City
Wealth management firms in Austin, Texas
As of October 2, 2026, 232 wealth management firms, including broker-dealer firms, with their main office in Austin, Texas reported $159.4 billion in regulatory assets under management; the largest by assets was Kestra Advisory Services, LLC, with $79.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 232
- Regulatory assets under management
- $159.4 billion
- Average per firm
- $687.2 million
- SEC-registered, of those listed
- 89 of 100 (89.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $79.8 billion | 192,439 |
| 2 | Kestra Private Wealth Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $13.5 billion | 33,333 |
| 3 | Hub Investment Partners, LLC | SEC | $11.9 billion | 15,595 |
| 4 | Bluespring Wealth Management, LLC | SEC | $5.4 billion | 10,596 |
| 5 | Maslow Wealth Advisors | SEC | $2.8 billion | 2,905 |
| 6 | Oxbow Advisors, LLC | SEC | $2.5 billion | 1,782 |
| 7 | Waterloo Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.3 billion | 7,306 |
| 8 | Root Financial Partners | SEC | $2.1 billion | 4,110 |
| 9 | Terry McDaniel & Company | SEC | $1.9 billion | 370 |
| 10 | Austin Asset | SEC | $1.9 billion | 1,974 |
| 11 | Meridian Wealth Advisors, LLC | SEC | $1.7 billion | 1,539 |
| 12 | Per Stirling Capital Management, LLC | SEC | $1.6 billion | 3,766 |
| 13 | 49 Financial | SEC | $1.4 billion | 6,257 |
| 14 | FMP Wealth Advisers | SEC | $1.3 billion | 2,806 |
| 15 | Victory Financial | SEC | $1.3 billion | 6,805 |
| 16 | Enclave Advisors, LLC | SEC | $1.1 billion | 412 |
| 17 | Austin Wealth Management, LLC | SEC | $1.1 billion | 3,034 |
| 18 | Intelligent Wealth Solutions LLC | SEC | $961.0 million | 3,156 |
| 19 | Richard P. Slaughter Associates, Inc. | SEC | $905.2 million | 1,564 |
| 20 | CFM Wealth Partners LLC | SEC | $885.8 million | 661 |
| 21 | Alongside, LLC | SEC | $878.6 million | 3,903 |
| 22 | Alpha Capital Management | SEC | $871.4 million | 1,316 |
| 23 | Century Management Financial Advisors | SEC | $679.5 million | 737 |
| 24 | Oakwell Private Wealth Management | SEC | $668.1 million | 453 |
| 25 | Harrell Investment Partners, LLC | SEC | $662.4 million | 766 |
| 26 | Reap Financial Group, LLC | SEC | $648.2 million | 3,618 |
| 27 | Stuart Investment Advisors, Inc. | SEC | $630.5 million | 1,005 |
| 28 | Beck Capital Management LLC | SEC | $562.4 million | 1,110 |
| 29 | Financial Gravity Asset Management, Inc. | SEC | $523.4 million | 2,610 |
| 30 | Outrunner Capital, LLC | SEC | $498.5 million | 163 |
| 31 | Beacon Advisors | SEC | $459.6 million | 222 |
| 32 | Enzi Wealth | SEC | $450.9 million | 866 |
| 33 | Pioneer Wealth Management Group | SEC | $399.2 million | 1,658 |
| 34 | Nixon Capital LLC | SEC | $389.9 million | 236 |
| 35 | LBJ Family Wealth Advisors, Ltd. | SEC | $388.8 million | 94 |
| 36 | Ironbridge Private Wealth, LLC | SEC | $379.7 million | 506 |
| 37 | KM Capital Management, Ltd. | SEC | $374.4 million | 42 |
| 38 | Archer Investment Management | SEC | $370.8 million | 2,174 |
| 39 | Redbud Advisors | SEC | $367.8 million | 392 |
| 40 | JDM Financial Group LLC | SEC | $352.8 million | 790 |
| 41 | Custos Family Office LLC | SEC | $346.6 million | 229 |
| 42 | Entrewealth | SEC | $326.3 million | 617 |
| 43 | Founder Family Financial, LLC | SEC | $321.0 million | 302 |
| 44 | Austin Money Management Corporation | SEC | $296.1 million | 276 |
| 45 | Live Oak Investment Partners | SEC | $266.4 million | 823 |
| 46 | Dean Wealth Partners, LLC | SEC | $249.8 million | 682 |
| 47 | 994 Group | SEC | $244.7 million | 783 |
