Finding a Top Financial Advisor in Austin, Texas
Finding the best financial advisor in Austin means choosing between many different options. Whether you're looking for help with retirement, wealth management, tax planning or a combination of services, you'll find a variety of firms that offer both the skills and insight you need right in the state capital. We narrowed down your choices to the top 10 financial advisors in Austin to help you with your decision. To find a financial advisor who serves your area, try our free online matching tool.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | HUB Investment Partners, LLC  Find an Advisor | $11,878,526,853 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 2 | Leafhouse Financial Advisors  Find an Advisor | $24,093,101,856 | None |
| Minimum AssetsNoneFinancial Services
|
| 3 | 49 Financial  Find an Advisor | $1,402,973,572 | $25,000 |
| Minimum Assets$25,000Financial Services
|
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| 4 | Victory Financial Group  Find an Advisor | $1,337,530,512 | None |
| Minimum AssetsNoneFinancial Services
|
| 5 | Alongside, LLC  Find an Advisor | $878,611,865 | $25,000 |
| Minimum Assets$25,000Financial Services
|
| 6 | Financial Gravity Asset Management, Inc.  Find an Advisor | $523,441,243 | $25,000 |
| Minimum Assets$25,000Financial Services
|
| 7 | Venturi Private Wealth  Find an Advisor | $3,581,250,224 | $2,500,000 |
| Minimum Assets$2,500,000Financial Services
|
| 8 | Per Stirling Capital Management, LLC  Find an Advisor | $1,176,804,517 | $250,000 |
| Minimum Assets$250,000Financial Services
|
| 9 | Root Financial Partners, LLC  Find an Advisor | $2,147,774,389 | Minimum fee of $10,000 |
| Minimum AssetsMinimum fee of $10,000Financial Services
|
| 10 | Reap Financial Group, LLC  Find an Advisor | $648,236,003 | None |
| Minimum AssetsNoneFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Austin, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
HUB Investment Partners
HUB Investment Partners, formerly TCG Advisory Services, takes the No. 1 spot on our list of the top-rated financial advisors in Austin and far surpasses everyone else on the list in terms of assets under management (AUM). The firm primarily serves individuals and high-net-worth clients, but also works with banks, investment companies, pensions, profit-sharing plans, charities, government entities and businesses.
The team at HUB is highly credentialed, holding the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF) and chartered financial analyst (CFA). HUB is a fee-only firm, meaning its advisors do not earn commissions from selling financial products. Notably, the firm does not specify a minimum account size. The firm specializes in portfolio management, offering model portfolios, management programs, and robo-advisor services, along with financial and retirement planning.
HUB provides a variety of portfolio management services for both retail and high-net-worth clients, customizing cash, equity, and fixed-income allocations to align with individual goals and risk profiles. Their approach incorporates a diverse array of investments, including individual securities, ETFs, mutual funds and closed-end funds. The firm conducts regular portfolio reviews to maintain alignment with client objectives.
Leafhouse Financial Advisors
LeafHouse Financial Advisors works with individuals, high-net-worth individuals, businesses, retirement plans, nonprofit organizations, collective investment trusts and other financial professionals. LeafHouse generally does not impose a minimum account size for establishing a relationship.
The firm offers continuous portfolio management, investment policy statement development, investment selection and monitoring, financial planning by invitation only, retirement plan consulting, fiduciary governance, employee education, collective investment trust management, model portfolio programs and consulting services.
LeafHouse uses a range of investment approaches, including fundamental analysis, technical analysis, manager due diligence, cyclical investing, ESG investing when requested and asset allocation modeling. Client portfolios may include mutual funds, ETFs, money market funds and other investment products. The firm may make strategic and tactical allocation adjustments depending on the program.
