Top 4 financial advisor firms in New Braunfels

4 SEC-registered financial advisor firms are headquartered in New Braunfels, TX, with $811M in combined regulatory assets under management. The largest by assets are Heritage Haus Wealth Partners ($241M), Christian Investment Advisors ($219M) and Authentikos Wealth Advisory ($184M).

4
Financial advisor firms: $811M
Their combined AUM: $201M
Median firm AUM: 1,471
Clients of the top 4

The 4 largest by assets

1
Heritage Haus Wealth Partners
RIA
$241M
0.90% to 1.20% a year
2
Christian Investment Advisors
RIA
$219M
0.30% to 1.00% a year
3
Authentikos Wealth Advisory
RIA
$184M
Regulatory AUM
4
South Texas Capital Advisors
RIA
$167M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Heritage Haus Wealth Partners

Heritage Haus Wealth Partners is an investment adviser based in New Braunfels, TX, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $241 million, as filed on 29 September 2026.

Heritage Haus Wealth Partners charges 0.90%–1.20% a year for its Wealth Management.

Regulatory AUM: $241M
Clients: 533
Advisory staff: 3
Fee schedule: 0.90% to 1.20% a year
Custodians: Altruist
Headquarters: 1176 N. Business Ih 35, New Braunfels, TX 78130
Phone: 830-316-3590

No. 2 · RIA

Christian Investment Advisors

Christian Investment Advisors is an investment adviser based in New Braunfels, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $219 million, as filed on 16 March 2026.

Christian Investment Advisors charges 0.30%–1.00% a year for its Account Portfolio Management.

Regulatory AUM: $219M
Clients: 479
Advisory staff: 5
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 130 River Chase Way, Suite B, New Braunfels, TX 78132
Phone: 830-609-6986
Website: christianfinancialadvisors.com

No. 3 · RIA

Authentikos Wealth Advisory

Authentikos Wealth Advisory is an investment adviser based in New Braunfels, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $184 million, as filed on 2 July 2026.

Regulatory AUM: $184M
Clients: 432
Advisory staff: 3
Custodians: Fidelity, Charles Schwab
Headquarters: 1067 FM 306, Ste 202, New Braunfels, TX 78130
Phone: 877-457-4567
Website: authentikos.com

No. 4 · RIA

South Texas Capital Advisors

South Texas Capital Advisors is an investment adviser based in New Braunfels, TX, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $167 million, as filed on 24 June 2026.

Regulatory AUM: $167M
Clients: 27
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 1259 TX-337 Loop #300, New Braunfels, TX 78130
Phone: 830-387-4110
Website: southtexascapital.com

Questions about financial advisors in New Braunfels

How many financial advisor firms are headquartered in New Braunfels?

4 SEC-registered financial advisor firms report their principal office in New Braunfels, TX, managing $811M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in New Braunfels?

Heritage Haus Wealth Partners, with $241M in regulatory assets under management on its latest Form ADV. The next largest are Christian Investment Advisors ($219M) and Authentikos Wealth Advisory ($184M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in New Braunfels?

The median firm manages $201M in regulatory assets. That is the midpoint of the 4 firms headquartered in New Braunfels.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in New Braunfels?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

New Braunfels has 4 financial advisor firms; see every adviser in the city →