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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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Jay Stinson

Pecan Street Advisors

3800 N Lamar Blvd, Suite 200
Pmb1033323

Austin, TX 78703

512-617-3218

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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

List of Additional Financial Advisors in Austin, Texas*

* Additional advisor listing is provided in partnership with Yext

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Michael Smith - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4188

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Michael Fields - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-527-2802

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Michael Mickey Johnson - Ameriprise Financial Services, LLC

100 Congress Ave
Ste 2000

Austin, TX 78701
512-391-6990

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Brian Wiese - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0464

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Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

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David DiRe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5293

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Allstate Personal Financial Representative: Edward Connolly

7610 W Highway 71
Ste C

Austin, TX 78735
512-745-3086

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Joshua Pottinger, CIMA® - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7528

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Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

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The Tally McManus Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7530

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Steed Financial Group

6103 Morning Dew Dr

Austin, TX 78749
469-831-7119

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First Command Financial Advisor - Brian Pablo

7719 Wood Hollow Drive
Suite 260

Austin, TX 78731
512-346-0900

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Jason Sharpe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7502

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Dax McCracken, AAMS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5254

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Edward Jones - Financial Advisor: Meagan C Recinos

3305 Northland Drive
Suite 405

Austin, TX 78731
512-302-3279

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David Lane Gardner - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3447

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Edward Jones - Financial Advisor: Cody M Williams

4009 Banister Ln
Ste 235

Austin, TX 78704
512-494-4738

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Edward Jones - Financial Advisor: Chantell Gonzales, AAMS¿|CRPC®

2501 Ranch Road 620 South
Suite 210

Austin, TX 78738
512-263-2426

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Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
512-263-3695

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Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

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Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
512-201-2981

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Allstate Personal Financial Representative: Gregg Barnes

11100 N Interstate 35

Austin, TX 78753
512-517-3301

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Jamie Lane - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3416

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Praetorian Private Wealth

807 Las Cimas Parkway
Suite 325

Austin, TX 78746
737-263-1759

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Doug Deaton - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-633-9281

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Jane Mepham - Elgon Financial Advisors

5900 Balcones Drive
Suite 4040

Austin, TX 78731
512-609-0084

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Chris Andrew Moyseos - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0455

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Stephen Hultgren - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3445

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Audra Mueller - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0446

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Timothy Osgood - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3407

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Stone Asset Management

703 West 10th Street

Austin, TX 78701
512-469-9152

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Scarborough Financial

512-551-3001

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Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

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Jorge A. Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3417

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NOW CFO

4301 W. William Cannon Drive
Suite B150-521

Austin, TX 78749
877-884-0232

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Wealth Management Services of Austin, LLC

901 South Mopac Expressway
Barton Oaks Plaza, Suite 300

Austin, TX 78746
512-478-0008

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Jason Chirogianis - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7529

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Derek D. Nelson - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5219

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David Lewis Martinez - Ameriprise Financial Services, LLC

8500 Bluffstone Cv
Ste 105A

Austin, TX 78759
512-795-0062

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SRK | Financial Group

9600 Great Hills Trail
Suite 170 E

Austin, TX 78759
512-582-5071

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Hamilton Wealth Management

8303 North Mopac Expressway
Suite A-20

Austin, TX 78759
512-671-7711

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John Williams - Ameriprise Financial Services, Inc.

8310-1 N Capital Of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4187

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Diana Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3419

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Keith P Ford - Ameriprise Financial Services, LLC

5750 Balcones Dr
Ste 207

Austin, TX 78731
512-527-0700

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Capital Wealth Management

2208 Ranch Road 620 N
Apt 6312

Austin, TX 78734
512-431-4469

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Bintliff Uhl Wealth Management Group - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5309

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Walter Paul Reep - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Scott A Miller - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
817-447-6464

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Edward Jones - Financial Advisor: Mike Davis, CFP®

901 S Mopac Barton Oaks
Plaza 2 Ste 400

Austin, TX 78746
512-306-0009

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Wealth Care

3605 Royal Sage Drive

Austin, TX 78738
512-413-1271

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Edward Jones - Financial Advisor: Pat M Woodman

14101 Hwy 290 W
#100A

Austin, TX 78737
512-894-0665

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Walters & Associates - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4182

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Lethe C Burns - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Austin, TX Private Wealth Management - UBS Financial Services Inc.

