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Top 4 financial advisor firms in Cedar Park

4 SEC-registered financial advisor firms are headquartered in Cedar Park, TX, with $1.16B in combined regulatory assets under management. The largest by assets are TrueFG ($409M), Donato Wealth Management, PLLC ($349M) and Boyce & Associates Wealth Consulting ($245M).

4
Financial advisor firms
$1.16B
Their combined AUM
$297M
Median firm AUM
1,818
Clients of the top 4

The 4 largest by assets

  1. 1
    TrueFG

    RIA

    $409M

  2. 2
    Donato Wealth Management, PLLC

    RIA

    $349M

  3. 3
    Boyce & Associates Wealth Consulting

    RIA

    $245M

  4. 4
    IronOak Wealth

    RIA

    $162M

Profiles of the top 4

No. 1 · RIA

TrueFG

TrueFG is an investment adviser based in Cedar Park, TX, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $409 million, as filed on 30 March 2026.

Regulatory AUM
$409M
Clients
667
Advisory staff
2
Custodians
Charles Schwab
Headquarters
1464 E Whitestone BLVD, Suite 1601, Cedar Park, TX 78613
Phone
512-649-2383
Website
truefg.com

No. 2 · RIA

Donato Wealth Management, PLLC

Donato Wealth Management, PLLC is an investment adviser based in Cedar Park, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $349 million, as filed on 27 August 2026.

Donato Wealth Management, PLLC charges up to 2.00% a year for its Portfolio management services.

Regulatory AUM
$349M
Clients
551
Advisory staff
8
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab, Fidelity
Headquarters
715 Discovery BLVD, Suite 205, Cedar Park, TX 78613
Phone
512-833-6557
Website
empoweringretirement.com

No. 3 · RIA

Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting is an investment adviser based in Cedar Park, TX, registered with the SEC since 2021. 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 $245 million, as filed on 26 August 2026.

Boyce & Associates Wealth Consulting charges 0.30%–1.25% a year for its Asset Management Fee Schedule.

Regulatory AUM
$245M
Clients
268
Advisory staff
6
Founded
2017
Fee schedule
0.30% to 1.25% a year
Custodians
Charles Schwab
Headquarters
3109 Kenai DR., Ste 107, Cedar Park, TX 78613
Phone
512-522-4838
Website
boycewealth.com

No. 4 · RIA

IronOak Wealth

IronOak Wealth is an investment adviser based in Cedar Park, TX, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $162 million, as filed on 15 June 2026.

IronOak Wealth charges 0.65%–2.00% a year for its Asset Management.

Regulatory AUM
$162M
Clients
332
Advisory staff
6
Fee schedule
0.65% to 2.00% a year
Custodians
Charles Schwab, Aspire Financial Services
Headquarters
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX 78613
Phone
737-271-9421
Website
ironoakwealth.com

Questions about financial advisors in Cedar Park

How many financial advisor firms are headquartered in Cedar Park?

4 SEC-registered financial advisor firms report their principal office in Cedar Park, TX, managing $1.16B in regulatory assets between them.

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

What is the largest financial advisor firm in Cedar Park?

TrueFG, with $409M in regulatory assets under management on its latest Form ADV. The next largest are Donato Wealth Management, PLLC ($349M) and Boyce & Associates Wealth Consulting ($245M).

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

How large is a typical financial advisor firm in Cedar Park?

The median firm manages $297M in regulatory assets. That is the midpoint of the 4 firms headquartered in Cedar Park.

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

How much do financial advisors in Cedar Park charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% 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 Cedar Park?

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

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