamo Advisors, LP CRD 122290 · Limited Partnership | SAN ANTONIO, TX | $3.9B Mar 2026 | +$391.8M+11.3% | +$34.8M+0.9% | +$290.5M+8.1% | +$1.6B+67.6% | +4 employees+36.4% over 3Y | +142 accounts+16.9% over 3Y |
| 7. Frost Investment Services CRD 286129 · Limited Liability Company | SAN ANTONIO, TX | $3.7B Mar 2026 | +$934.2M+34.1% | +$977.9M+36.3% | +$2.0B+119.9% | — | +72 employees+68.6% over 3Y | +1,054 accounts+40.5% over 3Y |
| 8. 1900 Wealth CRD 175346 · Limited Liability Company | SAN ANTONIO, TX | $3.1B Aug 2026 | +$802.8M+35.4% | +$1.5B+96.9% | +$1.8B+132.6% | — | +13 employees+144.4% over 3Y | +339 accounts+46.6% over 3Y |
| 9. Titleist Asset Management, LLC CRD 323567 · Limited Liability Company | SAN ANTONIO, TX | $2.8B Oct 2026 | +$725.4M+35.1% | +$1.8B+190.7% | — | — | +9 employees+28.1% over 3Y | +1,831 accounts+44.7% over 3Y |
| 10. Applied Finance Advisors, LLC CRD 140054 · Limited Liability Company | SAN ANTONIO, TX | $2.1B Mar 2026 | +$747.8M+57.3% | +$1.3B+169.3% | +$1.8B+827.9% | +$2.0B+2600.1% | +1 employees+20.0% over 3Y | +5 accounts+125.0% over 3Y |
| 11. Finser Investment Advisor CRD 142570 · Corporation | SAN ANTONIO, TX | $1.7B Sep 2026 | +$329.1M+23.2% | +$103.3M+6.3% | +$773.0M+79.5% | +$877.2M+101.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 12. U.s. Global Investors, INC. CRD 111097 · Corporation | SAN ANTONIO, TX | $1.7B Sep 2026 | +$348.1M+26.3% | -$2.6B-60.5% | -$2.6B-60.5% | -$362.8M-17.8% | -1 employees-5.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Biglari Capital Corp. CRD 115197 · Limited Liability Company | SAN ANTONIO, TX | $1.0B Mar 2026 | +$108.2M+11.6% | +$364.5M+53.7% | +$177.4M+20.5% | +$937.7M+889.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 14. Teamwork Financial Advisors, LLC CRD 165237 · Limited Liability Company | SAN ANTONIO, TX | $1.0B Aug 2026 | +$213.1M+26.6% | +$453.1M+80.8% | +$549.6M+118.5% | +$905.3M+836.8% | +12 employees+85.7% over 3Y | +562 accounts+13.8% over 3Y |
| 15. Strategic Financial Concepts, LLC CRD 141849 · Limited Liability Company | SAN ANTONIO, TX | $927.7M Jun 2026 | -$78.3M-7.8% | +$116.7M+14.4% | +$249.0M+36.7% | +$862.2M+1316.4% | +6 employees+17.1% over 3Y | -646 accounts-14.5% over 3Y |
| 16. Pax Financial Group CRD 284164 · Limited Liability Company | SAN ANTONIO, TX | $747.1M Jun 2026 | +$18.6M+2.6% | +$252.2M+51.0% | +$302.6M+68.1% | — | 0 employees+0.0% over 3Y | -178 accounts-4.4% over 3Y |
| 17. Wela Financial Advisory CRD 126266 · Limited Liability Company | SAN ANTONIO, TX | $657.1M Jul 2026 | +$131.2M+25.0% | +$198.4M+43.3% | +$159.6M+32.1% | +$504.6M+330.9% | +1 employees+12.5% over 3Y | +44 accounts+2.9% over 3Y |
| 18. Eldred Rock Partners, LLC CRD 316401 · Limited Liability Company | SAN ANTONIO, TX | $644.1M May 2026 | +$156.5M+32.1% | — | — | — | +7 employees+233.3% over 3Y | -86 accounts-51.5% over 1Y |
| 19. Tlwm Financial CRD 158305 · Limited Liability Company | SAN ANTONIO, TX | $605.4M Mar 2026 | +$28.2M+4.9% | +$272.1M+81.7% | +$306.7M+102.7% | +$552.1M+1036.5% | 0 employees+0.0% over 3Y | +854 accounts+64.7% over 3Y |
| 20. Swbc Investment Company CRD 140994 · Corporation | SAN ANTONIO, TX | $594.4M Oct 2026 | +$365.2M+159.4% | +$214.3M+56.4% | +$414.1M+229.7% | +$471.3M+382.8% | -12 employees-26.7% over 3Y | +53 accounts+15.6% over 3Y |
| 21. Kercheville Advisors LLC CRD 169471 · Limited Liability Company | SAN ANTONIO, TX | $554.7M Jun 2026 | +$89.0M+19.1% | +$207.0M+59.5% | +$226.6M+69.1% | +$443.6M+398.9% | 0 employees+0.0% over 3Y | +167 accounts+30.0% over 3Y |
| 22. 327 Capital Partners, LLC CRD 313414 · Limited Liability Company | SAN ANTONIO, TX | $505.5M Jul 2026 | +$69.3M+15.9% | +$164.2M+48.1% | +$304.9M+152.0% | +$304.9M+152.0% | 0 employees+0.0% over 3Y | +1 accounts+14.3% over 3Y |
| 23. S Harris Financial Group, LLC CRD 151899 · Limited Liability Company | SAN ANTONIO, TX | $404.4M Aug 2026 | +$52.5M+14.9% | — | — | +$185.7M+84.9% | 0 employees+0.0% over 1Y | +147 accounts+16.5% over 1Y |
| 24. Secure Financial Management CRD 169278 · Limited Liability Company | SAN ANTONIO, TX | $399.8M Aug 2026 | +$86.1M+27.4% | +$178.9M+81.0% | +$288.9M+260.5% | +$288.9M+260.5% | +8 employees+200.0% over 3Y | +594 accounts+177.8% over 3Y |
| 25. M. E. Allison & CO., INC. CRD 1047 · Corporation | SAN ANTONIO, TX | $366.4M Jun 2026 | +$78.9M+27.5% | — | — | +$220.5M+151.1% | -1 employees-7.7% over 1Y | +94 accounts+23.2% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.