AdvisorGrade

Financial advisers in Austin, TX

175 registered investment adviser firms in Austin managing $1.5T in assets, based on public SEC Form ADV filings.

Dimensional Fund Advisors LP

Austin, TX · Est. 1981

4.4(7)NationalInternational
Fee-only
AUM
$1.0T
Per adviser
$2.8B
Advisers
367

No reported disclosures

Kestra Advisory Services, LLC

Austin, TX · Est. 1998

National
Fee-based
AUM
$79.8B
Per adviser
$59M
Advisers
1,359

Sali Fund Services

Austin, TX · Est. 2003

RegionalInternational
Fee-based
AUM
$41.7B
Per adviser
$8.3B
Advisers
5

No reported disclosures

Sage Advisory Services Ltd Co

Austin, TX · Est. 1996

RegionalInternational
Fee-based
AUM
$28.4B
Per adviser
$768M
Advisers
37

No reported disclosures

The Palisades Group, LLC

Austin, TX · Est. 2012

RegionalInternational
Fee-only
AUM
$27.8B
Per adviser
$3.1B
Advisers
9

No reported disclosures

Leafhouse Financial Advisors, LLC

Austin, TX · Est. 2013

Regional
Fee-based
AUM
$24.1B
Per adviser
$3.0B
Advisers
8

No reported disclosures

Kestra Private Wealth Services, LLC

Austin, TX · Est. 2010

National
Fee-based
AUM
$13.5B
Per adviser
$64M
Advisers
211

Eight Partners Vc, LLC

Austin, TX · Est. 2026

Regional
Fee-only
AUM
$13.4B
Per adviser
$496M
Advisers
27

No reported disclosures

Oasis Capital Partners (Texas) INC.

Austin, TX · Est. 2014

RegionalInternational
Fee-only
AUM
$12.4B
Per adviser
$477M
Advisers
26

No reported disclosures

Hub Investment Partners, LLC

Austin, TX · Est. 2020

NationalInternational
Fee-based
AUM
$11.9B
Per adviser
$115M
Advisers
103

No reported disclosures

Yacktman Asset Management LP

Austin, TX · Est. 2012

RegionalInternational
Fee-only
AUM
$11.7B
Per adviser
$1.3B
Advisers
9

No reported disclosures

Ab Private Credit Investors LLC

Austin, TX · Est. 2014

RegionalInternational
Fee-based
AUM
$11.4B
Per adviser
$11.4B
Advisers
1

No reported disclosures

Sapphire Ventures, LLC

Austin, TX · Est. 2012

Regional
Fee-only
AUM
$10.4B
Per adviser
$475M
Advisers
22

No reported disclosures

Peak Rock Capital LLC

Austin, TX · Est. 2012

Regional
Fee-only
AUM
$7.3B
Per adviser
$132M
Advisers
55

No reported disclosures

Atom Investors LP

Austin, TX · Est. 2018

RegionalInternational
Fee-based
AUM
$6.8B
Per adviser
$853M
Advisers
8

Haveli Investment Management LLC

Austin, TX · Est. 2022

RegionalInternational
Fee-only
AUM
$6.0B
Per adviser
$172M
Advisers
35

No reported disclosures

Pennybacker Capital Management, LLC

Austin, TX · Est. 2012

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$113M
Advisers
43

No reported disclosures

Kestra Investment Management, LLC.

Austin, TX · Est. 2021

Regional
Fee-only
AUM
$4.3B
Per adviser
$332M
Advisers
13

No reported disclosures

Prophet Capital Asset Management

Austin, TX · Est. 2009

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$700M
Advisers
6

No reported disclosures

Aqs Asset Management, L.L.C.

