AdvisorCensus / Financial advisors / Texas / Austin, TX / Branch offices
Advisory firms with an office in Austin, TX, headquartered elsewhere
204 investment advisory firms with a principal office outside the Austin, TX metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1900 Wealth | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Adams Street Advisors, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Adams Street Partners, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Advantage Capital | Austin, TX | New Orleans, LA | SEC-registered investment adviser |
| Alliancebernstein L.P. | Austin, TX | Nashville, TN | SEC-registered investment adviser |
| Alphacore Capital LLC | Austin, TX | La Jolla, CA | SEC-registered investment adviser |
| Alpine Investors | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Altamont Capital Partners | Austin, TX | Palo Alto, CA | SEC-registered investment adviser |
| Altitude Capital Management LLC | Austin, TX | Des Moines, IA | SEC-registered investment adviser |
| Americana Partners, LLC | Austin, TX | Houston, TX | SEC-registered investment adviser |
| Amherst Capital Management LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Anthos Capital | Austin, TX | Santa Monica, CA | SEC-registered investment adviser |
| Antler Innovation US LLC | Austin, TX | New York, NY | Exempt reporting adviser |
| Apogem Capital LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Arax Advisory Partners | Austin, TX | New York, NY | SEC-registered investment adviser |
| ARC Capital Partners | Austin, TX | Los Angeles, CA | SEC-registered investment adviser |
| Aspiriant, LLC | Austin, TX | Los Angeles, CA | SEC-registered investment adviser |
| Avidian Wealth Solutions | Austin, TX | Houston, TX | SEC-registered investment adviser |
| B Capital | Austin, TX | Manhattan Beach, CA | Exempt reporting adviser |
| B.B. Graham & Company, Inc. | Austin, TX | Orange, CA | SEC-registered investment adviser |
| Bakeravenue | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Balyasny Asset Management L.P. | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| BC Partners Advisors L.P. | Austin, TX | New York, NY | SEC-registered investment adviser |
| Bell Partners | Austin, TX | Greensboro, NC | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | Austin, TX | Denver, CO | SEC-registered investment adviser |
| Brevan Howard US Investment Management LP | Austin, TX | New York, NY | SEC-registered investment adviser |
| Bright Road Wealth Management, LLC | Austin, TX | Anchorage, AK | SEC-registered investment adviser |
| Brighton Jones LLC | Austin, TX | Seattle, WA | SEC-registered investment adviser |
| Broadway Wealth Solutions | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Brookfield Public Securities Group LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Brown Advisory | Austin, TX | Baltimore, MD | SEC-registered investment adviser |
| Brown Advisory Investment Solutions Group LLC | Austin, TX | Baltimore, MD | SEC-registered investment adviser |
| Burkholder Wealth Management | Austin, TX | Tulsa, OK | SEC-registered investment adviser |
| Cary Street Partners | Austin, TX | Richmond, VA | SEC-registered investment adviser |
| Cerity Partners LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Cerity Partners Ocio LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| CGN Advisors, LLC | Georgetown, TX | Manhattan, KS | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Taylor, TX | Ann Arbor, MI | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Corda Investment Management, LLC | Austin, TX | Houston, TX | SEC-registered investment adviser |
| Core Industrial Partners, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Creative Planning | Austin, TX | Overland Park, KS | SEC-registered investment adviser |
| Crusonia Wealth Advisors LLC | Austin, TX | Denver, CO | SEC-registered investment adviser |
| CWS Capital Partners LLC | Austin, TX | Newport Beach, CA | SEC-registered investment adviser |
| Cypress Point Wealth Management, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Divco West Real Estate Services, LLC | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Round Rock, TX | South Jordan, UT | SEC-registered investment adviser |
| Eagle Strategies LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Edelman Financial Engines | Austin, TX | Santa Clara, CA | SEC-registered investment adviser |
