San Antonio, Texas, February 7, 2026
Financial firms in San Antonio have significantly increased their assets under management (AUM) by 13.7% over the past two years, reaching a total of $16.6 billion. This growth reflects the city’s emergence as a key player in the financial sector, attracting high-net-worth individuals in search of tailored wealth management services. Key contributors to this growth include Genesis Wealth Management and Titleist Asset Management, among others. The trend underscores the local financial institutions’ effectiveness in client satisfaction and service expansion within the competitive landscape.
San Antonio Financial Firms Manage $16.6 Billion as Assets Climb 13.7% in Two Years
San Antonio, Texas – Financial firms in San Antonio have collectively increased their assets under management (AUM) by 13.7% over the past two years, reaching a total of $16.6 billion. This growth reflects the city’s expanding role in the financial sector and its appeal to high-net-worth individuals seeking comprehensive wealth management services.
Key Contributors to Asset Growth
Several financial institutions have played significant roles in this upward trend:
- Genesis Wealth Management surpassed $2 billion in assets under control as of October 2024, highlighting its strong client trust and satisfaction.
- Titleist Asset Management exceeded $2 billion in assets under management by November 2024, marking a 46% growth from the previous year and earning recognition as the fastest-growing Registered Investment Advisor in Texas for 2024.
- Victory Capital Holdings reported total assets under management of $183.7 billion by the end of 2021, a 25% increase over the previous year, underscoring its significant presence in the market.
- Broadway Bank reported assets of $5.8 billion and wealth management assets of $3.5 billion as of 2025, reflecting its substantial growth and influence in the region.
- Security Service Federal Credit Union managed over $14 billion in assets as of 2024, serving more than 800,000 members across multiple states.
- Frost Bank reported assets of $42.391 billion in 2020, indicating its substantial presence in the financial landscape.
- Vantage Bank Texas reported assets of $4.5 billion in 2024, demonstrating its growth and stability in the market.
Industry Recognition and Growth
The collective growth of these firms has positioned San Antonio as a prominent hub for financial services. The city’s financial sector has attracted numerous high-net-worth individuals, contributing to the overall increase in assets under management. This trend reflects the effectiveness of local financial institutions in providing tailored wealth management solutions and their commitment to client satisfaction.
Conclusion
The 13.7% increase in assets under management over the past two years underscores the robust growth and competitiveness of San Antonio’s financial sector. The city’s financial firms continue to expand their services and client base, solidifying their position in the national financial landscape.
FAQ
What is the total assets under management (AUM) of San Antonio’s financial firms?
The total AUM of San Antonio’s financial firms is $16.6 billion as of February 2026.
Which financial institutions have contributed to this growth?
Institutions such as Genesis Wealth Management, Titleist Asset Management, Victory Capital Holdings, Broadway Bank, Security Service Federal Credit Union, Frost Bank, and Vantage Bank Texas have significantly contributed to this growth.
What is the percentage increase in AUM over the past two years?
The AUM has increased by 13.7% over the past two years.
How has San Antonio’s financial sector been recognized?
San Antonio’s financial sector has been recognized for its substantial growth and competitiveness, attracting numerous high-net-worth individuals seeking comprehensive wealth management services.
What does this growth indicate about San Antonio’s financial industry?
This growth indicates a robust and expanding financial industry in San Antonio, with firms effectively providing tailored wealth management solutions and maintaining high client satisfaction.
Key Features of San Antonio’s Financial Sector Growth
| Feature | Details |
|---|---|
| Total AUM | $16.6 billion as of February 2026 |
| Percentage Increase | 13.7% over the past two years |
| Key Institutions | Genesis Wealth Management, Titleist Asset Management, Victory Capital Holdings, Broadway Bank, Security Service Federal Credit Union, Frost Bank, Vantage Bank Texas |
| Industry Recognition | Fastest-growing Registered Investment Advisor in Texas for 2024 |
| Client Base | Attracting high-net-worth individuals seeking comprehensive wealth management services |
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Author: STAFF HERE SAN ANTONIO WRITER
The SAN ANTONIO STAFF WRITER represents the experienced team at HERESanAntonio.com, your go-to source for actionable local news and information in San Antonio, Bexar County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Fiesta San Antonio, San Antonio Stock Show & Rodeo, and Dia de los Muertos. Our coverage extends to key organizations like the Greater San Antonio Chamber of Commerce and United Way of San Antonio and Bexar County, plus leading businesses in retail, insurance, and energy that power the local economy such as H-E-B, USAA, and Valero Energy. As part of the broader HERE network, including HEREAustinTX.com, HERECollegeStation.com, HEREDallas.com, and HEREHouston.com, we provide comprehensive, credible insights into Texas's dynamic landscape.
