AdvisorRanked

Best Financial Advisors in AUSTIN, Texas

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

174
Registered Firms
0.95%
Median Fee
of assets/year
$523M
Median AUM
174
Firms Listed
in our database

Top-Ranked Advisors in AUSTIN

#1
100

SAGE ADVISORY SERVICES LTD CO

AUSTIN, TX · Since 1996

$28.4B AUM37 clientsFee: 0%
FiduciaryFee-Only
#2
100

HOISINGTON INVESTMENT MANAGEMENT CO

AUSTIN, TX · Since 1980

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100

MASLOW WEALTH ADVISORS

AUSTIN, TX · Since 2001

$2.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#4
100

HALBERT WEALTH MANAGEMENT, INC

AUSTIN, TX · Since 1998

$211M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

EMPIRIC ADVISORS, INC.

AUSTIN, TX · Since 1987

$65M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

RICHARD P. SLAUGHTER ASSOCIATES, INC.

AUSTIN, TX · Since 1998

$905M AUM12 clientsFee: 0%
FiduciaryFee-Only
#7
100

STUART INVESTMENT ADVISORS, INC.

AUSTIN, TX · Since 1999

$631M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

CENTURY MANAGEMENT FINANCIAL ADVISORS

AUSTIN, TX · Since 1979

$680M AUM12 clientsFee: 0%
FiduciaryFee-Only
#9
100

AQS ASSET MANAGEMENT, L.L.C.

AUSTIN, TX · Since 2004

$4.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

NORCAP INVESTMENT MANAGEMENT, L.P.

AUSTIN, TX · Since 2005

$351M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
100

PIONEER WEALTH MANAGEMENT GROUP

AUSTIN, TX · Since 2021

$399M AUM9 clientsFee: 0%
FiduciaryFee-Only
#12
100

BIRDROCK WEALTH

AUSTIN, TX · Since 2006

$146M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

ANCIENT ART, L.P.

AUSTIN, TX · Since 2006

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#14
100

STONECREST ADVISORS, INC.

AUSTIN, TX · Since 2023

$399M AUM24 clientsFee: 0%
FiduciaryFee-Only
#15
100

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

AUSTIN, TX · Since 2017

$523M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

VANNOY ADVISORY GROUP, INC.

AUSTIN, TX · Since 2022

$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
100

NIXON CAPITAL LLC

AUSTIN, TX · Since 2021

$390M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

ERBEN ASSOCIATES, LLC

AUSTIN, TX · Since 2019

$402M AUM10 clientsFee: 0%
FiduciaryFee-Only
#19
100

LEAFHOUSE FINANCIAL ADVISORS, LLC

AUSTIN, TX · Since 2013

$24.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
100

GRACE CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2017

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

BOON INVESTMENT GROUP, INC.

AUSTIN, TX · Since 2024

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
100

KESTRA INSTITUTIONAL SERVICES, LLC

AUSTIN, TX · Since 2009

$0 AUM10 clientsFee: 0%
FiduciaryFee-Only
#23
100

ATLASMARK FINANCIAL, INC.

AUSTIN, TX · Since 2016

$229M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
100

BECK CAPITAL MANAGEMENT LLC

AUSTIN, TX · Since 2010

$562M AUM7 clientsFee: 0%
FiduciaryFee-Only
#25
100

INTEGRATED WEALTH STRATEGIES, LLC

AUSTIN, TX · Since 2019

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

SWBC INVESTMENT ADVISORY SERVICES LLC

AUSTIN, TX · Since 2011

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#27
100

PENNYBACKER CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2012

$4.9B AUM43 clientsFee: 0%
FiduciaryFee-Only
#28
100

PRESIDIO INVESTORS LLC

AUSTIN, TX · Since 2020

$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#29
100

SAPPHIRE VENTURES, LLC

AUSTIN, TX · Since 2012

$10.4B AUM22 clientsFee: 0%
FiduciaryFee-Only
#30
100

SHADOWRIDGE ASSET MANAGEMENT, LLC

AUSTIN, TX · Since 2024

$127M AUM7 clientsFee: 0%
FiduciaryFee-Only
#31
100

EMPIRIC INSTITUTIONAL

AUSTIN, TX · Since 2013

$10M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

ENCLAVE ADVISORS, LLC

AUSTIN, TX · Since 2012

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
100

BLACK BARN FINANCIAL, LLC

AUSTIN, TX · Since 2024

$165M AUM4 clientsFee: 0%
FiduciaryFee-Only
#34
100

FINANCIAL AURORA, LLC.

