Financial Advisors in Austin, Texas

Dimensional Fund Advisors is one of the best advisors in Austin because of their unique approach to investing. A global investment advisory firm founded in 1981 and headquartered in Austin, they specialize in portfolio management, ETFs, mutual funds, retirement planning, financial advising, and financial planning. Their "Dimensional Investing" approach is based on extensive empirical research and economic theory, focusing on capturing dimensions that signal higher expected returns in securities while managing costs and diversification effectively.

LeafHouse Financial Advisors is an independent registered investment advisor (RIA) founded in 2008 and headquartered in Austin. They specialize in corporate and non-profit retirement plans, providing cost-effective and transparent solutions to mitigate legal risks. As a discretionary investment manager, they use proprietary technology to select and monitor investments, ensuring their clients receive the highest level of service and fiduciary care.

Founded in 2000, TCG Advisors (TCG) is one of the best financial advisors in Austin because they specialize in services such as financial planning, investment management, retirement planning, tax planning, and estate planning. As a fee-based fiduciary, TCG places its clients' well-being at the forefront, adhering to the highest ERISA law standards to ensure conflict-free advice. With a team-centered approach to wealth management, TCG provides personalized service and unbiased guidance to help clients execute their financial plans.

If you're looking for a boutique advisor service, Venturi Private Wealth, headquartered in Austin, is a rapidly growing independent wealth management firm founded in 2015. They specialize in working with business owners, entrepreneurs, and affluent families, offering alternative solutions to traditional private banks. Their areas of expertise include wealth management, alternative investments, and equity compensation planning, and their team of experienced financial advisors is dedicated to providing optimal outcomes for their clients.

Meridian Wealth Advisors is an independent registered investment advisor (RIA) in Austin. Established in 2016, they specialize in providing tailored wealth advisory and planning services to high-net-worth individuals and families. By integrating investment management, tax planning, and estate planning, they offer a holistic approach to creating comprehensive wealth plans that prioritize client interests.

We chose Beck Capital Management as a top advisor in Austin because they specialize in working with high-net-worth individuals in Texas, offering services in ETFs, investment management, retirement planning, and estate planning. Founded in 1997 and headquartered in Austin, their approach focuses on personalized investment portfolios tailored to individual needs, incorporating diverse input from their team of investment advisors and utilizing institutional-grade investment tools and databases.