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Financial advisory firms
in San Antonio, TX.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

382 financial advisors41 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

41 advisory firmsCompare public facts. Verify experience directly.
382 financial advisors41 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1900 WEALTHCRD 175346

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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327 CAPITAL PARTNERS, LLCCRD 313414

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AFFINIUS CAPITAL LLCCRD 316030

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALAMO ADVISORS, LPCRD 122290

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AVID WEALTH PARTNERS, LLCCRD 323124

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEST INVESTCRD 297599

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BIGLARI CAPITAL CORP.CRD 115197

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BROADWAY WEALTH SOLUTIONSCRD 291753

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORNERMEN FINANCIAL, LLCCRD 323179

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ELDRED ROCK PARTNERS, LLCCRD 316401

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FINANCIAL LIFE ADVISORSCRD 128502

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FROST INVESTMENT ADVISORS, LLCCRD 146148

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Corporations or other businessesInsurance companiesInvestment companiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FROST INVESTMENT SERVICESCRD 286129

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GLASS WEALTH MANAGEMENT CO., LLCCRD 114097

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GRAYSTREET PARTNERSCRD 334967

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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IMPERIUM WEALTH MANAGEMENT, LLCCRD 159148

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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KERCHEVILLE ADVISORS LLCCRD 169471

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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M. E. ALLISON & CO., INC.CRD 1047

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MAGARIAN CAPITAL MANAGEMENT, LLCCRD 341292

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MARTIN CAPITAL ADVISORS, LLPCRD 108529

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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