Best Invest is a reputable investment advisory firm based out of San Antonio, TX, catering to a diverse clientele of over 660 individual clients. With a strong track record, they currently manage an impressive $169,601,000 in assets. Recognizing the importance of personalized service, Best Invest operates from a single office, allowing them to focus on delivering exceptional results to their clients. The firm specializes in managing discretionary assets, with employer 401Ks and individual investments accounting for approximately half of their assets under management. Drawing upon their extensive experience in this domain, Best Invest has developed a deep understanding of the intricacies and complexities associated with retirement planning and individual investment strategies. Best Invest boasts a dedicated team of four employees, three of whom provide expert investment advisory services to their valued clients. The investment advisors at Best Invest have an average of $56,530,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers multiple options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency for their clients. Lori Barker, Brad Dobson, and John Fosdick are among the firm's most experienced advisors, contributing to the longevity and success of Best Invest. Their commitment to delivering tailored investment solutions and providing top-notch customer service has solidified their reputation as one of the leading investment advisory firms in San Antonio, Texas. In summary, Best Invest combines its wealth of experience, comprehensive services, and a dedicated team to effectively manage assets and guide clients toward their financial goals.

PAX FINANCIAL GROUP is a prominent local investment advisory firm headquartered in San Antonio, TX, with three office locations. With a total of 22 employees, including 10 dedicated to providing investment advisory services, they possess a strong team to serve their clients. PAX Financial Group has gained a reputation for their exceptional performance in managing assets, with an impressive average of approximately $189,250,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. PAX Financial Group has established itself as a trusted financial partner with a diverse client base of over 2,090 individuals, entrusting them with more than $494,839,000 in assets under management. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, reflecting their expertise in this domain. One key aspect that distinguishes PAX Financial Group is that 100% of the assets they manage are handled on a discretionary basis, demonstrating their commitment to providing personalized and comprehensive financial solutions. Moreover, in addition to their investment advisory services, they also offer insurance brokerage services, serving as a comprehensive financial resource for their clients. PAX Financial Group boasts a team of seasoned professionals, including Bryan Wing, Darryl Lyons, and Janise Brooks, who have been with the firm for an extended period. Their experience and expertise contribute to the firm's strong reputation and ability to deliver exceptional financial guidance and results. PAX Financial Group's dedication to providing superior services and their extensive industry knowledge make them a trusted choice for individuals and businesses seeking comprehensive financial solutions in the San Antonio area.

Vitalstone Financial, LLC is a reputable investment advisory firm located in Shavano Park, TX. With over 370 individual clients and an impressive $184,586,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Specializing in managing discretionary assets, Vitalstone Financial caters primarily to high-net-worth individuals. The firm operates from a single office and boasts a team of six dedicated employees, four of whom provide expert investment advisory services. With an average of $46,150,000 in assets under management per investment advisor, Vitalstone Financial aligns closely with industry standards in terms of productivity and efficiency. Vitalstone Financial has a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. This flexibility allows them to accommodate various client preferences and requirements effectively. One of the firm's strengths lies in its ability to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. With a focus on discretion and personalized financial strategies, Vitalstone Financial aims to provide comprehensive and tailored investment solutions for their clients. Notably, the firm takes pride in its experienced team of advisors, including Christopher McNeil, Jason Odette, and James Jedrziewski, who have demonstrated their commitment to delivering exceptional service to clients over the years. As a small yet esteemed investment advisory firm, Vitalstone Financial consistently strives to uphold its reputation for integrity, transparency, and excellence in the financial industry.

Teamwork Financial Advisors, LLC is a local investment advisory firm headquartered in San Antonio, TX, with six additional offices strategically located throughout the region. With a dedicated team of 14 professionals, Teamwork Financial Advisors, LLC specializes in providing comprehensive investment advisory services to a diverse clientele. Benefiting from their collective expertise, the firm manages an impressive average of $43,110,000 in assets under management per investment advisor. To ensure a client-centered approach, Teamwork Financial Advisors, LLC offers a variety of compensation structures, including a percentage of assets under management. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts represent less than 30% of their portfolio. Notably, the firm exclusively handles discretionary assets, which account for 100% of the funds under their management. The majority of these assets are held by high-net-worth individuals, as reflected by their impressive roster of over 1,570 individual clients with a combined $560,435,000 in assets under management. Teamwork Financial Advisors, LLC takes pride in its team of seasoned professionals, many of whom have been with the firm for an extended period. Among the firm's longest-tenured advisors are Libbie Richardson, David Moe, and Douglas Moe, each contributing their wealth of experience and industry insights to deliver exceptional financial guidance and strategies to their valued clients. With a client-centric focus, a highly qualified team, and an unwavering commitment to excellence, Teamwork Financial Advisors, LLC stands as a trusted partner for individuals seeking expert investment advisory services in the San Antonio area and beyond.

