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Wealth Managers in Austin, TX: 2026 rankings

45 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Austin: Strategic Capital - Wealth Management Austin, RFA Score 73/100; 5.0★ from 109 Google reviews.

  2. 6

    Most-reviewed: Growth Horizons Wealth Management, 46 Google reviews at 5.0★, the most of 45 ranked after Strategic Capital - Wealth Management Austin; ranked #6.

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

45 Austin wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 45 rated firms.

Top 10 wealth managers 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 wealth managers in Austin at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Strategic Capital - Wealth Management Austin735.0★ (109)AustinTop score
2Modern Wealth Strategies685.0★ (31)Austin—
3BirdRock Wealth675.0★ (25)Austin—
4Solstice Wealth (Formerly Art of Finance)674.9★ (27)Austin—
5Maslow Wealth Advisors664.8★ (21)Austin—
6Growth Horizons Wealth Management655.0★ (46)Georgetown, 25 mi awayMost reviews
7Spring Line Wealth Partners655.0★ (15)Austin—
8Peaks Wealth Advisors654.9★ (13)Austin—
9Oakwell Private Wealth Management645.0★ (31)Leander, 20 mi away—
10Rethink Wealth645.0★ (12)Austin—

All 45 wealth managers 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.

  3. #3 BirdRock Wealth

    Based in Austin

    67/100RFA Score

    Ranked #3 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

  5. #5 Maslow Wealth Advisors

    Based in Austin

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1601 S MoPac Expy #125d, Austin, TX 78746
    View profile for Maslow Wealth Advisors(512) 610-6930

  8. #8 Peaks Wealth Advisors

    Based in Austin

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    111 Congress Ave Ste 516, Austin, TX 78701
    View profile for Peaks Wealth Advisors(512) 886-1991

  10. #10 Rethink Wealth

    Based in Austin

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10801-1 N Mopac Expy, Austin, TX 78759
    View profile for Rethink Wealth(512) 886-2511

  11. #11 Signal Wealth Advisors

    Based in Austin

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1301 S Capital of Texas Hwy Suite C220, Austin, TX 78746
    View profile for Signal Wealth Advisors(512) 285-8990

  13. #13 Sparks Strategic Wealth

    Based in Round Rock, 17 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681
    View profile for Sparks Strategic Wealth(512) 766-5450

  14. #14 Trajan Wealth

    Based in Austin

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13809 Research Blvd Ste 500, Austin, TX 78750
    View profile for Trajan Wealth(512) 720-7885

  17. #17 Ankerstar Wealth

    Based in Leander, 20 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    3835 Co Rd 175 #840, Leander, TX 78641
    View profile for Ankerstar Wealth(512) 614-0085

  19. #19 Maia Wealth

    Based in Austin

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon closed · Tue 10 AM–4 PM · Wed closed · Thu 10 AM–4 PM · Fri–Sun closed
    Address
    14101 US-290 Bldg 1100 Suite 219, Austin, TX 78737
    View profile for Maia Wealth(720) 640-8803

  20. #20 Mission Wealth

    Based in Austin

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    901 S MoPac Expy Building V Suite 250, Austin, TX 78746
    View profile for Mission Wealth(512) 551-1056

  25. #25 Trajan Wealth

    Based in Austin

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7500 Rialto Blvd #250, Austin, TX 78735
    View profile for Trajan Wealth(512) 720-7885

All 45 wealth managers

#1 to #25 are shown in full above. Here are #26 to #45, in RFA Score order; each links to its profile.

wealth managers in Austin, ranks 26 to 45
RankBusinessRFA ScoreGoogle ratingDistance
26Capitol Wealth Strategies625.0★ (5)In Austin
27TJW Wealth625.0★ (11)14 mi
28RBC Wealth Management Branch - Austin625.0★ (5)In Austin
29Proper Wealth of Apollon625.0★ (5)In Austin
30Wise Counsel Wealth Management625.0★ (19)27 mi
31Pierre Tax and Wealth Management615.0★ (9)13 mi
32Empower Wealth and Tax, LLC614.3★ (19)18 mi
33Avidian Wealth Solutions615.0★ (4)In Austin
34Doers Wealth Strategy615.0★ (4)3 mi
35Pioneer Wealth Management Group615.0★ (3)In Austin
36Merrill Lynch Wealth Management615.0★ (3)In Austin
37Merrill Lynch Wealth Management615.0★ (3)In Austin
38Merrill Lynch Wealth Management604.0★ (3)In Austin
39Vital Wealth & Retirement605.0★ (8)20 mi
40e3 Wealth605.0★ (5)14 mi
41Wealth Solutions591.7★ (3)In Austin
42True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer585.0★ (4)18 mi
43Stream Wealth Partners585.0★ (3)14 mi
44Goodwater Wealth Management Group of Raymond James565.0★ (3)26 mi
45Virtue Wealth Management545.0★ (3)36 mi

Also serving Austin

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Austin
BusinessGoogle ratingDistance
49 Financial5.0★ (268)In Austin
Archer Investment Management5.0★ (42)In Austin
Austin Divorce Planners4.9★ (28)In Austin
Bank of America (with Drive-thru ATM)2.9★ (301)In Austin
Bank of America (with Drive-thru ATM)2.8★ (112)In Austin
Bank of America (with Drive-thru ATM)3.5★ (35)In Austin
Beck Capital Management LLC5.0★ (53)In Austin
Cedarwood Financial Partners - Financial Planner: Jeremy Self5.0★ (33)In Austin
Centennial Advisors, LLC4.8★ (43)In Austin
Charles Schwab2.9★ (40)In Austin
Collective Advisors5.0★ (29)In Austin
Echelon Financial5.0★ (33)In Austin
Fidelity Investments3.5★ (54)In Austin
Fidelity Investments3.5★ (28)In Austin
REAP Financial4.9★ (166)In Austin
Retirement Planners of America4.9★ (72)In Austin
Rockwell Trading4.9★ (30)In Austin
The Fox Alliance5.0★ (104)In Austin
Tuyyo Planning Group, LLC5.0★ (30)In Austin
Wyntrill Financial5.0★ (82)In Austin

How we ranked Austin wealth managers

We scored 45 Austin wealth managers 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 a wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Austin: frequently asked questions

Which wealth manager has the highest RFA Score in Austin?

By RFA Score, the highest-ranked wealth manager in Austin, TX is Strategic Capital - Wealth Management Austin with an RFA Score of 73/100. It has 5.0★ from 109 Google reviews. Modern Wealth Strategies (#2) and BirdRock Wealth (#3) follow. We ranked 45 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Austin?

RankedFinancialAdvisors ranks 45 wealth managers serving Austin, TX. 30 of them are based in Austin; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Austin work on weekends?

1 of 45 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Austin wealth managers have?

The median Google rating among 45 rated wealth managers in Austin is 5.0★, with a median of 8 reviews. Strategic Capital - Wealth Management Austin has the most, 109 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Austin count in this ranking?

Yes, if they are within 40 mi of the Austin city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Austin ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 45 wealth managers serving Austin.

More wealth managers and Austin pages