Adviser Record

Investment advisers in Austin, TX

176 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TX

FirmAssetsEmployeesDisclosures
Dimensional Fund Advisors LP$1.02 trillion1,1682
Kestra Advisory Services, LLC$79.80 billion1,35910
Sali Fund Services$45.99 billion790
Sage Advisory Services Ltd Co$28.43 billion580
The Palisades Group, LLC$27.78 billion900
Precision Fiduciary Partners, LLC$24.08 billion173
Kestra Private Wealth Services, LLC$13.45 billion2119
Eight Partners Vc, LLC$13.38 billion690
Oasis Capital Partners (Texas) Inc.$12.40 billion570
Hub Investment Partners, LLC$11.88 billion1720
Yacktman Asset Management LP$11.71 billion190
Ab Private Credit Investors LLC$11.36 billion17
Sapphire Ventures, LP$10.44 billion720
Peak Rock Capital LLC$7.28 billion550
Atom Investors LP$6.83 billion241
Haveli Investment Management LLC$6.03 billion510
Bluespring Wealth Management, LLC$5.43 billion640
Pennybacker Capital Management, LLC$4.86 billion630
Kestra Investment Management, LLC.$4.31 billion170
Prophet Capital Asset Management$4.20 billion160
Aqs Asset Management, L.L.C.$4.07 billion40
Mainsail Partners$4.00 billion810
Formentera Partners LP$3.29 billion110
Greenbelt Capital Partners$3.19 billion250
Maslow Wealth Advisors$2.84 billion270
Mcp Management, LP$2.70 billion80
Multicoin Capital Management, LLC$2.69 billion220
Kensington Asset Management, LLC$2.56 billion172
Serve Capital Partners$2.50 billion80
Oxbow Advisors, LLC$2.46 billion133
Waterloo Capital$2.26 billion640
Orei Advisors LP$2.18 billion410
Root Financial Partners$2.15 billion650
Terry Mcdaniel & Company$1.92 billion130
Austin Asset$1.87 billion210
Tritium Partners$1.86 billion280
Hoisington Investment Management Co$1.79 billion90
Healthquest Capital Management, L.P.$1.78 billion280
Meridian Wealth Advisors, LLC$1.74 billion120
Stafford Capital Partners Inc.$1.72 billion150
Adar1 Capital Management, LLC$1.68 billion110
Per Stirling Capital Management, LLC$1.57 billion302
Ycg, LLC$1.54 billion90
Capital Creek Partners$1.52 billion240
Ancient Art, L.P.$1.50 billion110
49 Financial$1.40 billion1670
Weathergage Capital, LLC$1.36 billion40
Fmp Wealth Advisers$1.34 billion140
Victory Financial$1.34 billion476
Blue Sage Capital$1.26 billion160
Virtus Real Estate LLC$1.14 billion410
Hm International L.L.C.$1.13 billion80
Brigham Management, LLC$1.11 billion390
Enclave Advisors, LLC$1.10 billion60
Presidio Investors LLC$1.09 billion130
Austin Wealth Management, LLC$1.08 billion180
Revival Healthcare Capital LLC$964.3 million120
Intelligent Wealth Solutions LLC$961.0 million60
Militia Capital Management, LLC$958.6 million70
Arvin Capital Management LP$953.4 million70
Christopher & Co., LLC$913.8 million80
Richard P. Slaughter Associates, Inc.$905.2 million140
Distributed Global Manager LP$902.7 million120
Cfm Wealth Partners LLC$885.8 million30
Robert Harrell, Incorporated$885.3 million50
Alongside, LLC$878.6 million30
Alpha Capital Management$871.4 million90
Pine Valley Capital Partners LLC$869.6 million100
Ironarc Management, LLC$834.1 million80
Centergate Capital$828.3 million290
Elsewhere Partners, LLC$803.0 million220
Harris Preston & Partners, LLC$799.2 million150
Saturn V Capital Management LP$793.2 million60
Corrigo Investment Partners, LLC$707.2 million60
Ccc Advisors, LLC$703.3 million140
Century Management Financial Advisors$679.5 million160
Oakwell Private Wealth Management$668.1 million170
Cayetano Development, LLC$666.6 million460
Harrell Investment Partners, LLC$662.4 million60
Reap Financial Group, LLC$648.2 million280
Stuart Investment Advisors, Inc.$630.5 million40
Shoten Capital LP$622.4 million80
Muddy Waters Capital LLC$576.3 million141
Beck Capital Management LLC$562.4 million90