49 Financial
49 Financial is a fee-based financial advisory practice with a focus on financial planning and wealth management. The firm has a modest minimum account size requirement of $25,000. 49 Financial is a fee-based firm because some of its advisors can receive third-party commissions from the sale of certain investment products. This means that the firm may be subject to a potential conflict of interest. However, this conflict is mitigated by the fact that the firm is a fiduciary and is bound to act in the best interests of its clients at all times.
As for services, the firm offers investment and wealth management, retirement plan consulting, as well as financial planning services that may include any of the following: business planning, trust and estate planning, insurance planning, retirement planning, tax planning, cash flow planning and education planning.
49 Financial’s investment philosophy emphasizes disciplined, long-term diversified asset allocation, utilizing modern portfolio theory to optimize returns based on a client’s risk level and goals. The firm offers a range of model portfolios, from its conservative Ultra Short-Term Portfolio to its Long-Term Aggressive Portfolio. These model portfolio are constructed primarily using ETFs and mutual funds, with no individual stock positions. Portfolios are regularly reviewed and rebalanced, with the flexibility to make tactical adjustments based on market conditions.
Victory Financial Group
Victory Financial Group is a fee-based financial advisory firm with a focus on financial planning, investment management and wealth management. The firm works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. The firm does not appear to have a minimum account size.
Victory Financial Group is fee-based because some of its advisors can receive third-party commissions from brokerage or insurance activity. This means the firm may be subject to a potential conflict of interest. However, this conflict is mitigated by the fact that the firm is a fiduciary and is bound to act in the best interests of its clients at all times.
The firm offers financial planning and consulting, investment management, wealth management, retirement plan consulting, held-away participant management and access to third-party independent managers. Financial planning services may include business planning, cash flow forecasting, trust and estate planning, investment consulting, insurance planning, retirement planning, tax planning and education planning.
Victory Financial Group generally uses long-term, diversified asset allocation based on Modern Portfolio Theory. The firm may use fundamental, cyclical and behavioral finance analysis when evaluating investments and portfolio positioning. Client assets may be allocated among mutual funds, ETFs, individual securities, alternative investments, structured notes, options and third-party managers.
Alongside, LLC
Alongside primarily serves individuals and high-net-worth individuals, but also works with trusts, estates, corporations, business entities, pension and profit-sharing plans and qualified employee benefit plans. Alongside generally requires a minimum account size of $25,000 for investment management services, while its fractional family office services generally require a minimum client net worth of $10 million, including $5 million in liquid assets.
As for services, the firm offers financial planning, investment management, advanced planning, retirement plan consulting and fractional family office services. Financial planning services may include business planning, trust and estate planning, insurance planning, retirement planning, tax planning, cash flow planning, education planning, charitable giving planning and legal coordination.
Alongside’s investment philosophy generally emphasizes long-term, diversified asset allocation based on modern portfolio theory. The firm may use fundamental, cyclical, technical and behavioral finance analysis, along with model portfolios, third-party manager selection and tactical rebalancing. Client portfolios may include mutual funds, ETFs, structured notes, annuities, alternative investments and third-party managers.
Financial Gravity Asset Management
Financial Gravity Asset Management is a fee-based investment advisory firm headquartered in Lakeway, Texas. The firm primarily serves individuals, business owners, entrepreneurs and high-net-worth individuals. Financial Gravity Asset Management generally requires a minimum account size of $25,000, though this requirement may be waived at the firm’s discretion.
As for services, the firm offers ongoing investment supervisory services, portfolio management, asset allocation, asset selection and portfolio monitoring. Investment advisory services may include tax lot harvesting when requested, asset location optimization when applicable, held-away asset management, third-party money manager selection and proprietary model management through the FG Asset Management Program.
Financial Gravity Asset Management’s investment approach generally centers on its 4 Alpha and 4 Beta strategies. The 4 Alpha Strategy invests in a concentrated portfolio of individual equities, while the 4 Beta strategies use ETFs across fixed income and equity categories.
