Top Financial Advisors in Austin, Texas
Finding the right financial advisor in Austin is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Austin, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Austin, TX.
Find the Best Financial Advisor Firms in Austin:
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330
Address: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Clients: 71,119
Average Clients per Advisor: 54
AUM: $ 41.8B
LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD#: 149694
Address: 6504 Bridgepoint Parkway Suite 450, Austin, TX 78730
Clients: 26
Average Clients per Advisor: 4
AUM: $ 14.1B
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY
CRD#: 307956
Address: 900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Clients: 1,170
Average Clients per Advisor: 30
AUM: $ 5.8B
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193
Address: 5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Clients: 6,639
Average Clients per Advisor: 55
AUM: $ 4.5B
VENTURI PRIVATE WEALTH
CRD#: 169576
Address: 3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746
Clients: 117
Average Clients per Advisor: 5
AUM: $ 2.0B
OXBOW ADVISORS, LLC
CRD#: 156393
Address: 500 West 5th Street, Suite 1205, Austin, TX 78701
Clients: 335
Average Clients per Advisor: 47
AUM: $ 1.8B
How We Chose the Top Financial Advisors in Austin, Texas
To create this list of top financial advisor firms in Austin, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Austin has to offer.
Search Financial Advisors in Austin, Texas
Patrick Justin Means
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
David Scott Raney
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Chau My Quach
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
David R Slocombe
Registered Affiliation(s):SAN GABRIEL CAPITAL
Nicole Walters
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jo Lynn Dyer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael David Walton
Registered Affiliation(s):SAGE ADVISORY SERVICES LTD CO
James Caillavet Palmer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephen Christopher Kosoris
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
Shir Keidan Mcgettigan
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Adam Palmer Todd
Registered Affiliation(s):FMP WEALTH ADVISERS
Alfred Francis Frey
Registered Affiliation(s):ML&R WEALTH MANAGEMENT LLC
Adam Colby Broughton
Registered Affiliation(s):MISSION WEALTH MANAGEMENT, LP
Scott Craig Olson
Registered Affiliation(s):SPC
Gregory Hamilton Cobb
Registered Affiliation(s):SAGE ADVISORY SERVICES LTD CO
Michael Ross Pedlow
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Kimberly Kaye Edwards
Registered Affiliation(s):PIPER SANDLER & CO.
Tracy Gwendoline Erwin
Registered Affiliation(s):AMHERST PIERPONT
David B Lloyd
Registered Affiliation(s):CENTURY MANAGEMENT FINANCIAL ADVISORS
Sara Luisa Ashworth-baccus
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Laurie Ann Ross
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Frank William Marra III
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Christian Mayo Gunther
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
David A Bradshaw
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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