98 San Jacinto
Suite 600

Austin, TX 78701
800-548-6166

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Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Edward Jones - Financial Advisor: Alexander Ball, AAMS¿

7300 FM 2222
Bldg V Ste 214

Austin, TX 78730
512-372-1645

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Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5951

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Bryan Clegg - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5914

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Tony Franzago - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

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Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
512-527-9900

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Brianna Kuehmstedt - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Austin, TX Branch Office - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-474-2421

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Ted Doyle - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4196

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The Coffey-Marino Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-480-8833

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Carlin Wealth Management Group - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5959

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Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-553-3007

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Wealth CAP, LLC

2802 Flintrock Trace
Suite 270

Austin, TX 78738
833-201-7083

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IMB Enterprises

512-748-2233

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Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5969

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Rob Heiser - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3425

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Strategic Investment Management

13809 Research Boulevard
Suite 915

Austin, TX 78750
512-341-9898

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Smith Wealth Management Group TX

13062 Highway 290 West
Suite 109

Austin, TX 78737
512-615-3597

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Randy Stewart - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

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Upstream Investment Partners

8834 N. Capital of TX Highway
Suite 220

Austin, TX 78759
512-277-2020

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IronBridge Private Wealth

3600B N Capital of Texas Hwy
Suite 220

Austin, TX 78746
512-327-8900

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Steve Kao - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0489

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Robert G Fernandez - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0406

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Matthew Streif - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-330-8009

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Cheryl Lee - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste E3

Austin, TX 78759
512-630-7926

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First Command Financial Advisor - Chris Dentinger

7719 Wood Hollow Drive
Suite 260

Austin, TX 78731
512-346-0900

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Pamela Dunn

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3449

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Neil Walters - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4183

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Michael E. Taylor - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3420

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Short Sharpe Wealth Management - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7502

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Morgan Stanley Financial Advisors

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-480-8833

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John Thrower - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Jordon Jellison - Ameriprise Financial Services, Inc.

4810 Spicewood Spgs Rd
Ste 200 & 250

Austin, TX 78759
512-527-8400

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Lee Ann Penick - Ameriprise Financial Services, LLC

8820 Business Park Dr
Ste 100

Austin, TX 78759
620-728-2639

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Todd Holubec - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5942

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The Abernathy Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
415-963-5293

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Jeffrey Grenier - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3435

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Laura Parker - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Tres Palmer - Ameriprise Financial Services, LLC

1250 S Capital of Texas Hwy
Bldg 1 Ste 425

Austin, TX 78746
512-991-1101

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Rey Garza - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Robert Clevenger Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

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Perry Skudlarczyk - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0491

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Aaron J. Sotak - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3414

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Daniel Sullivan - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0444

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Justin Montandon - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

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Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

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Nicholas Carlin - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5959

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David Landon Smith, CEPA - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5224

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Kelly Caves - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0466

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Jeffrey Haladyna - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5281

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Godwin Schaefer Wealth Management - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-330-8032

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William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0454

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The Capital of Texas Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0401

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Ladage Garcia Wealth Management Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5242

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Jonathan Dayton - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0443

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Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

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ATX Wealth Partners - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7528

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Russell A Cowman - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0410

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Wesley Coyle - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0467

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Charles Wendell Grimes Jr. - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3412

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Landon Blake Marino - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3410

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Rick Dunagan - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5918

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First Command Financial Advisor - Deborah Armin

7719 Wood Hollow Drive
Suite 260

Austin, TX 78731
512-346-0900

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Lee K Meeks - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0465

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Dustin Elliott - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0476

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Tom Bray - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0457

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Dustin Michael Smith - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3456

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Wm. Austin Spencer - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0411

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Andrew R Grabato - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0430

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Edward Jones - Financial Advisor: Kevin T Waggoner, AAMS¿

3755 Capital Of Texas Hwy S
Ste 240

Austin, TX 78704
512-462-4900

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Edward Jones - Financial Advisor: Greg Harkrider, CFP®

5400 Brodie Lane
Suite 1250

Austin, TX 78745
512-899-3654

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Reagan Nash - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5216

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Edward Jones - Financial Advisor: Mike Grindle, CFP®

3305 Northland Drive
Suite 405

Austin, TX 78731
512-302-3279

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Edward Jones - Financial Advisor: Billy Johnson

11044 Research Blvd
Bldg C Suite 110

Austin, TX 78759
512-231-1810

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Senior Resource Center

4408 Spicewood Springs Rd

Austin, TX 78759
512-835-0963

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John Puailoa, CFP, ChFC - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5253

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Rhett Stone - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0449

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Candace C Stone - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0480

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Eric Ross - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-534-0323

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Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
512-960-4550

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Jorge Andres Garcia Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5242

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The Clevenger Douglas Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

