AdvisorCensus / Financial advisors / Texas / Austin, TX / Charles Schwab
Financial advisors in Austin, TX using Charles Schwab
83 SEC-registered investment advisory firms headquartered in the Austin, TX metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 49 Financial | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| 994 Group | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Advisors Crypto, Inc. | Austin | SEC-registered investment adviser | Under $25 million |
| Alpha Capital Management | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Ankerstar Wealth, LLC | Leander | SEC-registered investment adviser | $100 million to $500 million |
| Argent Wealth Management, Inc. | Round Rock | SEC-registered investment adviser | $100 million to $500 million |
| ARK Wealth Management | Austin | SEC-registered investment adviser | $100 million to $500 million |
| ATX Financial Planning, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Austin Asset | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Austin Money Management Corporation | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Austin Wealth Management, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Avant Financial Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Birdrock Wealth | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Black Barn Financial, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Bluespring Wealth Management, LLC | Austin | SEC-registered investment adviser | Over $5 billion |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park | SEC-registered investment adviser | $100 million to $500 million |
| Brazos Capital | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Brookline Wealth, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| CAM Investor Solutions | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Centennial Advisors, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Century Management Financial Advisors | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Coyle Capital, LLC | Lakeway | SEC-registered investment adviser | $500 million to $1 billion |
| Dean Wealth Partners, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Eltekon Advisors, LLC. | West Lake Hills | SEC-registered investment adviser | $100 million to $500 million |
| Empiric Advisors, Inc. | Austin | SEC-registered investment adviser | $25 million to $100 million |
| Empiric Institutional | Austin | SEC-registered investment adviser | Under $25 million |
| Empower Wealth Management | Cedar Park | SEC-registered investment adviser | $100 million to $500 million |
| Enclave Advisors, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Entrewealth | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Enzi Wealth | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Erben Associates, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Financial Aurora, LLC. | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Financial Gravity Asset Management, Inc. | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Gravity Family Office Services, LLC | Lakeway | SEC-registered investment adviser | $500 million to $1 billion |
| FMP Wealth Advisers | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Forefront | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Fort Advisors Inc | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Founder Family Financial, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Gannett Wealth Advisors | Austin | SEC-registered investment adviser | $25 million to $100 million |
| Greenbelt Investment Advisors, LLC | Round Rock | SEC-registered investment adviser | $100 million to $500 million |
| Hackett Financial Group, LLC | Wimberley | SEC-registered investment adviser | $100 million to $500 million |
| Halbert Wealth Management, Inc | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Hampton Rock Wealth Management | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Harrell Investment Partners, LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Hub Investment Partners, LLC | Austin | SEC-registered investment adviser | Over $5 billion |
| II Technology, LLC | Austin | SEC-registered investment adviser | $25 million to $100 million |
| Integrated Wealth Strategies, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Intelligent Wealth Solutions LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Ironbridge Private Wealth, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Ironoak Wealth | Cedar Park | SEC-registered investment adviser | $100 million to $500 million |
| JDM Financial Group LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| KM Capital Management, Ltd. | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Lake Hills Wealth Management, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Maslow Wealth Advisors | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Modern Financial Planning | Georgetown | SEC-registered investment adviser | $100 million to $500 million |
| Nixon Capital LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Oakwell Private Wealth Management | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Outrunner Capital, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Oxbow Advisors, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Pacifica Capital Investments | Leander | SEC-registered investment adviser | $500 million to $1 billion |
| PER Stirling Capital Management, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Pioneer Wealth Management Group | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Planning Works Advisory, Inc. | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Management, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Redbud Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Plan Fiduciaries, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Richard P. Slaughter Associates, Inc. | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Root Financial Partners | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| RPS Retirement Plan Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Sage Wealth Planning | Georgetown | SEC-registered investment adviser | $100 million to $500 million |
| Sali Fund Services | Austin | SEC-registered investment adviser | Over $5 billion |
| Schneider Wealth Management | Austin | SEC-registered investment adviser | $100 million to $500 million |
| SVRN Asset Management, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Terry McDaniel & Company | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| TRANSCE3ND LLC | Buda | SEC-registered investment adviser | $100 million to $500 million |
| True Financial Group | Cedar Park | SEC-registered investment adviser | $100 million to $500 million |
| Turner Capital Investments, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Vannoy Advisory Group, Inc. | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Victory Financial | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Waterloo Capital | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Whitwell Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| YCG, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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