TLWM Financial, based out of San Antonio, TX, is a reputable local investment advisory firm serving over 530 individual clients. With more than $333,260,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With three offices in the region, TLWM Financial offers a comprehensive range of services to meet their clients' needs. As registered representatives of a broker-dealer, insurance broker, and agent, TLWM Financial provides a holistic approach to wealth management. While they specialize in discretionary asset management, they also possess the expertise to manage employer funds. Their compensation structure is flexible, including various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. The firm takes pride in its team of 11 dedicated employees, with the majority focused on providing exceptional investment advisory services. Each investment advisor at TLWM Financial manages an average of approximately $33,330,000 in assets, demonstrating their competence and commitment to client success. Notably, the firm boasts a group of highly experienced advisors, including Teshay Flowers, Simon Thompson, and Enzo Pellegrino, who have been with the company for a significant period. With a strong presence in the San Antonio area, TLWM Financial is committed to delivering personalized financial solutions, tailored to meet the unique goals and aspirations of their clients. By combining expertise, industry knowledge, and a client-centric approach, TLWM Financial continues to build lasting relationships and provide reliable financial guidance to individuals and organizations alike.

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.

S.B. Value Partners, L.P. is a local investment advisory firm based out of San Antonio, TX. With 7 offices strategically located across the region, they provide comprehensive investment advisory services to a diverse clientele. Spearheaded by a team of 14 highly skilled professionals, S.B. Value Partners, L.P. prides itself on delivering exceptional financial guidance and expertise. With an impressive average of $645,570,000 in assets under management per investment advisor, S.B. Value Partners, L.P. stands out in the industry. Their commitment to maximizing returns for their clients is reflected in their compensation structure, which includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, 4% of the assets managed by S.B. Value Partners, L.P. are discretionary, allowing them to make informed investment decisions on behalf of their clients. The firm currently serves over 20 individual clients, entrusted with managing a remarkable $3,873,392,000 in assets. At S.B. Value Partners, L.P., experience is valued, and they boast a team of accomplished advisors who have remained dedicated to the firm over the years. Among the longest-tenured advisors are Kevin Cuddie, John Sacchetti, and Scott Barnes, each bringing a wealth of knowledge and expertise to the table. With their strong presence in San Antonio and a reputation for delivering exceptional results, S.B. Value Partners, L.P. continues to be a trusted partner for individuals seeking expert investment advisory services.

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.

Wela Financial Advisory, based out of San Antonio, Texas, is a small investment advisory firm catering to high net worth individuals. With over 340 individual clients, Wela manages a substantial $458,688,000 in assets. Their expertise lies in discretionary management of assets, with less than 30% allocated to 401K and individual accounts, although they possess the capability to handle employer funds. The firm operates from a single office, employing a total of eight individuals, four of whom provide investment advisory services. Wela Financial Advisory offers a diverse compensation structure, which includes various methods such as a percentage of assets under management and hourly charges. On average, each investment advisor at Wela manages approximately $114,670,000 in assets, aligning with the industry average. Notably, the firm takes pride in its seasoned advisors, with Esmond Pabilona, Anders Storvik, and Priscilla McKinley being among the longest-tenured professionals. With a focus on personalized service and strategic investment planning, Wela Financial Advisory aims to help clients achieve their financial goals and secure their financial future. By leveraging their in-depth market knowledge and experience, Wela provides tailored investment strategies to optimize returns and manage risk effectively. As a reputable financial advisory firm, Wela Financial Advisory has built a strong reputation within the San Antonio community and continues to attract clients seeking comprehensive wealth management solutions.

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.

Imperium Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With over 100 individual clients and more than $157,814,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating from a single office, Imperium Wealth Management, LLC caters to a diverse range of clients, providing services such as accounting and legal support through their network of trusted professionals. Although 401K and individual accounts make up less than 30% of their assets under management, they possess the expertise and capacity to effectively manage employer funds. The firm's portfolio primarily comprises discretionary assets, with 95% of the assets they manage falling under this category. Serving predominantly high net worth individuals, Imperium Wealth Management, LLC understands the unique needs and goals of their discerning clientele. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client preferences. Imperium Wealth Management, LLC boasts a dedicated team of five employees, two of whom specialize in providing comprehensive investment advisory services. With an average of approximately $78,910,000 in assets under management per investment advisor, they demonstrate industry-standard competence. Notably, Christopher Holden and Heather Haas stand as the firm's longest-tenured registered advisors, contributing their extensive experience and knowledge to the success of the company. Driven by a commitment to excellence, Imperium Wealth Management, LLC continues to guide their clients towards financial prosperity through their personalized and comprehensive wealth management services.

Stone Oak Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With a team of six dedicated professionals, five of whom specialize in providing expert investment advice, the company boasts a strong track record in the industry. Each investment advisor at Stone Oak Wealth Management, LLC manages an impressive average of approximately $206,530,000 in assets under management, surpassing the industry average. Their compensation structure is diverse, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. The firm prides itself on its ability to tailor its services to meet the unique needs of its clientele. Stone Oak Wealth Management, LLC serves a wide range of clients, with over 370 individual clients and total assets under management exceeding $266,274,000. While a significant portion of their managed assets belongs to high-net-worth individuals, the firm also has the capacity to handle employer funds, although 401K and individual accounts represent less than 30% of their assets. With a focus on discretion and personalized attention, Stone Oak Wealth Management, LLC manages 85% of the assets under its care on a discretionary basis. In addition to investment advisory services, they also provide insurance brokerage services to further support their clients' financial well-being. As a local firm, Stone Oak Wealth Management, LLC is deeply rooted in the San Antonio community and operates from two offices. The firm takes pride in its experienced team, including long-tenured advisors such as Donald Laurence, Cristina Raft, and Gregory Thompson, who have contributed significantly to the firm's success and earned the trust of their clients.

Broadway Wealth Solutions is a leading local investment advisory firm based out of San Antonio, Texas. With a robust presence in the market, they operate through 28 offices across the region. As a highly regarded firm, Broadway Wealth Solutions prides itself on providing top-notch investment advisory services to a diverse client base. With a team of 10 dedicated professionals, Broadway Wealth Solutions focuses solely on investment advisory services. Their advisors possess extensive knowledge and expertise in managing investment portfolios, ensuring that clients' financial goals are met and exceeded. On average, each investment advisor at Broadway Wealth Solutions manages approximately $14,810,000 in assets under management, demonstrating their commitment to delivering personalized and effective investment strategies. Broadway Wealth Solutions boasts a well-rounded compensation structure, offering various options such as a percentage of assets under management. Their diverse client base includes both employer 401Ks and individual investors, reflecting their strong presence in the retirement planning space. Impressively, 85% of the assets they manage are under discretionary management, a testament to their clients' trust in their investment expertise. In addition to investment advisory services, Broadway Wealth Solutions also excels in providing insurance brokerage and agent services. They cater to the unique insurance needs of their clients, offering comprehensive coverage options tailored to their financial objectives. With over 640 individual clients and over $148,101,000 in assets under management, Broadway Wealth Solutions has built a reputation for delivering exceptional financial solutions. The firm's success can be attributed to its team of dedicated advisors, including Christian Escamilla, Thomas Wright, and Sandra Sepulveda, who possess extensive experience and are known for their unwavering commitment to client satisfaction.

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.