Top 10 advisors in Austin
We’ve curated a list of the best financial advisors in Austin, take a look at it below
Find an advisor in Austin| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $18,775,415,010 | 53 advisors | ||
| 2 | $12,856,292,060 | 17 advisors | ||
| 3 | $8,080,475,300 | 43 advisors | ||
| 4 | $4,467,222,346 | 119 advisors | ||
| 5 | $3,969,590,080 | 38 advisors | ||
| 6 | $3,895,504,201 | 52 advisors | ||
| 7 | $3,253,948,373 | 4 advisors | ||
| 8 | $2,974,541,763 | 16 advisors | ||
| 9 | $2,723,481,237 | 15 advisors | ||
| 10 | $2,409,095,661 | 36 advisors |
How we came up with this list
To generate our top financial advisors list in Austin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Austin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Sali Fund Services
Assets under management
$18,775,415,010
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Leafhouse Financial Advisors, LLC
Assets under management
$12,856,292,060
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Irradiant Partners, Lp
Assets under management
$8,080,475,300
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Kestra Private Wealth Services, LLC
Assets under management
$4,467,222,346
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Tcg Advisors, Llc A Hub International Company
Assets under management
$3,969,590,080
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
6. Peak Rock Capital LLC
Assets under management
$3,895,504,201
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Aqs Asset Management, L.l.c.
Assets under management
$3,253,948,373
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Prophet Capital Asset Management
Assets under management
$2,974,541,763
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Bares Capital Management, Inc.
Assets under management
$2,723,481,237
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Haveli Investment Management LLC
Assets under management
$2,409,095,661
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.