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Edward Jones - Financial Advisor: Patrick Berger, AAMS¿|CRPC®

4100 Duval Rd
Bldg 1 Ste 101

Austin, TX 78759
512-339-9300

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Haven Investment Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5206

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Gary Farmer

210-608-2242

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Beth Langley - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0446

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Deron Ferrell

2499 S. Capital Of Texas Hwy.
Suite 200-B

Austin, TX 78746
512-328-4220

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Adriel J. Meditz, CFP?, AWMA? - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7525

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Sparkman Private Wealth Management

13785 Research Boulevard
Suite 125

Austin, TX 78750
512-676-5999

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Tracy Coffman Financial

4131 Spicewood Springs Road
Building B-1

Austin, TX 78759
512-346-1090

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Susan Paola Caceres Sierra

1106 Clayton Lane
Suite 285w

Austin, TX 78723
512-218-8008

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Pecan Street Advisors

3800 N Lamar
Suite 200

Austin, TX 78756
512-617-3218

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Kyle Epperson - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0477

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Matthew James Schaefer - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-330-8032

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John Phillip Tuccio - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5211

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Jennifer Elliott - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4185

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Edward Jones - Financial Advisor: Fernanda Vezina

7500 Rialto Blvd
Bldg 1 Ste 125

Austin, TX 78735
512-892-0227

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Edward Jones - Financial Advisor: Craig T Moore, CRPC®

7301 Ranch Rd 620 N
Ste 170

Austin, TX 78726
512-250-8013

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Dan Filippi, CTFA - UBS Financial Services Inc.

98 San Jacinto
Suite 600

Austin, TX 78701
512-479-5217

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Chris Taylor - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Dawna E Carr - Ameriprise Financial Services, Inc.

4810 Spicewood Spgs Rd
Ste 200 & 250

Austin, TX 78759
512-527-8400

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Edward Jones - Financial Advisor: Ana S Moradel

2905 San Gabriel St
Suite 201

Austin, TX 78705
512-472-9470

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Edward Jones - Financial Advisor: Stephanie Emory

4021 Capital Of Texas Hwy S
Suite A

Austin, TX 78704
512-442-5321

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Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5944

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Alicia Rivera - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4810

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Michael Mark Eisenmenger - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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John Ramzy - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5967

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Edward Jones - Financial Advisor: Taylor Howard

8400 Brodie Lane
Ste 103

Austin, TX 78745
512-291-9580

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Edward Jones - Financial Advisor: William T Jarvis

6836 Austin Center Blvd
Suite 150

Austin, TX 78731
512-579-0027

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Edward Jones - Financial Advisor: Robert Allen

13642 N Highway 183
Ste 210

Austin, TX 78750
512-249-0934

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Edward Jones - Financial Advisor: Michael J Cross, AAMS¿

5400 Brodie Lane
Suite 1250

Austin, TX 78745
512-899-3654

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Edward Jones - Financial Advisor: Jim Deis, AAMS¿

5700 W Slaughter Ln
Suite 320

Austin, TX 78749
512-301-2097

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Angela Caffey - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3492

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Edward Jones - Financial Advisor: EJ Rathburn II

11612 F M 2244 Rd
Ste 125

Austin, TX 78738
512-243-8940

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Edward Jones - Financial Advisor: Lisa Deterding

1217 W Slaughter Ln
Suite 120

Austin, TX 78748
512-215-4196

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Doak Sullivan & Jennifer Winters | D.A. Davidson Wealth Management

7000 N. Mopac Expressway
Ste 200

Austin, TX 78731
737-999-7705

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Edward Jones - Financial Advisor: Colin J Tracy, AAMS¿|CRPC®

6001 W William Cannon
Ste 304

Austin, TX 78749
512-288-1252

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Edward Jones - Financial Advisor: Jenny G Davis

3801 N Capt TX Hwy
Ste E210

Austin, TX 78746
512-328-6077

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Christopher Rapp - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-201-4020

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Edward Jones - Financial Advisor: Pierre Johnson

10625 W Parmer Ln
Ste D200

Austin, TX 78717
512-255-2059

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Edward Jones - Financial Advisor: Galan Pirkle, CFP®

6836 FM 2244 Rd
Bldg 1 Ste 220

Austin, TX 78746
512-535-5711

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Jean Lee - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0490

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Riebe Pumo Wealth Management - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5243

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Han Lam Bunch - Morgan Stanley Financial Advisor

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0412

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Douglas Carroll, CFP - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228

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Peggy L. Godwin, CRPC - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5209

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Edward Jones - Financial Advisor: Tim Bicknase, CFP®

