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

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Top Rated Established Verified174 firms shown

Top-Ranked Advisors in AUSTIN

Page 1 of 7 · 174 firms

#1
93

AQS ASSET MANAGEMENT, L.L.C.

AUSTIN, TX · Since 2004

$4.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
93

PENNYBACKER CAPITAL MANAGEMENT, LLC

AUSTIN, TX · Since 2012

$4.9B AUM43 clientsFee: 0%
FiduciaryFee-Only
#3
93

SAPPHIRE VENTURES, LLC

AUSTIN, TX · Since 2012

$10.4B AUM22 clientsFee: 0%
FiduciaryFee-Only
#4
92

SAGE ADVISORY SERVICES LTD CO

AUSTIN, TX · Since 1996

$28.4B AUM37 clientsFee: 0%
FiduciaryFee-Only
#5
92

MASLOW WEALTH ADVISORS

AUSTIN, TX · Since 2001

$2.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#6
91

HOISINGTON INVESTMENT MANAGEMENT CO

AUSTIN, TX · Since 1980

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
91

ANCIENT ART, L.P.

AUSTIN, TX · Since 2006

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#8
91

LEAFHOUSE FINANCIAL ADVISORS, LLC

AUSTIN, TX · Since 2013

$24.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#9
91

WEATHERGAGE CAPITAL, LLC

AUSTIN, TX · Since 2011

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
90

ENCLAVE ADVISORS, LLC

AUSTIN, TX · Since 2012

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
90

SERVE CAPITAL PARTNERS

AUSTIN, TX · Since 2019

$2.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
89

RICHARD P. SLAUGHTER ASSOCIATES, INC.

AUSTIN, TX · Since 1998

$905M AUM12 clientsFee: 0%
FiduciaryFee-Only
#13
89

STUART INVESTMENT ADVISORS, INC.

AUSTIN, TX · Since 1999

$631M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
89

CENTURY MANAGEMENT FINANCIAL ADVISORS

AUSTIN, TX · Since 1979

$680M AUM12 clientsFee: 0%
FiduciaryFee-Only
#15
89

ROOT FINANCIAL PARTNERS

AUSTIN, TX · Since 2022

$2.1B AUM59 clientsFee: 0%
FiduciaryFee-Only
#16
89

FORMENTERA PARTNERS LP

AUSTIN, TX · Since 2022

$3.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#17
89

KESTRA INVESTMENT MANAGEMENT, LLC.

AUSTIN, TX · Since 2021

$4.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#18
88

EMPIRIC ADVISORS, INC.

AUSTIN, TX · Since 1987

$65M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
88

BECK CAPITAL MANAGEMENT LLC

AUSTIN, TX · Since 2010

$562M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
88

PRESIDIO INVESTORS LLC

AUSTIN, TX · Since 2020

$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#21
88

CENTERGATE CAPITAL

AUSTIN, TX · Since 2017

$828M AUM19 clientsFee: 0%
FiduciaryFee-Only
#22
88

HEALTHQUEST CAPITAL MANAGEMENT, L.P.

AUSTIN, TX · Since 2023

$1.8B AUM20 clientsFee: 0%
FiduciaryFee-Only
#23
88

BLUE SAGE CAPITAL

AUSTIN, TX · Since 2018

$1.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#24
88

PORTFOLIO MANAGEMENT, LLC

AUSTIN, TX · Since 1992

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
87

HALBERT WEALTH MANAGEMENT, INC

AUSTIN, TX · Since 1998

$211M AUM4 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.