Austin, TX · Est. 2004

Regional
Fee-only
AUM
$4.1B
Per adviser
$1.4B
Advisers
3

No reported disclosures

Bluespring Wealth Management, LLC

Austin, TX · Est. 2010

RegionalInternational
Fee-based
AUM
$4.0B
Per adviser
$130M
Advisers
31

No reported disclosures

Mainsail Partners

Austin, TX · Est. 2012

Regional
Fee-only
AUM
$4.0B
Per adviser
$143M
Advisers
28

No reported disclosures

Venturi Private Wealth

Austin, TX · Est. 2014

Regional
Fee-based
AUM
$3.6B
Per adviser
$188M
Advisers
19

No reported disclosures

Formentera Partners LP

Austin, TX · Est. 2022

Regional
Fee-only
AUM
$3.3B
Per adviser
$299M
Advisers
11

No reported disclosures

Greenbelt Capital Partners

Austin, TX · Est. 2022

Regional
Fee-only
AUM
$3.2B
Per adviser
$188M
Advisers
17

No reported disclosures

Maslow Wealth Advisors

Austin, TX · Est. 2001

Regional
Fee-based
AUM
$2.8B
Per adviser
$178M
Advisers
16

No reported disclosures

Mcp Management, LP

Austin, TX · Est. 2025

Regional
Fee-only
AUM
$2.7B
Per adviser
$450M
Advisers
6

No reported disclosures

Multicoin Capital Management, LLC

Austin, TX · Est. 2021

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$384M
Advisers
7

No reported disclosures

Kensington Asset Management, LLC

Austin, TX · Est. 2020

Regional
Fee-only
AUM
$2.6B
Per adviser
$511M
Advisers
5

No reported disclosures

Serve Capital Partners

Austin, TX · Est. 2019

Regional
Fee-only
AUM
$2.5B
Per adviser
$625M
Advisers
4

No reported disclosures

Oxbow Advisors, LLC

Austin, TX · Est. 2011

Regional
Fee-based
AUM
$2.5B
Per adviser
$246M
Advisers
10

Waterloo Capital

Austin, TX · Est. 2005

Regional
Fee-based
AUM
$2.3B
Per adviser
$51M
Advisers
44

No reported disclosures

Orei Advisors LP

Austin, TX · Est. 2017

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$91M
Advisers
24

No reported disclosures

Root Financial Partners

Austin, TX · Est. 2022

Regional
Fee-based
AUM
$2.1B
Per adviser
$36M
Advisers
59

No reported disclosures

Terry Mcdaniel & Company

Austin, TX · Est. 1985

Local
Fee-only
AUM
$1.9B
Per adviser
$274M
Advisers
7

No reported disclosures

Austin Asset

Austin, TX · Est. 1988

LocalInternational
Fee-based
AUM
$1.9B
Per adviser
$144M
Advisers
13

No reported disclosures

Tritium Partners

Austin, TX · Est. 2016

Local
Fee-only
AUM
$1.9B
Per adviser
$72M
Advisers
26

No reported disclosures

Hoisington Investment Management Co

Austin, TX · Est. 1980

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$359M
Advisers
5

No reported disclosures

Healthquest Capital Management, L.P.

Austin, TX · Est. 2023

Local
Fee-only
AUM
$1.8B
Per adviser
$89M
Advisers
20

No reported disclosures

Meridian Wealth Advisors, LLC

Austin, TX · Est. 2016

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$193M
Advisers
9

No reported disclosures

Stafford Capital Partners INC.

Austin, TX · Est. 2014

RegionalInternational
Fee-only
AUM
$1.7B
Per adviser
$115M
Advisers
15

No reported disclosures

Adar1 Capital Management, LLC

Austin, TX · Est. 2024

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$239M
Advisers
7

No reported disclosures

Per Stirling Capital Management, LLC

Austin, TX · Est. 2009

Local
Fee-based
AUM
$1.6B
Per adviser
$52M
Advisers
30

No reported disclosures

Ycg, LLC

Austin, TX · Est. 2007

Local
Fee-only
AUM
$1.5B
Per adviser
$385M
Advisers
4

No reported disclosures

Capital Creek Partners

Austin, TX · Est. 2019

Regional
Fee-based
AUM
$1.5B
Per adviser
$102M
Advisers
15

No reported disclosures

Ancient Art, L.P.

Austin, TX · Est. 2006

Local
Fee-only
AUM
$1.5B
Per adviser
$188M
Advisers
8

No reported disclosures

49 Financial

Austin, TX · Est. 2022

Regional
Fee-based
AUM
$1.4B
Per adviser
$11M
Advisers
128

No reported disclosures

Weathergage Capital, LLC

Austin, TX · Est. 2011

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$341M
Advisers
4

No reported disclosures

Fmp Wealth Advisers

Austin, TX · Est. 1987

Local
Fee-based
AUM
$1.3B
Per adviser
$112M
Advisers
12

No reported disclosures

Victory Financial

Austin, TX · Est. 2023

National
Fee-based
AUM
$1.3B
Per adviser
$28M
Advisers
47

No reported disclosures

Blue Sage Capital

Austin, TX · Est. 2018

Local
Fee-only
AUM
$1.3B
Per adviser
$84M
Advisers
15

No reported disclosures

Virtus Real Estate LLC

Austin, TX · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$57M
Advisers
20

No reported disclosures

Hm International L.L.C.

