DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX, AUSTIN
232 advisers found
KESTRA ADVISORY SERVICES, LLC
Austin, TX
AUM
$79.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1359 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8445537872
SALI FUND SERVICES
Austin, TX
AUM
$41.72B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
512-735-7254
SAGE ADVISORY SERVICES LTD CO
Austin, TX
AUM
$28.43B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-327-5530
THE PALISADES GROUP, LLC
Austin, TX
AUM
$27.78B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-361-2148
LEAFHOUSE FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$24.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 879-1505
KESTRA PRIVATE WEALTH SERVICES, LLC
Austin, TX
AUM
$13.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
211 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-553-7872
EIGHT PARTNERS VC, LLC
Austin, TX
AUM
$13.38B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-370-2276
OASIS CAPITAL PARTNERS (TEXAS) INC.
Austin, TX
AUM
$12.40B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
1-512-225-1025
HUB INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$11.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
103 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-600-5390
YACKTMAN ASSET MANAGEMENT LP
Austin, TX
AUM
$11.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-767-6700
AB PRIVATE CREDIT INVESTORS LLC
Austin, TX
AUM
$11.36B
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
512-721-2900
SAPPHIRE VENTURES, LLC
Austin, TX
AUM
$10.44B
Wealth Mgmt
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-382-1110
PEAK ROCK CAPITAL LLC
Austin, TX
AUM
$7.28B
Wealth Mgmt
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-765-6520
ATOM INVESTORS LP
Austin, TX
AUM
$6.83B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(737) 249-0292
HAVELI INVESTMENT MANAGEMENT LLC
Austin, TX
AUM
$6.03B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
512-987-7314
PENNYBACKER CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$4.86B
Wealth Mgmt
Team
43 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-610-2910
KESTRA INVESTMENT MANAGEMENT, LLC.
Austin, TX
AUM
$4.31B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
844-553-7872
PROPHET CAPITAL ASSET MANAGEMENT
Austin, TX
AUM
$4.20B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-327-9500
AQS ASSET MANAGEMENT, L.L.C.
Austin, TX
AUM
$4.07B
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(512) 314-0720
BLUESPRING WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
737-443-2122
MAINSAIL PARTNERS
Austin, TX
AUM
$4.00B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-772-2260
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
FORMENTERA PARTNERS LP
Austin, TX
AUM
$3.29B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-320-9812
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