# Financial advisors in Austin, TX

> AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/austin/page/6

## At a glance

- Investment advisory firms: 521
- Registration: SEC-registered investment adviser: 208, State-registered investment adviser: 133, Exempt reporting adviser: 180
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 113 (33%); Percentage of assets 312 (91%); Hourly charges 114 (33%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 171 (50%); Commissions 7 (2%); Performance-based fees 99 (29%); Other 44 (13%); No compensation arrangements reported 180
- Regulatory assets under management (Item 5.F): Under $25 million 69 (13%); $25 million to $100 million 48 (9%); $100 million to $500 million 103 (20%); $500 million to $1 billion 36 (7%); $1 billion to $5 billion 39 (7%); Over $5 billion 17 (3%); Not reported 209 (40%)
- Years registered: Under 5 years 301 (58%); 5 to 9 years 97 (19%); 10 to 19 years 77 (15%); 20 years or more 38 (7%); Not reported 8 (2%)

## Firms (page 6 of 11, 251 to 300 of 521, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [James S. Marroquin, CFP](https://advisorcensus.com/firm/james-s-marroquin-cfp-austin-tx-114477) ([md](https://advisorcensus.com/firm/james-s-marroquin-cfp-austin-tx-114477.md)) | 114477 | Austin, TX | State-registered investment adviser | Not reported | Not reported | Hourly, Fixed fee |
| [Jamestown Capital Management, LLC](https://advisorcensus.com/firm/jamestown-capital-management-llc-austin-tx-338514) ([md](https://advisorcensus.com/firm/jamestown-capital-management-llc-austin-tx-338514.md)) | 338514 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [JAY Kubo LLC](https://advisorcensus.com/firm/jay-kubo-llc-austin-tx-318098) ([md](https://advisorcensus.com/firm/jay-kubo-llc-austin-tx-318098.md)) | 318098 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [JPL Wealth Management](https://advisorcensus.com/firm/jpl-wealth-management-dripping-springs-tx-324503) ([md](https://advisorcensus.com/firm/jpl-wealth-management-dripping-springs-tx-324503.md)) | 324503 | Dripping Springs, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [JPN Advisors LLC](https://advisorcensus.com/firm/jpn-advisors-llc-austin-tx-306032) ([md](https://advisorcensus.com/firm/jpn-advisors-llc-austin-tx-306032.md)) | 306032 | Austin, TX | State-registered investment adviser | Under $25 million | 6 | Performance fee |
| [K7 Capital Advisors LLC](https://advisorcensus.com/firm/k7-capital-advisors-llc-austin-tx-333899) ([md](https://advisorcensus.com/firm/k7-capital-advisors-llc-austin-tx-333899.md)) | 333899 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Kamerra Holdings, LLC](https://advisorcensus.com/firm/kamerra-holdings-llc-austin-tx-334548) ([md](https://advisorcensus.com/firm/kamerra-holdings-llc-austin-tx-334548.md)) | 334548 | Austin, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Kensington Asset Management, LLC](https://advisorcensus.com/firm/kensington-asset-management-llc-austin-tx-309780) ([md](https://advisorcensus.com/firm/kensington-asset-management-llc-austin-tx-309780.md)) | 309780 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets |
| [Kentor Financial](https://advisorcensus.com/firm/kentor-financial-austin-tx-114996) ([md](https://advisorcensus.com/firm/kentor-financial-austin-tx-114996.md)) | 114996 | Austin, TX | State-registered investment adviser | Not reported | 28 | % of assets, Hourly, Fixed fee, Other |
| [Kessler Energy, LLC](https://advisorcensus.com/firm/kessler-energy-llc-austin-tx-286106) ([md](https://advisorcensus.com/firm/kessler-energy-llc-austin-tx-286106.md)) | 286106 | Austin, TX | State-registered investment adviser | Not reported | 8 | Hourly, Subscription, Fixed fee, 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 Institutional Services, LLC](https://advisorcensus.com/firm/kestra-institutional-services-llc-austin-tx-151790) ([md](https://advisorcensus.com/firm/kestra-institutional-services-llc-austin-tx-151790.md)) | 151790 | Austin, TX | SEC-registered investment adviser | Not reported | 16 | % of assets, Fixed fee |
| [Kestra Investment Management, LLC.](https://advisorcensus.com/firm/kestra-investment-management-llc-austin-tx-317711) ([md](https://advisorcensus.com/firm/kestra-investment-management-llc-austin-tx-317711.md)) | 317711 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [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 |
| [Knightsbridge Ventures](https://advisorcensus.com/firm/knightsbridge-ventures-austin-tx-290448) ([md](https://advisorcensus.com/firm/knightsbridge-ventures-austin-tx-290448.md)) | 290448 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee, Other |
