City
Wealth management firms in Cedar Park, Texas
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Cedar Park, Texas reported $1.5 billion in regulatory assets under management; the largest by assets was True Financial Group, with $409.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $98.6 million
- SEC-registered, of those listed
- 4 of 15 (26.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | True Financial Group | SEC | $409.0 million | 2,148 |
| 2 | Empower Wealth Management | SEC | $349.3 million | 1,599 |
| 3 | Boyce & Associates Wealth Consulting, Inc. | SEC | $244.6 million | 811 |
| 4 | Ironoak Wealth | SEC | $162.0 million | 695 |
| 5 | Larson Financial Advisors | State | $105.1 million | 499 |
| 6 | Momentum Private Wealth Management | State | $71.5 million | 211 |
| 7 | III Financial, LLC | State | $42.8 million | 105 |
| 8 | Resonance Financial, LLC | State | $42.7 million | 33 |
| 9 | San Gabriel Capital | State | $22.6 million | 56 |
| 10 | Versai Wealth Management LLC | State | $19.0 million | 30 |
| 11 | Freedom Day Wealth Management LLC | State | $5.8 million | 36 |
| 12 | Parkhurst Consulting CPA PC | State | $5.3 million | 28 |
| 13 | Helios Financial Services, LLC | State | $0 | 0 |
| 14 | Ismail, Mustafa | State | $0 | 0 |
| 15 | Lakeline Financial | State | $0 | 0 |
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.