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Best financial advisors in Austin, TX

Registered advisers within 25 miles of Austin, TX.

Offices
1,425
Firms
838
Combined AUM
$25.5T
Firm-wide filings, not assets booked only here
Clients
5.51M
5,509,366 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

OVERLOOK CAPITAL
SATURN V CAPITAL MANAGEMENT LP
ASTERALPINE CAPITAL
MUDDY WATERS CAPITAL LLC
BRIGHTON JONES LLC
TECA PARTNERS, LP
IRONSPRING, LLC
CAPITAL FACTORY
BLACK BULL ADVISORS LLC
ROLLINS CAPITAL MANAGEMENT, LLC
INDEPENDENT INVESTMENT BANKERS, CORP.
ST. AUGUSTINE CAPITAL PARTNERS
REDBUD VENTURES MANAGEMENT, LLC
OXBOW ADVISORS, LLC
ROCKEFELLER FINANCIAL LLC
WESTERLY WINDS USA, INC.
ORIGAMI CAPITAL PARTNERS, LLC
CRUMPTON VENTURES MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

XIAOYING (NMN) TIAN
Jordana Kutnick
DANTE FICHERA
Ryan M. Leggett
CHANCE MICHAEL FINUCANE
DARLA CHAPMAN RIPLEY
BARRY LLOYD BRAUCHI
THOMAS MILTON CRAIN
Jonas Adam Mioen Dahlstrom
KIMMIE JO MATHIS-DOUMIS
COURTNEY GIBSON BECHTOL
ROBERT ELLIOTT WALSH
JAMES THEODORE OAKLEY
DANA BUTTREY CROSWHITE
Edward Scott Budd
ALEXANDER CHARLES LADAGE
JONATHAN RAY MALDONADO
RUSTY TALLY
NORA I. ROCHA
Matthew Stephen Miller
MARTHA RUTH EGLI
Warren Stansberry
Joel Yun
Angie Brinkley
CANDI ROSE TREVINO
JOHN DENG
BRIAN EDWARD LOEGERING

Within 25 miles of Austin, TX, Best Investors lists 838 registered investment advisory firms with 1,425 offices nearby, managing about $25.5T in combined regulatory AUM across 5,509,366 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Austin

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM