Top Financial Advisors in Austin, Texas

FinanceHQ’s team of experts conducted thorough research on financial advisors in Austin. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Austin range from $329M to $653B in AUM, and have an average of 21 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Dimensional advisor firm logo

Dimensional Fund Advisors

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About Dimensional Fund Advisors

Austin, TXInvestment Advisor Firm
Assets Managed: $652,741,971,627Total Number of Advisors: 317In Business Since: 1981

Dimensional Fund Advisors is one of the best advisors in Austin because of their unique approach to investing. A global investment advisory firm founded in 1981 and headquartered in Austin, they specialize in portfolio management, ETFs, mutual funds, retirement planning, financial advising, and financial planning. Their "Dimensional Investing" approach is based on extensive empirical research and economic theory, focusing on capturing dimensions that signal higher expected returns in securities while managing costs and diversification effectively.

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LeafHouse Financial Advisors

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About LeafHouse Financial Advisors

Austin, TXInvestment Advisor Firm
Assets Managed: $14,128,243,774Total Number of Advisors: 6In Business Since: 2008

LeafHouse Financial Advisors is an independent registered investment advisor (RIA) founded in 2008 and headquartered in Austin. They specialize in corporate and non-profit retirement plans, providing cost-effective and transparent solutions to mitigate legal risks. As a discretionary investment manager, they use proprietary technology to select and monitor investments, ensuring their clients receive the highest level of service and fiduciary care.

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TCG Advisors, LLC (a Hub International company)

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About TCG Advisors, LLC (a Hub International company)

Austin, TXInvestment Advisor Firm
Assets Managed: $5,765,870,780Total Number of Advisors: 38In Business Since: 2000

Founded in 2000, TCG Advisors (TCG) is one of the best financial advisors in Austin because they specialize in services such as financial planning, investment management, retirement planning, tax planning, and estate planning. As a fee-based fiduciary, TCG places its clients' well-being at the forefront, adhering to the highest ERISA law standards to ensure conflict-free advice. With a team-centered approach to wealth management, TCG provides personalized service and unbiased guidance to help clients execute their financial plans.

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Venturi Private Wealth

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About Venturi Private Wealth

Austin, TXInvestment Advisor Firm
Assets Managed: $1,973,168,667Total Number of Advisors: 20In Business Since: 2015

If you're looking for a boutique advisor service, Venturi Private Wealth, headquartered in Austin, is a rapidly growing independent wealth management firm founded in 2015. They specialize in working with business owners, entrepreneurs, and affluent families, offering alternative solutions to traditional private banks. Their areas of expertise include wealth management, alternative investments, and equity compensation planning, and their team of experienced financial advisors is dedicated to providing optimal outcomes for their clients.

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Meridian Wealth Advisors

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About Meridian Wealth Advisors

Austin, TXInvestment Advisor Firm
Assets Managed: $1,061,409,432Total Number of Advisors: 8In Business Since: 2016

Meridian Wealth Advisors is an independent registered investment advisor (RIA) in Austin. Established in 2016, they specialize in providing tailored wealth advisory and planning services to high-net-worth individuals and families. By integrating investment management, tax planning, and estate planning, they offer a holistic approach to creating comprehensive wealth plans that prioritize client interests.

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Beck Capital Management

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About Beck Capital Management

Austin, TXInvestment Advisor Firm
Assets Managed: $328,650,122Total Number of Advisors: 6In Business Since: 1997

We chose Beck Capital Management as a top advisor in Austin because they specialize in working with high-net-worth individuals in Texas, offering services in ETFs, investment management, retirement planning, and estate planning. Founded in 1997 and headquartered in Austin, their approach focuses on personalized investment portfolios tailored to individual needs, incorporating diverse input from their team of investment advisors and utilizing institutional-grade investment tools and databases.

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Frequently Asked Questions

How do Austin-based financial advisors stay updated on Texas-specific financial regulations and tax laws?

Austin financial advisors stay current on Texas financial regulations and tax laws through ongoing education, professional development, and membership in industry organizations. They often collaborate with legal and tax professionals to ensure they provide the most up-to-date advice to their clients.

How can an Austin-based financial advisor assist with tax planning for Texas residents?

An Austin-based financial advisor can help Texas residents with tax planning by optimizing deductions, credits, and strategies specific to the state's tax laws. They can also offer guidance on tax-efficient investment strategies to maximize returns.

Are there special considerations for retirement planning in Austin, TX?

Retirement planning in Austin may require special considerations due to the state's unique tax laws and economic factors. Financial advisors in Austin can help you navigate these intricacies, such as understanding the tax implications of retirement account withdrawals and creating retirement income strategies that align with your financial goals. They can also provide guidance on maximizing your retirement savings so you can thoroughly enjoy your golden years.

What is the role of financial advisors in Austin regarding estate planning and inheritance?

Estate planning in Austin involves specific legal and tax considerations. Financial advisors in the area can collaborate with estate planning attorneys to create a comprehensive plan that addresses your estate's distribution, minimizes estate taxes, and ensures your wishes are met. They can assist in wealth transfer strategies, such as establishing trusts or gifting strategies, to provide financial security for your loved ones in the Austin community and beyond.

What are the key financial considerations for homeowners in Austin, TX, given the competitive real estate market?

Homeownership in Austin's competitive real estate market comes with financial implications. A local financial advisor can help you navigate property tax strategies, mortgage options, and budgeting to ensure your investment aligns with your financial goals.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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