Austin, TX · Est. 2022

Local
Fee-only
AUM
$1.1B
Per adviser
$227M
Advisers
5

No reported disclosures

Enclave Advisors, LLC

Austin, TX · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$367M
Advisers
3

No reported disclosures

Presidio Investors LLC

Austin, TX · Est. 2020

Local
Fee-only
AUM
$1.1B
Per adviser
$137M
Advisers
8

No reported disclosures

Austin Wealth Management, LLC

Austin, TX · Est. 2020

Local
Fee-based
AUM
$1.1B
Per adviser
$98M
Advisers
11

No reported disclosures

Brigham Management, LLC

Austin, TX · Est. 2021

Local
Fee-based
AUM
$1.0B
Per adviser
$48M
Advisers
21

No reported disclosures

Revival Healthcare Capital LLC

Austin, TX · Est. 2022

Local
Fee-only
AUM
$964M
Per adviser
$80M
Advisers
12

No reported disclosures

Intelligent Wealth Solutions LLC

Austin, TX · Est. 2019

Local
Fee-only
AUM
$961M
Per adviser
$160M
Advisers
6

No reported disclosures

Militia Capital Management, LLC

Austin, TX · Est. 2025

Regional
Fee-only
AUM
$959M
Per adviser
$192M
Advisers
5

No reported disclosures

Arvin Capital Management LP

Austin, TX · Est. 2023

LocalInternational
Fee-only
AUM
$953M
Per adviser
$191M
Advisers
5

No reported disclosures

Christopher & Co., LLC

Austin, TX · Est. 2024

Local
Fee-only
AUM
$914M
Per adviser
$183M
Advisers
5

No reported disclosures

Richard P. Slaughter Associates, INC.

