The 4th largest city in Texas, Austin, has over 965,000 people living in the city. The year-round temperatures in the city are high, yet the cost of living is 3% lower than the national average in the United States. Austin is a flourishing city that continues to grow, with the metropolitan area anticipating reaching a population of 3.2 million by 2030. From the diverse culture to the growing tech hubs, there are many opportunities for financial growth in the city as well. Choosing the best financial advisor from the more than 2,480 in your region can be daunting. However, FinancialAdvisor.net can help simplify your journey to connect with a top financial advisor in your city, so that you can connect with a professional advisor in the Austin area based on your specific needs.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Austin, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 279 non-vetted financial advisors in Austin, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Austin, Texas have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746 | 106482 | $743,326,749,818 | 524 | A percentage of AUM, Performance Based |
KESTRA ADVISORY SERVICES, LLC 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | 283330 | $45,080,680,529 | 127790 | A percentage of AUM, Hourly charges, Fixed fees |
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 |
SALI FUND SERVICES 6850 Austin Center Blvd., Suite 300 Austin, TX, 78731 | 124235 | $17,415,942,051 | 147 | A percentage of AUM, Hourly charges, Fixed fees, 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 |
SAPPHIRE VENTURES, LLC 801 W. 5th St., Ste 100 Austin, TX, 78703 | 161558 | $10,285,084,856 | 17 | A percentage of AUM, Performance Based |
IRRADIANT PARTNERS, LP 2025 Guadalupe Street, Suite 260 Austin, TX, 78705 | 315416 | $7,300,300,000 | 27 | A percentage of AUM, Performance Based |
HOISINGTON INVESTMENT MANAGEMENT CO 6836 Fm 2244 Rd., Bldg 2 Suite 100 Austin, TX, 78746-5070 | 107710 | $5,511,977,852 | 46 | A percentage of AUM |
THE PALISADES GROUP, LLC 6001 Bold Ruler Way, Suite 110 Austin, TX, 78746 | 165609 | $5,310,120,066 | 9 | A percentage of AUM, Performance Based, Other (NEGOTIATED FEES) |
BARES CAPITAL MANAGEMENT, INC. 12600 Hill Country Blvd, Suite R-230 Austin, TX, 78738 | 114428 | $5,155,949,198 | 52 | A percentage of AUM, Other (SUBSCRIPTION FEE FOR ACCESS TO PROPRIETARY RESEARCH) |
PROPHET CAPITAL ASSET MANAGEMENT 5000 Plaza On The Lake Blvd, Ste 180 Austin, TX, 78746 | 150683 | $4,367,600,002 | 15 | A percentage of AUM, Performance Based |
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY 900 S. Capital Of Tx Highway, Suite 350 Austin, TX, 78746 | 307956 | $4,250,112,450 | 2482 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
KESTRA PRIVATE WEALTH SERVICES, LLC 5707 Southwest Parkway, Bldg. 2 Ste 400 Austin, TX, 78735 | 155193 | $4,249,862,508 | 11518 | A percentage of AUM, Hourly charges, 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 |
* 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 |
Your Information is Safe and Secure