Reap Financial Group, LLC is a highly reputable local investment advisory firm based out of Austin, TX, providing comprehensive financial services to individuals and employer 401K plans. With over 750 individual clients and an impressive $380,599,000 in assets under management, Reap Financial Group, LLC has established itself as a trusted partner in wealth management. The firm boasts four offices strategically located to serve their diverse clientele. Their team of 20 dedicated professionals includes eight experienced investment advisors who possess extensive knowledge and expertise in managing discretionary assets. With an average of $47,570,000 in assets under management per investment advisor, Reap Financial Group, LLC aligns with the industry's average standards. Reap Financial Group, LLC offers a flexible compensation structure tailored to meet the unique needs of their clients. Their fees may include a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and value for their services. Notable among the firm's accomplished advisors are Christopher Heerlein, Hannah Heerlein, and Sandra Newman, who bring years of experience and insight to their clients' financial journeys. Their commitment to building long-term relationships, personalized strategies, and exceptional service sets Reap Financial Group, LLC apart from its competitors. Whether clients seek comprehensive financial planning, retirement solutions, or investment management, Reap Financial Group, LLC provides the expertise and guidance necessary to help individuals and employers achieve their financial goals.

Ria Wealth Advisors, LLC, a local investment advisory firm based out of Round Rock, TX, has cultivated strong relationships with over 90 individual clients, entrusting them with an impressive $91,930,000 in assets under management. With three offices strategically located, Ria Wealth Advisors is dedicated to serving the financial needs of their local community. The firm's expertise extends to managing both employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. This valuable experience positions them well to provide tailored advice and guidance in these areas, ensuring clients' financial goals are met. Ria Wealth Advisors takes a discretionary approach to managing assets, showcasing their ability to make informed investment decisions on behalf of their clients. Their compensation structure is designed to align with their clients' best interests and includes models such as a percentage of assets under management and fixed fees, ensuring transparency and mutual benefit. With a team of eight dedicated employees, including six investment advisory professionals, Ria Wealth Advisors is able to deliver personalized attention and support to their clientele. On average, each investment advisor oversees approximately $15,320,000 in assets under management, reflecting their commitment to providing individualized solutions to meet clients' unique needs. As a trusted partner in the financial industry, Ria Wealth Advisors, LLC, through their comprehensive services and localized focus, continues to build strong client relationships and assist in securing their financial well-being.

Vannoy Advisory Group, Inc. is a reputable investment advisory firm headquartered in Round Rock, TX. With two well-established offices, the company is committed to delivering top-notch financial guidance and expertise to its valued clients. Comprising a small yet highly skilled team, Vannoy Advisory Group, Inc. employs two professionals, one of whom specializes in providing comprehensive investment advisory services. The firm boasts an impressive average of approximately $112,730,000 in assets under management per investment advisor, which falls within the industry average. At Vannoy Advisory Group, Inc., their compensation structure is diverse and caters to different client needs. It encompasses various types of fees, including a percentage of assets under management and fixed fees. Notably, all the assets managed by the firm are discretionary, offering clients a hands-off approach to their investments. The firm primarily focuses on serving high-net-worth individuals, managing the majority of their substantial assets. With a robust client base, Vannoy Advisory Group, Inc. has more than 10 individual clients, entrusting the firm with over $112,731,000 in assets under management. The company takes pride in the expertise and experience of its registered advisors, notably Neil Vannoy and Simone Vannoy, who have established themselves as two of the firm's most tenured professionals. Vannoy Advisory Group, Inc. distinguishes itself by providing personalized financial strategies tailored to each client's unique circumstances and goals. Through their meticulous approach and dedication to excellence, the firm aims to build lasting relationships with clients while helping them navigate the complexities of the financial markets.

Greenbelt Investment Advisors, LLC is a reputable local investment advisory firm headquartered in Round Rock, TX. With one office, the company prides itself on delivering top-notch investment advisory services. Comprising a team of five highly skilled professionals, each member is dedicated to providing expert guidance in the field. On average, their investment advisors handle an impressive $23,060,000 in assets under management. The firm adopts a flexible compensation structure that includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. While the company manages less than 30% of its assets under management in 401K and individual accounts, it possesses the expertise and capability to efficiently oversee employer funds. The majority of the assets they manage belong to high-net-worth individuals, indicating the firm's proficiency in catering to the unique needs of this clientele. Greenbelt Investment Advisors, LLC boasts an extensive client base, serving over 220 individuals who entrust them with a significant sum of $115,314,000 in assets under management. The firm takes pride in its experienced team of advisors, with Matthew Wells, Amanda Christians, and Homer Parsegian among the longest-tenured professionals. Their dedication to providing exceptional service and expertise has earned them a stellar reputation in the industry. With a commitment to delivering tailored investment advice and a proven track record of success, Greenbelt Investment Advisors, LLC continues to be a trusted partner for individuals seeking sound financial guidance in Round Rock, TX, and beyond.

