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
Leyviana Smith
Registered Affiliation(s):PFS INVESTMENTS INC.
Shane Cartez Allen
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Ellen E Edwards
Registered Affiliation(s):EDWARD JONES
Javier Ledesma
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Matthew James Anderson
Registered Affiliation(s):NEWEDGE ADVISORS
Elle Page Mcnider
Registered Affiliation(s):DIMENSIONAL FUND ADVISORS LP
Graeme Peter Rein
Registered Affiliation(s):YORKMONT CAPITAL MANAGEMENT, LLC
John Joseph Glade
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Allen Gidley
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Richard Theodore Heller
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Julia Christine Peoples
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Lisa Oneil Smith
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Patrick Joseph Stivers
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Jefferson Daniel Cheshier
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Denny Cheng Hock Yeo
Registered Affiliation(s):PFS INVESTMENTS INC.
Kevin Arthur Allbee
Registered Affiliation(s):ASCENSUS BROKER DEALER SERVICES, LLC
Arthur Leon Cherches
Registered Affiliation(s):SAGE ADVISORY SERVICES LTD CO
Frederick Charles Latcham
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Paul William Jack
Registered Affiliation(s):ESTRADA HINOJOSA & COMPANY, INC.
Kynda Leigh Fleming
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Lisa Michele Dallmer
Registered Affiliation(s):DFA SECURITIES LLC
Mark Henry Mendez
Registered Affiliation(s):FROST BROKERAGE SERVICES, INC.
Rodney Garrick Mogen
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Bennett Hampton Woodward
Registered Affiliation(s):WATERLOO CAPITAL
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
