The Top Financial Advisors in Austin, TX

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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.

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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. 

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Individuals and high-net-worth investors make up the vast majority of Waterloo Capital's client base. However, the firm also works with pensions, profit-sharing plans and charities. Waterloo requires a minimum account size of $1 million. Waterloo provides portfolio management as well as financial planning rolled in with investment management services. The firm also provides a wrap-fee program and manages the vast majority of its assets on a discretionary basis.

Waterloo is a fee-based firm because some of its advisors can receive third-party commissions from the sale of insurance products, and thus may be subject to a potential conflict of interest. However, this conflict is mitigated by the fact that the firm is fiduciary and is bound to act in the best interests of clients at all times.

The firm relies on its Waterloo Newton Algorithm, a system that monitors over 2,000 stocks and 1,000 ETFs. The algorithm uses sophisticated quantitative methods to assess each security based on macroeconomic, fundamental and technical criteria. The system takes into account market prices, trading volumes and interest rates to generate daily forecasts of asset prices across varying timeframes. Designed to identify high-probability outperformers, the Newton system also aids in risk management by pinpointing sell targets to protect against significant market downturns. The system’s outputs guide trading decisions, supported by fundamental and technical analysis.

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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.

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Third on our list of top Austin advisors is Durbin Bennett Private Wealth Management. You’ll need at least $1 million for Durbin Bennett to consider you as a client. In addition to high-net-worth individuals, the firm also works with charitable organizations, pooled investment vehicles and corporations. As a fee-only firm, Durbin Bennett's compensation comes from client fees, not commissions.

If you enjoy a healthy amount of market skepticism, you’ll likely agree with Maslow's belief that markets can be irrational or inefficient. This belief informs the company’s portfolio strategy, which is based on a passive core and more active satellite components. 

As a client, you’ll decide your ratio of passive-to-active investments when you speak to your advisor to discuss financial goals and planning. Rebalancing is another Maslow portfolio tenet. Portfolios are rebalanced as needed by adhering to predetermined tolerance ranges for various asset classes.

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Outrunner Capital is a fee-based investment firm that offers a variety of advisory services, which include financial planning, consulting, and investment management services. They also work with businesses for long-term planning, cash flow forecasting and more. The firm has a fairly high investment minimum with a minimum annual fee of $300,000, which points to its focus on working with ultra-high-net-worth individuals, and families with businesses. 

Outrunner Capital is the newest firm on this list, having registered in 2024, but the firm has been able to amass a high amount of AUM in that time period with less than 10 total clients. As a fee-based firm, there is the potential for a conflict of interest as the firm or its advisors may earn a commission for the sale of certain securities. However, the firm must act in the best interest of its clients as a fiduciary. 

Before making any investment recommendations, Outrunner meets with each client to learn the entire scope of their situation and determine their unique needs. Through this process, the Firm works with the client to develop a specific asset allocation plan that is memorialized in an Investment Policy Statement (IPS). The IPS details the client’s investment goals, risk tolerance and distribution requirements. Outrunner reviews the IPS atleast annually with each client and make any necessary changes.

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Austin Asset, a fee-only advisor, is the sixth-highest-rated financial advisory firm in Austin. Being fee-only means the company makes money solely from fees, rather than commissions via the sale of products. Austin Asset does not appear to have a minimum account size, however, it charges a $5,000 flat fee plus asset-based fees for wealth management. 

Austin Asset works mostly serves high-net-worth individuals, but also works with charitable organizations and non-high-net-worth individuals. The firm's advisory team includes 13 Certified Financial Planners™ (CFPs®), three certified public accountants (CPAs) and other accredited professionals.

Austin Asset tailors investment portfolios to each client relationship. The firm generally assumes a long-term strategy based on holding securities for over a year. Austin Asset emphasizes the importance of diversification and believes that risk and return are closely linked, with asset allocation being the primary driver of a portfolio's risk and expected return. The firm prioritizes equities over fixed income, as they see greater potential rewards in taking equity risks. 

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Austin Private Wealth, a fee-only firm, is the seventh highest-rated firm in Austin, according to our metrics. Clients are primarily individual investors, both with and without high net worths. The firm, which also works with pensions and profit-sharing plans, does not have a minimum account size. 

Austin Private Wealth tailors its investment strategies to the needs of its individual clients, taking into acount their financial objectives, risk tolerance and time horizons. Client portfolios may consist of individual stocks, bonds, ETFs, options, mutual funds and other securities of both the public and private variety.

The firm employs an array of methods to evaluate securities, including fundamental analysis, duration constraints, cyclical analysis, quantitative analysis and sector analysis.

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Most of the clients at this fee-only firm are individuals, and many have a high net worth. Retirement plans, estates, trusts, businesses, charitable organizations and corporations make up the rest of the firm's typical clientele. Personalized financial planning, wealth management and investment management make up the nucleus of FMP's client services. 

Aside from its home office in Austin, FMP has an additional location in Lake Charles, Louisiana. As a fee-only firm, FMP advisors do not sell investment or insurance products, nor do they earn commissions. The firm does not have a minimum account size. 

The firm offers investment management services through model portfolios and separately managed accounts (SMAs). The firm's model portfolios are managed based on its objectives rather than individual client needs, though clients can request reasonable investment restrictions. The firm primarily uses mutual funds, ETFs and other exchange-traded products, without receiving compensation from fund companies or transaction fees.

FMP's primary model portfolio strategies are:

• Dynamic Asset Allocation: This strategy involves adjusting investments in a mix of equity and fixed income securities based on current market trends. The goal is to achieve gains in rising markets and protect principal during market declines. There are no restrictions on the types of securities used.
• Fully Invested Asset Allocation: This strategy also invests in a mix of equity and fixed income securities, but remains fully invested regardless of market conditions. The portfolio is managed according to the client’s investment objectives, with no restrictions on the types of securities used.

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Meridian Wealth Advisors primarily serves high-net-worth investors such as entrepreneurs, corporate executives and families. The firm also works with 501(c)3 organizations and individuals below the high-net-worth threshold. Meridian requires a minimum relationship size of $2.5 million and charges a minimum annual fee of $12,500.

Meridian Wealth Advisors is a fee-based firm because some of its advisors can receive third-party commissions from the sale of securities or insurance products, and may be subject to a potential conflict of interest. However, this conflict is mitigated by the fact that the firm must act as a fiduciary and is bound to act in the best interests of clients at all times.

Meridian's investment strategy encompasses four pillars: understand, design, implement and manage. They will first get to know each individual client and then craft an investment strategy that makes sense for that client's long-term goals. Managing the account will then allow them to make adjustments as needed while abiding by the individual client's risk tolerance. The firm typically employes a long-term investment strategy, holding assets for at least a year. It also relies on modern portfolio and fundamental analysis to evaluate securities and build portfolios.