AUSTIN, TX · Since 2024

$130M AUM1 clientsFee: 0%
FiduciaryFee-Only
#35
100

CENTERGATE CAPITAL

AUSTIN, TX · Since 2017

$828M AUM19 clientsFee: 0%
FiduciaryFee-Only
#36
100

II TECHNOLOGY, LLC

AUSTIN, TX · Since 2026

$40M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

SERVE CAPITAL PARTNERS

AUSTIN, TX · Since 2019

$2.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#38
100

LSCP ADVISORS, LLC

AUSTIN, TX · Since 2018

$233M AUM8 clientsFee: 0%
FiduciaryFee-Only
#39
100

IRONBRIDGE PRIVATE WEALTH, LLC

AUSTIN, TX · Since 2019

$380M AUM6 clientsFee: 0%
FiduciaryFee-Only
#40
100

CCC ADVISORS, LLC

AUSTIN, TX · Since 2017

$703M AUM11 clientsFee: 0%
FiduciaryFee-Only
#41
100

MAQRO ADVISORS LLC

AUSTIN, TX · Since 2021

$174M AUM1 clientsFee: 0%
FiduciaryFee-Only
#42
100

HAZOOR PARTNERS, LLC

AUSTIN, TX · Since 2022

$331M AUM6 clientsFee: 0%
FiduciaryFee-Only
#43
100

BRAZOS CAPITAL

AUSTIN, TX · Since 2017

$103M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

MASTERPIECE CAPITAL, LLC

AUSTIN, TX · Since 2017

$125M AUM1 clientsFee: 0%
FiduciaryFee-Only
#45
100

ROOT FINANCIAL PARTNERS

AUSTIN, TX · Since 2022

$2.1B AUM59 clientsFee: 0%
FiduciaryFee-Only
#46
100

BRIDGEFRONT CAPITAL, LLC

AUSTIN, TX · Since 2021

$488M AUM5 clientsFee: 0%
FiduciaryFee-Only
#47
100

HEALTHQUEST CAPITAL MANAGEMENT, L.P.

AUSTIN, TX · Since 2023

$1.8B AUM20 clientsFee: 0%
FiduciaryFee-Only
#48
100

BLUE SAGE CAPITAL

AUSTIN, TX · Since 2018

$1.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#49
100

CAPSTAR FINANCIAL SERVICES LLC

AUSTIN, TX · Since 2022

$208M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
100

REDBUD ADVISORS

AUSTIN, TX · Since 2022

$368M AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
100

LIVE OAK INVESTMENT PARTNERS

AUSTIN, TX · Since 2019

$236M AUM3 clientsFee: 0%
FiduciaryFee-Only
#52
100

CFM WEALTH PARTNERS LLC

AUSTIN, TX · Since 2019

$886M AUM1 clientsFee: 0%
FiduciaryFee-Only
#53
100

FORMENTERA PARTNERS LP

AUSTIN, TX · Since 2022

$3.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#54
100

ATX FINANCIAL PLANNING, LLC

AUSTIN, TX · Since 2024

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#55
100

DESTINY ADVISORS LLC

AUSTIN, TX · Since 2022

$441M AUM1 clientsFee: 0%
FiduciaryFee-Only
#56
100

ENZI WEALTH

AUSTIN, TX · Since 2021

$451M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
100

KESTRA INVESTMENT MANAGEMENT, LLC.

AUSTIN, TX · Since 2021

$4.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#58
100

RPS RETIREMENT PLAN ADVISORS

AUSTIN, TX · Since 2022

$336M AUM3 clientsFee: 0%
FiduciaryFee-Only
#59
100

HM INTERNATIONAL L.L.C.

