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Financial Advisors in Lakeway, TX: 2026 rankings

210 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lakeway: Larry Bradford, CPA, RFA Score 72/100; 4.9★ from 116 Google reviews.

  2. 4

    Most-reviewed: Tresl, 2,434 Google reviews at 4.4★, the most of 210 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

210 Lakeway financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 5.0★ across 210 rated firms.

Top 10 financial advisors in Lakeway at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lakeway at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Larry Bradford, CPA724.9★ (116)Austin, 3 mi away—Top score
2Wyntrill Financial725.0★ (82)Austin, 2 mi awaySat · Sun · Evenings—
349 Financial725.0★ (268)Austin, 13 mi away——
4Tresl714.4★ (2,434)Austin, 15 mi awaySat · EveningsMost reviews
5Roy Snarr Snarr Financial & Insurance Services, Inc.715.0★ (213)Cedar Park, 16 mi away——
6The Fox Alliance705.0★ (104)Austin, 10 mi away——
7REAP Financial704.9★ (166)Austin, 13 mi away——
8Strategic Capital - Wealth Management Austin705.0★ (109)Austin, 13 mi away——
9Oath - Round Rock Estate Planning & Investment Attorneys705.0★ (204)Round Rock, 20 mi away——
10Cedarwood Financial Partners - Financial Planner: Jeremy Self695.0★ (33)Austin, 2 mi away——

All 210 financial advisors in Lakeway, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Lakeway

    #1 Larry Bradford, CPA

    Based in Austin, 3 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 116 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 116 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4201 Hookbilled Kite Dr, Austin, TX 78738
    View profile for Larry Bradford, CPA(512) 402-0049

  2. #2 Wyntrill Financial

    Based in Austin, 2 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–8 PM · Sun 8 AM–8 PM
    Address
    2802 Flintrock Trace Ste 251, Austin, TX 78738
    View profile for Wyntrill Financial(512) 576-3757

  3. #3 49 Financial

    Based in Austin, 13 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 268 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 268 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX 78746
    View profile for 49 Financial(512) 241-7341

  4. #4 Tresl

    Based in Austin, 15 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 2,434 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 2,434 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–5 PM · Sun closed
    Address
    9300 United Dr #180, Austin, TX 78758
    View profile for Tresl(866) 504-3748

  6. #6 The Fox Alliance

    Based in Austin, 10 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735
    View profile for The Fox Alliance(512) 327-1000

  7. #7 REAP Financial

    Based in Austin, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 166 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 166 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9414 Anderson Mill Rd #100, Austin, TX 78729
    View profile for REAP Financial(512) 249-7300

  12. #12 Western Finance

    Based in Round Rock, 20 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 323 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 323 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1205 Round Rock Ave STE 127, Round Rock, TX 78681
    View profile for Western Finance(512) 238-1006

  14. #14 Centennial Advisors, LLC

    Based in Austin, 8 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 43 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    10815 Ranch to Market Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730
    View profile for Centennial Advisors, LLC(512) 265-5000

  18. #18 BirdRock Wealth

    Based in Austin, 7 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Building II, 9433 Bee Caves Rd Ste 203, Austin, TX 78733
    View profile for BirdRock Wealth(512) 236-0071

  19. #19 TJW Wealth

    Based in Lakeway

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2806 Flintrock Trace, Lakeway, TX 78738
    View profile for TJW Wealth(512) 298-2212

  22. #22 Echelon Financial

    Based in Austin, 11 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4201 Bee Caves Rd suite a-200, Austin, TX 78746
    View profile for Echelon Financial(512) 381-4500

  23. #23 TwoTen Planning

    Based in Austin, 13 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    View profile for TwoTen Planning(616) 389-4612

  24. #24 Collective Advisors

    Based in Austin, 14 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3755 S Capital of Texas Hwy #100, Austin, TX 78704
    View profile for Collective Advisors(512) 467-1923