Financial Gravity Asset Management, Inc.$523.4 million52
Owner Resource Group, LLC$511.1 million160
Cypress Creek Partners$499.7 million90
Outrunner Capital, LLC$498.5 million40
Bridgefront Capital, LLC$488.5 million70
Militia Investments, LLC$483.6 million40
Beacon Advisors$459.6 million40
Enzi Wealth$450.9 million70
Brigham Royalties Management, LLC$445.6 million140
Destiny Advisors LLC$441.4 million40
Moontower Asset Management LP$419.2 million160
Greenridge Growth Partners$408.8 million140
Erben Associates, LLC$402.5 million100
Pioneer Wealth Management Group$399.2 million110
Stonecrest Advisors, Inc.$398.8 million250
Nixon Capital LLC$389.9 million20
Lbj Family Wealth Advisors, Ltd.$388.8 million20
Ironbridge Private Wealth, LLC$379.7 million60
Km Capital Management, Ltd.$374.4 million90
Redbud Advisors$367.8 million80
Old Hickory Partners Management, LP$366.3 million100
Norcap Investment Management, L.P.$350.6 million80
Augment Advisors, LLC$342.6 million30
Rps Retirement Plan Advisors$336.3 million30
Hazoor Partners, LLC$330.7 million100
Techquity Capital Management$329.0 million20
Founder Family Financial, LLC$321.0 million30
Nextbio Capital Management LP$305.2 million60
Austin Money Management Corporation$296.1 million23
Buildgroup Management$294.4 million50
Live Oak Investment Partners$266.4 million40
Recurring Capital Management Company, LLC$250.4 million60
Dean Wealth Partners, LLC$249.8 million40
994 Group$244.7 million20
Carlin Wealth Management Group, LLC$240.9 million40
Forefront$239.8 million151
Centennial Advisors, LLC$237.3 million220
Valterra Partners LLC$237.0 million60
Watercolor Financial$234.8 million30
Lscp Advisors, LLC$233.1 million161
Svrn Asset Management, LLC$231.5 million20
Atlasmark Financial, Inc.$228.6 million10
Acacia Partners, LLC$220.7 million50
Ark Wealth Management$216.0 million21
Mission Trail Capital Management, LLC$214.5 million40
Halbert Wealth Management, Inc$211.2 million50
Lynwood Price Capital Management LP$207.9 million30
Capstar Financial Services LLC$207.8 million40
Lake Hills Wealth Management, LLC$206.9 million43
Comunidad Realty Partners$206.5 million150
Planning Works Advisory, Inc.$199.8 million40
Intercapital$198.7 million20
Avant Financial Advisors$196.4 million50
Mozayyx Management LLC$192.7 million40
Hampton Rock Wealth Management$192.4 million70
Maroon Pass Advisors LP$178.6 million20
Teca Partners, LP$174.8 million40
Maqro Advisors LLC$174.4 million40
Atx Financial Planning, LLC$174.3 million40
Vannoy Advisory Group, Inc.$172.4 million20
Ddelta Real Estate Investments$169.6 million90
Black Barn Financial, LLC$164.6 million60
Cam Investor Solutions$155.4 million30
Portfolio Management, LLC$151.9 million30
Integrated Wealth Strategies, LLC$151.7 million70
Brookline Wealth, LLC$149.0 million60
Lucien Stirling & Gray Advisory Group Inc$146.6 million50
Fort Advisors Inc$146.3 million30
Birdrock Wealth$146.3 million60
Financial Aurora, LLC.$130.0 million20
Broadhurst Financial Advisors, Inc.$128.4 million10
Evolution Investment Management LLC$127.5 million40
Shadowridge Asset Management, LLC$126.7 million90
Masterpiece Capital, LLC$124.9 million40
Grace Capital Management, LLC$108.7 million50
Turner Capital Investments, LLC$107.2 million40
Ironhorn Advisors LLC$103.0 million40
Brazos Capital$102.5 million30
Republic Square$102.4 million90
Empiric Advisors, Inc.$64.7 million30
Ii Technology, LLC$40.5 million20
Advisors Crypto, Inc.$11.2 million20
Empiric Institutional$9.9 million40
Fundify Advisors LLC$888,51230
Unifimoney Ria$314,00050
Rewbix$20,00010
Vantheon$080
818 Family Office, LLC$020
Oew Investment Advisors LP$020
Swbc Investment Advisory Services LLC$090
Kestra Institutional Services, LLC$0100
Boon Investment Group, Inc.$010