AUSTIN, TX · Since 2022

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#60
100

LYNWOOD PRICE CAPITAL MANAGEMENT LP

AUSTIN, TX · Since 2024

$208M AUM3 clientsFee: 0%
FiduciaryFee-Only
#61
100

MAROON PASS ADVISORS LP

AUSTIN, TX · Since 2026

$179M AUM2 clientsFee: 0%
FiduciaryFee-Only
#62
100

MCP MANAGEMENT, LP

AUSTIN, TX · Since 2025

$2.7B AUM6 clientsFee: 0%
FiduciaryFee-Only
#63
100

CARLIN WEALTH MANAGEMENT GROUP, LLC

AUSTIN, TX · Since 2023

$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#64
100

CHRISTOPHER & CO., LLC

AUSTIN, TX · Since 2024

$914M AUM5 clientsFee: 0%
FiduciaryFee-Only
#65
100

REWBIX

AUSTIN, TX · Since 2023

$20K AUM1 clientsFee: 0%
FiduciaryFee-Only
#66
100

UNIFIMONEY RIA

AUSTIN, TX · Since 2023

$314K AUM1 clientsFee: 0%
FiduciaryFee-Only
#67
100

MILITIA INVESTMENTS, LLC

AUSTIN, TX · Since 2024

$484M AUM2 clientsFee: 0%
FiduciaryFee-Only
#68
100

MOZAYYX MANAGEMENT LLC

AUSTIN, TX · Since 2025

$193M AUM4 clientsFee: 0%
FiduciaryFee-Only
#69
100

AUGMENT ADVISORS, LLC

AUSTIN, TX · Since 2026

$343M AUM3 clientsFee: 0%
FiduciaryFee-Only
#70
100

IRONHORN ADVISORS LLC

AUSTIN, TX · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#71
100

WEATHERGAGE CAPITAL, LLC

AUSTIN, TX · Since 2011

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#72
100

PORTFOLIO MANAGEMENT, LLC

AUSTIN, TX · Since 1992

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#73
100

ADVISORS CRYPTO, INC.

AUSTIN, TX · Since 2021

$11M AUM0 clientsFee: 0%
FiduciaryFee-Only
#74
97

818 FAMILY OFFICE, LLC

AUSTIN, TX · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#75
95

TERRY MCDANIEL & COMPANY

AUSTIN, TX · Since 1985

$1.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#76
95

AUSTIN ASSET

AUSTIN, TX · Since 1988

$1.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#77
95

ROBERT HARRELL, INCORPORATED

AUSTIN, TX · Since 1991

$885M AUM5 clientsFee: 0%
FiduciaryFee-Only
#78
95

DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX · Since 1981

$1020.4B AUM367 clientsFee: 0%
FiduciaryFee-Only
#79
95

FMP WEALTH ADVISERS

AUSTIN, TX · Since 1987

$1.3B AUM12 clientsFee: 0%
FiduciaryFee-Only
#80
95

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

AUSTIN, TX · Since 2014

$147M AUM3 clientsFee: 0%
FiduciaryFee-Only
#81
95

ALPHA CAPITAL MANAGEMENT

AUSTIN, TX · Since 2002

$871M AUM5 clientsFee: 0%
FiduciaryFee-Only
#82
95

SALI FUND SERVICES

AUSTIN, TX · Since 2003

$41.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#83
95

CYPRESS CREEK PARTNERS

AUSTIN, TX · Since 2004

$410M AUM3 clientsFee: 0%
FiduciaryFee-Only
#84
95

LBJ FAMILY WEALTH ADVISORS, LTD.

AUSTIN, TX · Since 2005

$389M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
95

KM CAPITAL MANAGEMENT, LTD.