| Edward Jones | Austin, TX | St. Louis, MO | SEC-registered investment adviser |
| Empirical Wealth Management | Austin, TX | Seattle, WA | SEC-registered investment adviser |
| Encompass Capital Advisors LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Equilibrium Ventures, LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Austin, TX | Birmingham, AL | SEC-registered investment adviser |
| Exeter Property Group, LLC | Austin, TX | Radnor, PA | SEC-registered investment adviser |
| Exoduspoint Capital Management, LP | Austin, TX | New York, NY | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Austin, TX | Ontario, CA | SEC-registered investment adviser |
| FCP | Austin, TX | Chevy Chase, MD | SEC-registered investment adviser |
| Fiduciary Financial Advisors | Austin, TX | Grand Rapids, MI | SEC-registered investment adviser |
| First Financial Coaching, Inc. | Buda, TX | Mt. Clemens, MI | SEC-registered investment adviser |
| First Trust Advisors LP | Austin, TX | Wheaton, IL | SEC-registered investment adviser |
| Flagship Harbor Advisors, LLC | Bee Cave, TX | Boston, MA | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Austin, TX | Tampa, FL | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Austin, TX | Springfield, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Cedar Park, TX | Phoenix, AZ | SEC-registered investment adviser |
| Freestone Grove Partners LP | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Frost Investment Services | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Austin, TX | Rolling Meadows, IL | SEC-registered investment adviser |
| General Atlantic Service Company, L.P. | Austin, TX | New York, NY | SEC-registered investment adviser |
| Goldentree Asset Management LP | Austin, TX | New York, NY | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Austin, TX | Cohoes, NY | SEC-registered investment adviser |
| Grandview Property Partners, LLC | Austin, TX | Greenwich, CT | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Austin, TX | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | Austin, TX | Westborough, MA | SEC-registered investment adviser |
| GWN Securities Inc. | Austin, TX | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Haynie Wealth Management LLC | Austin, TX | Salt Lake City, UT | SEC-registered investment adviser |
| Hightower Advisors, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Asset Management, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Hilltop Securities Inc. | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Hoxton Wealth | Austin, TX | Orlando, FL | SEC-registered investment adviser |
| HPS Advisors, LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| HPS Investment Partners, LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Human Capital | Bastrop, TX | San Francisco, CA | SEC-registered investment adviser |
| Independent Financial Partners | Austin, TX | Tampa, FL | SEC-registered investment adviser |
| Intellicents Investment Solutions Inc | Austin, TX | Albert Lea, MN | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Austin, TX | Atlanta, GA | SEC-registered investment adviser |
| ISC Advisors, Inc. | Buda, TX | Dallas, TX | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Austin, TX | New York, NY | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | Austin, TX | Los Angeles, CA | SEC-registered investment adviser |
| Kintra Wealth, LLC | Austin, TX | Williamsport, PA | SEC-registered investment adviser |
| Leap Wealth Management | Round Rock, TX | Dallas, TX | SEC-registered investment adviser |
| Lido | Austin, TX | Los Angeles, CA | SEC-registered investment adviser |
| Linscomb Wealth, Inc. | Austin, TX | Houston, TX | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Austin, TX | Lubbock, TX | SEC-registered investment adviser |
| LPL Financial LLC | Austin, TX | Fort Mill, SC | SEC-registered investment adviser |
| Luther King Capital Management Corporation | Austin, TX | Fort Worth, TX | SEC-registered investment adviser |
| Magnetar Asset Management LLC | Austin, TX | Evanston, IL | SEC-registered investment adviser |
| Magnetar Financial LLC | Austin, TX | Evanston, IL | SEC-registered investment adviser |
| Maia Wealth | Austin, TX | Denver, CO | SEC-registered investment adviser |
| Mariner | Austin, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Austin, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Wimberly, TX | Overland Park, KS | SEC-registered investment adviser |
