Enzi Wealth is a highly regarded investment advisory firm based in Austin, TX, dedicated to providing comprehensive financial solutions to its clients. With a single office, the firm caters to the needs of individuals and businesses seeking expert wealth management services. With a team of seven employees, including four dedicated investment advisors, Enzi Wealth maintains an average of approximately $66,720,000 in assets under management per advisor, aligning with the industry average. Their compensation structure is diverse, encompassing a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for clients. While Enzi Wealth has the capacity to manage employer funds, 401(k) plans and individual accounts constitute less than 30% of their assets under management. However, the firm's expertise in handling corporate portfolios positions them as a trusted partner for businesses seeking investment management services. Operating under a discretionary management approach, Enzi Wealth exercises full authority over 100% of the assets they manage. This empowers them to make informed investment decisions and adapt strategies based on market conditions, aiming to optimize portfolio performance. Enzi Wealth primarily serves high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. With over 150 individual clients entrusting them with more than $266,899,000 in assets, the firm has established a solid reputation for delivering exceptional wealth management services. Ryan Mcconeghy, David Martinez, and William Martinez are among the longest-tenured advisors at Enzi Wealth, contributing to the firm's success and client satisfaction over the years. In addition to investment advisory services, Enzi Wealth also provides valuable services in accounting, further enhancing their ability to deliver holistic financial solutions to their clients. As a small investment advisory firm, Enzi Wealth is committed to building long-lasting client relationships, delivering personalized financial strategies, and assisting clients in achieving their financial goals.

Kestra Investment Management, LLC, based out of Austin, TX, is a local investment advisory firm with a strong presence in the industry. With over 1,460 individual clients and assets under management exceeding $109,810,000, Kestra has established itself as a trusted partner for individuals and employers alike. Specializing in managing employer 401K plans and individual portfolios, the firm possesses the expertise and knowledge necessary to optimize investment strategies for their clients. With a singular focus on discretionary asset management, Kestra Investment Management, LLC ensures that all decisions are made in the best interest of their clients. The firm's compensation structure encompasses various types, including a percentage of assets under management, enabling them to align their interests with those of their clients. The team at Kestra Investment Management, LLC consists of 12 highly skilled professionals, with 10 dedicated investment advisors who collectively oversee an impressive average of approximately $10,980,000 in assets under management per advisor. Notably, Benjamin Smith, Haolun Zhang, and John Barragan are among the firm's longest tenured advisors, bringing a wealth of experience and expertise to their clients' portfolios. As a client-centric organization, Kestra Investment Management, LLC is committed to providing personalized solutions tailored to the unique needs and goals of each individual or employer. Their extensive track record of success, combined with their dedication to exceptional service, solidifies their position as a leading investment advisory firm in the Austin, TX area.

Rembrandt Financial Group LLC, headquartered in Austin, TX, is a small investment advisory firm with a strong foothold in the industry. With six dedicated employees, four of whom specialize in investment advisory services, Rembrandt Financial Group LLC offers expert financial guidance to a diverse range of clients. The firm boasts an impressive track record, managing an average of approximately $36,460,000 in assets per investment advisor. Their compensation structure is flexible, including various options such as a percentage of assets under management and hourly charges, ensuring clients can select a plan that aligns with their specific needs. Rembrandt Financial Group LLC has built a loyal client base, serving over 160 individuals and managing a total of more than $115,400,000 in assets. Their expertise in employer 401Ks and individual investment management is evident, as these sources account for half of the assets they manage. Furthermore, an impressive 96% of the assets under their management are handled with discretionary authority, reflecting the trust placed in their expertise. With a single office in Austin, Rembrandt Financial Group LLC prides itself on providing personalized service and maintaining strong client relationships. The firm's success can be attributed, in part, to the expertise and experience of their longest-tenured advisors, including Mickey Bryan, Wyatt Guggisberg, and Daniel Tapia. Overall, Rembrandt Financial Group LLC stands out in the investment advisory industry due to its dedicated team, substantial assets under management, and a reputation for delivering exceptional financial guidance to a diverse clientele.

