Top 10 financial advisor firms in Austin

74 SEC-registered financial advisor firms are headquartered in Austin, TX, with $62.8B in combined regulatory assets under management. The largest by assets are Hub Investment Partners ($11.9B), Bluespring Wealth Management ($5.43B) and Durbin Bennett Private Wealth Management ($2.84B).

74
Financial advisor firms: $62.8B
Their combined AUM: $371M
Median firm AUM: 16,444
Clients of the top 10

The 10 largest by assets

1
Hub Investment Partners
RIA
$11.9B
0.50% to 1.50% a year
2
Bluespring Wealth Management
RIA
$5.43B
Regulatory AUM
3
Durbin Bennett Private Wealth Management
RIA
$2.84B
Up to 1.00% a year
4
Oxbow Advisors
RIA
$2.46B
0.10% to 0.60% a year
5
Waterloo Capital
RIA
$2.26B
Up to 2.00%
6
Root Financial Partners
RIA
$2.15B
0.20% to 1.00% a year
7
Terry McDaniel & Company
RIA
$1.92B
0.25% to 1.00% a year
8
Austin Asset Management
RIA
$1.87B
0.25% to 0.65% a year
9
Meridian Wealth Advisors
RIA
$1.74B
0.55% to 1.00% a year
10
Per Stirling Capital Management
RIA
$1.57B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Hub Investment Partners

Hub Investment Partners is an investment adviser based in Austin, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and individual clients. Its regulatory assets under management total $11.9 billion, as filed on 14 September 2026.

Hub Investment Partners charges 0.50%–1.50% a year for its Retail investment advisory accounts.

Regulatory AUM: $11.9B
Clients: 6,127
Advisory staff: 103
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 900 S. Capital of TX Highway, Suite 350, Austin, TX 78746
Phone: 512-600-5390
Website: hubrpw.com

No. 2 · RIA

Bluespring Wealth Management

Bluespring Wealth Management is an investment adviser based in Austin, TX, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.43 billion, as filed on 1 July 2026.

Regulatory AUM: $5.43B
Clients: 3,250
Advisory staff: 47
Custodians: Charles Schwab, T. Rowe Price Investment Services
Headquarters: 5707 Southwest Parkway, BLDG 2 Ste 401, Austin, TX 78735
Phone: 737-443-2122
Website: bluespringwealthcalifornia.com

No. 3 · RIA

Durbin Bennett Private Wealth Management

Durbin Bennett Private Wealth Management is an investment adviser based in Austin, TX, registered with the SEC since 2001. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $2.84 billion, as filed on 8 September 2026.

Durbin Bennett Private Wealth Management charges up to 1.00% a year for its Individual portfolio management.

Regulatory AUM: $2.84B
Clients: 395
Advisory staff: 16
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
Phone: 512-610-6930
Website: maslow-wealth.com

No. 4 · RIA

Oxbow Advisors

Oxbow Advisors is an investment adviser based in Austin, TX, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.46 billion, as filed on 19 June 2026.

Oxbow Advisors charges 0.10%–0.60% a year for its Standard fee schedule.

Regulatory AUM: $2.46B
Clients: 744
Advisory staff: 10
Fee schedule: 0.10% to 0.60% a year
Custodians: Charles Schwab, RBC Capital Markets
Headquarters: 200 West 6th Street, Suite 1920, Austin, TX 78701
Phone: 512-386-1088
Website: oxbowadvisors.com

No. 5 · RIA

Waterloo Capital

Waterloo Capital is an investment adviser based in Austin, TX, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.26 billion, as filed on 24 September 2026.

Waterloo Capital charges up to 2.00% for its Investment Management & Sub-Adviser Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.26B
Clients: 2,797
Advisory staff: 44
Fee schedule: Up to 2.00%
Custodians: Charles Schwab, Fidelity
Headquarters: 2801 Via Fortuna, Suite 250, Austin, TX 78746
Phone: 512-777-5900
Website: waterloocap.com

No. 6 · RIA

Root Financial Partners

Root Financial Partners is an investment adviser based in Austin, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.15 billion, as filed on 28 August 2026.

Root Financial Partners charges 0.20%–1.00% a year for its Investment Management Services.

Regulatory AUM: $2.15B
Clients: 858
Advisory staff: 59
Founded: 2017
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab, Altruist
Headquarters: 801 Barton Springs RD, Austin, TX 78704
Phone: 760-452-0720
Website: rootfinancialpartners.com

No. 7 · RIA

Terry McDaniel & Company

Terry McDaniel & Company is an investment adviser based in Austin, TX, registered with the SEC since 1985. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.92 billion, as filed on 31 March 2026.

Terry McDaniel & Company charges 0.25%–1.00% a year for its Investment advisory services.

Regulatory AUM: $1.92B
Clients: 378
Advisory staff: 7
Fee schedule: 0.25% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, U S Trust Bank of America N.A.
Headquarters: 2630 Exposition BLVD Ste 300, Austin, TX 78703
Phone: 512-495-9500
Website: tmcdanco.com

No. 8 · RIA

Austin Asset Management

Austin Asset Management is an investment adviser based in Austin, TX, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.87 billion, as filed on 27 February 2026.

Austin Asset Management charges 0.25%–0.65% a year for its Wealth management fees.

Regulatory AUM: $1.87B
Clients: 458
Advisory staff: 13
Founded: 1986
Fee schedule: 0.25% to 0.65% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7200 N. Mopac, Suite 315, Austin, TX 78731
Phone: 512-453-6622
Website: austinasset.com

No. 9 · RIA

Meridian Wealth Advisors

Meridian Wealth Advisors is an investment adviser based in Austin, TX, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.74 billion, as filed on 30 April 2026.

Meridian Wealth Advisors charges 0.55%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.74B
Clients: 336
Advisory staff: 9
Fee schedule: 0.55% to 1.00% a year
Custodians: Raymond James, Fidelity
Headquarters: 3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX 78746
Phone: 512-717-5580
Website: meridianadvisors.com

No. 10 · RIA

Per Stirling Capital Management

Per Stirling Capital Management is an investment adviser based in Austin, TX, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.57 billion, as filed on 30 March 2026.

Regulatory AUM: $1.57B
Clients: 1,101
Advisory staff: 30
Founded: 2009
Custodians: Fidelity, Charles Schwab
Headquarters: 4800 Bee Caves Road, Austin, TX 78746
Phone: 512-628-2300
Website: perstirling.com

Questions about financial advisors in Austin

How many financial advisor firms are headquartered in Austin?

74 SEC-registered financial advisor firms report their principal office in Austin, TX, managing $62.8B in regulatory assets between them. The other 90 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Austin?

Hub Investment Partners, with $11.9B in regulatory assets under management on its latest Form ADV. The next largest are Bluespring Wealth Management ($5.43B) and Durbin Bennett Private Wealth Management ($2.84B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Austin?

The median firm manages $371M in regulatory assets. That is the midpoint of the 74 firms headquartered in Austin.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Austin charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Austin?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Austin has 74 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Austin

Top financial advisor firms in other Texas cities