wiseradvisor

Find Top Financial Advisors in Austin, Texas

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 - 01-Jun-2023

Austin has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 278 non-vetted advisors in your local area. These financial advisors in Austin , Texas have an average of 27 years of experience.

NOTE: The list of vetted financial advisors in Austin , Texas mentioned below does 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
Jerry McIlhon
Investment Advisor
BECK CAPITAL MANAGEMENT LLC
2009 South Capital of TX Hwy #200,
Austin, TX 78746
29 Years $0 $250,000 Fee-Based
Martin Shapiro Financial Services
Financial Advisor, CFP®, MSFS, CLU, ChFC®, CFP®, MSFS, CLU®, ChFC®
MARTIN SHAPIRO FINANCIAL SERVICES
108 Wild Basin Road South Suite 250,
Austin, TX 78746
37 Years Not Specified $100,000 Fee-Based
Spencer Corzine
CFP®
AVH INVEST
500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park, TX 78630
25 Years $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 Years $0 $250,000 Fee-Only
Mauricio Sanchez
MARTIN CAPITAL ADVISORS
1100 NE Loop 410, #300,
San Antonio, TX 78209
12 Years $96,000,000 $250,000 Fee-Only

Are you a Financial Advisor in Austin?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Austin, Texas

Qualifications CRD# 1730924
Series 6, 63, 65

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


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

Jerry McIlhon has over 25 years of experience in the financial services industry. During his career, he has guided investors in both the private and public sectors. His tenure as the Director of the City of Austin's deferred compensation plan is particularly noteworthy. Under his direction from 1991 to 1997, the plan grew from 3,000 to over 7,000 participants with total assets growing from $30 million to over $100 million during that time. Jerry joined Frank Beck in 1997. Since then, his focus as an Investment Advisor at BCM has shifted to the post-retirement financial needs of clients. Jerry has worked with hundreds of retirees, helping them achieve dependable income, appropriate asset growth, and tax-efficient disposition of assets during their lifetimes and for legacy purposes. Jerry also has an insurance business called Jerry McIlhon, LLC. Jerry lives in Austin with his wife Janet. The McIlhons always know and enjoy the top restaurants in Austin.

About Beck Capital Management LLC

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 Firm CRD# 312942
Series 6, 7, 22, 24, 51, 63 SIE

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


Office Location 108 Wild Basin Road South Suite 250,
Austin,
TX
78746
Phone Number 800-956-4782

About Martin Shapiro Financial Services

Martin Shapiro Financial Services

We are a fee-based financial advisory firm based out of Orange County, CA with footprints in Austin and North Carolina. We are fiduciaries that build and implement custom financial plans based upon what is best for each individual client. We practice holistic financial planning so that we look at everything that affects your financial situation; taxes (both income and estate), retirement income planning, social securirty, investment planning, edcuation funding, estate planning, insurances and anything else that might impact you. We are passionate about our jobs and love what we do. We believe in educating our clients to a level of articulation above and beyond what is required, so that they fully understand every aspect of their financial plan.
Primary offices located at: 500 N. State College Blvd. Suite 1100, Orange, CA 92868
Toll Free 800-956-4782 | John's cell 210-606-4653 | Fax 858-573-2581 Book an appointment using this Calendar link https://calendly.com/johnnywright/30min

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, Estate Planning & Trusts, Insurance Products & Annuities


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

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


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

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


Qualifications CRD# 6265685
Firm CRD# 108529
Series 7, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 1100 NE Loop 410, #300,
San Antonio,
TX
78209
Phone Number 210-503-0361

Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over ten years in the equities, fixed income, and commodity space. A former fixed income trader and FX pool manager, Mauricio's expertise rests on analyzing domestic and foreign markets, federal reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a podcast and frequently consults with businesses, executives, and nonprofits. To contact Mauricio, e-mail him at mau@martincapital.com.

