TLWM Financial, based out of San Antonio, TX, is a reputable local investment advisory firm serving over 530 individual clients. With more than $333,260,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With three offices in the region, TLWM Financial offers a comprehensive range of services to meet their clients' needs. As registered representatives of a broker-dealer, insurance broker, and agent, TLWM Financial provides a holistic approach to wealth management. While they specialize in discretionary asset management, they also possess the expertise to manage employer funds. Their compensation structure is flexible, including various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. The firm takes pride in its team of 11 dedicated employees, with the majority focused on providing exceptional investment advisory services. Each investment advisor at TLWM Financial manages an average of approximately $33,330,000 in assets, demonstrating their competence and commitment to client success. Notably, the firm boasts a group of highly experienced advisors, including Teshay Flowers, Simon Thompson, and Enzo Pellegrino, who have been with the company for a significant period. With a strong presence in the San Antonio area, TLWM Financial is committed to delivering personalized financial solutions, tailored to meet the unique goals and aspirations of their clients. By combining expertise, industry knowledge, and a client-centric approach, TLWM Financial continues to build lasting relationships and provide reliable financial guidance to individuals and organizations alike.

49 Financial is a regional investment advisory firm based out of Austin, TX, with one office. With a total of 55 employees, the majority of them specialize in providing investment advisory services. On average, each investment advisor at 49 Financial manages approximately $4,270,000 in assets under management. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees. Distinguished by their expertise in employer 401Ks and individual investments, nearly half of 49 Financial's assets under management come from these sources. The firm's advisors have amassed considerable experience in this space, providing them with a deep understanding of the intricacies involved. Moreover, 100% of the assets they manage are under the firm's discretionary control, emphasizing their commitment to delivering comprehensive and tailored investment solutions. 49 Financial proudly serves over 2,170 individual clients, effectively managing their combined assets under management, which amount to over $230,562,000. The firm's success is a result of its dedicated team, including several long-tenured advisors such as Kristian Mtetwa, Alexandra Eaton, and Kaili Winters. These experienced professionals bring a wealth of knowledge and a proven track record to their clients, ensuring that their investment goals are met with strategic guidance and personalized attention. With a solid presence in Austin, TX, 49 Financial continues to provide exceptional investment advisory services to a diverse range of clients, empowering them to make informed financial decisions and secure their financial future.

FMP Wealth Advisers, based out of Austin, TX, is a local investment advisory firm with a strong presence in the industry. With two offices, the company prides itself on providing comprehensive investment advisory services to its clients. Boasting a team of 13 skilled professionals, FMP Wealth Advisers maintains a robust workforce solely dedicated to offering top-notch financial guidance. The firm manages an impressive average of $68,140,000 in assets under management per investment advisor, aligning well with the industry standard. FMP Wealth Advisers' compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. Although a smaller proportion of their assets under management comes from 401K and individual accounts, they possess the expertise to effectively handle employer funds. With a discretionary approach, FMP Wealth Advisers skillfully oversees a staggering 95% of the assets they manage, primarily serving high net worth individuals. The firm has built enduring relationships with their clientele, boasting a remarkable portfolio of over 390 individual clients, entrusting the management of their assets, which amounts to an impressive $817,664,000. FMP Wealth Advisers takes pride in its experienced team of advisors. Notable names among their longest tenured advisors include John Hixson, Harry Hixson, and Adam Todd. Their wealth of experience and expertise further solidify the firm's reputation for delivering exceptional financial advice and services. In conclusion, FMP Wealth Advisers stands out as a reliable local investment advisory firm in Austin, TX. With their skilled team, substantial assets under management, and extensive experience, they continue to cater to the financial needs of their diverse clientele with utmost dedication and professionalism.

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.

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.

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.

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.

Best Invest is a reputable investment advisory firm based out of San Antonio, TX, catering to a diverse clientele of over 660 individual clients. With a strong track record, they currently manage an impressive $169,601,000 in assets. Recognizing the importance of personalized service, Best Invest operates from a single office, allowing them to focus on delivering exceptional results to their clients. The firm specializes in managing discretionary assets, with employer 401Ks and individual investments accounting for approximately half of their assets under management. Drawing upon their extensive experience in this domain, Best Invest has developed a deep understanding of the intricacies and complexities associated with retirement planning and individual investment strategies. Best Invest boasts a dedicated team of four employees, three of whom provide expert investment advisory services to their valued clients. The investment advisors at Best Invest have an average of $56,530,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers multiple options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency for their clients. Lori Barker, Brad Dobson, and John Fosdick are among the firm's most experienced advisors, contributing to the longevity and success of Best Invest. Their commitment to delivering tailored investment solutions and providing top-notch customer service has solidified their reputation as one of the leading investment advisory firms in San Antonio, Texas. In summary, Best Invest combines its wealth of experience, comprehensive services, and a dedicated team to effectively manage assets and guide clients toward their financial goals.