Austin, TX · Est. 1998

LocalInternational
Fee-only
AUM
$905M
Per adviser
$75M
Advisers
12

No reported disclosures

Distributed Global Manager LP

Austin, TX · Est. 2021

LocalInternational
Fee-only
AUM
$903M
Per adviser
$181M
Advisers
5

No reported disclosures

Cfm Wealth Partners LLC

Austin, TX · Est. 2019

Local
Fee-based
AUM
$886M
Per adviser
$886M
Advisers
1

No reported disclosures

Robert Harrell, Incorporated

Austin, TX · Est. 1991

Local
Fee-based
AUM
$885M
Per adviser
$177M
Advisers
5

No reported disclosures

Alongside, LLC

Austin, TX · Est. 2025

Regional
Fee-based
AUM
$879M
Per adviser
$293M
Advisers
3

No reported disclosures

Alpha Capital Management

Austin, TX · Est. 2002

Local
Fee-only
AUM
$871M
Per adviser
$174M
Advisers
5

No reported disclosures

Pine Valley Capital Partners LLC

Austin, TX · Est. 2024

Local
Fee-based
AUM
$870M
Per adviser
$87M
Advisers
10

No reported disclosures

Ironarc Management, LLC

Austin, TX · Est. 2025

Local
Fee-only
AUM
$834M
Per adviser
$209M
Advisers
4

No reported disclosures

Centergate Capital

Austin, TX · Est. 2017

Local
Fee-only
AUM
$828M
Per adviser
$44M
Advisers
19

No reported disclosures

Elsewhere Partners, LLC

Austin, TX · Est. 2023

Local
Fee-only
AUM
$803M
Per adviser
$47M
Advisers
17

No reported disclosures

Harris Preston & Partners, LLC

Austin, TX · Est. 2012

Local
Fee-only
AUM
$799M
Per adviser
$160M
Advisers
5

No reported disclosures

Saturn V Capital Management LP

Austin, TX · Est. 2023

LocalInternational
Fee-only
AUM
$793M
Per adviser
$198M
Advisers
4

No reported disclosures

Corrigo Investment Partners, LLC

Austin, TX · Est. 2018

Local
Fee-only
AUM
$707M
Per adviser
$118M
Advisers
6

No reported disclosures

Ccc Advisors, LLC

Austin, TX · Est. 2017

Local
Fee-only
AUM
$703M
Per adviser
$64M
Advisers
11

No reported disclosures

Century Management Financial Advisors

Austin, TX · Est. 1979

LocalInternational
Fee-based
AUM
$680M
Per adviser
$57M
Advisers
12

No reported disclosures

Oakwell Private Wealth Management

Austin, TX · Est. 2017

Regional
Fee-based
AUM
$668M
Per adviser
$74M
Advisers
9

No reported disclosures

Cayetano Development, LLC

Austin, TX · Est. 2021

Local
Fee-based
AUM
$667M
Per adviser
$95M
Advisers
7

No reported disclosures

Harrell Investment Partners, LLC

Austin, TX · Est. 2018

Local
Fee-based
AUM
$662M
Per adviser
$166M
Advisers
4

No reported disclosures

Reap Financial Group, LLC

Austin, TX · Est. 2020

Local
Fee-based
AUM
$648M
Per adviser
$108M
Advisers
6

No reported disclosures

Stuart Investment Advisors, INC.

Austin, TX · Est. 1999

LocalInternational
Fee-only
AUM
$631M
Per adviser
$315M
Advisers
2

No reported disclosures

Shoten Capital LP

Austin, TX · Est. 2025

LocalInternational
Fee-only
AUM
$622M
Per adviser
$124M
Advisers
5

No reported disclosures

Muddy Waters Capital LLC

Austin, TX · Est. 2017

LocalInternational
Fee-only
AUM
$576M
Per adviser
$58M
Advisers
10

No reported disclosures

Beck Capital Management LLC

Austin, TX · Est. 2010

Local
Fee-only
AUM
$562M
Per adviser
$80M
Advisers
7

No reported disclosures

Financial Gravity Asset Management, INC.

Austin, TX · Est. 2017

Local
Fee-only
AUM
$523M
Per adviser
$523M
Advisers
1

No reported disclosures

Owner Resource Group, LLC

Austin, TX · Est. 2014

Local
Fee-only
AUM
$511M
Per adviser
$32M
Advisers
16

No reported disclosures

Cypress Creek Partners

Austin, TX · Est. 2004

LocalInternational
Fee-only
AUM
$500M
Per adviser
$83M
Advisers
6

No reported disclosures

Outrunner Capital, LLC

Austin, TX · Est. 2024

Local
Fee-based
AUM
$498M
Per adviser
$166M
Advisers
3

No reported disclosures

Bridgefront Capital, LLC

Austin, TX · Est. 2021

Local
Fee-based
AUM
$488M
Per adviser
$98M
Advisers
5

No reported disclosures

Militia Investments, LLC

Austin, TX · Est. 2024

Local
Fee-only
AUM
$484M
Per adviser
$242M
Advisers
2

No reported disclosures

Beacon Advisors

Austin, TX · Est. 2025

LocalInternational
Fee-based
AUM
$460M
Per adviser
$115M
Advisers
4

No reported disclosures

Enzi Wealth

Austin, TX · Est. 2021

Local
Fee-based
AUM
$451M
Per adviser
$150M
Advisers
3

No reported disclosures

Brigham Royalties Management, LLC

Austin, TX · Est. 2024

Local
Fee-only
AUM
$446M
Per adviser
$37M
Advisers
12

No reported disclosures

Destiny Advisors LLC

Austin, TX · Est. 2022

Local
Fee-only
AUM
$441M
Per adviser
$441M
Advisers
1

No reported disclosures

Moontower Asset Management LP

Austin, TX · Est. 2025

Local
Fee-only
AUM
$419M
Per adviser
$47M
Advisers
9

No reported disclosures

Greenridge Growth Partners

Austin, TX · Est. 2023

Local
Fee-based
AUM
$409M
Per adviser
$31M
Advisers
13

No reported disclosures

Erben Associates, LLC

Austin, TX · Est. 2019

Local
Fee-based
AUM
$402M
Per adviser
$40M
Advisers
10

No reported disclosures

Pioneer Wealth Management Group

Austin, TX · Est. 2021

Regional
Fee-based
AUM
$399M
Per adviser
$44M
Advisers
9

No reported disclosures

Stonecrest Advisors, INC.

