City
Independent RIAs in Austin, Texas
As of October 2, 2026, 225 independent wealth management RIAs with their main office in Austin, Texas reported $63.9 billion in regulatory assets under management; the largest by assets was Hub Investment Partners, LLC, with $11.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 225
- Regulatory assets under management
- $63.9 billion
- Average per firm
- $284.0 million
- SEC-registered, of those listed
- 86 of 100 (86.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hub Investment Partners, LLC | SEC | $11.9 billion | 15,595 |
| 2 | Bluespring Wealth Management, LLC | SEC | $5.4 billion | 10,596 |
| 3 | Maslow Wealth Advisors | SEC | $2.8 billion | 2,905 |
| 4 | Oxbow Advisors, LLC | SEC | $2.5 billion | 1,782 |
| 5 | Root Financial Partners | SEC | $2.1 billion | 4,110 |
| 6 | Terry McDaniel & Company | SEC | $1.9 billion | 370 |
| 7 | Austin Asset | SEC | $1.9 billion | 1,974 |
| 8 | Meridian Wealth Advisors, LLC | SEC | $1.7 billion | 1,539 |
| 9 | Per Stirling Capital Management, LLC | SEC | $1.6 billion | 3,766 |
| 10 | 49 Financial | SEC | $1.4 billion | 6,257 |
| 11 | FMP Wealth Advisers | SEC | $1.3 billion | 2,806 |
| 12 | Victory Financial | SEC | $1.3 billion | 6,805 |
| 13 | Enclave Advisors, LLC | SEC | $1.1 billion | 412 |
| 14 | Austin Wealth Management, LLC | SEC | $1.1 billion | 3,034 |
| 15 | Intelligent Wealth Solutions LLC | SEC | $961.0 million | 3,156 |
| 16 | Richard P. Slaughter Associates, Inc. | SEC | $905.2 million | 1,564 |
| 17 | CFM Wealth Partners LLC | SEC | $885.8 million | 661 |
| 18 | Alongside, LLC | SEC | $878.6 million | 3,903 |
| 19 | Alpha Capital Management | SEC | $871.4 million | 1,316 |
| 20 | Century Management Financial Advisors | SEC | $679.5 million | 737 |
| 21 | Oakwell Private Wealth Management | SEC | $668.1 million | 453 |
| 22 | Harrell Investment Partners, LLC | SEC | $662.4 million | 766 |
| 23 | Reap Financial Group, LLC | SEC | $648.2 million | 3,618 |
| 24 | Stuart Investment Advisors, Inc. | SEC | $630.5 million | 1,005 |
| 25 | Beck Capital Management LLC | SEC | $562.4 million | 1,110 |
| 26 | Financial Gravity Asset Management, Inc. | SEC | $523.4 million | 2,610 |
| 27 | Outrunner Capital, LLC | SEC | $498.5 million | 163 |
| 28 | Beacon Advisors | SEC | $459.6 million | 222 |
| 29 | Enzi Wealth | SEC | $450.9 million | 866 |
| 30 | Pioneer Wealth Management Group | SEC | $399.2 million | 1,658 |
| 31 | Nixon Capital LLC | SEC | $389.9 million | 236 |
| 32 | LBJ Family Wealth Advisors, Ltd. | SEC | $388.8 million | 94 |
| 33 | Ironbridge Private Wealth, LLC | SEC | $379.7 million | 506 |
| 34 | KM Capital Management, Ltd. | SEC | $374.4 million | 42 |
| 35 | Archer Investment Management | SEC | $370.8 million | 2,174 |
| 36 | Redbud Advisors | SEC | $367.8 million | 392 |
| 37 | JDM Financial Group LLC | SEC | $352.8 million | 790 |
| 38 | Custos Family Office LLC | SEC | $346.6 million | 229 |
| 39 | Entrewealth | SEC | $326.3 million | 617 |
| 40 | Founder Family Financial, LLC | SEC | $321.0 million | 302 |
| 41 | Austin Money Management Corporation | SEC | $296.1 million | 276 |
| 42 | Live Oak Investment Partners | SEC | $266.4 million | 823 |
| 43 | Dean Wealth Partners, LLC | SEC | $249.8 million | 682 |
| 44 | 994 Group | SEC | $244.7 million | 783 |
| 45 | Carlin Wealth Management Group, LLC | SEC | $240.9 million | 1,076 |
| 46 | Forefront | SEC | $239.8 million | 1,382 |
| 47 | Goalfusion Wealth Management | SEC | $238.5 million | 927 |
| 48 | Centennial Advisors, LLC | SEC | $237.3 million | 1,188 |
