AdvisorCensus / Financial advisors / Texas / Austin, TX / Fidelity Investments
Financial advisors in Austin, TX using Fidelity Investments
35 SEC-registered investment advisory firms headquartered in the Austin, TX metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alongside, LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Alpha Capital Management | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Atlasmark Financial, Inc. | 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 |
| Avondale Wealth Management LLC | West Lake Hills | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Beck Capital Management LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Black Barn Financial, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Capital Creek Partners | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Capstar Financial Services LLC | 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 |
| 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 |
| Grace Capital Management, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Hub Investment Partners, LLC | Austin | SEC-registered investment adviser | Over $5 billion |
| Intelligent Wealth Solutions LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Kestra Advisory Services, LLC | Austin | SEC-registered investment adviser | Over $5 billion |
| Kestra Private Wealth Services, LLC | Austin | SEC-registered investment adviser | Over $5 billion |
| LBJ Family Wealth Advisors, Ltd. | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Live Oak Investment Partners | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Lucien Stirling & Gray Advisory Group Inc | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Meridian Wealth Advisors, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Oakwell Private Wealth Management | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| Optas, LLC | Dripping Springs | SEC-registered investment adviser | $500 million to $1 billion |
| Pabrai Investment Funds | West Lake Hills | SEC-registered investment adviser | $500 million to $1 billion |
| PER Stirling Capital Management, LLC | Austin | SEC-registered investment adviser | $1 billion to $5 billion |
| Reap Financial Group, LLC | Austin | SEC-registered investment adviser | $500 million to $1 billion |
| RIA Wealth Advisors, LLC | Round Rock | SEC-registered investment adviser | $100 million to $500 million |
| RPS Retirement Plan Advisors | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Shadowridge Asset Management, LLC | Austin | SEC-registered investment adviser | $100 million to $500 million |
| TRANSCE3ND LLC | Buda | SEC-registered investment adviser | $100 million to $500 million |
| Watercolor Financial | Austin | SEC-registered investment adviser | $100 million to $500 million |
| Waterloo Capital | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Austin, TX using Fidelity Investments. https://advisorcensus.com/advisors/tx/austin/custodians/fidelity https://advisorcensus.com/advisors/tx/austin/custodians/fidelity