Austin, TX · Est. 2023

RegionalInternational
Fee-based
AUM
$399M
Per adviser
$17M
Advisers
24

No reported disclosures

Nixon Capital LLC

Austin, TX · Est. 2021

Local
Fee-only
AUM
$390M
Per adviser
$195M
Advisers
2

No reported disclosures

Lbj Family Wealth Advisors, Ltd.

Austin, TX · Est. 2005

Local
Fee-based
AUM
$389M
Per adviser
$194M
Advisers
2

No reported disclosures

Ironbridge Private Wealth, LLC

Austin, TX · Est. 2019

Local
Fee-based
AUM
$380M
Per adviser
$63M
Advisers
6

No reported disclosures

Km Capital Management, Ltd.

Austin, TX · Est. 2017

Local
Fee-based
AUM
$374M
Per adviser
$94M
Advisers
4

No reported disclosures

Redbud Advisors

Austin, TX · Est. 2022

Local
Fee-based
AUM
$368M
Per adviser
$74M
Advisers
5

No reported disclosures

Old Hickory Partners Management, LP

Austin, TX · Est. 2025

Local
Fee-only
AUM
$366M
Per adviser
$46M
Advisers
8

No reported disclosures

Norcap Investment Management, L.P.

Austin, TX · Est. 2005

Local
Fee-only
AUM
$351M
Per adviser
$58M
Advisers
6

No reported disclosures

Augment Advisors, LLC

Austin, TX · Est. 2026

Local
Fee-based
AUM
$343M
Per adviser
$114M
Advisers
3

No reported disclosures

Rps Retirement Plan Advisors

Austin, TX · Est. 2022

Local
Fee-based
AUM
$336M
Per adviser
$112M
Advisers
3

No reported disclosures

Hazoor Partners, LLC

Austin, TX · Est. 2022

Local
Fee-only
AUM
$331M
Per adviser
$55M
Advisers
6

No reported disclosures

Techquity Capital Management

Austin, TX · Est. 2018

Local
Fee-only
AUM
$329M
Per adviser
$165M
Advisers
2

No reported disclosures

Founder Family Financial, LLC

Austin, TX · Est. 2024

Local
Fee-based
AUM
$321M
Per adviser
$321M
Advisers
1

No reported disclosures

Austin Money Management Corporation

Austin, TX · Est. 2020

Local
Fee-based
AUM
$296M
Per adviser
$296M
Advisers
1

No reported disclosures

Buildgroup Management

Austin, TX · Est. 2017

Local
Fee-only
AUM
$294M
Per adviser
$98M
Advisers
3

No reported disclosures

Live Oak Investment Partners

Austin, TX · Est. 2019

Local
Fee-based
AUM
$266M
Per adviser
$89M
Advisers
3

No reported disclosures

Recurring Capital Management Company, LLC

Austin, TX · Est. 2023

Local
Fee-only
AUM
$250M
Per adviser
$42M
Advisers
6

No reported disclosures

Dean Wealth Partners, LLC

Austin, TX · Est. 2022

LocalInternational
Fee-based
AUM
$250M
Per adviser
$250M
Advisers
1

No reported disclosures

994 Group

Austin, TX · Est. 2023

Local
Fee-based
AUM
$245M
Per adviser
$122M
Advisers
2

No reported disclosures

Carlin Wealth Management Group, LLC

Austin, TX · Est. 2023

LocalInternational
Fee-based
AUM
$241M
Per adviser
$120M
Advisers
2

No reported disclosures

Forefront

Austin, TX · Est. 2024

Regional
Fee-based
AUM
$240M
Per adviser
$34M
Advisers
7

Centennial Advisors, LLC

Austin, TX · Est. 2021

Regional
Fee-based
AUM
$237M
Per adviser
$26M
Advisers
9

No reported disclosures

Valterra Partners LLC

Austin, TX · Est. 2023

Local
Fee-only
AUM
$237M
Per adviser
$39M
Advisers
6

No reported disclosures

Watercolor Financial

Austin, TX · Est. 2023

Local
Fee-only
AUM
$235M
Per adviser
$78M
Advisers
3

No reported disclosures

Lscp Advisors, LLC

Austin, TX · Est. 2018

Local
Fee-only
AUM
$233M
Per adviser
$29M
Advisers
8

No reported disclosures

Crowdstreet Advisors, LLC

Austin, TX · Est. 2018

Local
Fee-only
AUM
$232M
Per adviser
Advisers

No reported disclosures

Svrn Asset Management, LLC

Austin, TX · Est. 2021

Local
Fee-based
AUM
$231M
Per adviser
$116M
Advisers
2

No reported disclosures

Atlasmark Financial, INC.

