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
Wade Thomas Uloth
Registered Affiliation(s):SAGE ADVISORY SERVICES LTD CO
Michael Costa Talabach
Registered Affiliation(s):AMHERST PIERPONT
Lisa Annette Stroud
Registered Affiliation(s):CENTURY MANAGEMENT FINANCIAL ADVISORS
Grant Douglas Birdwell
Registered Affiliation(s):CORRIGO INVESTMENT PARTNERS, LLC
Steven Harris Livitz
Registered Affiliation(s):WATERLOO CAPITAL
Jay Owen Brainard JR.
Registered Affiliation(s):PATHSTONE
Austin Graff
Registered Affiliation(s):SHOREBIRD CAPITAL, LP
Thomas Andrew Eggen
Registered Affiliation(s):PIMCO INVESTMENTS LLC
Steven Michael Kampwerth
Registered Affiliation(s):LION STREET FINANCIAL, LLC
Donald E Suter
Registered Affiliation(s):M3 CAPITAL PARTNERS LLC
Paul William Dlabal M.D.
Registered Affiliation(s):ROBERT HARRELL, INCORPORATED
Kevin James O'shea
Registered Affiliation(s):AUSTIN FINANCIAL ADVISORS, INC.
David Harris James
Registered Affiliation(s):ROBERT HARRELL, INCORPORATED
David L. Gordon
Registered Affiliation(s):GORDON ASSET MANAGEMENT LLC
James Richard Karnes
Registered Affiliation(s):TEXAS ASSET MANAGEMENT
Mark Otis Shepherd
Registered Affiliation(s):PFS INVESTMENTS INC.
Michael Oddie Hernandez
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Brian Thomas Meldahl
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Adolph Ojeda
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Laura Deane Horne
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Aric A Bree
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Tracey Kulpa Brenneise
Registered Affiliation(s):IRONOAK WEALTH LLC
Marijo Tase Harding
Registered Affiliation(s):PRUDENCE ADVISORY SERVICES
Amanda Michele Christians
Registered Affiliation(s):GREENBELT INVESTMENT ADVISORS, 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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