Boyce & Associates Wealth Consulting, Inc., headquartered in Cedar Park, TX, is a leading local investment advisory firm with a solid reputation for excellence. With over 230 individual clients and an impressive $147,905,000 in assets under management, the firm has established itself as a trusted partner in wealth management. With two offices, Boyce & Associates Wealth Consulting, Inc. caters to a diverse clientele seeking personalized financial solutions. In addition to their investment advisory services, the firm also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. While employer-managed funds are a significant portion of their assets under management, Boyce & Associates Wealth Consulting, Inc. is well-versed in managing 401K and individual accounts, accounting for less than 30% of their portfolio. The firm takes pride in its discretionary management approach, ensuring that all decisions are made in the best interest of their clients. The team at Boyce & Associates Wealth Consulting, Inc. consists of 12 dedicated professionals, with 10 of them specializing in investment advisory services. Each investment advisor boasts an impressive average of approximately $14,790,000 in assets under management, demonstrating their expertise and ability to deliver exceptional results. Notably, the firm boasts a roster of experienced advisors, including Jonathan Mcquade, Karl Van Reusen, and Eric Boyce, who have been with the company for an extended period. Their commitment to client satisfaction and wealth preservation has contributed to the firm's success and earned them a loyal client base. Boyce & Associates Wealth Consulting, Inc. offers a comprehensive compensation structure that includes various options such as a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with those of their clients.

Coyle Capital, LLC is a prominent local investment advisory firm headquartered in Lakeway, TX, boasting a network of three strategically located offices. With a dedicated team of five highly skilled professionals, Coyle Capital, LLC specializes in providing comprehensive investment advisory services. Each advisor manages an average of $59,910,000 in assets under management, a figure that aligns with the industry's average standards. As a discretionary asset management firm, Coyle Capital, LLC ensures complete control and flexibility in managing their clients' assets. Their compensation structure includes various methods, such as a percentage of assets under management, providing a fair and transparent approach. The firm focuses primarily on serving high net worth individuals, effectively overseeing a vast amount of wealth. With a remarkable client base comprising over 130 individuals, Coyle Capital, LLC expertly manages assets totaling more than $299,559,000. Notably, Coyle Capital, LLC values experience and stability within its team. Among their longest-tenured advisors are Adam Wolf, Brandon White, and Dustin White, who bring extensive expertise and insights to their respective roles. Their commitment to building lasting relationships with clients is evident through their personalized approach, tailored strategies, and unwavering dedication to delivering optimal investment outcomes. Coyle Capital, LLC stands out as a trusted partner in the financial industry, offering exceptional investment advisory services to their valued clientele. With their robust track record, dedication to excellence, and commitment to client success, Coyle Capital, LLC continues to be a leading force in the investment advisory landscape.

Bird Rock Asset Management, LP is a small investment advisory firm based out of Austin, TX, with one office. With a dedicated team of five professionals, four of whom specialize in providing investment advisory services, the firm offers expert financial guidance to a diverse clientele. Drawing from their extensive industry knowledge and experience, Bird Rock Asset Management, LP manages an impressive average of approximately $29,220,000 in assets per investment advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management. Notably, about half of their assets under management come from employer 401Ks or individuals, demonstrating their proficiency in this area. An impressive 95% of the assets they oversee are managed on a discretionary basis, allowing them to make informed investment decisions aligned with their clients' objectives. Bird Rock Asset Management, LP takes pride in their expansive client base, which includes over 190 individual clients with a substantial total of $116,899,000 in assets under management. The firm's success can be attributed, in part, to the expertise of its longest-tenured advisors, namely Stephanie Boeke, Stephen Levy, and Christina Cannella, who contribute their wealth of experience to the team. Bird Rock Asset Management, LP maintains a strong reputation for their commitment to providing exceptional financial guidance, personalized service, and delivering consistent results. Their dedication to understanding clients' goals and tailoring investment strategies accordingly sets them apart in the competitive landscape of investment advisory firms.

