Top 10 financial advisor firms in San Antonio

24 SEC-registered financial advisor firms are headquartered in San Antonio, TX, with $23.9B in combined regulatory assets under management. The largest by assets are Sendero Wealth Management ($6.51B), Alamo Advisors ($3.87B) and 1900 Wealth Management ($3.07B).

24
Financial advisor firms: $23.9B
Their combined AUM: $361M
Median firm AUM: 9,400
Clients of the top 10

The 10 largest by assets

1
Sendero Wealth Management
RIA
$6.51B
1.00% to 1.50% a year
2
Alamo Advisors
RIA
$3.87B
0.20% to 1.00% a year
3
1900 Wealth Management
RIA
$3.07B
0.45% to 0.95% a year
4
Titleist Asset Management
RIA
$2.79B
1.00% to 1.50% a year
5
Teamwork Financial Advisors
RIA
$1.01B
0.60% to 1.20%
6
Pax Financial Group
RIA
$747M
0.50% to 1.50% a year
7
Brent Forrest & Associates
RIA
$657M
Up to 1.00% a year
8
TLWM
RIA
$605M
Regulatory AUM
9
Kercheville Advisors
RIA
$555M
1.00% to 2.00% a year
10
S Harris Financial Group
RIA
$404M
Up to 2.00%

Profiles of the top 10

No. 1 · RIA

Sendero Wealth Management

Sendero Wealth Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $6.51 billion, as filed on 26 March 2026.

Sendero Wealth Management charges 1.00%–1.50% a year for its Advisory Fees.

Regulatory AUM: $6.51B
Clients: 369
Advisory staff: 19
Fee schedule: 1.00% to 1.50% a year
Custodians: Pershing, Bofa Securities
Headquarters: 250 W. Nottingham, Suite 300, San Antonio, TX 78209
Phone: 210-805-0171
Website: sendero.com

No. 2 · RIA

Alamo Advisors

Alamo Advisors is an investment adviser based in San Antonio, TX, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $3.87 billion, as filed on 8 March 2026.

Alamo Advisors charges 0.20%–1.00% a year for its Investment Advisory Service.

Regulatory AUM: $3.87B
Clients: 242
Advisory staff: 7
Fee schedule: 0.20% to 1.00% a year
Minimum account: $5,000,000
Custodians: RBC Capital Markets, Northern Trust, Frost Bank
Headquarters: 4114 Pond Hill, Suite 201, San Antonio, TX 78231
Phone: 210-404-2211
Website: alamoadvisors.com

No. 3 · RIA

1900 Wealth Management

1900 Wealth Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and charitable organizations. Its regulatory assets under management total $3.07 billion, as filed on 20 August 2026.

1900 Wealth Management charges 0.45%–0.95% a year for its Wealth Management Fees.

Regulatory AUM: $3.07B
Clients: 496
Advisory staff: 20
Fee schedule: 0.45% to 0.95% a year
Custodians: Charles Schwab, Fifth Third Securities
Headquarters: 1900 Broadway, Suite 900, San Antonio, TX 78215
Phone: 210-736-7770
Website: 1900wealth.com

No. 4 · RIA

Titleist Asset Management

Titleist Asset Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.79 billion, as filed on 18 September 2026.

Titleist Asset Management charges 1.00%–1.50% a year for its Investment Management.

Regulatory AUM: $2.79B
Clients: 2,151
Advisory staff: 25
Founded: 2003
Fee schedule: 1.00% to 1.50% a year
Custodians: Raymond James, Charles Schwab, Fidelity
Headquarters: 777 E. Sonterra BLVD., Suite 330, San Antonio, TX 78258
Phone: 210-826-2424
Website: tamgmt.com

No. 5 · RIA

Teamwork Financial Advisors

Teamwork Financial Advisors is an investment adviser based in San Antonio, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.01 billion, as filed on 14 August 2026.

Teamwork Financial Advisors charges 0.60%–1.20% for its Asset Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.01B
Clients: 2,485
Advisory staff: 11
Fee schedule: 0.60% to 1.20%
Custodians: Charles Schwab
Headquarters: 8 Dominion Drive BLDG 100-103, San Antonio, TX 78257
Phone: 210-687-1333
Website: teamworkfinancial.com

No. 6 · RIA

Pax Financial Group

Pax Financial Group is an investment adviser based in San Antonio, TX, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $747 million, as filed on 25 June 2026.

Pax Financial Group charges 0.50%–1.50% a year for its PAX Financial Group Wrap Fee Program.

Regulatory AUM: $747M
Clients: 1,350
Advisory staff: 11
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
Phone: 210-881-5700

No. 7 · RIA

Brent Forrest & Associates

Brent Forrest & Associates is an investment adviser based in San Antonio, TX, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $657 million, as filed on 24 July 2026.

Brent Forrest & Associates charges up to 1.00% a year for its Investment Management Fees.

Regulatory AUM: $657M
Clients: 446
Advisory staff: 3
Founded: 1995
Fee schedule: Up to 1.00% a year
Minimum account: $300,000
Custodians: Charles Schwab
Headquarters: 366 W Sunset RD, Building 4, San Antonio, TX 78209
Phone: 210-530-9599
Website: welafa.com

No. 8 · RIA

TLWM

TLWM is an investment adviser based in San Antonio, TX, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $605 million, as filed on 24 March 2026.

Regulatory AUM: $605M
Clients: 1,262
Advisory staff: 9
Custodians: LPL Financial
Headquarters: 40 Ne Loop 410, Suite 644, San Antonio, TX 78216
Phone: 18773488822
Website: tlwmfinancial.com

No. 9 · RIA

Kercheville Advisors

Kercheville Advisors is an investment adviser based in San Antonio, TX, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $555 million, as filed on 26 June 2026.

Kercheville Advisors charges 1.00%–2.00% a year for its Portfolio Management Program.

Regulatory AUM: $555M
Clients: 352
Advisory staff: 3
Founded: 2013
Fee schedule: 1.00% to 2.00% a year
Minimum account: $250,000
Custodians: Pershing
Headquarters: 15750 Ih-10 West, San Antonio, TX 78249
Phone: 210-694-5000
Website: kercheville.com

No. 10 · RIA

S Harris Financial Group

S Harris Financial Group is an investment adviser based in San Antonio, TX, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $404 million, as filed on 18 August 2026.

S Harris Financial Group charges up to 2.00% for its Wealth Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $404M
Clients: 247
Advisory staff: 6
Founded: 2009
Fee schedule: Up to 2.00%
Custodians: Fidelity
Headquarters: 4456 Lockhill Selma RD, Suite 101, San Antonio, TX 78249
Phone: 210-547-3450
Website: sharrisfinancialgroup.com

Questions about financial advisors in San Antonio

How many financial advisor firms are headquartered in San Antonio?

24 SEC-registered financial advisor firms report their principal office in San Antonio, TX, managing $23.9B in regulatory assets between them. The other 16 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in San Antonio?

Sendero Wealth Management, with $6.51B in regulatory assets under management on its latest Form ADV. The next largest are Alamo Advisors ($3.87B) and 1900 Wealth Management ($3.07B).

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

How large is a typical financial advisor firm in San Antonio?

The median firm manages $361M in regulatory assets. That is the midpoint of the 24 firms headquartered in San Antonio.

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

How much do financial advisors in San Antonio charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in San Antonio?

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

San Antonio has 24 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Antonio

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