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Find The Best Financial Advisors in Austin, Texas
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.
How To Find The Best Financial Advisors in Austin, Texas
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 5 vetted financial advisors and 169 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 32 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.
List of Qualified Financial Advisors in Austin, Texas
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Top Financial Advisor Firms in Austin, Texas (Ranked by AUM)
| 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 | $749,622,475,396 | 1153 | A percentage of AUM, Performance Based |
| KESTRA ADVISORY SERVICES, LLC 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | 283330 | $48,324,319,629 | 140425 | A percentage of AUM, Hourly charges, Fixed fees |
| SALI FUND SERVICES 6850 Austin Center Blvd., Suite 300 Austin, TX, 78731 | 124235 | $23,884,684,848 | 165 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| SAGE ADVISORY SERVICES LTD CO 5900 Southwest Parkway, Building 1, Suite 100 Austin, TX, 78735-6202 | 106236 | $22,693,997,435 | 8128 | A percentage of AUM, Fixed fees |
| LEAFHOUSE FINANCIAL ADVISORS, LLC 6300 Bridgepoint Parkway, Building 1, Suite 300 Austin, TX, 78730 | 149694 | $17,004,947,985 | 3243 | A percentage of AUM, Hourly charges, Fixed fees |
| YACKTMAN ASSET MANAGEMENT LP 6300 Bridge Point Parkway, Building 1 Suite 500 Austin, TX, 78730-5073 | 164420 | $16,182,551,870 | 856 | A percentage of AUM, Performance Based |
| THE PALISADES GROUP, LLC 401 S. 1st Street, Suite 850 Austin, TX, 78704 | 165609 | $15,808,117,954 | 12 | A percentage of AUM, Performance Based, Other (NEGOTIATED FEES) |
| SAPPHIRE VENTURES, LLC 801 W. 5th St., Ste 100 Austin, TX, 78703 | 161558 | $10,775,605,970 | 24 | A percentage of AUM, Performance Based |
| HUB INVESTMENT PARTNERS, LLC 900 S. Capital Of Tx Highway, Suite 350 Austin, TX, 78746 | 307956 | $7,320,554,466 | 2202 | A percentage of AUM, Fixed fees, Performance Based |
| KESTRA PRIVATE WEALTH SERVICES, LLC 5707 Southwest Parkway, Bldg. 2 Ste 400 Austin, TX, 78735 | 155193 | $7,299,740,131 | 21652 | A percentage of AUM, Hourly charges, Fixed fees |
| AB PRIVATE CREDIT INVESTORS LLC 405 Colorado Street, Suite 1500 Austin, TX, 78701 | 173027 | $7,097,000,000 | 16 | A percentage of AUM, Fixed fees, Performance Based |
| OASIS CAPITAL PARTNERS (TEXAS) INC. 100 Congress Ave, Suite 780 Austin, TX, 78701 | 171703 | $5,736,751,336 | 12 | A percentage of AUM, Performance Based, Other (SERVICE FEE) |
| PEAK ROCK CAPITAL LLC 13413 Galleria Circle, Suite Q-300 Austin, TX, 78738 | 165138 | $4,523,105,578 | 22 | A percentage of AUM, Performance Based |
| HOISINGTON INVESTMENT MANAGEMENT CO 6836 Fm 2244 Rd., Bldg 2 Suite 100 Austin, TX, 78746-5070 | 107710 | $3,721,493,423 | 32 | A percentage of AUM |
| PENNYBACKER CAPITAL MANAGEMENT, LLC 1111 W 6th St, Bldg A Suite 200 Austin, TX, 78703 | 160056 | $3,672,917,316 | 23 | A percentage of AUM, Performance Based, Other (CONSTRUCTION MANAGEMENT AND PROPERTY MANAGEMENT FEES) |
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