About Martin Capital Advisors

Martin Capital Advisors

Whether we may admit it or not, navigating our lives is often an exploration of unknown realms and uncharted territory. From saving for a child's education to preparing for retirement, every investment decision must be made with a vision clearly focused on the destination ahead. Like the ocean, markets rise and fall, creating environments only the most seasoned and weathered captains can traverse with great results. At Martin Capital Advisors, LLP, our voyage together begins with equipping our clients with a proven strategy that will endure the tempestuous storms of the financial seas. Founded upon principles of performance, transparency, and trust, Paul Martin, chief investment officer and managing partner, launched Martin Capital Advisors, LLP, a registered investment advisor firm in New York City in 1989. After making San Antonio its primary office location in 2002, Martin Capital has continued its legacy of award-winning performance in managing tailored equity, balanced, and conservative investment portfolios. Unlike broker-dealers, banks and insurance companies, Martin Capital operates under a fiduciary duty; a solemn and legally binding obligation for a firm to act only in its clients best interests. Also, our easily accessible third-party verified performance track record, competitive fee structures, tax efficient investment returns, and options hedging strategies set us apart from other money management firms. Investment Philosophy Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand. We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.

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, Estate Planning & Trusts


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
YACKTMAN ASSET MANAGEMENT LP
6300 Bridgepoint Parkway, Building 1 Suite 500, Austin, TX 78730-5073
18 780 $18,344,936,042
A percentage of AUM, Performance Based
LEAFHOUSE FINANCIAL ADVISORS, LLC
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
23 2445 $15,453,585,811
A percentage of AUM, Hourly charges, Fixed fees
SAGE ADVISORY SERVICES LTD CO
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735-6202
52 3850 $15,091,535,736
A percentage of AUM, Fixed fees
AQS ASSET MANAGEMENT, L.L.C.
5806 Mesa Drive, Ste 220, Austin, TX 78731
5 11 $3,713,884,332
A percentage of AUM
OXBOW ADVISORS, LLC
500 West 5th Street, Suite 1205, Austin, TX 78701
13 1366 $1,810,215,837
A percentage of AUM, Hourly charges, Fixed fees
CARL STUART INVESTMENT ADVISOR, INC.
623 W 38th Street, Suite 110, Austin, TX 78705-1212
3 995 $506,613,582
A percentage of AUM
AMHERST ADVISORY & MANAGEMENT LLC
5001 Plaza On The Lake, Suite 225, Austin, TX 78746
2 3 $475,928,652
A percentage of AUM, Fixed fees, Performance Based
VIDA CAPITAL MANAGEMENT, LLC
835 W. 6th Street, Suite 1400, Austin, TX 78703
86 4 $235,096,047
A percentage of AUM, Performance Based, Other (ORIGINATION FEES/CONVERSION PREMIUMS)
AVONDALE WEALTH MANAGEMENT LLC
4101 Parkstone Heights Drive, Suite 250, Austin, TX 78746
5 441 $207,064,832
A percentage of AUM, Fixed fees, Performance Based
HALBERT WEALTH MANAGEMENT, INC
11719 Bee Cave Road, Suite 100, Austin, TX 78738
5 681 $159,660,940
A percentage of AUM
GRACE CAPITAL MANAGEMENT, LLC
11651 Jollyville Road, Suite 300, Austin, TX 78759
3 512 $126,066,154
A percentage of AUM, Fixed fees, Performance Based
INTEGRATED WEALTH STRATEGIES, LLC
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX 78759
2 324 $119,284,532
A percentage of AUM, Hourly charges, Fixed fees
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
9433 Bee Caves Road, Bldg 3, Ste 103, Austin, TX 78733
3 14 $36,714,132
A percentage of AUM, Performance Based
KESTRA INSTITUTIONAL SERVICES, LLC
5707 Southwest Parkway, Bldg 2, Suite 400, Austin, TX 78735
10 0 $0
A percentage of AUM, Fixed fees
SWBC INVESTMENT ADVISORY SERVICES LLC
900 South Capital Of Texas, Ste 155, Austin, TX 78746
9 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
    10415 Morado Cir, Ste 2-100, Austin, TX  78759 512-744-4810
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0464
    9442 N Capital of Texas Hwy, Ste 800, Austin, TX  78759 512-314-5340
    9442 N Capital of Texas Hwy, Ste 800, Austin, TX  78759 512-314-5309
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0446
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3409
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3492
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-370-0430
    301 Congress Avenue, Suite 1400, Austin, TX  78701 512-469-3414
    1707 Foggy Glen Cv, Austin, TX  78733 512-263-3695

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?