Austin, TX · Est. 2016

Local
Fee-only
AUM
$229M
Per adviser
$229M
Advisers
1

No reported disclosures

Acacia Partners, LLC

Austin, TX · Est. 2023

Local
Fee-only
AUM
$221M
Per adviser
$44M
Advisers
5

No reported disclosures

Ark Wealth Management

Austin, TX · Est. 2022

Local
Fee-based
AUM
$216M
Per adviser
$108M
Advisers
2

No reported disclosures

Halbert Wealth Management, INC

Austin, TX · Est. 1998

Local
Fee-only
AUM
$211M
Per adviser
$53M
Advisers
4

No reported disclosures

Lynwood Price Capital Management LP

Austin, TX · Est. 2024

Local
Fee-only
AUM
$208M
Per adviser
$69M
Advisers
3

No reported disclosures

Capstar Financial Services LLC

Austin, TX · Est. 2022

Local
Fee-based
AUM
$208M
Per adviser
$69M
Advisers
3

No reported disclosures

Lake Hills Wealth Management, LLC

Austin, TX · Est. 2021

Local
Fee-based
AUM
$207M
Per adviser
$69M
Advisers
3

No reported disclosures

Comunidad Realty Partners

Austin, TX · Est. 2022

Local
Fee-only
AUM
$206M
Per adviser
$19M
Advisers
11

No reported disclosures

Planning Works Advisory, INC.

Austin, TX · Est. 2022

Local
Fee-based
AUM
$200M
Per adviser
$50M
Advisers
4

No reported disclosures

Intercapital

Austin, TX · Est. 2026

Local
Fee-only
AUM
$199M
Per adviser
$199M
Advisers
1

No reported disclosures

Avant Financial Advisors

Austin, TX · Est. 2024

Local
Fee-based
AUM
$196M
Per adviser
$98M
Advisers
2

No reported disclosures

Mozayyx Management LLC

Austin, TX · Est. 2025

LocalInternational
Fee-only
AUM
$193M
Per adviser
$48M
Advisers
4

No reported disclosures

Hampton Rock Wealth Management

Austin, TX · Est. 2024

Local
Fee-based
AUM
$192M
Per adviser
$27M
Advisers
7

No reported disclosures

Maroon Pass Advisors LP

Austin, TX · Est. 2026

Local
Fee-only
AUM
$179M
Per adviser
$89M
Advisers
2

No reported disclosures

Teca Partners, LP

Austin, TX · Est. 2024

LocalInternational
Fee-only
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures

Maqro Advisors LLC

Austin, TX · Est. 2021

Local
Fee-only
AUM
$174M
Per adviser
$174M
Advisers
1

No reported disclosures

Atx Financial Planning, LLC

Austin, TX · Est. 2024

LocalInternational
Fee-only
AUM
$174M
Per adviser
$87M
Advisers
2

No reported disclosures

Vannoy Advisory Group, INC.