3410 Far West Blvd
Suite 204

Austin, TX 78731
512-394-7011

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Edward Jones - Financial Advisor: Kelly D Mahmoud, AAMS¿

2905 San Gabriel St
Suite 201

Austin, TX 78705
512-472-9470

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Edward Jones - Financial Advisor: Jeremy L Bouwman

5113 Southwest Pkwy
Suite 105

Austin, TX 78735
512-291-8152

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Mike Bintliff - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5989

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George F Henry - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Matt Rappaport, CFP, CDFA, CEPA - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7507

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Neil Short - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7500

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Samuel Fischer - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7550

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Paul Douglas, CFP, CRPS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7552

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Jay William Laflair - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3424

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Dale Bistline - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3423

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Joseph Busch - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0450

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The Murphy Voss Team - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
833-384-5867

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The Hill Country Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0413

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Shawn Lewis Walker - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3454

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The Bromberg/Capps Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0435

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Edward Jones - Financial Advisor: Katie Weber

11754 Jollyville Rd
Suite 105

Austin, TX 78759
512-250-0180

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Bill Earle Coffey - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3409

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Callais, Spencer & Stevenson - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0411

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McCracken & Carroll Wealth Management Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228

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Dustin Gersch - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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TBG Wealth Management

3415 Greystone Drive
Suite 100

Austin, TX 78731
512-346-1223

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Steven Bright - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4199

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Mark Drinnan - Morgan Stanley Financial Advisor

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0463

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Todd L Hasie - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3402

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Miguel Zorrilla - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3415

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Edward Jones - Financial Advisor: Chris Cybulski

1705 S Capital Of Texas Hwy
Suite 100

Austin, TX 78746
512-527-3467

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Jordan Curry - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0466

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Sorush Shawn Abboud, CFA - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0403

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The Buchanan Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-330-8014

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Rusty Bacon - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0437

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Travis Knapp - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3466

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William Everly - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
877-421-7900

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Edward Jones - Financial Advisor: Mitchell Rentschler, CFP®

5700 W Slaughter Ln
Suite 320

Austin, TX 78749
512-301-2097

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Robert Seigendall - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0487

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Jack Boone - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Edward Jones - Financial Advisor: Jay M Daily

5910 Courtyard Dr
Ste 250B

Austin, TX 78731
512-241-1059

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Edward Jones - Financial Advisor: Tom McQuinn, CFP®

1516 W Koenig Lane

Austin, TX 78756
512-374-1639

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Edward Jones - Financial Advisor: Alexandra A Smith

7500 Rialto Blvd
Bldg 1 Ste 125

Austin, TX 78735
512-892-0227

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Edward Jones - Financial Advisor: Ford B Thompson

5300 Bee Cave Road
Bld 1 Ste 120

Austin, TX 78746
512-306-9727

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Edward Jones - Financial Advisor: Phillip D Thompson, CRPC®

3742 Far West Blvd
Suite 107

Austin, TX 78731
512-342-1942

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Edward Jones - Financial Advisor: Jason P Dickerson

6001 W Parmer Ln
Suite 210

Austin, TX 78727
512-219-1191

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Edward Jones - Financial Advisor: Nicole A Viator

11211 Taylor Draper
Suite 103

Austin, TX 78759
512-345-4989

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Edward Jones - Financial Advisor: Brandon P Sims

2500 W William Cannon Dr
Bldg 6 Suite 607

Austin, TX 78745
512-284-8132

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Edward Jones - Financial Advisor: Travis W Hoffstot, CFP®

12400 West Hwy 71
Suite 420

Austin, TX 78738
512-263-4313

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Edward Jones - Financial Advisor: Stacy M Bouwman, AAMS¿

10000 Research Blvd
Ste 254

Austin, TX 78759
512-346-1496

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Edward Jones - Financial Advisor: Travis D Ross

2110 Boca Raton Dr
Ste 207

Austin, TX 78747
512-280-8146

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Edward Jones - Financial Advisor: Brandon J Bullock

2414 Exposition Blvd
250

Austin, TX 78703
512-472-9469

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Edward Jones - Financial Advisor: Robert M Evans

1217 W Slaughter Ln
Suite 120

Austin, TX 78748
512-215-4196

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Edward Jones - Financial Advisor: Jonathan M Bryan

4009 Banister Ln
Ste 235

Austin, TX 78704
512-494-4738

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Edward Jones - Financial Advisor: Phillip Bedford

609 Castle Ridge Rd
Suite 215

Austin, TX 78746
512-514-1716

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Edward Jones - Financial Advisor: Eric White