| 49 | Watercolor Financial | SEC | $234.8 million | 587 |
| 50 | SVRN Asset Management, LLC | SEC | $231.5 million | 122 |
| 51 | Atlasmark Financial, Inc. | SEC | $228.6 million | 374 |
| 52 | Ark Wealth Management | SEC | $216.0 million | 611 |
| 53 | Peltoma Capital Partners | SEC | $211.2 million | 79 |
| 54 | Halbert Wealth Management, Inc | SEC | $211.2 million | 602 |
| 55 | Capstar Financial Services LLC | SEC | $207.8 million | 826 |
| 56 | Lake Hills Wealth Management, LLC | SEC | $206.9 million | 749 |
| 57 | Planning Works Advisory, Inc. | SEC | $199.8 million | 623 |
| 58 | Avant Financial Advisors | SEC | $196.4 million | 522 |
| 59 | Hampton Rock Wealth Management | SEC | $192.4 million | 161 |
| 60 | Barden Capital Management, Inc. | SEC | $183.5 million | 203 |
| 61 | Maqro Advisors LLC | SEC | $174.4 million | 981 |
| 62 | Atx Financial Planning, LLC | SEC | $174.3 million | 490 |
| 63 | Vannoy Advisory Group, Inc. | SEC | $172.4 million | 251 |
| 64 | Old Vine Capital | SEC | $167.0 million | 269 |
| 65 | Black Barn Financial, LLC | SEC | $164.6 million | 656 |
| 66 | Cam Investor Solutions | SEC | $155.4 million | 623 |
| 67 | Portfolio Management, LLC | SEC | $151.9 million | 308 |
| 68 | Integrated Wealth Strategies, LLC | SEC | $151.7 million | 546 |
| 69 | Seaborn Financial, LLC | SEC | $151.3 million | 507 |
| 70 | Schneider Wealth Management | SEC | $149.8 million | 205 |
| 71 | Brookline Wealth, LLC | SEC | $149.0 million | 178 |
| 72 | Mission Hill Advisors, LLC | State | $148.0 million | 119 |
| 73 | Lucien Stirling & Gray Advisory Group Inc | SEC | $146.6 million | 574 |
| 74 | Fort Advisors Inc | SEC | $146.3 million | 713 |
| 75 | Birdrock Wealth | SEC | $146.3 million | 425 |
| 76 | Bona Fide Wealth | SEC | $144.2 million | 207 |
| 77 | Marathon Wealth Partners, Inc | SEC | $141.1 million | 115 |
| 78 | Gap Financial Services or Gap Financial | State | $132.0 million | 293 |
| 79 | Financial Aurora, LLC. | SEC | $130.0 million | 700 |
| 80 | Broadhurst Financial Advisors, Inc. | SEC | $128.4 million | 259 |
| 81 | Shadowridge Asset Management, LLC | SEC | $126.7 million | 870 |
| 82 | Seedsafe Financial LLC | SEC | $125.2 million | 406 |
| 83 | Masterpiece Capital, LLC | SEC | $124.9 million | 86 |
| 84 | Tollefson and Company Investment Management LLC | SEC | $113.7 million | 76 |
| 85 | Grace Capital Management, LLC | SEC | $108.7 million | 270 |
| 86 | Haven Financial Advisors | State | $108.0 million | 49 |
| 87 | Turner Capital Investments, LLC | SEC | $107.2 million | 337 |
| 88 | Saga Financial Management | SEC | $107.0 million | 247 |
| 89 | Brazos Capital | SEC | $102.5 million | 172 |
| 90 | Blue Waters Advisory Group, LLC | State | $97.7 million | 286 |
| 91 | Atx Portfolio Advisors, LLC | State | $93.5 million | 73 |
| 92 | Bearing Financial Advisors, LLC | State | $89.4 million | 344 |
| 93 | Integra Asset Advisors, L.C. | State | $87.0 million | 389 |
| 94 | J.P. Wealth Management, LLC | State | $85.9 million | 13 |
| 95 | Guiding Financial | State | $85.2 million | 73 |
| 96 | Holdfast Wealth Management, LLC | State | $82.3 million | 515 |
| 97 | Origin Wealth Advisers | State | $80.6 million | 290 |
| 98 | S Squared Advisors LLC | State | $79.3 million | 22 |
| 99 | Everlong Financial | State | $69.5 million | 168 |
| 100 | Guideway Financial, LLC | State | $69.4 million | 198 |
Showing the 100 largest of 225 firms. Search by name to find another.
Independent RIAs in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.