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

> Find financial advisors in Austin, TX who work with high-net-worth individuals. AdvisorCensus lists 195 investment advisory firms with a principal office in the Austin metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/austin/for-high-net-worth-individuals/page/4

## 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 4 of 4, 151 to 195 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Richard P. Slaughter Associates, Inc.](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080) ([md](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080.md)) | 109080 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly |
| [Richie Capital Group](https://advisorcensus.com/firm/richie-capital-group-austin-tx-281407) ([md](https://advisorcensus.com/firm/richie-capital-group-austin-tx-281407.md)) | 281407 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee |
| [Rincon Wealth Management](https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430) ([md](https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430.md)) | 311430 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Other |
| [Robert Harrell, Incorporated](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191) ([md](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191.md)) | 106191 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Root Financial Partners](https://advisorcensus.com/firm/root-financial-partners-austin-tx-290289) ([md](https://advisorcensus.com/firm/root-financial-partners-austin-tx-290289.md)) | 290289 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Rudd and Wisdom, Inc.](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092) ([md](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092.md)) | 115092 | Austin, TX | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [S Squared Advisors LLC](https://advisorcensus.com/firm/s-squared-advisors-llc-austin-tx-283785) ([md](https://advisorcensus.com/firm/s-squared-advisors-llc-austin-tx-283785.md)) | 283785 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee |
| [Safe Landing Financial](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835) ([md](https://advisorcensus.com/firm/safe-landing-financial-round-rock-tx-297835.md)) | 297835 | Round Rock, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Sage Advisory Services Ltd Co](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236) ([md](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236.md)) | 106236 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Sage Wealth Planning](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747) ([md](https://advisorcensus.com/firm/sage-wealth-planning-georgetown-tx-300747.md)) | 300747 | Georgetown, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [San Gabriel Capital](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486) ([md](https://advisorcensus.com/firm/san-gabriel-capital-cedar-park-tx-170486.md)) | 170486 | Cedar Park, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Schneider Wealth Management](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166) ([md](https://advisorcensus.com/firm/schneider-wealth-management-austin-tx-144166.md)) | 144166 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Shadowridge Asset Management, LLC](https://advisorcensus.com/firm/shadowridge-asset-management-llc-austin-tx-162066) ([md](https://advisorcensus.com/firm/shadowridge-asset-management-llc-austin-tx-162066.md)) | 162066 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Shorebreak Capital, LLC](https://advisorcensus.com/firm/shorebreak-capital-llc-austin-tx-283921) ([md](https://advisorcensus.com/firm/shorebreak-capital-llc-austin-tx-283921.md)) | 283921 | Austin, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Simaris Financial](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386) ([md](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386.md)) | 300386 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Solaris Private Wealth Management](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180) ([md](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180.md)) | 140180 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Solstice Wealth](https://advisorcensus.com/firm/solstice-wealth-austin-tx-281950) ([md](https://advisorcensus.com/firm/solstice-wealth-austin-tx-281950.md)) | 281950 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Stonecrest Advisors, Inc.](https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095) ([md](https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095.md)) | 142095 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Strada Wealth Management, LLC](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718) ([md](https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718.md)) | 167718 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 12 | Hourly, Fixed fee |
| [Strategic Investment Management](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949) ([md](https://advisorcensus.com/firm/strategic-investment-management-austin-tx-129949.md)) | 129949 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Stuart Investment Advisors, Inc.](https://advisorcensus.com/firm/stuart-investment-advisors-inc-austin-tx-109995) ([md](https://advisorcensus.com/firm/stuart-investment-advisors-inc-austin-tx-109995.md)) | 109995 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets |
| [SVRN Asset Management, LLC](https://advisorcensus.com/firm/svrn-asset-management-llc-austin-tx-222518) ([md](https://advisorcensus.com/firm/svrn-asset-management-llc-austin-tx-222518.md)) | 222518 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Symphony Retirement Partners LLC](https://advisorcensus.com/firm/symphony-retirement-partners-llc-round-rock-tx-300990) ([md](https://advisorcensus.com/firm/symphony-retirement-partners-llc-round-rock-tx-300990.md)) | 300990 | Round Rock, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Terry McDaniel & Company](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732) ([md](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732.md)) | 104732 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Texas Asset Management](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714) ([md](https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714.md)) | 114714 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Three-Sixty Wealth Management, LLC.](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056) ([md](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056.md)) | 339056 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [TNT Asset Management, LLC](https://advisorcensus.com/firm/tnt-asset-management-llc-round-rock-tx-153309) ([md](https://advisorcensus.com/firm/tnt-asset-management-llc-round-rock-tx-153309.md)) | 153309 | Round Rock, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Town Lake Capital Management](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919) ([md](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919.md)) | 173919 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Tradeway](https://advisorcensus.com/firm/tradeway-austin-tx-281879) ([md](https://advisorcensus.com/firm/tradeway-austin-tx-281879.md)) | 281879 | Austin, TX | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Subscription, Fixed fee |
| [Trane Capital, LLC](https://advisorcensus.com/firm/trane-capital-llc-austin-tx-166255) ([md](https://advisorcensus.com/firm/trane-capital-llc-austin-tx-166255.md)) | 166255 | Austin, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [TRANSCE3ND LLC](https://advisorcensus.com/firm/transce3nd-llc-buda-tx-317745) ([md](https://advisorcensus.com/firm/transce3nd-llc-buda-tx-317745.md)) | 317745 | Buda, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [True Financial Group](https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850) ([md](https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850.md)) | 285850 | Cedar Park, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Turner Capital Investments, LLC](https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134) ([md](https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134.md)) | 146134 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Vannoy Advisory Group, Inc.](https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806) ([md](https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806.md)) | 145806 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Victory Financial](https://advisorcensus.com/firm/victory-financial-austin-tx-324943) ([md](https://advisorcensus.com/firm/victory-financial-austin-tx-324943.md)) | 324943 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Watercolor Financial](https://advisorcensus.com/firm/watercolor-financial-austin-tx-327254) ([md](https://advisorcensus.com/firm/watercolor-financial-austin-tx-327254.md)) | 327254 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Waterloo Capital](https://advisorcensus.com/firm/waterloo-capital-austin-tx-133705) ([md](https://advisorcensus.com/firm/waterloo-capital-austin-tx-133705.md)) | 133705 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Commissions |
| [Wealth Beyond Math](https://advisorcensus.com/firm/wealth-beyond-math-austin-tx-331995) ([md](https://advisorcensus.com/firm/wealth-beyond-math-austin-tx-331995.md)) | 331995 | Austin, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth Management Services of Austin, LLC](https://advisorcensus.com/firm/wealth-management-services-of-austin-llc-austin-tx-129588) ([md](https://advisorcensus.com/firm/wealth-management-services-of-austin-llc-austin-tx-129588.md)) | 129588 | Austin, TX | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Wealthportrait Financial, LLC](https://advisorcensus.com/firm/wealthportrait-financial-llc-lakeway-tx-314459) ([md](https://advisorcensus.com/firm/wealthportrait-financial-llc-lakeway-tx-314459.md)) | 314459 | Lakeway, TX | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [White River Investments](https://advisorcensus.com/firm/white-river-investments-austin-tx-313722) ([md](https://advisorcensus.com/firm/white-river-investments-austin-tx-313722.md)) | 313722 | Austin, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Whitwell Advisors](https://advisorcensus.com/firm/whitwell-advisors-austin-tx-331958) ([md](https://advisorcensus.com/firm/whitwell-advisors-austin-tx-331958.md)) | 331958 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Yacktman Asset Management LP](https://advisorcensus.com/firm/yacktman-asset-management-lp-austin-tx-164420) ([md](https://advisorcensus.com/firm/yacktman-asset-management-lp-austin-tx-164420.md)) | 164420 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [YCG, LLC](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769) ([md](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769.md)) | 145769 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Yorkmont Capital Management, LLC](https://advisorcensus.com/firm/yorkmont-capital-management-llc-austin-tx-164599) ([md](https://advisorcensus.com/firm/yorkmont-capital-management-llc-austin-tx-164599.md)) | 164599 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance fee |

- Previous page: https://advisorcensus.com/advisors/tx/austin/for-high-net-worth-individuals/page/3.md

## 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.

## Related pages

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- [Financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
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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.