5113 Southwest Pkwy
Suite 105

Austin, TX 78735
512-291-8152

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Edward Jones - Financial Advisor: Merle V Bickford

13809 Research Blvd
Suite 765

Austin, TX 78750
512-331-7799

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Edward Jones - Financial Advisor: Max Shanley

2110 Boca Raton Dr
Ste 207

Austin, TX 78747
512-280-8146

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Edward Jones - Financial Advisor: Larry Najvar

8127 Mesa Dr
Ste C300

Austin, TX 78759
512-241-0049

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Edward Jones - Financial Advisor: Bryce Bastien

2900 N Quinlan Park Rd
Ste 225

Austin, TX 78732
512-266-1511

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Edward Jones - Financial Advisor: George Soulayrac

2137 B West Anderson Lane

Austin, TX 78757
512-467-0007

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Edward Jones - Financial Advisor: Gina Kiss

1600 W 38th St
Ste 425

Austin, TX 78731
512-323-5064

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Edward Jones - Financial Advisor: Adam L Weber

11215 South I-35
Suite 124

Austin, TX 78747
512-535-0830

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Edward Jones - Financial Advisor: Diana L Shields

11211 Taylor Draper
Suite 103

Austin, TX 78759
512-345-4989

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Scott M Duplantis - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0436

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Edward Jones - Financial Advisor: Roy E Springer

8310 N Capital Of Texas Hwy
Bldg 1 Suite 105

Austin, TX 78731
512-231-9636

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Edward Jones - Financial Advisor: Andrew Rangel

611 S Congress Ave
Suite 250

Austin, TX 78704
512-292-7500

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Edward Jones - Financial Advisor: David N Van Winkle

4015 Marathon Blvd

Austin, TX 78756
512-323-0060

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Edward Jones - Financial Advisor: Debbie Sallee, CFP®|ADPA®

6611 River Place Blvd
Suite 300

Austin, TX 78730
512-250-3495

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Edward Jones - Financial Advisor: Brian K Gramling

2500 W William Cannon Dr
Bldg 6 Suite 607

Austin, TX 78745
512-284-8132

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Edward Jones - Financial Advisor: Tim Coffey, AAMS¿

5121 Bee Cave Road
Suite 210

Austin, TX 78746
512-328-6263

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Edward Jones - Financial Advisor: Carmalene C Churba, AAMS¿

12005 Bee Cave Rd
Suite 2 D

Austin, TX 78738
512-263-9680

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Edward Jones - Financial Advisor: Uriel Bach, AAMS¿|CRPC®

6001 W Parmer Ln
Suite 210

Austin, TX 78727
512-343-2318

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Edward Jones - Financial Advisor: Nicholas Vorauer, CFP®|AAMS¿

4412 Spicewood Springs Rd
Suite 100

Austin, TX 78759
512-241-0006

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Edward Jones - Financial Advisor: Adam T Hughes

4404 W William Cannon
Ste Q

Austin, TX 78749
512-892-0070

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Edward Jones - Financial Advisor: Julia Eilers

1211 W 6th St
Ste 200

Austin, TX 78703
512-480-8003

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Edward Jones - Financial Advisor: Josh Fuchs

14101 Hwy 290 W
#100A

Austin, TX 78737
512-894-0665

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Edward Jones - Financial Advisor: Vlad Bahrencu

3742 Far West Blvd
Suite 107

Austin, TX 78731
512-342-1942

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Edward Jones - Financial Advisor: Edith W Karnes, CFP®

3600 Bee Cave Rd
Suite 101

Austin, TX 78746
512-327-9911

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Edward Jones - Financial Advisor: Daniel R Butcher

13642 N Highway 183
Ste 210

Austin, TX 78750
512-249-0934

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Edward Jones - Financial Advisor: Paul Zappitielli, AAMS¿|CRPC®

8701 N Mopac Expwy
Suite 165

Austin, TX 78759
512-795-7591

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Pam Friedman, Robertson Stephens

1308 Navasota St.

Austin, TX 78702
737-241-1201

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Edward Jones - Financial Advisor: Austin D Locklear

6836 Austin Center Blvd
Suite 150

Austin, TX 78731
512-579-0027

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Edward Jones - Financial Advisor: Sean C Durkin

8200 N Mopac Expressway
Suite #325

Austin, TX 78759
512-467-4070

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THE DARILEK & HEGARTY INVESTMENT GROUP

7000 N MoPac Expressway
Suite 200

Austin, TX 78731
737-999-7700

* Additional advisor listing is provided in partnership with Yext

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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