| 48 | Carlin Wealth Management Group, LLC | SEC | $240.9 million | 1,076 |
| 49 | Forefront | SEC | $239.8 million | 1,382 |
| 50 | Goalfusion Wealth Management | SEC | $238.5 million | 927 |
| 51 | Centennial Advisors, LLC | SEC | $237.3 million | 1,188 |
| 52 | Watercolor Financial | SEC | $234.8 million | 587 |
| 53 | SVRN Asset Management, LLC | SEC | $231.5 million | 122 |
| 54 | Atlasmark Financial, Inc. | SEC | $228.6 million | 374 |
| 55 | Ark Wealth Management | SEC | $216.0 million | 611 |
| 56 | Peltoma Capital Partners | SEC | $211.2 million | 79 |
| 57 | Halbert Wealth Management, Inc | SEC | $211.2 million | 602 |
| 58 | Capstar Financial Services LLC | SEC | $207.8 million | 826 |
| 59 | Lake Hills Wealth Management, LLC | SEC | $206.9 million | 749 |
| 60 | Planning Works Advisory, Inc. | SEC | $199.8 million | 623 |
| 61 | Avant Financial Advisors | SEC | $196.4 million | 522 |
| 62 | Hampton Rock Wealth Management | SEC | $192.4 million | 161 |
| 63 | Barden Capital Management, Inc. | SEC | $183.5 million | 203 |
| 64 | Maqro Advisors LLC | SEC | $174.4 million | 981 |
| 65 | Atx Financial Planning, LLC | SEC | $174.3 million | 490 |
| 66 | Vannoy Advisory Group, Inc. | SEC | $172.4 million | 251 |
| 67 | Old Vine Capital | SEC | $167.0 million | 269 |
| 68 | Black Barn Financial, LLC | SEC | $164.6 million | 656 |
| 69 | Cam Investor Solutions | SEC | $155.4 million | 623 |
| 70 | Portfolio Management, LLC | SEC | $151.9 million | 308 |
| 71 | Integrated Wealth Strategies, LLC | SEC | $151.7 million | 546 |
| 72 | Seaborn Financial, LLC | SEC | $151.3 million | 507 |
| 73 | Schneider Wealth Management | SEC | $149.8 million | 205 |
| 74 | Brookline Wealth, LLC | SEC | $149.0 million | 178 |
| 75 | Mission Hill Advisors, LLC | State | $148.0 million | 119 |
| 76 | Lucien Stirling & Gray Advisory Group Inc | SEC | $146.6 million | 574 |
| 77 | Fort Advisors Inc | SEC | $146.3 million | 713 |
| 78 | Birdrock Wealth | SEC | $146.3 million | 425 |
| 79 | Bona Fide Wealth | SEC | $144.2 million | 207 |
| 80 | Marathon Wealth Partners, Inc | SEC | $141.1 million | 115 |
| 81 | Gap Financial Services or Gap Financial | State | $132.0 million | 293 |
| 82 | Financial Aurora, LLC. | SEC | $130.0 million | 700 |
| 83 | Broadhurst Financial Advisors, Inc. | SEC | $128.4 million | 259 |
| 84 | Shadowridge Asset Management, LLC | SEC | $126.7 million | 870 |
| 85 | Seedsafe Financial LLC | SEC | $125.2 million | 406 |
| 86 | Masterpiece Capital, LLC | SEC | $124.9 million | 86 |
| 87 | Tollefson and Company Investment Management LLC | SEC | $113.7 million | 76 |
| 88 | Grace Capital Management, LLC | SEC | $108.7 million | 270 |
| 89 | Haven Financial Advisors | State | $108.0 million | 49 |
| 90 | Turner Capital Investments, LLC | SEC | $107.2 million | 337 |
| 91 | Saga Financial Management | SEC | $107.0 million | 247 |
| 92 | Brazos Capital | SEC | $102.5 million | 172 |
| 93 | Blue Waters Advisory Group, LLC | State | $97.7 million | 286 |
| 94 | Atx Portfolio Advisors, LLC | State | $93.5 million | 73 |
| 95 | Bearing Financial Advisors, LLC | State | $89.4 million | 344 |
| 96 | Integra Asset Advisors, L.C. | State | $87.0 million | 389 |
| 97 | J.P. Wealth Management, LLC | State | $85.9 million | 13 |
| 98 | Guiding Financial | State | $85.2 million | 73 |
| 99 | Holdfast Wealth Management, LLC | State | $82.3 million | 515 |
| 100 | Origin Wealth Advisers | State | $80.6 million | 290 |
Showing the 100 largest of 232 firms. Search by name to find another.
Wealth management firms 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.