Texas · 407 advisers
Financial Advisors in Austin, Texas
Looking for a financial advisor in Austin, Texas? Falists indexes 407 SEC-registered and state-registered investment advisers in Austin — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 338 firms list a website you can visit directly. Firms in this directory manage up to $1.02T in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
407
With website
338
Largest AUM
$1.02T
Financial planning
116
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Austin
Ranked by AUM · Fees, team & specialties at a glance
DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
KESTRA ADVISORY SERVICES, LLC
Austin, TX
AUM
$79.80B
Team
1359 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8445537872
SALI FUND SERVICES
Austin, TX
AUM
$41.72B
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
512-735-7254
SAGE ADVISORY SERVICES LTD CO
Austin, TX
AUM
$28.43B
Team
37 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-327-5530
THE PALISADES GROUP, LLC
Austin, TX
AUM
$27.78B
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-361-2148
LEAFHOUSE FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$24.09B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 879-1505
KESTRA PRIVATE WEALTH SERVICES, LLC
Austin, TX
AUM
$13.45B
Team
211 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-553-7872
EIGHT PARTNERS VC, LLC
Austin, TX
AUM
$13.38B
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-370-2276
OASIS CAPITAL PARTNERS (TEXAS) INC.
Austin, TX
AUM
$12.40B
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
1-512-225-1025
HUB INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$11.88B
Team
103 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-600-5390
YACKTMAN ASSET MANAGEMENT LP
Austin, TX
AUM
$11.71B
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-767-6700
AB PRIVATE CREDIT INVESTORS LLC
Austin, TX
AUM
$11.36B
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
512-721-2900
SAPPHIRE VENTURES, LLC
Austin, TX
AUM
$10.44B
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-382-1110
PEAK ROCK CAPITAL LLC
Austin, TX
AUM
$7.28B
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-765-6520
ATOM INVESTORS LP
Austin, TX
AUM
$6.83B
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(737) 249-0292
HAVELI INVESTMENT MANAGEMENT LLC
Austin, TX
AUM
$6.03B
Team
35 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
512-987-7314
PENNYBACKER CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$4.86B
Team
43 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-610-2910
KESTRA INVESTMENT MANAGEMENT, LLC.
Austin, TX
AUM
$4.31B
Team
13 advisors
Clients
—
Fees
Percentage of AUM
844-553-7872
PROPHET CAPITAL ASSET MANAGEMENT
Austin, TX
AUM
$4.20B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-327-9500
AQS ASSET MANAGEMENT, L.L.C.
Austin, TX
AUM
$4.07B
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(512) 314-0720
BLUESPRING WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$4.02B
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
737-443-2122
MAINSAIL PARTNERS
Austin, TX
AUM
$4.00B
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-772-2260
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
FORMENTERA PARTNERS LP
Austin, TX
AUM
$3.29B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-320-9812
More cities in Texas
Common questions
- How many financial advisors are in Austin, Texas?
- 407 registered investment advisers are listed in our Austin directory, sourced from public SEC filings.
- What types of advisors are in Austin?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Austin?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.