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Investment Advisors in Austin, TX: 2026 rankings

85 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Austin: Rockwell Trading, RFA Score 72/100; 4.9★ from 30 Google reviews.

  2. 5

    Most-reviewed: Advantage Gold, 999 Google reviews at 4.9★, the most of 85 ranked; ranked #5.

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

85 Austin investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 85 rated firms.

Top 10 investment advisors in Austin 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 investment advisors in Austin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rockwell Trading724.9★ (30)Austin—Top score
2LRT Capital Management, LLC714.8★ (25)Austin——
3Real International Realty714.2★ (99)Austin——
4UHCU Investment Services705.0★ (9)Austin——
5Advantage Gold694.9★ (999)AustinEveningsMost reviews
6Stallion Capital Management684.1★ (9)Austin——
7Baskets Capital685.0★ (5)Austin——
8Realized684.3★ (6)Austin——
9Beck Capital Management LLC675.0★ (53)Austin——
10Wells Fargo Advisors673.8★ (4)Austin——

All 85 investment advisors in Austin, 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 Austin

    #1 Rockwell Trading

    Based in Austin

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 30 Google reviews
    Address
    401 Congress Ave #1540, Austin, TX 78701
    View profile for Rockwell Trading(512) 337-1885

  5. #5 Advantage Gold

    Based in Austin

    69/100RFA Score

    Ranked #5 because of its Google rating and review volume: 4.9★ from 999 Google reviews, the most in Austin.

    • 4.9★ from 999 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    3600 W Parmer Ln Ste 107, Austin, TX 78727
    View profile for Advantage Gold(888) 450-1799

  8. #8 Realized

    Based in Austin

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    500 W 13th St, Austin, TX 78701
    View profile for Realized(877) 797-1031

  12. #12 Wells Fargo Advisors

    Based in Austin

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.8★ from 4 Google reviews, listed on Google as “Investment service”.

    • 2.8★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    111 Congress Ave. Ste 1650, Austin, TX 78701
    View profile for Wells Fargo Advisors(512) 477-3767

  17. #17 Echelon Financial

    Based in Austin

    62/100RFA Score

    Ranked #17 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

  19. #19 TwoTen Planning

    Based in Austin

    62/100RFA Score

    Ranked #19 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

  22. #22 Wholesale Coins Direct

    Based in Leander, 24 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.7★ from 9 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat–Sun closed
    Address
    203 Heritage Grove Rd, Leander, TX 78641
    View profile for Wholesale Coins Direct(800) 694-3518

  24. #24 Sputnik ATX VC

    Based in Austin

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Business development service”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 E 6th St ste.230, Austin, TX 78701
    View profile for Sputnik ATX VC

Investment 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 85 ranked investment advisors here; the rest are on their profiles.

investment advisors in Austin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kay Russell - Edelman Financial Engines614.9★ (16)In Austin
27Orchard Financial Group605.0★ (12)In Austin
28Edward Jones - Financial Advisor: EJ Rathburn II, CFP®605.0★ (12)In Austin
29Simplify Wealth Planning605.0★ (12)In Austin
30Edward Jones - Financial Advisor: Hailey M Whitt, AAMS®604.5★ (17)In Austin
31Trajan Wealth605.0★ (10)In Austin
32Fiduciary Financial Advisors605.0★ (10)In Austin
33NEST Financial605.0★ (10)In Austin
34Ark Financial Group605.0★ (9)In Austin
35Creative Planning605.0★ (9)In Austin
36Texas Financial Advisors595.0★ (8)In Austin
37Austin Wealth Management594.8★ (8)In Austin
38Maia Wealth595.0★ (7)In Austin
39Guerin Property Services594.6★ (92)14 mi
40Mission Wealth595.0★ (6)In Austin
41Charles Schwab594.5★ (8)In Austin
42Oakwell Private Wealth Management595.0★ (6)In Austin
43Hamilton Financial Planning, LLC585.0★ (5)In Austin
44RBC Wealth Management Branch - Austin585.0★ (5)In Austin
45Edward Jones - Financial Advisor: Mitchell Rentschler, CFP®585.0★ (5)In Austin
46Proper Wealth of Apollon585.0★ (5)In Austin
47Avidian Wealth Solutions585.0★ (4)In Austin
48Edward Jones - Financial Advisor: Stephanie Emory584.6★ (5)In Austin
49Financial Aurora585.0★ (4)In Austin
50Brighton Jones585.0★ (3)In Austin

Also serving Austin

20 more investment 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 investment advisors serving Austin
BusinessGoogle ratingDistance
49 Financial5.0★ (268)In Austin
American Consumer Credit Counseling, Inc5.0★ (1,380)In Austin
Austin Divorce Planners4.9★ (28)In Austin
BirdRock Wealth5.0★ (25)In Austin
Capital Budget Strategies, LLC5.0★ (81)In Austin
Cedarwood Financial Partners - Financial Planner: Jeremy Self5.0★ (33)In Austin
Centennial Advisors, LLC4.8★ (43)In Austin
Century Management Financial Advisors4.4★ (21)In Austin
Collective Advisors5.0★ (29)In Austin
David Disraeli, President 360NetWorth, Inc.5.0★ (22)In Austin
Frost Bank3.3★ (39)In Austin
Kestra Financial3.0★ (21)In Austin
Lien Phat Income Tax4.1★ (26)In Austin
Maslow Wealth Advisors4.8★ (21)In Austin
Modern Wealth Strategies5.0★ (31)In Austin
REAP Financial4.9★ (166)In Austin
Retirement Planners of America4.9★ (72)In Austin
Solstice Wealth (Formerly Art of Finance)4.9★ (27)In Austin
The Fox Alliance5.0★ (104)In Austin
Wyntrill Financial5.0★ (82)In Austin

How we ranked Austin investment advisors

We scored 85 Austin investment 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 Austin 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Austin: frequently asked questions

Which investment advisor has the highest RFA Score in Austin?

By RFA Score, the highest-ranked investment advisor in Austin, TX is Rockwell Trading with an RFA Score of 72/100. It has 4.9★ from 30 Google reviews. LRT Capital Management, LLC (#2) and Real International Realty (#3) follow. We ranked 85 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Austin?

RankedFinancialAdvisors ranks 85 investment advisors serving Austin, TX. 46 of them are based in Austin; 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 investment advisors in Austin work on weekends?

3 of 85 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is TwoTen Planning (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Austin investment advisors have?

The median Google rating among 85 rated investment advisors in Austin is 5.0★, with a median of 9 reviews. Advantage Gold has the most, 999 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Austin count in this ranking?

Yes, if they are within 25 mi of the Austin city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Austin ranked?

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

How do I check an investment 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 investment advisor in Austin 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 investment 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 Austin

  1. November 2026: RFA Scores recalculated for 85 investment advisors serving Austin.

More investment advisors and Austin pages