Titleist Asset Management, LLC is a highly regarded regional investment advisory firm headquartered in San Antonio, TX, with an extensive presence through its three offices. With a dedicated team of 32 employees, 27 of whom specialize in investment advisory services, Titleist Asset Management offers comprehensive financial guidance to its clients. Each investment advisor at the firm manages an average of approximately $35,570,000 in assets. The company's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and commissions. Notably, Titleist Asset Management excels in managing employer 401Ks and individual accounts, accounting for around half of their impressive assets under management. With their extensive experience in this sector, they have developed a strong reputation for providing exceptional service and results. In addition to their investment advisory services, Titleist Asset Management serves as a registered representative of a broker-dealer, insurance broker, or agent. This diverse range of expertise allows the firm to deliver holistic financial solutions tailored to their clients' specific needs. Titleist Asset Management boasts a substantial client base, with over 720 individual clients entrusting them with their financial well-being. Currently, the firm oversees more than $960,498,000 in assets under management, reflecting the high level of confidence placed in their capabilities. With a commitment to discretion and a client-centric approach, Titleist Asset Management, LLC continues to position itself as a trusted partner in navigating the complexities of the investment landscape, helping individuals and businesses achieve their financial goals.

Secure Financial Management, a small investment advisory firm headquartered in San Antonio, TX, boasts a robust clientele of over 260 individual investors, entrusting the firm with an impressive $220,905,000 in assets under management. With their sole office serving as a hub of financial expertise, Secure Financial Management has established itself as a reputable player in the industry. Distinguished by their extensive experience in managing employer 401Ks and individual portfolios, Secure Financial Management excels in providing comprehensive financial solutions. The firm's expertise lies in discretionary asset management, ensuring clients receive professional guidance tailored to their unique investment goals. The compensation structure at Secure Financial Management is flexible, encompassing various types of fees such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows the firm to cater to a diverse range of clients with varying investment preferences. Comprising a team of four dedicated professionals, including two investment advisors, Secure Financial Management maintains a favorable advisor-to-assets ratio. Each investment advisor handles an average of approximately $110,450,000 in assets under management, aligning with the industry average. Jamin Kirkwood and Jacob McDonald stand out as the firm's longest-tenured registered advisors, contributing their expertise and commitment to client success. With their seasoned guidance and a commitment to delivering exceptional financial management services, Secure Financial Management continues to solidify its position as a trusted partner for individuals and businesses seeking reliable investment strategies.

Victory Capital Management Inc., headquartered in San Antonio, Texas, is a distinguished regional investment advisory firm with a strong presence in the financial industry. With over 2,590 individual clients and an impressive $140,836,404,000 in assets under management, Victory Capital Management Inc. has established itself as a trusted partner for individuals seeking expert guidance in wealth management and investment strategies. Operating across 11 offices, Victory Capital Management Inc. caters to a diverse range of clients, offering a comprehensive suite of services that includes commodity pool operation and commodity trading advisory, ensuring their clients have access to a broad array of investment opportunities. As a discretionary asset manager, Victory Capital Management Inc. assumes full responsibility for managing 100% of their clients' assets, enabling them to make informed decisions on their behalf. The firm's compensation structure is flexible, with various types of fees including a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment of interests between the firm and their clients. With a team of 510 dedicated professionals, Victory Capital Management Inc. leverages their expertise to provide exceptional investment advisory services. Their investment advisors average an impressive $869,360,000 in assets under management per advisor, significantly surpassing industry standards. Notably, the firm boasts a roster of highly experienced advisors, including James Fagan, Jason Knapp, and John Mccauley, who have demonstrated unwavering commitment to their clients' financial success. Victory Capital Management Inc.'s unwavering dedication to client satisfaction, combined with their robust expertise and commitment to excellence, positions them as a leading investment advisory firm in the industry.

AVID WEALTH PARTNERS, LLC is a small investment advisory firm headquartered in San Antonio, TX. With a single office, the company boasts a team of 11 dedicated professionals, of whom three specialize in providing investment advisory services. The firm's average assets under management per investment advisor stands at approximately $50,180,000, which aligns with the industry average. AVID WEALTH PARTNERS, LLC employs a diverse compensation structure, offering different types of fees, such as a percentage of assets under management and fixed fees. While the firm's 401K and individual accounts comprise less than 30% of their assets under management, they possess the expertise and capability to manage employer funds. Notably, all the assets they manage are discretionary, signifying the trust clients place in the firm's investment decisions. The bulk of AVID WEALTH PARTNERS, LLC's assets are catered towards high net worth individuals, reflecting their specialization in providing tailored financial services to this clientele. The firm proudly serves more than 130 individual clients, overseeing a substantial $150,548,000 in assets under management. AVID WEALTH PARTNERS, LLC takes pride in its experienced advisors, with notable long-tenured professionals like Eric Kala, Alicia Fuschak, and Daniel Reinke leading the way. Their extensive industry knowledge and commitment to client success contribute to the firm's stellar reputation and track record of delivering exceptional financial advisory services.