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Find Best Financial Advisors in Austin, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Austin is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Austin & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Austin?

Looking for a qualified financial advisor in Austin? We can help you by narrowing down your options & listing the best financial advisors in Austin as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Austin near you with the list of certified and vetted Austin financial advisors.

List of Qualified Financial Advisors in Austin, Texas

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Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

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Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512-588-2770

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
YACKTMAN ASSET MANAGEMENT LP
6300 Bridgepoint Parkway, Building 1 Suite 500 Austin, TX 78730-5073
164420 $18,344,936,042 780 A percentage of AUM
Performance Based
LEAFHOUSE FINANCIAL ADVISORS, LLC
6504 Bridgepoint Parkway, Suite 450 Austin, TX 78730
149694 $15,453,585,811 2445 A percentage of AUM
Hourly charges
Fixed fees
SAGE ADVISORY SERVICES LTD CO
5900 Southwest Parkway, Building 1, Suite 100 Austin, TX 78735-6202
106236 $15,091,535,736 3850 A percentage of AUM
Fixed fees
AQS ASSET MANAGEMENT, L.L.C.
5806 Mesa Drive, Ste 220 Austin, TX 78731
131544 $3,713,884,332 11 A percentage of AUM
OXBOW ADVISORS, LLC
500 West 5th Street, Suite 1205, Austin, TX 78701
156393 $1,810,215,837 1366 A percentage of AUM
Hourly charges
Fixed fees
CARL STUART INVESTMENT ADVISOR, INC.
623 W 38th Street, Suite 110 Austin, TX 78705-1212
109995 $506,613,582 995 A percentage of AUM
AMHERST ADVISORY & MANAGEMENT LLC
5001 Plaza On The Lake, Suite 225 Austin, TX 78746
155745 $475,928,652 3 A percentage of AUM
Fixed fees
Performance Based
VIDA CAPITAL MANAGEMENT, LLC
835 W. 6th Street, Suite 1400 Austin, TX 78703
155231 $235,096,047 4 A percentage of AUM
Performance Based
Other (ORIGINATION FEES/CONVERSION PREMIUMS)
AVONDALE WEALTH MANAGEMENT LLC
4101 Parkstone Heights Drive, Suite 250 Austin, TX 78746
152590 $207,064,832 441 A percentage of AUM
Fixed fees
Performance Based
HALBERT WEALTH MANAGEMENT, INC
11719 Bee Cave Road, Suite 100 Austin, TX 78738
108294 $159,660,940 681 A percentage of AUM
GRACE CAPITAL MANAGEMENT, LLC
11651 Jollyville Road, Suite 300 Austin, TX 78759
150054 $126,066,154 512 A percentage of AUM
Fixed fees
Performance Based
INTEGRATED WEALTH STRATEGIES, LLC
9442 N Capital Texas Hwy, Plaza 1, Suite 150 Austin, TX 78759
155254 $119,284,532 324 A percentage of AUM
Hourly charges
Fixed fees
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
9433 Bee Caves Road, Bldg 3, Ste 103 Austin, TX 78733
148186 $36,714,132 14 A percentage of AUM
Performance Based
KESTRA INSTITUTIONAL SERVICES, LLC
5707 Southwest Parkway, Bldg 2, Suite 400 Austin, TX 78735
151790 $0 0 A percentage of AUM
Fixed fees
SWBC INVESTMENT ADVISORY SERVICES LLC
900 South Capital Of Texas, Ste 155 Austin, TX 78746
156155 $0 0 A percentage of AUM
Fixed fees

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alicia Rivera
Inquire with Alicia
10415 Morado Cir, Ste 2-100 Austin, TX 78759 512-744-4810
Brian Wiese
Inquire with Brian
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-370-0464
Bives & Associates
Inquire with Bives
9442 N Capital of Texas Hwy, Ste 800 Austin, TX 78759 512-314-5340
Bintliff Uhl Wealth Management Group
Inquire with Bintliff
9442 N Capital of Texas Hwy, Ste 800 Austin, TX 78759 512-314-5309
Audra Mueller
Inquire with Audra
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-370-0446
Bill Earle Coffey
Inquire with Bill
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-469-3409
Angela Caffey
Inquire with Angela
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-469-3492
Andrew R Grabato
Inquire with Andrew
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-370-0430
Aaron J. Sotak
Inquire with Aaron
301 Congress Avenue, Suite 1400 Austin, TX 78701 512-469-3414
Barry Wood
Inquire with Barry
1707 Foggy Glen Cv, Austin, TX 78733 512-263-3695

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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