Meridian Wealth Advisors, LLC is a distinguished local investment advisory firm based out of Austin, TX. With a single office location, they cater to a diverse clientele seeking expert financial guidance. Comprising a team of 11 highly skilled professionals, Meridian Wealth Advisors provides comprehensive investment advisory services, with 8 of their employees specializing in this area. Renowned for their exceptional track record, Meridian Wealth Advisors manages an impressive average of approximately $132,680,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their proficiency in maximizing clients' investment portfolios. The firm's compensation structure encompasses various methods, including a percentage of assets under management and fixed fees, ensuring a tailored approach for each client's needs. Meridian Wealth Advisors prides itself on its discretionary management of 99% of the assets it oversees, offering clients a hands-off approach to their investments. The firm primarily serves high-net-worth individuals, overseeing a substantial asset base of over $1,061,409,000 for more than 100 individual clients. Within the firm, several advisors have established enduring tenures, contributing to the wealth of experience and expertise at Meridian Wealth Advisors. Notable among them are Angela Cruz, Meagan Moll, and Joshua Galatzan, whose extensive knowledge and commitment have contributed to the firm's sterling reputation. With its unwavering dedication to client success and exceptional financial guidance, Meridian Wealth Advisors, LLC stands as a trusted partner for individuals seeking comprehensive investment advisory services in the Austin, TX area.

Lake Hills Wealth Management, LLC is a small investment advisory firm based out of Austin, TX, with one office. With a team of four dedicated professionals, three of whom provide investment advisory services, the firm is committed to helping clients achieve their financial goals. Lake Hills Wealth Management, LLC has an average of approximately $53,500,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is flexible and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With a strong focus on employer 401Ks and individual clients, Lake Hills Wealth Management, LLC has gained extensive experience in this space. All of the assets they manage, totaling over $160,501,000, are under their discretion, allowing them to make informed investment decisions on behalf of their clients. With over 190 individual clients, Lake Hills Wealth Management, LLC has built a reputation for providing personalized and reliable financial advice. The firm takes pride in its team of highly experienced advisors, including Kurt Gunter, Jack Marino, and Jason Clevlen, who have been instrumental in serving their clients for a significant period. Lake Hills Wealth Management, LLC is dedicated to delivering exceptional service, tailored investment strategies, and a commitment to helping clients navigate the complex world of finance and achieve long-term success.

Kestra Advisory Services, LLC is a reputable national investment advisory firm headquartered in Austin, TX. With a vast network of 545 offices spread across the country, the company operates on a grand scale. As a major player in the industry, Kestra Advisory Services employs a dedicated team of 1,311 professionals, all committed to delivering top-notch investment advisory services. With an impressive average of approximately $31,880,000 in assets under management per investment advisor, Kestra Advisory Services ensures that its clients' financial portfolios are in capable hands. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. A distinguishing feature of Kestra Advisory Services is their expertise in managing employer 401Ks and individual investments, which collectively account for around half of their assets under management. This substantial experience has earned them a stellar reputation within this specialized domain. Boasting a remarkable 68% of discretionary assets, Kestra Advisory Services demonstrates a remarkable level of trust from their clients. Their extensive clientele consists of over 71,120 individuals, entrusting them with an astounding $41,795,125,000 in assets under management. With a history of excellence, Kestra Advisory Services takes pride in its team of seasoned professionals. Notably, the firm is home to highly tenured advisors such as Eleanor Noritake, Elizabeth Blanchard, and Charles Campbell, who contribute their extensive expertise and experience to the success of the company. As Kestra Advisory Services continues to excel in the investment advisory realm, they remain committed to providing exceptional service, personalized solutions, and financial security to their diverse client base nationwide.

Titleist Asset Management, LLC is a highly regarded regional investment advisory firm headquartered in San Antonio, TX, with an extensive presence through its three offices. With a dedicated team of 32 employees, 27 of whom specialize in investment advisory services, Titleist Asset Management offers comprehensive financial guidance to its clients. Each investment advisor at the firm manages an average of approximately $35,570,000 in assets. The company's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and commissions. Notably, Titleist Asset Management excels in managing employer 401Ks and individual accounts, accounting for around half of their impressive assets under management. With their extensive experience in this sector, they have developed a strong reputation for providing exceptional service and results. In addition to their investment advisory services, Titleist Asset Management serves as a registered representative of a broker-dealer, insurance broker, or agent. This diverse range of expertise allows the firm to deliver holistic financial solutions tailored to their clients' specific needs. Titleist Asset Management boasts a substantial client base, with over 720 individual clients entrusting them with their financial well-being. Currently, the firm oversees more than $960,498,000 in assets under management, reflecting the high level of confidence placed in their capabilities. With a commitment to discretion and a client-centric approach, Titleist Asset Management, LLC continues to position itself as a trusted partner in navigating the complexities of the investment landscape, helping individuals and businesses achieve their financial goals.