| Meeder Public Funds, Inc. | Austin, TX | Dublin, OH | SEC-registered investment adviser |
| Menlo Equities | Austin, TX | Menlo Park, CA | SEC-registered investment adviser |
| Millennium Management LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Austin, TX | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Moneta Ventures, LLC | Austin, TX | Folsom, CA | Exempt reporting adviser |
| Mount Logan Management | Austin, TX | New York, NY | SEC-registered investment adviser |
| MPM Wealth Advisors | West Lake Hills, TX | Holland, OH | SEC-registered investment adviser |
| Newedge Advisors | Austin, TX | New Orleans, LA | SEC-registered investment adviser |
| Nextgen Growth Partners, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Oath Planning, LLC | Round Rock, TX | Tulsa, OK | SEC-registered investment adviser |
| Obra Capital Management, LLC. | Austin, TX | New York, NY | SEC-registered investment adviser |
| One Capital Management, LLC | Austin, TX | Westlake Village, CA | SEC-registered investment adviser |
| Origami Capital Partners, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Pacific Investment Management Company LLC | Austin, TX | Newport Beach, CA | SEC-registered investment adviser |
| Palisades Hudson Asset Management, L.P. | Austin, TX | Fort Lauderdale, FL | SEC-registered investment adviser |
| Parthenon Capital Partners | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Pathstone | Austin, TX | Englewood, NJ | SEC-registered investment adviser |
| Plan Group Financial, Inc. | Austin, TX | Oklahoma City, OK | SEC-registered investment adviser |
| PNC Wealth Management | Austin, TX | Pittsburgh, PA | SEC-registered investment adviser |
| Portfolio Medics, LLC | Austin, TX | Bonita Springs, FL | SEC-registered investment adviser |
| Prime Capital Financial | Austin, TX | Overland Park, KS | SEC-registered investment adviser |
| Prota Financial | Austin, TX | Houston, TX | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Austin, TX | St. Petersburg, FL | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Cedar Park, TX | Minneapolis, MN | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Austin, TX | Wayne, PA | SEC-registered investment adviser |
| Retirement Planners of America | Austin, TX | Plano, TX | SEC-registered investment adviser |
| RFG Advisory, LLC | Austin, TX | Vestavia Hills, AL | SEC-registered investment adviser |
| Ritholtz Wealth Management | Austin, TX | New York, NY | SEC-registered investment adviser |
| Robertson Stephens | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Rockefeller Capital Management | Austin, TX | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | Round Rock, TX | Lady Lake, FL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Austin, TX | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Austin, TX | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | Austin, TX | Rockford, IL | SEC-registered investment adviser |
| Savvy | Georgetown, TX | New York, NY | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Seia | Austin, TX | Los Angeles, CA | SEC-registered investment adviser |
| Sendero Wealth Management, LLC | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Serent Capital Management Company, L.L.C. | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Setpoint Capital | Austin, TX | New York, NY | SEC-registered investment adviser |
| SF Advisers, LLC | Austin, TX | Boston, MA | SEC-registered investment adviser |
| SFMG Wealth Advisors | Austin, TX | Plano, TX | SEC-registered investment adviser |
| Shorebird Capital, LP | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Sixth Street Advisers, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Lending Partners Advisers, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Specialty Lending Advisers, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| SPC | Cedar Park, TX | Ann Arbor, MI | SEC-registered investment adviser |
| SSB&T Wealth Management, LLC | Bee Cave, TX | Fredericksburg, TX | SEC-registered investment adviser |
| Stafford Capital Partners Limited | Austin, TX | London, United Kingdom | SEC-registered investment adviser |
| Standard Crypto Management LP | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Stephens | Austin, TX | Little Rock, AR | SEC-registered investment adviser |
| Storr Group | Austin, TX | West Palm Beach, FL | SEC-registered investment adviser |
| Strategic Advisers LLC | Austin, TX | Boston, MA | SEC-registered investment adviser |