Austin, TX · Est. 2022

Local
Fee-only
AUM
$172M
Per adviser
$172M
Advisers
1

No reported disclosures

Ddelta Real Estate Investments

Austin, TX · Est. 2023

Local
Fee-only
AUM
$170M
Per adviser
$21M
Advisers
8

No reported disclosures

Black Barn Financial, LLC

Austin, TX · Est. 2024

Local
Fee-based
AUM
$165M
Per adviser
$41M
Advisers
4

No reported disclosures

Cam Investor Solutions

Austin, TX · Est. 2017

Local
Fee-based
AUM
$155M
Per adviser
$78M
Advisers
2

No reported disclosures

Portfolio Management, LLC

Austin, TX · Est. 1992

Local
Fee-only
AUM
$152M
Per adviser
$51M
Advisers
3

No reported disclosures

Integrated Wealth Strategies, LLC

Austin, TX · Est. 2019

Local
Fee-based
AUM
$152M
Per adviser
$51M
Advisers
3

No reported disclosures

Brookline Wealth, LLC

Austin, TX · Est. 2024

Local
Fee-based
AUM
$149M
Per adviser
$149M
Advisers
1

No reported disclosures

Lucien Stirling & Gray Advisory Group INC

Austin, TX · Est. 2014

Local
Fee-based
AUM
$147M
Per adviser
$49M
Advisers
3

No reported disclosures

Fort Advisors INC

Austin, TX · Est. 2023

Regional
Fee-based
AUM
$146M
Per adviser
$49M
Advisers
3

No reported disclosures

Birdrock Wealth

Austin, TX · Est. 2006

LocalInternational
Fee-only
AUM
$146M
Per adviser
$29M
Advisers
5

No reported disclosures

Financial Aurora, LLC.

Austin, TX · Est. 2024

Local
Fee-based
AUM
$130M
Per adviser
$130M
Advisers
1

No reported disclosures

Broadhurst Financial Advisors, INC.

Austin, TX · Est. 2025

Local
Fee-based
AUM
$128M
Per adviser
$128M
Advisers
1

No reported disclosures

Evolution Investment Management LLC

Austin, TX · Est. 2022

Local
Fee-only
AUM
$128M
Per adviser
$43M
Advisers
3

No reported disclosures

Shadowridge Asset Management, LLC

Austin, TX · Est. 2024

LocalInternational
Fee-based
AUM
$127M
Per adviser
$18M
Advisers
7

No reported disclosures

Masterpiece Capital, LLC

Austin, TX · Est. 2017

Local
Fee-based
AUM
$125M
Per adviser
$125M
Advisers
1

No reported disclosures

Grace Capital Management, LLC

Austin, TX · Est. 2017

Local
Fee-based
AUM
$109M
Per adviser
$54M
Advisers
2

No reported disclosures

Turner Capital Investments, LLC

Austin, TX · Est. 2021

RegionalInternational
Fee-only
AUM
$107M
Per adviser
$54M
Advisers
2

No reported disclosures

Ironhorn Advisors LLC

Austin, TX · Est. 2026

Local
Fee-based
AUM
$103M
Per adviser
$103M
Advisers
1

No reported disclosures

Brazos Capital

Austin, TX · Est. 2017

Local
Fee-based
AUM
$103M
Per adviser
$51M
Advisers
2

No reported disclosures

Republic Square

Austin, TX · Est. 2023

Local
Fee-only
AUM
$102M
Per adviser
$15M
Advisers
7

No reported disclosures

Empiric Advisors, INC.

Austin, TX · Est. 1987

Local
Fee-only
AUM
$65M
Per adviser
$32M
Advisers
2

No reported disclosures

II Technology, LLC

Austin, TX · Est. 2026

Local
Fee-only
AUM
$40M
Per adviser
$20M
Advisers
2

No reported disclosures

Advisors Crypto, INC.

Austin, TX · Est. 2021

Local
Fee-only
AUM
$11M
Per adviser
Advisers

No reported disclosures

Empiric Institutional

Austin, TX · Est. 2013

Local
Fee-only
AUM
$10M
Per adviser
$3M
Advisers
3

No reported disclosures

Fundify Advisors LLC

Austin, TX · Est. 2023

Local
Fee-only
AUM
$888,512
Per adviser
$148,085.333
Advisers
6

No reported disclosures

Unifimoney Ria

Austin, TX · Est. 2023

Local
Fee-only
AUM
$314,000
Per adviser
$314,000
Advisers
1

No reported disclosures

Rewbix

Austin, TX · Est. 2023

Local
Fee-based
AUM
$20,000
Per adviser
$20,000
Advisers
1

No reported disclosures

Boon Investment Group, INC.

Austin, TX · Est. 2024

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Kestra Institutional Services, LLC

Austin, TX · Est. 2009

Local
Fee-based
AUM
Per adviser
Advisers
10

No reported disclosures

Swbc Investment Advisory Services LLC

Austin, TX · Est. 2011

Regional
Fee-based
AUM
Per adviser
Advisers
6

No reported disclosures

Oew Investment Advisors LP

Austin, TX · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

818 Family Office, LLC

Austin, TX · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures