Top 10 financial advisors in Austin, TX
We've curated a list of the best financial advisors in Austin, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $12,856,292,060 Number of advisors 17 advisors | |||
| 2 | Assets under management $4,467,222,346 Number of advisors 119 advisors | |||
| 3 | Assets under management $3,969,590,080 Number of advisors 38 advisors | |||
| 4 | Assets under management $2,723,481,237 Number of advisors 15 advisors | |||
| 5 | Assets under management $1,528,214,757 Number of advisors 25 advisors | |||
| 6 | Assets under management $1,383,440,072 Number of advisors 20 advisors | |||
| 7 | Assets under management $1,204,830,455 Number of advisors 14 advisors | |||
| 8 | Assets under management $1,090,253,658 Number of advisors 8 advisors | |||
| 9 | Assets under management $853,778,290 Number of advisors 7 advisors | |||
| 10 | Assets under management $811,833,164 Number of advisors 21 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Austin, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Leafhouse Financial Advisors, LLC
LeafHouse Financial Advisors, LLC, established in 2009, is a registered investment adviser specializing in providing investment advisory services to individuals, high net worth individuals, businesses, retirement plans, and other financial professionals. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Services offered include financial planning services on a limited and selective basis, investment advisory services, and retirement plan services. LeafHouse offers a range of services, including investment policy statement creation, investment selection and implementation, and investment monitoring and maintenance. The firm's fee structure varies based on the services provided, ranging from 0.25% to 2.00% for investment advisory services. LeafHouse does not charge performance-based fees and does not manage proprietary wrap fee programs. The firm does not receive commissions for transactions and does not engage in soft dollar programs. LeafHouse recommends TradePMR as a custodian for non-retirement plan clients. The firm does not have custody of client accounts and does not accept proxy-voting responsibility. LeafHouse has no financial situations that would impair its ability to meet obligations to clients. For more information, visit www.leafhouse.com or contact (512) 879-1505.
$12,856,292,060 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $4,467,222,346 of assets under management and employs about 119 people. Kestra Private Wealth Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$4,467,222,346 under management
119 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Tcg Advisors, Llc A Hub International Company
HUB Investment Partners, LLC, based in Austin, Texas, specializes in investment advisory and planning services for retail, institutional, and school district clients. Established in 2002 and registered with the SEC in 2020, the firm was acquired by HUB International Limited in 2021. They offer portfolio management and retirement/financial planning services, including a Managed Asset Portfolio Program for municipal entities. The firm acts as a fiduciary, providing detailed written plans tailored to client objectives and goals. Clients have access to Charles Schwab's Robo-Advisor platforms for discretionary management. HUB Investment Partners may act as a Sub-Advisor to affiliate RIAs, providing model portfolio design and rebalancing services. The firm charges asset management fees based on a tiered schedule and may negotiate fees based on account size and duration. Clients can impose restrictions on securities, and the firm discloses potential risks associated with investment strategies. They do not vote proxies on behalf of clients and do not have custody of client assets. The firm receives client referrals from affiliates and may pay referral fees to promoters/solicitors. HUB Investment Partners does not vote proxies on behalf of clients and does not have custody of client assets.
$3,969,590,080 under management
38 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Bares Capital Management, Inc.
Bares Capital Management, Inc. is an investment adviser firm founded in 2000 by Brian T. Bares, located in Austin, Texas. The firm specializes in providing investment management services predominantly for institutional clients, pooled investment vehicles, family offices, high-net-worth individuals, and trust programs. Their investment strategy focuses on a long-only concentrated Mid/Large-Cap equity strategy, investing in publicly traded U.S. companies. They also offer a less concentrated version of this strategy and a global concentrated equity strategy. Clients have the option to customize their accounts with certain investment guidelines. The fee structure for the Mid/Large-Cap strategies is 0.50% of assets under management per annum, with a minimum account size of $20 million. The Global Allocators strategy has a fee of 0.75% of assets under management per annum and a minimum account size of $5 million. Fees are negotiable based on various factors. The firm acts as a fiduciary and has discretionary authority over client accounts. Clients receive quarterly reports and market commentaries. The firm does not sponsor or participate in wrap fee programs and custody client assets with independent custodians. They do not offer tax or financial planning services. The firm does not engage in agency cross transactions and seeks best execution for client transactions. Clients can delegate proxy voting authority to the firm. The firm's principals, including Brian T. Bares, James J. Creel Jr., and John N. Dowling, are experienced professionals with CFA designations and adhere to a strict Code of Ethics.
$2,723,481,237 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Ml&r Wealth Management LLC
ML&R Wealth Management, LLC is a registered investment adviser established in 1997, managing over $1.7 billion in assets under management as of December 31, 2023. The firm offers personalized investment management services, primarily utilizing no-load mutual funds, model portfolios, and individual equity securities. ML&R WM's investment philosophy is rooted in Modern Portfolio Theory, emphasizing long-term strategies and asset allocation decisions over market timing. Clients have the option to impose restrictions on the firm's discretionary authority. The firm provides advisory services to individuals, high net worth individuals, retirement plans, charitable organizations, and various entities. ML&R WM charges tiered annual fees based on assets under management, starting at 1.00% for the first $1 million. Clients may also incur additional fees for independent managers and fixed income portfolio management. ML&R WM does not charge performance-based fees and acts as a fiduciary, requiring a minimum annual fee of $10,000 for portfolio management services. ML&R WM participates in the Schwab Advisor Services and Fidelity Institutional Wealth Services programs, providing access to various services for managing client accounts. The firm does not vote proxies on behalf of clients and does not have any disciplinary history. Clients receive quarterly performance reports and ongoing account reviews. ML&R WM's financial condition is sound, with no impairments affecting its ability to meet client commitments.