| Strategic Financial Concepts, LLC | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Austin, TX | Louisville, KY | SEC-registered investment adviser |
| Success Wealth Management LLC | Cedar Park, TX | Wexford, PA | SEC-registered investment adviser |
| Sunbelt Securities | Austin, TX | Houston, TX | SEC-registered investment adviser |
| Sverica Capital Management | Austin, TX | Boston, MA | SEC-registered investment adviser |
| TA Associates | Austin, TX | Boston, MA | SEC-registered investment adviser |
| Teamwork Financial Advisors, LLC | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| Ten Peaks Partners L.L.C. | Austin, TX | Clayton, MO | SEC-registered investment adviser |
| Texas Capital Bank Private Wealth Advisors | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Teza Capital Management LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| The Caprock Group, LLC | Austin, TX | Boise, ID | SEC-registered investment adviser |
| The Fiduciary Alliance | Austin, TX | Greenville, SC | SEC-registered investment adviser |
| The Mather Group, LLC | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | Austin, TX | Las Vegas, NV | SEC-registered investment adviser |
| Third Avenue Management LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Tishman Speyer Properties, L.P. | Austin, TX | New York, NY | SEC-registered investment adviser |
| Titan Fund Management, LLC | Austin, TX | Albuquerque, NM | SEC-registered investment adviser |
| Titleist Asset Management, LLC | Austin, TX | San Antonio, TX | SEC-registered investment adviser |
| TLWM Financial | Round Rock, TX | San Antonio, TX | SEC-registered investment adviser |
| Tollefson and Company Investment Management LLC | Austin, TX | Washington, DC | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Austin, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Austin, TX | Philadelphia, PA | SEC-registered investment adviser |
| Tree Line Capital Partners, LLC | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Austin, TX | Lawrence, KS | SEC-registered investment adviser |
| Trilantic North America | Austin, TX | New York, NY | SEC-registered investment adviser |
| True North Advisors, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Turnbridge RE Fund Management Company I LLC | Austin, TX | New York, NY | SEC-registered investment adviser |
| Turtle Creek Wealth Advisors, LLC | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| UBS Financial Services Inc. | Austin, TX | Weehawken, NJ | SEC-registered investment adviser |
| USI Securities, Inc. | Austin, TX | Glastonbury, CT | SEC-registered investment adviser |
| Valor Equity Partners | Austin, TX | Chicago, IL | SEC-registered investment adviser |
| Vann Equity Management LLC | Austin, TX | Plano, TX | SEC-registered investment adviser |
| Venturi Private Wealth | Austin, TX | Boise, ID | SEC-registered investment adviser |
| Vista Equity Partners Management, LLC | Austin, TX | San Francisco, CA | SEC-registered investment adviser |
| Water Valley Investment Advisors, Inc. | Austin, TX | Sioux Center, IA | SEC-registered investment adviser |
| Waverly Advisors, LLC | Austin, TX | Birmingham, AL | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Spicewood, TX | Englewood, CO | SEC-registered investment adviser |
| Wells Fargo Advisors | Austin, TX | St. Louis, MO | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Austin, TX | Mansfield, OH | SEC-registered investment adviser |
| Whitebox Advisors LLC | Austin, TX | Minneapolis, MN | SEC-registered investment adviser |
| Worth Financial Group Inc. | Austin, TX | Dallas, TX | SEC-registered investment adviser |
| Worthpointe | Austin, TX | La Jolla, CA | SEC-registered investment adviser |
| Wpwealth LLP | Austin, TX | Fort Worth, TX | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 5 firms list an office in Austin, TX on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Generation Partners Management, LLC | Austin, TX | SEC-registered investment adviser |
| Veritas Wealth Partners, LLC | Austin, TX | SEC-registered investment adviser |
| Wealth Care LLC | Austin, TX | SEC-registered investment adviser |
| Wealthyx | Austin, TX | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Austin, TX | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Austin, TX, headquartered elsewhere. https://advisorcensus.com/advisors/tx/austin/branch-offices https://advisorcensus.com/advisors/tx/austin/branch-offices