| [Kodak Brothers Capital Management, LLC](https://advisorcensus.com/firm/kodak-brothers-capital-management-llc-austin-tx-174138) ([md](https://advisorcensus.com/firm/kodak-brothers-capital-management-llc-austin-tx-174138.md)) | 174138 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Krony Capital II, LLC](https://advisorcensus.com/firm/krony-capital-ii-llc-austin-tx-321051) ([md](https://advisorcensus.com/firm/krony-capital-ii-llc-austin-tx-321051.md)) | 321051 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [KT Capital Management LLC](https://advisorcensus.com/firm/kt-capital-management-llc-leander-tx-332694) ([md](https://advisorcensus.com/firm/kt-capital-management-llc-leander-tx-332694.md)) | 332694 | Leander, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Laplace Capital Holdco LLC](https://advisorcensus.com/firm/laplace-capital-holdco-llc-austin-tx-340709) ([md](https://advisorcensus.com/firm/laplace-capital-holdco-llc-austin-tx-340709.md)) | 340709 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Learn Capital](https://advisorcensus.com/firm/learn-capital-austin-tx-170595) ([md](https://advisorcensus.com/firm/learn-capital-austin-tx-170595.md)) | 170595 | Austin, TX | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Leviathan Ventures Management, LLC](https://advisorcensus.com/firm/leviathan-ventures-management-llc-austin-tx-343401) ([md](https://advisorcensus.com/firm/leviathan-ventures-management-llc-austin-tx-343401.md)) | 343401 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Lewis Weil Co.](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194) ([md](https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194.md)) | 332194 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [LFG Manco, LLC](https://advisorcensus.com/firm/lfg-manco-llc-austin-tx-343527) ([md](https://advisorcensus.com/firm/lfg-manco-llc-austin-tx-343527.md)) | 343527 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [LG3 Capital Management, LLC](https://advisorcensus.com/firm/lg3-capital-management-llc-austin-tx-304471) ([md](https://advisorcensus.com/firm/lg3-capital-management-llc-austin-tx-304471.md)) | 304471 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Liveoak Management Services, LLC](https://advisorcensus.com/firm/liveoak-management-services-llc-austin-tx-166879) ([md](https://advisorcensus.com/firm/liveoak-management-services-llc-austin-tx-166879.md)) | 166879 | Austin, TX | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Long View Equity](https://advisorcensus.com/firm/long-view-equity-austin-tx-281666) ([md](https://advisorcensus.com/firm/long-view-equity-austin-tx-281666.md)) | 281666 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Longhorn Freedom Fund MGR, LLC](https://advisorcensus.com/firm/longhorn-freedom-fund-mgr-llc-austin-tx-319005) ([md](https://advisorcensus.com/firm/longhorn-freedom-fund-mgr-llc-austin-tx-319005.md)) | 319005 | Austin, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [LP First Capital LLC](https://advisorcensus.com/firm/lp-first-capital-llc-austin-tx-335304) ([md](https://advisorcensus.com/firm/lp-first-capital-llc-austin-tx-335304.md)) | 335304 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [LRT Capital Management, LLC](https://advisorcensus.com/firm/lrt-capital-management-llc-austin-tx-290260) ([md](https://advisorcensus.com/firm/lrt-capital-management-llc-austin-tx-290260.md)) | 290260 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [LSCP Advisors, LLC](https://advisorcensus.com/firm/lscp-advisors-llc-austin-tx-286018) ([md](https://advisorcensus.com/firm/lscp-advisors-llc-austin-tx-286018.md)) | 286018 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance 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 |
| [Lynwood Price Capital Management LP](https://advisorcensus.com/firm/lynwood-price-capital-management-lp-austin-tx-323308) ([md](https://advisorcensus.com/firm/lynwood-price-capital-management-lp-austin-tx-323308.md)) | 323308 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Mainsail Partners](https://advisorcensus.com/firm/mainsail-partners-austin-tx-157775) ([md](https://advisorcensus.com/firm/mainsail-partners-austin-tx-157775.md)) | 157775 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Mainstage Capital Group, LLC](https://advisorcensus.com/firm/mainstage-capital-group-llc-austin-tx-324821) ([md](https://advisorcensus.com/firm/mainstage-capital-group-llc-austin-tx-324821.md)) | 324821 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Maroon Pass Advisors LP](https://advisorcensus.com/firm/maroon-pass-advisors-lp-austin-tx-323742) ([md](https://advisorcensus.com/firm/maroon-pass-advisors-lp-austin-tx-323742.md)) | 323742 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [McKee ATM Income Fund Manager](https://advisorcensus.com/firm/mckee-atm-income-fund-manager-austin-tx-326876) ([md](https://advisorcensus.com/firm/mckee-atm-income-fund-manager-austin-tx-326876.md)) | 326876 | Austin, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [MCP Management, LP](https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518) ([md](https://advisorcensus.com/firm/mcp-management-lp-austin-tx-324518.md)) | 324518 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee, Performance 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 |
| [Microangel Partners LLC](https://advisorcensus.com/firm/microangel-partners-llc-austin-tx-163660) ([md](https://advisorcensus.com/firm/microangel-partners-llc-austin-tx-163660.md)) | 163660 | Austin, TX | Exempt reporting adviser | Not reported | 14 | Not reported |

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## Questions people ask

**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)
- [Fee-only financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin/fee-only) (https://advisorcensus.com/advisors/tx/austin/fee-only.md)
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- [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md)
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- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/tx/austin.csv

Cite as: AdvisorCensus. Financial advisors in Austin, TX: 521 firms from Form ADV filings as of October 2026.