Halbert Wealth Management, Inc is a reputable investment advisory firm headquartered in Austin, Texas. With one office location, the firm is dedicated to providing comprehensive financial solutions to individuals and businesses. Boasting a team of five experienced professionals, including four investment advisors, Halbert Wealth Management, Inc offers expert guidance and personalized strategies to help clients achieve their financial goals. With an impressive average of approximately $38,290,000 in assets under management per investment advisor, Halbert Wealth Management, Inc has established a strong track record in managing wealth effectively. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with clients' interests and success. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. A notable feature of Halbert Wealth Management, Inc's portfolio is that 58% of the assets they manage are discretionary, enabling them to proactively adapt to market conditions and seize investment opportunities on behalf of their clients. With a diverse clientele of over 160 individual investors, the firm oversees an impressive $153,165,000 in assets under management. Notably, Debi Halbert stands out as one of the longest tenured registered advisors, having been with the company since 1995. Her extensive experience and commitment to client success have contributed to the firm's stellar reputation and continued growth. Halbert Wealth Management, Inc's unwavering dedication to providing exceptional financial services, combined with their experienced team and personalized approach, positions them as a trusted partner for individuals and businesses seeking reliable and effective wealth management solutions in the Austin, Texas area.

Maqro Advisors LLC is a small investment advisory firm based out of Austin, Texas. With one office and a team of four dedicated professionals, Maqro Advisors provides comprehensive investment advisory services to its clients. Three of their employees specialize in offering expert investment advice, leveraging their extensive knowledge and experience in the industry. With an average of approximately $52,630,000 in assets under management per investment advisor, Maqro Advisors performs at an industry-average level. Their compensation structure is designed to align with their clients' success, incorporating various types of fees, such as a percentage of assets under management and performance-based fees. As a discretionary investment advisor, Maqro Advisors has the authority to make investment decisions on behalf of their clients, managing approximately 7% of the total assets they oversee. They primarily cater to high net worth individuals, whose assets make up the majority of their portfolio. Maqro Advisors boasts an impressive track record, with over 0 individual clients entrusting them with their financial needs. In total, the firm manages assets worth over $157,882,000, a testament to their expertise and the trust they have earned from their clients. Driven by a commitment to delivering personalized investment strategies and achieving financial goals, Maqro Advisors LLC has established itself as a trusted partner in the competitive investment advisory industry.

Erben Associates, LLC, a small investment advisory firm based in Austin, TX, is dedicated to providing comprehensive financial solutions to its clients. With a single office, the firm boasts a team of ten talented professionals, four of whom specialize in investment advisory services. The average assets under management per investment advisor stands at approximately $60,980,000, aligning well with industry standards. In terms of compensation, Erben Associates, LLC offers a diverse range of structures, including fixed fees and a discretionary fee arrangement covering 8% of managed assets. This flexibility ensures that clients can choose the option that best suits their needs and preferences. Beyond investment advisory, the firm also extends its services as an insurance broker or agent and a trust company. This comprehensive approach allows Erben Associates, LLC to address various aspects of their clients' financial well-being, offering a holistic and personalized experience. With a solid client base of over ten individuals, Erben Associates, LLC manages assets totaling more than $243,912,000. The firm takes pride in its team of experienced advisors, with notable names like Danny Mcgovern, Brittany Worrell, and James Erben, who have been serving clients diligently for many years. Erben Associates, LLC strives to establish long-lasting relationships with clients, providing them with expert guidance and customized strategies to meet their financial objectives. Through their unwavering commitment to excellence, this Austin-based firm continues to navigate the complexities of the investment landscape, empowering clients to build and preserve wealth.

True Financial Group is a small investment advisory firm based out of Cedar Park, TX, with one office. With a team of two dedicated professionals, they specialize in providing top-notch investment advisory services. Their average assets under management per investment advisor amount to approximately $115,500,000, aligning with industry averages. True Financial Group adopts a flexible compensation structure, offering various options such as a percentage of assets under management and fixed fees. Renowned for their expertise in managing employer 401Ks and individual portfolios, True Financial Group excels in this space, accounting for nearly half of their assets under management. The firm exercises full discretion over 100% of the assets they manage, ensuring personalized and efficient service. True Financial Group proudly serves a diverse clientele, boasting a robust base of over 470 individual clients with a combined total of more than $231,000,000 in assets under management. Among the firm's notable advisors, Marie Freemyer and Scott Brischke stand out as long-tenured registered advisors, exemplifying their commitment to providing valuable guidance and exceptional client experiences. As a reputable investment advisory firm, True Financial Group understands the significance of building strong relationships with their clients and providing tailored solutions to meet their financial goals. With their extensive industry knowledge and dedication to excellence, True Financial Group continues to deliver outstanding results and foster long-lasting partnerships with their valued clients.