# Financial advisors for high-net-worth individuals in Austin, TX

> AdvisorCensus lists 195 investment advisory firms with a principal office in the Austin metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/austin/for-high-net-worth-individuals/page/3

## At a glance

- Investment advisory firms: 195
- Registration: SEC-registered investment adviser: 117, State-registered investment adviser: 78
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 83 (43%); Percentage of assets 186 (95%); Hourly charges 90 (46%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 129 (66%); Commissions 5 (3%); Performance-based fees 22 (11%); Other 16 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 34 (17%); $25 million to $100 million 45 (23%); $100 million to $500 million 72 (37%); $500 million to $1 billion 17 (9%); $1 billion to $5 billion 16 (8%); Over $5 billion 8 (4%); Not reported 3 (2%)
- Years registered: Under 5 years 61 (31%); 5 to 9 years 61 (31%); 10 to 19 years 43 (22%); 20 years or more 29 (15%); Not reported 1 (1%)

## Firms (page 3 of 4, 101 to 150 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Integrated Wealth Strategies, LLC](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254.md)) | 155254 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Intelligent Wealth Solutions LLC](https://advisorcensus.com/firm/intelligent-wealth-solutions-llc-austin-tx-300403) ([md](https://advisorcensus.com/firm/intelligent-wealth-solutions-llc-austin-tx-300403.md)) | 300403 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Commissions |
| [Ironbridge Private Wealth, LLC](https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714) ([md](https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714.md)) | 287714 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ironoak Wealth](https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403) ([md](https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403.md)) | 306403 | Cedar Park, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [J.P. Wealth Management, LLC](https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787) ([md](https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787.md)) | 251787 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [JDM Financial Group LLC](https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057) ([md](https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057.md)) | 122057 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Jeff Elliott, CFP®](https://advisorcensus.com/firm/jeff-elliott-cfp-lakeway-tx-172781) ([md](https://advisorcensus.com/firm/jeff-elliott-cfp-lakeway-tx-172781.md)) | 172781 | Lakeway, TX | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Other |
| [Kestra Advisory Services, LLC](https://advisorcensus.com/firm/kestra-advisory-services-llc-austin-tx-283330) ([md](https://advisorcensus.com/firm/kestra-advisory-services-llc-austin-tx-283330.md)) | 283330 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Hourly, Fixed fee |
| [Kestra Private Wealth Services, LLC](https://advisorcensus.com/firm/kestra-private-wealth-services-llc-austin-tx-155193) ([md](https://advisorcensus.com/firm/kestra-private-wealth-services-llc-austin-tx-155193.md)) | 155193 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [KM Capital Management, Ltd.](https://advisorcensus.com/firm/km-capital-management-ltd-austin-tx-132887) ([md](https://advisorcensus.com/firm/km-capital-management-ltd-austin-tx-132887.md)) | 132887 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Performance fee |
| [Lake Hills Wealth Management, LLC](https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175) ([md](https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175.md)) | 286175 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Larson Financial Advisors](https://advisorcensus.com/firm/larson-financial-advisors-cedar-park-tx-158618) ([md](https://advisorcensus.com/firm/larson-financial-advisors-cedar-park-tx-158618.md)) | 158618 | Cedar Park, TX | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [LBJ Family Wealth Advisors, Ltd.](https://advisorcensus.com/firm/lbj-family-wealth-advisors-ltd-austin-tx-129701) ([md](https://advisorcensus.com/firm/lbj-family-wealth-advisors-ltd-austin-tx-129701.md)) | 129701 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee, Other |
| [Liberty Park Capital Management, LLC](https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315) ([md](https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315.md)) | 160315 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Performance fee |
| [Live Oak Investment Partners](https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406) ([md](https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406.md)) | 304406 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Lucien Stirling & Gray Advisory Group Inc](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641) ([md](https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641.md)) | 112641 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Maqro Advisors LLC](https://advisorcensus.com/firm/maqro-advisors-llc-austin-tx-289245) ([md](https://advisorcensus.com/firm/maqro-advisors-llc-austin-tx-289245.md)) | 289245 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Maslow Wealth Advisors](https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722) ([md](https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722.md)) | 107722 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee, Other |
| [Masterpiece Capital, LLC](https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075) ([md](https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075.md)) | 290075 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Meridian Wealth Advisors, LLC](https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609) ([md](https://advisorcensus.com/firm/meridian-wealth-advisors-llc-austin-tx-282609.md)) | 282609 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Mission Hill Advisors, LLC](https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866) ([md](https://advisorcensus.com/firm/mission-hill-advisors-llc-austin-tx-171866.md)) | 171866 | Austin, TX | State-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Modern Financial Planning](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193) ([md](https://advisorcensus.com/firm/modern-financial-planning-georgetown-tx-297193.md)) | 297193 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Momentum Private Wealth Management](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502) ([md](https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502.md)) | 305502 | Cedar Park, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Monies Wealth LLC](https://advisorcensus.com/firm/monies-wealth-llc-austin-tx-327872) ([md](https://advisorcensus.com/firm/monies-wealth-llc-austin-tx-327872.md)) | 327872 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Commissions |