Portfolio Management, LLC, headquartered in Austin, Texas, is an esteemed investment advisory firm catering to a diverse clientele. With over 70 individual clients and more than $131,910,000 in assets under management, the company's expertise lies in providing comprehensive portfolio management solutions. Boasting two offices, the firm is well-positioned to serve clients across the region. While 401K and individual accounts constitute less than 30% of their assets under management, Portfolio Management, LLC possesses the capabilities to effectively manage employer funds. The firm prides itself on managing 100% of the assets on a discretionary basis, allowing clients to entrust their investments to the firm's expertise. Catering primarily to high-net-worth individuals, Portfolio Management, LLC handles a significant portion of their clients' wealth. Their compensation structure is diverse, encompassing various types, including a percentage of assets under management. This ensures that the firm is aligned with the success of their clients' investments. With three highly skilled employees, all dedicated to providing exceptional investment advisory services, Portfolio Management, LLC maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $43,970,000 in assets under management, demonstrating the firm's commitment to personalized attention and tailored financial strategies. Richard Kranz and Brinley Ledonne stand as two of the firm's most experienced and longstanding registered advisors, bringing invaluable expertise to the team. With a wealth of industry knowledge and a client-centric approach, Portfolio Management, LLC is well-equipped to help clients achieve their financial goals.

Waterloo Capital is a leading local investment advisory firm based out of Austin, Texas. With a robust presence encompassing four offices, they have established themselves as a trusted partner in the financial industry. Comprising a team of 24 dedicated professionals, Waterloo Capital's strength lies in the expertise of their 16 investment advisors who provide comprehensive advisory services. With an impressive average of approximately $46,590,000 in assets under management per investment advisor, Waterloo Capital's performance aligns with the industry average. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, fixed fees, and commissions. While 401K and individual accounts constitute less than 30% of their assets under management, Waterloo Capital possesses the capability to effectively manage employer funds. An impressive 83% of the assets they manage are discretionary, reflecting their commitment to tailoring investment strategies to meet individual client needs. Catering predominantly to high net worth individuals, Waterloo Capital has amassed a substantial client base, serving over 510 individual clients. The firm prides itself on providing a wide range of services, including insurance brokerage and agent services, ensuring a holistic approach to their clients' financial needs. Notable for their tenure and experience, several of Waterloo Capital's advisors have been instrumental in the firm's success. Donald Simoneaux, John Chatmas, and Earline Chapa stand as exemplary professionals, exemplifying the firm's dedication to delivering top-notch financial guidance and expertise. With their extensive experience, diverse service offerings, and commitment to client satisfaction, Waterloo Capital continues to thrive as a leading investment advisory firm in Austin, Texas.

YCG, LLC, based out of Austin, TX, is a small investment advisory firm that prides itself on providing personalized financial solutions to its clients. With 8 dedicated employees, including 4 experienced investment advisors, YCG, LLC offers a wide range of services to individuals seeking expert guidance in managing their wealth. With an impressive average of approximately $45,200,000 in assets under management per investment advisor, YCG, LLC demonstrates its commitment to delivering comprehensive financial strategies. The firm's compensation structure encompasses various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency. YCG, LLC has established a strong reputation within the industry, managing over $1,102,869,000 in assets for more than 40 individual clients. The firm's exceptional track record and attention to detail have contributed to an impressive 99% of the assets they manage being discretionary. Operating from a single office, YCG, LLC cultivates a client-centric approach, tailoring investment plans to meet each client's unique goals and risk tolerance. Brian Yacktman and William Kruger, two of the firm's longest tenured registered advisors, bring extensive expertise to the table, further enhancing the quality of service provided. With a commitment to maintaining strong client relationships and a focus on delivering results, YCG, LLC continues to be a trusted partner for individuals seeking sound investment advice in the Austin, TX area and beyond.