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Find Top Financial Advisors in Austin, Texas

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Austin, Texas, an up and coming tech hub of the south, is also one of the sunniest cities in the US where the sun shines 300 days out of the year. The cost of living in Austin is approximately 3% lower than the national average, and this could perhaps make this city idyllic for building a path towards a strong financial future. There are over 2480 fiduciary financial advisors in Austin, so choosing the right advisor that you trust and could help guide you on a solid path towards your financial goals could prove to be laborious. That's where WiserAdvisor comes in. Our mission is to help people like you find an advisor to work with who has your specific financial needs in mind.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Austin, Texas.

Finding the Top Financial Advisor in Austin, Texas
Last Updated - 27-Jun-2022

Austin has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 267 non-vetted advisors in your local area. These financial advisors in Austin, Texas have an average of 23 years of experience.

NOTE: The list of financial advisors in Austin, Texas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Austin, Texas.

Qualified Financial Advisors in Austin, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ransom Adams
CFP®
U.S. CAPITAL WEALTH ADVISORS, LLC
300 West 6th St,
Suite 1900,
Austin, TX 78701
15 $110M Not Specified Fee-Only
Kay Russell
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
13 Not Specified Not Specified Fee-Based
Jay Stinson
CFP®
PECAN STREET ADVISORS
3800 N Lamar Blvd, Suite 200,
Pmb1033323,
Austin, TX 78703
25 Not Specified Not Specified Fee-Based
Jerry McIlhon
Senior Investment Advisor
BECK CAPITAL MANAGEMENT LLC
2009 South Capital of TX Hwy #200,
Austin, TX 78746
29 $46 million AUM $250,000 Fee-Based
Spencer Corzine
CFP®
AVH INVEST
500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park, TX 78630
25 $180,000,000 $100,000 Fee-Based
Craig Larson
Chartered Life Underwriter (CLU®), CLU®
LARSON FINANCIAL ADVISORS
13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park, TX 78613
32 $60 million $250,000 Fee-Only

Information on Qualified Financial Advisors in Austin

Qualifications CRD# 5333151
Firm CRD# 288199
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 300 West 6th St,
Suite 1900,
Austin,
TX
78701
Phone Number 512-342-0202

Ransom Adams, joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018, he began his career in financial services almost fifteen years ago and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.

In his work with clients, Ransom is dedicated to understanding their needs, goals, and fears, which he believes is essential for creating an effective financial plan in which financial goals and life goals are aligned. He focuses on helping clients with investment allocation, estate planning, retirement planning, minimizing tax liability and the various financial complexities life brings. Ransom works collaboratively with estate planning attorneys and CPAs to ensure that the various efforts are coordinated for clients. Bottom line for Ransom…clients come first and his ultimate message is, “It’s your money and I want you to be happy and comfortable with where it is and what it’s doing.”

Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs. Ransom is an Eagle Scout and continues to be involved in scouting, and coaching youth sports. When not working, he enjoys travel and spending time with his wife and two boys.

About U.S. Capital Wealth Advisors, LLC

We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients. U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5606019
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1111 West 6th Street,
Building B, Suite 310,
Austin,
TX
78703
Phone Number 512-685-2453

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2203274
Firm CRD# 12345
Series 7, 66

Compensation/Fee Fee-Based


Office Location 3800 N Lamar Blvd, Suite 200,
Pmb1033323,
Austin,
TX
78703
Phone Number 512-617-3218

About Pecan Street Advisors

Our wealth management and investment processes attempt to remove the friction that causes clients to veer off their long term goals. Through a process of collaborative planning, perpetual analysis and action-when-necessary, we give you the ultimate goal of more time.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number 512-345-6789

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.

Advisory Services Provided:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Qualifications CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX
78630
Phone Number 512-588-2770

As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2026803
Firm CRD# 158618
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX
78613
Phone Number 512-910-2722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Austin, Texas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Yacktman Asset Management Lp
6300 Bridgepoint Parkway , Building 1 Suite 500,
Austin, TX 78730-5073
$18,344,936,042 780 A percentage of AUM
Performance Based
Leafhouse Financial Advisors, Llc
6504 Bridgepoint Parkway , Suite 450,
Austin, TX 78730
$15,453,585,811 2445 A percentage of AUM
Hourly charges
Fixed fees
Aqs Asset Management, L.L.C.
5806 Mesa Drive , Ste 220,
Austin, TX 78731
$3,713,884,332 11 A percentage of AUM
Oxbow Advisors, Llc
500 West 5th Street, Suite 1205,
Austin, TX 78701
$1,810,215,837 1366 A percentage of AUM
Hourly charges
Fixed fees
Enclave Advisors, Llc
3600 N. Capital Of Texas Hwy. , Bldg B, Suite 180,
Austin, TX 78746
$1,056,175,000 67 A percentage of AUM
Carl Stuart Investment Advisor, Inc.
623 W 38th Street , Suite 110,
Austin, TX 78705-1212
$506,613,582 995 A percentage of AUM
Amherst Advisory & Management Llc
5001 Plaza On The Lake , Suite 225,
Austin, TX 78746
$475,928,652 3 A percentage of AUM
Fixed fees
Performance Based
Avondale Wealth Management Llc
4101 Parkstone Heights Drive , Suite 250,
Austin, TX 78746
$207,064,832 441 A percentage of AUM
Fixed fees
Performance Based
Halbert Wealth Management, Inc
11719 Bee Cave Road , Suite 100,
Austin, TX 78738
$159,660,940 681 A percentage of AUM
Lowenberg Group, Llc
7500 Rialto Blvd , Building 1, Suite 250,
Austin, TX 78735
$143,239,554 78 A percentage of AUM
Fixed fees
Grace Capital Management, Llc
11651 Jollyville Road , Suite 300,
Austin, TX 78759
$126,066,154 512 A percentage of AUM
Fixed fees
Performance Based
Integrated Wealth Strategies, Llc
9442 N Capital Texas Hwy , Plaza 1, Suite 150,
Austin, TX 78759
$119,284,532 324 A percentage of AUM
Hourly charges
Fixed fees
Wealthyx
10816 Crown Colony Drive , Suite 204,
Austin, TX 78747
$54,600,000 2800 A percentage of AUM
Energy Opportunities Capital Management, Llc
9433 Bee Caves Road , Bldg 3, Ste 103,
Austin, TX 78733
$36,714,132 14 A percentage of AUM
Performance Based
Kestra Institutional Services, Llc
5707 Southwest Parkway , Bldg 2, Suite 400,
Austin, TX 78735
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Austin, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alicia Rivera
    Inquire with Alicia
    10415 Morado Cir, Ste 2-100, Austin, TX  78759 512-744-4810
    Brian Wiese
    Inquire with Brian
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0464
    Bives & Associates
    Inquire with Bives
    9442 N Capital of Texas Hwy, Ste 800, Austin, TX  78759 512-314-5340
    Bintliff Uhl Wealth Management Group
    Inquire with Bintliff
    9442 N Capital of Texas Hwy, Ste 800, Austin, TX  78759 512-314-5309
    Audra Mueller
    Inquire with Audra
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0446
    Bill Earle Coffey
    Inquire with Bill
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3409
    Angela Caffey
    Inquire with Angela
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3492
    Andrew R Grabato
    Inquire with Andrew
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0430
    Aaron J. Sotak
    Inquire with Aaron
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3414
    Barry Wood
    Inquire with Barry
    1707 Foggy Glen Cv, Austin, TX  78733 512-263-3695
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