$1,528,214,757 under management
25 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Durbin Bennett Private Wealth Management, LLC
Durbin Bennett Private Wealth Management, LLC is a SEC-registered investment adviser based in Texas, established in 2001. The firm offers individual portfolio management services, investment supervisory services, selection and monitoring services, investment advisement services, strategic wealth planning, IRA rollover considerations, consulting services, subadvisory services, and private fund advisory services. Their investment philosophy focuses on constructing globally diversified portfolios to achieve long-term appreciation while managing market conditions. They believe in rebalancing portfolios to capture gains and manage risk effectively. The firm charges fees based on a percentage of assets under management, with a minimum initial investment of $1,000,000. Clients have investment discretion, allowing the firm to make trades without prior client approval. Durbin Bennett recommends using Schwab or Fidelity for brokerage services and custody. The firm does not engage in principal transactions and has a Code of Ethics in place to ensure ethical conduct. Durbin Bennett does not vote proxies for clients unless specifically requested and does not provide legal advice regarding proxy issues. The firm has no financial disclosures to report. Durbin Bennett does not engage in solicitation or accept compensation for client referrals.
$1,383,440,072 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% OF ASSETS UNDER OTHER MANAGEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consulting
Atom Investors Lp
Atom Investors Lp is a financial advisory firm based in Austin, Texas. It currently has approximately $1,204,830,455 of assets under management and employs about 14 people. Atom Investors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$1,204,830,455 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Ycg, LLC
YCG, LLC is an independent registered investment advisory firm established on November 5, 2007, offering professional discretionary investment management services to various clients, including open-end investment management companies, individuals, trusts, and institutions. The firm is 100% owned by its principals, including Mr. Brian Yacktman, Mr. William Kruger, and Mr. Elliott Savage. YCG manages stock portfolios using proprietary fundamental research, primarily investing in equity securities to achieve high, risk-adjusted returns. The firm tailors its advisory services to individual client needs, with a Concentrated Strategy of 15-50 holdings for Separate Account Clients. YCG does not use wrap fee programs or offer financial planning services. As of December 31, 2024, the firm managed approximately $1.502 billion in assets on a discretionary basis. Fees are based on a percentage of assets under management, with a minimum account size typically set at $1,000,000 for Separate Account Clients and $20,000,000 for Institutional Clients. YCG does not charge performance-based fees, and fees are billed quarterly in arrears. The firm acts as a fiduciary under ERISA and does not receive compensation for the sale of securities. Clients have investment discretion with the ability to impose restrictions on their accounts. YCG generally does not vote on client securities but may do so upon mutual agreement. The firm has no financial conditions impairing its ability to meet contractual requirements.
$1,090,253,658 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Brainard Capital Management LLC
Brainard Capital Management LLC is a registered investment adviser based in Austin, TX, established in 2006. The firm offers portfolio management services tailored to individual needs, including discretionary portfolio management with authority to formulate investment strategies. Financial consulting services cover risk assessment, investment planning, and financial decision-making. Brainard may recommend third-party money managers or sub-advisers to manage client portfolios, actively monitoring their performance. Family office and wealth planning services assist clients in organizing their financial situation and planning for wealth transfer. Investment strategies include fundamental analysis, modern portfolio theory, long-term and short-term purchases, margin transactions, option writing, and ESG criteria. The firm charges an asset-based fee starting at 0.30% annually, with a minimum annual flat fee of $12,500. Brainard does not accept performance-based fees, acts as a fiduciary, and does not vote client securities. The firm does not have any disciplinary information to report. Clients have the option to grant discretionary authority over their accounts, and the firm does not vote client securities.
$853,778,290 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Austin Private Wealth, LLC
Austin Private Wealth, LLC is a financial advisory firm based in Austin, Texas, specializing in providing a wide array of investment advisory services to individuals and various types of clients. Established in 2010, the firm has been operating as an investment adviser since July 2019. The firm is owned by Dan Kraus, Raoul Celerier, Alex J. Wagner, Kieu Le, Kevin Weaver, and Joshua Dvorak. Austin Private Wealth acts as a fiduciary, committed to always acting in the best interest of its clients. The firm offers asset management services, creating tailored portfolios consisting of various securities to meet individual investment goals. Additionally, financial planning and consulting services are available, covering areas such as investment planning, retirement planning, estate planning, and more. Retirement plan consulting services are also provided to employer plan sponsors, assisting in establishing, monitoring, and reviewing participant-directed retirement plans. Austin Private Wealth may utilize third-party money managers for sub-advisory services, ensuring proper licensing and registration. The firm charges fees based on a percentage of assets under management, with maximum annual fees outlined. Clients are encouraged to review the Brochure and Brochure Supplements for detailed information on the firm's qualifications and business practices. The firm does not accept proxy authority to vote client securities and does not provide financial information in the Brochure. For more
$811,833,164 under management
21 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Austin, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Texas
AbileneAddisonAllenAmarilloArgyleArlingtonBeaumontBedfordBellaireBoerneBryanCedar ParkColleyvilleConroeCoppellCorpus ChristiDallasDentonEl PasoFlower MoundFort WorthFriendswoodFriscoFt. WorthFulshearGalvestonGrand PrairieGrapevineHoustonHurstIrvingKatyKerrvilleKingwoodLakewayLaredoLewisvilleLubbockMansfieldMarble FallsMckinneyMidlandNacogdochesNew BraunfelsNorth Richland HillsPearlandPlanoProsperRichardsonRound RockSan AntonioSouthlakeSpringStaffordSugar LandThe WoodlandsTomballTylerWest Lake HillsWichita FallsIt's quick and easy to find the right financial advisor for you
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