| [Moveup Financial LLC](https://advisorcensus.com/firm/moveup-financial-llc-austin-tx-311423) ([md](https://advisorcensus.com/firm/moveup-financial-llc-austin-tx-311423.md)) | 311423 | Austin, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [MTR Advisory Services, Inc.](https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140) ([md](https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140.md)) | 121140 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Mueller Wealth Advisors](https://advisorcensus.com/firm/mueller-wealth-advisors-austin-tx-319629) ([md](https://advisorcensus.com/firm/mueller-wealth-advisors-austin-tx-319629.md)) | 319629 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Nest Financial LLC](https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307) ([md](https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307.md)) | 299307 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Nixon Capital LLC](https://advisorcensus.com/firm/nixon-capital-llc-austin-tx-148061) ([md](https://advisorcensus.com/firm/nixon-capital-llc-austin-tx-148061.md)) | 148061 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Oakwell Private Wealth Management](https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096) ([md](https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096.md)) | 162096 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Optas, LLC](https://advisorcensus.com/firm/optas-llc-dripping-springs-tx-299965) ([md](https://advisorcensus.com/firm/optas-llc-dripping-springs-tx-299965.md)) | 299965 | Dripping Springs, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Orchard Financial](https://advisorcensus.com/firm/orchard-financial-austin-tx-300320) ([md](https://advisorcensus.com/firm/orchard-financial-austin-tx-300320.md)) | 300320 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Orei Advisors LP](https://advisorcensus.com/firm/orei-advisors-lp-austin-tx-284241) ([md](https://advisorcensus.com/firm/orei-advisors-lp-austin-tx-284241.md)) | 284241 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Origin Wealth Advisers](https://advisorcensus.com/firm/origin-wealth-advisers-austin-tx-171946) ([md](https://advisorcensus.com/firm/origin-wealth-advisers-austin-tx-171946.md)) | 171946 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Outrunner Capital, LLC](https://advisorcensus.com/firm/outrunner-capital-llc-austin-tx-331377) ([md](https://advisorcensus.com/firm/outrunner-capital-llc-austin-tx-331377.md)) | 331377 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Oxbow Advisors, LLC](https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393) ([md](https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393.md)) | 156393 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Pacifica Capital Investments](https://advisorcensus.com/firm/pacifica-capital-investments-leander-tx-125790) ([md](https://advisorcensus.com/firm/pacifica-capital-investments-leander-tx-125790.md)) | 125790 | Leander, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Performance fee |
| [Parkhurst Consulting CPA PC](https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240) ([md](https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240.md)) | 149240 | Cedar Park, TX | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [PER Stirling Capital Management, LLC](https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671) ([md](https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671.md)) | 151671 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee, Other |
| [Perry Investment Management, LLC](https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908) ([md](https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908.md)) | 150908 | Round Rock, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Pioneer Wealth Management Group](https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429) ([md](https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429.md)) | 133429 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Planning Works Advisory, Inc.](https://advisorcensus.com/firm/planning-works-advisory-inc-austin-tx-317834) ([md](https://advisorcensus.com/firm/planning-works-advisory-inc-austin-tx-317834.md)) | 317834 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Portfolio Management, LLC](https://advisorcensus.com/firm/portfolio-management-llc-austin-tx-107129) ([md](https://advisorcensus.com/firm/portfolio-management-llc-austin-tx-107129.md)) | 107129 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [Quillpen Advisors, LLC](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896) ([md](https://advisorcensus.com/firm/quillpen-advisors-llc-bee-cave-tx-308896.md)) | 308896 | Bee Cave, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Rabbanian Financial Planning, Inc.](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395) ([md](https://advisorcensus.com/firm/rabbanian-financial-planning-inc-austin-tx-114395.md)) | 114395 | Austin, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Hourly, Fixed fee |
| [Reap Financial Group, LLC](https://advisorcensus.com/firm/reap-financial-group-llc-austin-tx-144560) ([md](https://advisorcensus.com/firm/reap-financial-group-llc-austin-tx-144560.md)) | 144560 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Redbud Advisors](https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477) ([md](https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477.md)) | 300477 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Resource Consulting Group, Inc.](https://advisorcensus.com/firm/resource-consulting-group-inc-austin-tx-112168) ([md](https://advisorcensus.com/firm/resource-consulting-group-inc-austin-tx-112168.md)) | 112168 | Austin, TX | State-registered investment adviser | Not reported | 42 | Hourly, Fixed fee |
| [Retirement Plan Fiduciaries, LLC](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137) ([md](https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137.md)) | 161137 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [RIA Wealth Advisors, LLC](https://advisorcensus.com/firm/ria-wealth-advisors-llc-round-rock-tx-312072) ([md](https://advisorcensus.com/firm/ria-wealth-advisors-llc-round-rock-tx-312072.md)) | 312072 | Round Rock, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |

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## Questions people ask

**Which financial advisors in Austin, TX work with high-net-worth individuals?**
195 investment advisory firms with a principal office in the Austin metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Austin, TX?**
AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, from Form ADV filings as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Austin, TX?**
113 of the 521 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Austin, TX offer financial planning?**
183 of the 341 firms in Austin, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Austin, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 113 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Austin, TX: 195 firms from Form ADV filings as of October 2026.