Firms by city
Registered investment advisers in Austin, TX
13 SEC-registered advisers headquartered in Austin, listed by regulatory assets under management as reported on Form ADV.
13 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Dimensional Fund AdvisorsCRD 106482 | Austin, TX | $1020.36B | 367 | 2,311 |
| Kestra Advisory ServicesCRD 283330 | Austin, TX | $79.80B | 1,359 | 117,403 |
| Sali Fund ManagementCRD 124235 | Austin, TX | $45.99B | 5 | 246 |
| Sage Advisory ServicesCRD 106236 | Austin, TX | $28.43B | 37 | 14,363 |
| The Palisades GroupCRD 165609 | Austin, TX | $27.78B | 9 | 5 |
| Precision Fiduciary PartnersCRD 149694 | Austin, TX | $24.08B | 8 | 4,144 |
| Kestra Private Wealth ServicesCRD 155193 | Austin, TX | $13.45B | 211 | 20,230 |
| Eight Partners VCCRD 283031 | Austin, TX | $13.38B | 27 | 65 |
| Oasis Capital Partners (texas)CRD 171703 | Austin, TX | $12.40B | 26 | 16 |
| Hub Investment PartnersCRD 307956 | Austin, TX | $11.88B | 103 | 6,127 |
| Yacktman Asset ManagementCRD 164420 | Austin, TX | $11.71B | 9 | 636 |
| Ab Private Credit InvestorsCRD 173027 | Austin, TX | $11.36B | 1 | 30 |
| Sapphire VenturesCRD 161558 | Austin, TX | $10.44B | 22 | 18 |
Dimensional Fund AdvisorsCRD 106482$1020.36B
- Headquarters
- Austin, TX
- Advisory staff
- 367
- Clients
- 2,311
Kestra Advisory ServicesCRD 283330$79.80B
- Headquarters
- Austin, TX
- Advisory staff
- 1,359
- Clients
- 117,403
Sali Fund ManagementCRD 124235$45.99B
- Headquarters
- Austin, TX
- Advisory staff
- 5
- Clients
- 246
Sage Advisory ServicesCRD 106236$28.43B
- Headquarters
- Austin, TX
- Advisory staff
- 37
- Clients
- 14,363
The Palisades GroupCRD 165609$27.78B
- Headquarters
- Austin, TX
- Advisory staff
- 9
- Clients
- 5
Precision Fiduciary PartnersCRD 149694$24.08B
- Headquarters
- Austin, TX
- Advisory staff
- 8
- Clients
- 4,144
Kestra Private Wealth ServicesCRD 155193$13.45B
- Headquarters
- Austin, TX
- Advisory staff
- 211
- Clients
- 20,230
Eight Partners VCCRD 283031$13.38B
- Headquarters
- Austin, TX
- Advisory staff
- 27
- Clients
- 65
Oasis Capital Partners (texas)CRD 171703$12.40B
- Headquarters
- Austin, TX
- Advisory staff
- 26
- Clients
- 16
Hub Investment PartnersCRD 307956$11.88B
- Headquarters
- Austin, TX
- Advisory staff
- 103
- Clients
- 6,127
Yacktman Asset ManagementCRD 164420$11.71B
- Headquarters
- Austin, TX
- Advisory staff
- 9
- Clients
- 636
Ab Private Credit InvestorsCRD 173027$11.36B
- Headquarters
- Austin, TX
- Advisory staff
- 1
- Clients
- 30
Sapphire VenturesCRD 161558$10.44B
- Headquarters
- Austin, TX
- Advisory staff
- 22
- Clients
- 18
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Austin on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.