AUSTIN, TX · Since 2017

$374M AUM4 clientsFee: 0%
FiduciaryFee-Only
#86
95

REAP FINANCIAL GROUP, LLC

AUSTIN, TX · Since 2020

$648M AUM6 clientsFee: 0%
FiduciaryFee-Only
#87
95

YCG, LLC

AUSTIN, TX · Since 2007

$1.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#88
95

TURNER CAPITAL INVESTMENTS, LLC

AUSTIN, TX · Since 2021

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#89
95

PROPHET CAPITAL ASSET MANAGEMENT

AUSTIN, TX · Since 2009

$4.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#90
95

PER STIRLING CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2009

$1.6B AUM30 clientsFee: 0%
FiduciaryFee-Only
#91
95

OXBOW ADVISORS, LLC

AUSTIN, TX · Since 2011

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#92
95

MAINSAIL PARTNERS

AUSTIN, TX · Since 2012

$4.0B AUM28 clientsFee: 0%
FiduciaryFee-Only
#93
95

HARRIS PRESTON & PARTNERS, LLC

AUSTIN, TX · Since 2012

$799M AUM5 clientsFee: 0%
FiduciaryFee-Only
#94
95

OAKWELL PRIVATE WEALTH MANAGEMENT

AUSTIN, TX · Since 2017

$668M AUM9 clientsFee: 0%
FiduciaryFee-Only
#95
95

TECHQUITY CAPITAL MANAGEMENT

AUSTIN, TX · Since 2018

$329M AUM2 clientsFee: 0%
FiduciaryFee-Only
#96
95

OWNER RESOURCE GROUP, LLC

AUSTIN, TX · Since 2014

$511M AUM16 clientsFee: 0%
FiduciaryFee-Only
#97
95

VIRTUS REAL ESTATE LLC

AUSTIN, TX · Since 2012

$1.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#98
95

YACKTMAN ASSET MANAGEMENT LP

AUSTIN, TX · Since 2012

$11.7B AUM9 clientsFee: 0%
FiduciaryFee-Only
#99
95

THE PALISADES GROUP, LLC

AUSTIN, TX · Since 2012

$27.8B AUM9 clientsFee: 0%
FiduciaryFee-Only
#100
95

VENTURI PRIVATE WEALTH

AUSTIN, TX · Since 2014

$3.6B AUM19 clientsFee: 0%
FiduciaryFee-Only
#101
95

STAFFORD CAPITAL PARTNERS INC.

AUSTIN, TX · Since 2014

$1.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#102
95

GREENRIDGE GROWTH PARTNERS

AUSTIN, TX · Since 2023

$409M AUM13 clientsFee: 0%
FiduciaryFee-Only
#103
95

OASIS CAPITAL PARTNERS (TEXAS) INC.

