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Fidelon
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Market Standing · 2026
The most transparent firms in San Antonio-New Braunfels.
195 scored firmsTop 10 recognizedfidelon.com/markets/san-antonio-new-braunfels-tx
1IA-only—92.4Arank within Top 10; below the 80 standard
2IA-only—91.3Arank within Top 10; below the 80 standard
3IA-only$11.5M91ARecognized · Top 10
4
Oagh
CRD 281282
IA-only—91Arank within Top 10; below the 80 standard
5IA-only—91Arank within Top 10; below the 80 standard
6
B365invest
CRD 337742
IA-only—91Arank within Top 10; below the 80 standard
7IA-only$6.5M91ARecognized · Top 10
8IA-only—91Arank within Top 10; below the 80 standard
9
Avora Wealth
CRD 339217
IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only$555M90.6A—
12IA-only$24.1K90.5A—
13IA-only$1.1M90.4A—
14IA-only$91.6M90.3A—
15IA-only$20.1M90.3A—
16IA-only$483M90.2A—
17IA-only$10.6M90A—
18IA-only$13.3M90A—
19IA-only$84.8M89.8A—
20IA-only$6.5M89.8A—
21IA-only$15.4M89.8A—
22IA-only$366M89.7A—
23IA-only$173M89.3A—
24IA-only—89.2A—
25IA-only—89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.