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 210 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lakeway, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Tuyyo Planning Group, LLC665.0★ (30)14 mi
27Edward Jones - Financial Advisor: EJ Rathburn II, CFP®665.0★ (12)5 mi
28United Heritage Credit Union664.1★ (20)3 mi
29Bares Capital Management, Inc664.0★ (11)In Lakeway
30Modern Wealth Strategies665.0★ (31)16 mi
31American Consumer Credit Counseling, Inc655.0★ (1,380)13 mi
32Austin Divorce Planners654.9★ (28)14 mi
33Hamilton Financial Planning, LLC655.0★ (5)1 mi
34Oakwell Private Wealth Management655.0★ (31)16 mi
35David Disraeli, President 360NetWorth, Inc.655.0★ (22)13 mi
36Real International Realty654.2★ (99)14 mi
37Financial Gravity Companies, Inc.655.0★ (5)2 mi
38Griffin Financial Group655.0★ (14)10 mi
39Hilton Financial Group654.8★ (4)In Lakeway
40Maslow Wealth Advisors654.8★ (21)13 mi
41Stream Wealth Partners655.0★ (3)In Lakeway
42Century Management Financial Advisors644.4★ (21)10 mi
43Solstice Wealth (Formerly Art of Finance)644.9★ (27)18 mi
44Signal Wealth Advisors645.0★ (12)11 mi
45Frost Bank644.4★ (26)13 mi
46Roberts & Company644.8★ (18)14 mi
47Kay Russell - Edelman Financial Engines644.9★ (16)15 mi
48Ankerstar Wealth645.0★ (22)18 mi
49Thaddeus L Watkins - Morgan Stanley Financial Advisor645.0★ (16)16 mi
50Sparks Strategic Wealth645.0★ (24)20 mi

Also serving Lakeway

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lakeway
BusinessGoogle ratingDistance
Austin Telco Investment ServicesIn Lakeway
Coyle CapitalIn Lakeway
DESMO Wealth Advisors, LLCIn Lakeway
Edward JonesIn Lakeway
Edward JonesIn Lakeway
Edward Jones - Financial Advisor: Adam J Gafken, CFP®|AAMS®In Lakeway
Edward Jones - Financial Advisor: Chris Dregits, CFP®5.0★ (1)In Lakeway
Edward Jones - Financial Advisor: Colin J Tracy, CFP®|CPWA®|CEPA®5.0★ (2)In Lakeway
Edward Jones - Financial Advisor: David R Reisen5.0★ (1)In Lakeway
Edward Jones - Financial Advisor: Graham JohnsonIn Lakeway
Edward Jones - Financial Advisor: Guy A Weinhold, CFP®|CEPA®|AAMS®5.0★ (1)In Lakeway
Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®In Lakeway
Empower Wealth and Tax, LLC - LakewayIn Lakeway
Lakeview Retirement Planning5.0★ (1)In Lakeway
Martin Wealth Management, LLCIn Lakeway
Monarch Wealth ManagementIn Lakeway
Rincon Wealth ManagementIn Lakeway
Texas Asset ManagementIn Lakeway
TrestleBridge CapitalIn Lakeway
Wells Fargo AdvisorsIn Lakeway

How we ranked Lakeway financial advisors

We scored 210 Lakeway financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lakeway data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lakeway: frequently asked questions

Which financial advisor has the highest RFA Score in Lakeway?

By RFA Score, the highest-ranked financial advisor in Lakeway, TX is Larry Bradford, CPA with an RFA Score of 72/100. It has 4.9★ from 116 Google reviews. Wyntrill Financial (#2) and 49 Financial (#3) follow. We ranked 210 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lakeway?

RankedFinancialAdvisors ranks 210 financial advisors serving Lakeway, TX. 4 of them are based in Lakeway; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lakeway work on weekends?

35 of 210 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Wyntrill Financial (#2), Tresl (#4) and Capital Budget Strategies, LLC (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lakeway financial advisors have?

The median Google rating among 210 rated financial advisors in Lakeway is 5.0★, with a median of 10 reviews. Tresl has the most, 2,434 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lakeway count in this ranking?

Yes, if they are within 25 mi of the Lakeway city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lakeway ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lakeway a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lakeway

  1. November 2026: RFA Scores recalculated for 210 financial advisors serving Lakeway.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Lakeway pages