AUSTIN, TX · Since 2014

$12.4B AUM26 clientsFee: 0%
FiduciaryFee-Only
#104
95

FOUNDER FAMILY FINANCIAL, LLC

AUSTIN, TX · Since 2024

$321M AUM1 clientsFee: 0%
FiduciaryFee-Only
#105
95

AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN, TX · Since 2020

$1.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#106
95

TRITIUM PARTNERS

AUSTIN, TX · Since 2016

$1.9B AUM26 clientsFee: 0%
FiduciaryFee-Only
#107
95

SVRN ASSET MANAGEMENT, LLC

AUSTIN, TX · Since 2021

$231M AUM2 clientsFee: 0%
FiduciaryFee-Only
#108
95

MUDDY WATERS CAPITAL LLC

AUSTIN, TX · Since 2017

$576M AUM10 clientsFee: 0%
FiduciaryFee-Only
#109
95

ACACIA PARTNERS, LLC

AUSTIN, TX · Since 2023

$221M AUM5 clientsFee: 0%
FiduciaryFee-Only
#110
95

MERIDIAN WEALTH ADVISORS, LLC

AUSTIN, TX · Since 2016

$1.7B AUM9 clientsFee: 0%
FiduciaryFee-Only
#111
95

EIGHT PARTNERS VC, LLC

AUSTIN, TX · Since 2026

$13.4B AUM27 clientsFee: 0%
FiduciaryFee-Only
#112
95

OREI ADVISORS LP

AUSTIN, TX · Since 2017

$2.2B AUM24 clientsFee: 0%
FiduciaryFee-Only
#113
95

RECURRING CAPITAL MANAGEMENT COMPANY, LLC

AUSTIN, TX · Since 2023

$250M AUM6 clientsFee: 0%
FiduciaryFee-Only
#114
95

CAM INVESTOR SOLUTIONS

AUSTIN, TX · Since 2017

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
95

BUILDGROUP MANAGEMENT

AUSTIN, TX · Since 2017

$294M AUM3 clientsFee: 0%
FiduciaryFee-Only
#116
95

994 GROUP

AUSTIN, TX · Since 2023

$245M AUM2 clientsFee: 0%
FiduciaryFee-Only
#117
95

CAYETANO DEVELOPMENT, LLC

AUSTIN, TX · Since 2021

$667M AUM7 clientsFee: 0%
FiduciaryFee-Only
#118
95

CENTENNIAL ADVISORS, LLC

AUSTIN, TX · Since 2021

$237M AUM9 clientsFee: 0%
FiduciaryFee-Only
#119
95

CORRIGO INVESTMENT PARTNERS, LLC

AUSTIN, TX · Since 2018

$707M AUM6 clientsFee: 0%
FiduciaryFee-Only
#120
95

ELSEWHERE PARTNERS, LLC

AUSTIN, TX · Since 2023

$803M AUM17 clientsFee: 0%
FiduciaryFee-Only
#121
95

ATOM INVESTORS LP

AUSTIN, TX · Since 2018

$6.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#122
95

MULTICOIN CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2021

$2.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#123
95

AVANT FINANCIAL ADVISORS

AUSTIN, TX · Since 2024

$196M AUM2 clientsFee: 0%
FiduciaryFee-Only
#124
95

TECA PARTNERS, LP

AUSTIN, TX · Since 2024

$175M AUM3 clientsFee: 0%
FiduciaryFee-Only
#125
95

DEAN WEALTH PARTNERS, LLC

AUSTIN, TX · Since 2022

$250M AUM1 clientsFee: 0%
FiduciaryFee-Only
#126
95

HARRELL INVESTMENT PARTNERS, LLC

AUSTIN, TX · Since 2018

$662M AUM4 clientsFee: 0%
FiduciaryFee-Only
#127
95

CROWDSTREET ADVISORS, LLC

AUSTIN, TX · Since 2018

$232M AUM0 clientsFee: 0%
FiduciaryFee-Only
#128
95

FORT ADVISORS INC

AUSTIN, TX · Since 2023

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#129
95

ADAR1 CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2024

$1.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#130
95

INTELLIGENT WEALTH SOLUTIONS LLC

AUSTIN, TX · Since 2019

$961M AUM6 clientsFee: 0%
FiduciaryFee-Only
#131
95

BRIGHAM MANAGEMENT, LLC

AUSTIN, TX · Since 2021

$1.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#132
95

CAPITAL CREEK PARTNERS

AUSTIN, TX · Since 2019

$1.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#133
95

REPUBLIC SQUARE

AUSTIN, TX · Since 2023

$102M AUM7 clientsFee: 0%
FiduciaryFee-Only
#134
95

HUB INVESTMENT PARTNERS, LLC

AUSTIN, TX · Since 2020

$11.9B AUM103 clientsFee: 0%
FiduciaryFee-Only
#135
95

FOREFRONT

AUSTIN, TX · Since 2024

$240M AUM7 clientsFee: 0%
FiduciaryFee-Only
#136
95

DISTRIBUTED GLOBAL MANAGER LP

AUSTIN, TX · Since 2021

$903M AUM5 clientsFee: 0%
FiduciaryFee-Only
#137
95

REVIVAL HEALTHCARE CAPITAL LLC

AUSTIN, TX · Since 2022

$964M AUM12 clientsFee: 0%
FiduciaryFee-Only
#138
95

ARVIN CAPITAL MANAGEMENT LP

AUSTIN, TX · Since 2023

$953M AUM5 clientsFee: 0%
FiduciaryFee-Only
#139
95

VALTERRA PARTNERS LLC

AUSTIN, TX · Since 2023

$237M AUM6 clientsFee: 0%
FiduciaryFee-Only
#140
95

HAVELI INVESTMENT MANAGEMENT LLC

AUSTIN, TX · Since 2022

$6.0B AUM35 clientsFee: 0%
FiduciaryFee-Only
#141
95

SATURN V CAPITAL MANAGEMENT LP

AUSTIN, TX · Since 2023

$793M AUM4 clientsFee: 0%
FiduciaryFee-Only
#142
95

OLD HICKORY PARTNERS MANAGEMENT, LP

AUSTIN, TX · Since 2025

$366M AUM8 clientsFee: 0%
FiduciaryFee-Only
#143
95

ARK WEALTH MANAGEMENT

AUSTIN, TX · Since 2022

$216M AUM2 clientsFee: 0%
FiduciaryFee-Only
#144
95

PLANNING WORKS ADVISORY, INC.