Venturi Private Wealth
Venturi Private Wealth takes a majority of the its clients that are high-net-worth individuals. While some of its employees are licensed insurance agents, Venturi Private Wealth is a fee-only practice, because its advisors do not receive sales commissions when advisory clients purchase insurance through them, which would constitute a conflict of interest.
The firm employs several financially certified individuals, including Certified Financial Planners™ (CFPs®), Chartered Financial Analysts (CFAs), Certified Private Wealth Advisors (CPWAs) and Certified Investment Management Analysts (CIMA). As a client of the firm, you'll have the option to choose from discretionary investment advisement, integrated financial planning, family office services, business exit planning, retirement planning, charitable giving, executive stock planning, cash flow forecasting and more.
Venturi primarily relies on fundamental analysis when evaluating securities. The firm typically allocates client assets among mutual funds, ETFs, individual debt and equity securities, as well as options and independent investment managers. When selecting independent managers, Venturi will assess the manager's investment strategies, past performance, risk profile, returns, pricing, research capabailities and other factors.
Per Stirling Capital Management
Per Stirling Capital Management, also doing business as Per Stirling Private Wealth, is a fee-based financial advisory firm based in Austin. The firm primarily serves individuals, but also works with corporations and other business entities, trusts, estates and charitable organizations. Per Stirling generally requires a minimum account size of $250,000 per client household for investment management services, though the firm may waive this minimum at its discretion.
As for services, the firm offers discretionary investment management, financial planning, consulting services, 1031 exchange consulting, collaborative divorce financial consulting and recommendations for third-party money managers. Financial planning services may include retirement planning, estate planning, insurance planning, tax planning, asset protection strategies and college funding strategies.
Per Stirling tailors investment portfolios to each client’s investment objectives, financial situation, risk tolerance and time horizon. The firm’s stated strategies include capital preservation, current income, long-term growth and tactical sector allocation. Per Stirling may use charting, fundamental analysis, technical analysis, cyclical analysis, statistical analysis and back-testing in its investment process.
Root Financial Partners
Root Financial Partners is a fee-only financial advisory firm with a focus on financial planning and investment management. The firm primarily serves individuals and high-net-worth clients, but also works with trusts, estates, charitable organizations, pension and profit-sharing plans and small businesses. Root Financial Partners generally requires a minimum annual advisory fee of $10,000 for investment management services.
As for services, the firm offers investment management, retirement plan services in limited circumstances and held-away retirement account advisory services, as well as financial planning services that may include retirement planning, tax planning, estate planning, insurance review and cash flow planning.
The firm also offers fixed-fee and hourly financial planning, educational seminars and academies, sub-adviser services and separately managed account strategies. Its listed lead advisors hold credentials that include the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified private wealth advisor (CPWA®) and enrolled agent (EA) designations.
Root Financial Partners primarily uses a passive investment management approach through index mutual funds and ETFs. The firm may also use fundamental, technical, cyclical and charting analysis, along with asset allocation and portfolio construction. Client portfolios may also include long/short strategies, municipal bond strategies, alternative investments, options, derivative-based strategies and model-based guidance for held-away retirement accounts.
Reap Financial Group
REAP Financial Group is a fee-based financial advisory firm with a focus on investment management, financial planning and consulting services. The firm does not have a firmwide minimum account size, though some sub-advisors it uses may require a minimum to open an account on their platform.
The firm primarily serves individuals, high-net-worth individuals and trusts. Its client base may also include affluent families, entrepreneurs with complex needs and clients seeking retirement planning and legacy planning services. As for services, REAP offers discretionary asset management through sub-advisors, alternative investment due diligence and management for accredited investors, as well as financial planning services that may include retirement planning, estate planning and tax planning.
REAP tailors its investment strategies to the needs of its clients, taking into account their financial objectives, risk tolerance and time horizons. The firm’s investment approach may include long-term purchases, short-term purchases, trading and option writing. REAP also uses actively managed model portfolios through sub-advisors and may apply fundamental, technical and cyclical analysis when evaluating investments.
