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Top RIA Firms in San Antonio, Texas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Antonio, Texas. This hub covers 41 matching firms with $359.2B in total reported AUM and median AUM of $505.5M.
Firms
41
Matching current profiles
Total AUM
$359.2B
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 Mar 2026 | +$130.4B+85.6% | +$113.1B+66.7% | +$129.3B+84.2% | +$254.2B+890.4% | +211 employees+43.2% over 3Y | +895 accounts+28.3% over 3Y |
| 2. Affinius Capital CRD 316030 · Limited Liability Company | SAN ANTONIO, TX | $31.1B Mar 2026 | +$11.6B+59.7% | +$11.2B+56.4% | — | +$21.1B+211.5% | -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 Mar 2026 | -$1.1B-22.2% | +$17.0M+0.4% | +$1.2B+45.3% | +$3.8B+3365.3% | -1 employees-7.1% 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 Mar 2026 | +$1.2B+64.2% | +$1.5B+90.2% | +$1.8B+132.6% | — | +15 employees+214.3% over 3Y | +440 accounts+70.2% over 3Y |
| 9. Titleist Asset Management, LLC CRD 323567 · Limited Liability Company | SAN ANTONIO, TX | $2.7B Mar 2026 | +$679.6M+34.4% | — | — | — | +9 employees+28.1% over 3Y | +1,028 accounts+21.9% over 1Y |
| 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 | $1.4B Aug 2025 | -$225.8M-13.7% | +$443.9M+45.6% | +$463.3M+48.6% | +$548.0M+63.1% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 12. U.s. Global Investors, INC. CRD 111097 · Corporation | SAN ANTONIO, TX | $1.3B Feb 2026 | -$238.6M-15.3% | -$2.9B-68.7% | -$389.6M-22.7% | -$711.0M-34.9% | +2 employees+10.0% 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 May 2026 | +$213.1M+26.6% | +$453.1M+80.8% | +$549.6M+118.5% | +$905.3M+836.8% | +15 employees+107.1% over 3Y | +562 accounts+13.8% over 3Y |
| 15. Strategic Financial Concepts, LLC CRD 141849 · Limited Liability Company | SAN ANTONIO, TX | $927.7M May 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 Mar 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 May 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. Kercheville Advisors LLC CRD 169471 · Limited Liability Company | SAN ANTONIO, TX | $554.7M Mar 2026 | +$89.0M+19.1% | +$207.0M+59.5% | +$260.4M+88.5% | +$443.6M+398.9% | 0 employees+0.0% over 3Y | +167 accounts+30.0% over 3Y |
| 21. 327 Capital Partners, LLC CRD 313414 · Limited Liability Company | SAN ANTONIO, TX | $505.5M Mar 2026 | +$69.3M+15.9% | +$164.2M+48.1% | — | +$304.9M+152.0% | 0 employees+0.0% over 3Y | +1 accounts+14.3% over 3Y |
| 22. S Harris Financial Group, LLC CRD 151899 · Limited Liability Company | SAN ANTONIO, TX | $404.4M Mar 2026 | +$185.7M+84.9% | — | — | +$185.7M+84.9% | 0 employees+0.0% over 1Y | +273 accounts+35.8% over 1Y |
| 23. Secure Financial Management CRD 169278 · Limited Liability Company | SAN ANTONIO, TX | $399.8M May 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 |
| 24. M. E. Allison & CO., INC. CRD 1047 · Corporation | SAN ANTONIO, TX | $366.4M Mar 2026 | +$220.5M+151.1% | — | — | +$220.5M+151.1% | -3 employees-20.0% over 1Y | +232 accounts+86.9% over 1Y |
| 25. Financial Life Advisors CRD 128502 · Limited Liability Company | SAN ANTONIO, TX | $366.3M Mar 2026 | +$20.6M+5.9% | +$79.7M+27.8% | +$81.9M+28.8% | +$254.2M+226.7% | +1 employees+10.0% over 3Y | -12 accounts-1.6% over 3Y |
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.