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
Rene Daniel Villarreal
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
David Dziadziola
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Russell Norman Bacon
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Clark Burton Davis
Registered Affiliation(s):BRAINARD CAPITAL MANAGEMENT LLC
William Frederick Gregory
Registered Affiliation(s):BECK CAPITAL MANAGEMENT LLC
Ryan William Donelson
Registered Affiliation(s):INDEPENDENT INVESTMENT ADVISORS, INC.
Sara Reeder Matlock
Registered Affiliation(s):SWBC INVESTMENT ADVISORY SERVICES LLC
Justin Robert Mullins
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Joseph James Wheeler
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
Jason Ryan Reeves
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Laura F Redfern
Registered Affiliation(s):SHADOWRIDGE ASSET MANAGEMENT, LLC
Heather Lauren Mcashan
Registered Affiliation(s):B.B. GRAHAM & COMPANY, INC.
Bryan Roquemore Mcclune
Registered Affiliation(s):WPWEALTH LLP
Erik Terry Totten
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
Erik J Antener
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Naveed Ali
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Cooper
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
Mary Voll Miller
Registered Affiliation(s):MISSION WEALTH MANAGEMENT, LP
Scott Bayley Gill
Registered Affiliation(s):ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
Emily D Cuba
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Melissa R Moreno
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Robert Gary Fernandez
Registered Affiliation(s):MORGAN STANLEY
Ted Gilbert Gray
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sally Warren Zepponi
Registered Affiliation(s):STEPHENS
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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