AUSTIN, TX · Since 2022

$200M AUM4 clientsFee: 0%
FiduciaryFee-Only
#145
95

FUNDIFY ADVISORS LLC

AUSTIN, TX · Since 2023

$889K AUM6 clientsFee: 0%
FiduciaryFee-Only
#146
95

GREENBELT CAPITAL PARTNERS

AUSTIN, TX · Since 2022

$3.2B AUM17 clientsFee: 0%
FiduciaryFee-Only
#147
95

BROOKLINE WEALTH, LLC

AUSTIN, TX · Since 2024

$149M AUM1 clientsFee: 0%
FiduciaryFee-Only
#148
95

EVOLUTION INVESTMENT MANAGEMENT LLC

AUSTIN, TX · Since 2022

$128M AUM3 clientsFee: 0%
FiduciaryFee-Only
#149
95

DDELTA REAL ESTATE INVESTMENTS

AUSTIN, TX · Since 2023

$170M AUM8 clientsFee: 0%
FiduciaryFee-Only
#150
95

WATERCOLOR FINANCIAL

AUSTIN, TX · Since 2023

$235M AUM3 clientsFee: 0%
FiduciaryFee-Only
#151
95

MOONTOWER ASSET MANAGEMENT LP

AUSTIN, TX · Since 2025

$419M AUM9 clientsFee: 0%
FiduciaryFee-Only
#152
95

PINE VALLEY CAPITAL PARTNERS LLC

AUSTIN, TX · Since 2024

$870M AUM10 clientsFee: 0%
FiduciaryFee-Only
#153
95

OUTRUNNER CAPITAL, LLC

AUSTIN, TX · Since 2024

$498M AUM3 clientsFee: 0%
FiduciaryFee-Only
#154
95

HAMPTON ROCK WEALTH MANAGEMENT

AUSTIN, TX · Since 2024

$192M AUM7 clientsFee: 0%
FiduciaryFee-Only
#155
95

BRIGHAM ROYALTIES MANAGEMENT, LLC

AUSTIN, TX · Since 2024

$446M AUM12 clientsFee: 0%
FiduciaryFee-Only
#156
95

ALONGSIDE, LLC

AUSTIN, TX · Since 2025

$879M AUM3 clientsFee: 0%
FiduciaryFee-Only
#157
95

BEACON ADVISORS

AUSTIN, TX · Since 2025

$460M AUM4 clientsFee: 0%
FiduciaryFee-Only
#158
95

MILITIA CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2025

$959M AUM5 clientsFee: 0%
FiduciaryFee-Only
#159
95

OEW INVESTMENT ADVISORS LP

AUSTIN, TX · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#160
95

BERCH CAPITAL LLC

AUSTIN, TX · Since 2026

$7M AUM2 clientsFee: 0%
FiduciaryFee-Only
#161
95

SHOTEN CAPITAL LP

AUSTIN, TX · Since 2025

$622M AUM5 clientsFee: 0%
FiduciaryFee-Only
#162
95

IRONARC MANAGEMENT, LLC

AUSTIN, TX · Since 2025

$834M AUM4 clientsFee: 0%
FiduciaryFee-Only
#163
95

PEAK ROCK CAPITAL LLC

AUSTIN, TX · Since 2012

$7.3B AUM55 clientsFee: 0%
FiduciaryFee-Only
#164
95

COMUNIDAD REALTY PARTNERS

AUSTIN, TX · Since 2022

$206M AUM11 clientsFee: 0%
FiduciaryFee-Only
#165
92

WEALTHYX

AUSTIN, TX · Since 2014

$69M AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#166
92

KENSINGTON ASSET MANAGEMENT, LLC

AUSTIN, TX · Since 2020

$2.6B AUM5 clientsFee: 0%
FiduciaryFee-Only1 complaint
#167
92

49 FINANCIAL

AUSTIN, TX · Since 2022

$1.4B AUM128 clientsFee: 0%
FiduciaryFee-Only
#168
90

WATERLOO CAPITAL

AUSTIN, TX · Since 2005

$2.3B AUM44 clientsFee: 0%
Broker-Dealer
#169
90

AUSTIN MONEY MANAGEMENT CORPORATION

AUSTIN, TX · Since 2020

$296M AUM1 clientsFee: 0%
FiduciaryFee-Only
#170
84

LAKE HILLS WEALTH MANAGEMENT, LLC

AUSTIN, TX · Since 2021

$207M AUM3 clientsFee: 0%
FiduciaryFee-Only2 complaints
#171
71

AB PRIVATE CREDIT INVESTORS LLC

AUSTIN, TX · Since 2014

$11.4B AUM1 clientsFee: 0%
FiduciaryFee-Only3 complaints
#172
52

VICTORY FINANCIAL

AUSTIN, TX · Since 2023

$1.3B AUM47 clientsFee: 0%
FiduciaryFee-Only1 complaint
#173
47

KESTRA PRIVATE WEALTH SERVICES, LLC

AUSTIN, TX · Since 2010

$13.5B AUM211 clientsFee: 0%
FiduciaryFee-Only1 complaint
#174
47

KESTRA ADVISORY SERVICES, LLC

AUSTIN, TX · Since 1998

$79.8B AUM1359 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in AUSTIN?

The median advisory fee in AUSTIN, TX is 0.95% of assets under management per year, based on Form ADV filings from 174 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.