Enclave Advisors, LLC, based out of Austin, TX, is a leading investment advisory firm catering to high net worth individuals. With over 10 individual clients and a staggering $900,406,000 in assets under management, Enclave Advisors has built a strong reputation for providing exceptional financial guidance. Operating from two offices, the firm boasts a team of six dedicated professionals, three of whom specialize in providing comprehensive investment advisory services. With an average of approximately $300,140,000 in assets under management per investment advisor, Enclave Advisors surpasses the industry average, showcasing their expertise in managing substantial portfolios. Enclave Advisors adopts a discretionary approach, handling 100% of the assets they manage, allowing clients to entrust their investments with confidence. Their compensation structure is flexible, offering various options, including a percentage of assets under management, ensuring alignment with their clients' goals. The firm takes pride in its long-standing relationships, fostered by the expertise and dedication of its advisors. Among the notable and experienced team members are Jonathan Falls, Aaron Stanley, and Matthew Garrett, who have played integral roles in the firm's success. Enclave Advisors sets itself apart by providing personalized and tailored investment strategies, designed to maximize returns and mitigate risk. With a commitment to excellence and a client-centric approach, Enclave Advisors remains a trusted partner for individuals seeking expert financial advice and management of their substantial wealth.

Terry McDaniel & Company is a renowned investment advisory firm located in Austin, TX, specializing in managing assets for high net worth individuals. With over 120 individual clients and an impressive $1,377,811,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With a team of 13 dedicated employees, including 7 investment advisors, Terry McDaniel & Company provides personalized investment strategies tailored to meet the unique goals and objectives of each client. The firm's compensation structure encompasses various types, such as a percentage of assets under management, ensuring their interests are aligned with those of their clients. Notably, 89% of the assets they manage are discretionary, reflecting their expertise and ability to make informed investment decisions on behalf of their clients. Terry McDaniel & Company stands out in the industry with an impressive average of approximately $196,830,000 in assets under management per investment advisor, surpassing the industry average. This achievement highlights their ability to efficiently manage and grow their clients' portfolios. The firm takes pride in its experienced team, with some of the longest tenured advisors including Terry McDaniel, Claude Turlington, and Jeffrey Lucado. Their expertise and commitment to delivering exceptional service have earned them a reputation for excellence in the investment advisory field. As a local firm deeply rooted in Austin, Terry McDaniel & Company is dedicated to building long-term relationships with their clients, providing comprehensive financial guidance, and helping them achieve their financial aspirations.

Durbin Bennett Private Wealth Management, LLC is a distinguished local investment advisory firm based out of Austin, TX. With its headquarters located in the heart of the city, the firm serves a wide range of clients with the utmost professionalism and expertise. The firm boasts a team of 20 dedicated employees, with 10 of them specializing in providing comprehensive investment advisory services. Impressively, Durbin Bennett Private Wealth Management, LLC manages an impressive average of approximately $142,940,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to ensure a tailored approach to each client's needs. With a strong emphasis on discretion, the firm expertly manages 97% of the assets entrusted to them. The majority of their clientele consists of high-net-worth individuals, and Durbin Bennett Private Wealth Management, LLC prides itself on delivering exceptional results and personalized solutions to meet their unique financial goals. Over the years, the firm has cultivated a loyal client base, serving over 60 individual clients with an impressive $1,429,423,000 in assets under management. Durbin Bennett Private Wealth Management, LLC has gained recognition for its team of highly experienced advisors, with some of the longest-tenured professionals including Paul Lueb, Matthew Jachimiak, and Richard Bennett. Durbin Bennett Private Wealth Management, LLC stands as a trusted partner for individuals seeking expert guidance and superior wealth management solutions in the dynamic world of finance.

Planning Works Advisory, Inc., headquartered in Austin, TX, is a prominent investment advisory firm with a solid reputation for delivering exceptional financial solutions. With a team of three highly skilled professionals, they provide comprehensive investment advisory services to a diverse clientele. Their impressive average of approximately $721,720,000 in assets under management per investment advisor sets them apart from industry competitors, highlighting their ability to effectively manage substantial portfolios. The firm's compensation structure is designed to align with clients' best interests, incorporating various types of fees such as a percentage of assets under management. This approach ensures a strong client-advisor relationship built on trust and transparency. Catering primarily to high net worth individuals, Planning Works Advisory, Inc. manages over $137,648,000 in assets for more than 70 individual clients. While the firm predominantly focuses on discretionary asset management, they also possess the expertise to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. With its main office in Austin, TX, Planning Works Advisory, Inc. prides itself on delivering personalized financial guidance tailored to each client's unique goals. The firm's success can be attributed, in part, to the expertise and longevity of its advisors. Notable among them are Timothy Sittler, Mikiel Featherston, and Renee Harvey, who possess extensive experience and have played integral roles in the firm's growth and client satisfaction. As a small yet highly capable investment advisory firm, Planning Works Advisory, Inc. remains committed to providing exceptional service and helping clients navigate the complexities of the financial market with confidence and success.