Stone Oak Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With a team of six dedicated professionals, five of whom specialize in providing expert investment advice, the company boasts a strong track record in the industry. Each investment advisor at Stone Oak Wealth Management, LLC manages an impressive average of approximately $206,530,000 in assets under management, surpassing the industry average. Their compensation structure is diverse, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. The firm prides itself on its ability to tailor its services to meet the unique needs of its clientele. Stone Oak Wealth Management, LLC serves a wide range of clients, with over 370 individual clients and total assets under management exceeding $266,274,000. While a significant portion of their managed assets belongs to high-net-worth individuals, the firm also has the capacity to handle employer funds, although 401K and individual accounts represent less than 30% of their assets. With a focus on discretion and personalized attention, Stone Oak Wealth Management, LLC manages 85% of the assets under its care on a discretionary basis. In addition to investment advisory services, they also provide insurance brokerage services to further support their clients' financial well-being. As a local firm, Stone Oak Wealth Management, LLC is deeply rooted in the San Antonio community and operates from two offices. The firm takes pride in its experienced team, including long-tenured advisors such as Donald Laurence, Cristina Raft, and Gregory Thompson, who have contributed significantly to the firm's success and earned the trust 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.

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.

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.

Ironbridge Private Wealth, LLC is a reputable investment advisory firm headquartered in Austin, TX. With a single office, they have established themselves as a trusted local entity within the financial services industry. Boasting a team of six dedicated professionals, Ironbridge Private Wealth, LLC has positioned themselves as experts in providing comprehensive investment advisory services. Their impressive average of approximately $35,960,000 in assets under management per investment advisor speaks to their proficiency and success in managing clients' financial portfolios. Ironbridge Private Wealth, LLC offers a diverse compensation structure that caters to the unique needs of their clientele. Their payment options include a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. While their focus is primarily on managing assets on a discretionary basis, they also possess the capability to effectively handle employer funds. Catering to high net worth individuals, Ironbridge Private Wealth, LLC manages over $179,800,000 in assets for more than 50 individual clients. The firm takes pride in the experience and expertise of their team, with notable long-tenured advisors such as William Keenan, Gwen Henson, and James Denholm. These professionals have contributed to the firm's sterling reputation and ability to deliver tailored investment strategies to their discerning clientele. Ironbridge Private Wealth, LLC is committed to providing exceptional investment advisory services to their clients. Through their local presence in Austin and their skilled team, they continue to build upon their success as a trusted partner in managing wealth and helping clients achieve their financial goals.

Per Stirling Capital Management, LLC, based out of Austin, TX, is a reputable regional investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $1,184,817,000 in assets under management, the firm has established itself as a trusted partner for individuals seeking expert guidance in managing their wealth. Per Stirling Capital Management, LLC operates from three offices, strategically positioned to cater to their client base effectively. While they handle 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the necessary expertise and infrastructure to effectively manage employer funds, providing comprehensive investment solutions. The company primarily focuses on catering to high net worth individuals, reflecting the quality and sophistication of their services. The firm's compensation structure is flexible and diverse, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the arrangement that best aligns with their needs. Per Stirling Capital Management, LLC boasts a team of 30 highly skilled employees, all dedicated to providing exceptional investment advisory services. On average, each investment advisor oversees approximately $39,490,000 in assets under management, showcasing their ability to handle substantial portfolios. The firm takes pride in its experienced team, including long-tenured advisors such as John Brem, Kimberly Ray, and Carol Sheffield, who bring a wealth of knowledge and expertise to the table. Their collective expertise, coupled with the firm's commitment to excellence, has garnered a strong reputation and established Per Stirling Capital Management, LLC as a leader in the investment advisory industry.

Eltekon Advisors, LLC, a small investment advisory firm based out of West Lake Hills, TX, is committed to delivering exceptional financial services to its clients. With a team of five dedicated professionals, four of whom specialize in investment advisory services, they provide expert guidance and management of client assets. Eltekon Advisors boasts an impressive average of approximately $331,080,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring a tailored approach to meet clients' specific needs. With a client base of over 280 individuals, Eltekon Advisors manages assets exceeding $144,000,000. Notably, nearly half of their assets under management are derived from employer 401Ks and individual investors, demonstrating their extensive experience and proficiency in this sector. Moreover, 21% of the assets they manage are under discretionary management, highlighting their expertise in making informed investment decisions on behalf of their clients. In addition to their investment advisory services, Eltekon Advisors also functions as an insurance broker or agent, offering comprehensive coverage options to safeguard their clients' financial interests. Operating from a single office, Eltekon Advisors has cultivated a team of seasoned professionals, including Lewis Guilbeau, Brent Beesley, and Mark Mangum, who have remained with the firm for an extended period, contributing to its continuity and expertise. Overall, Eltekon Advisors, LLC distinguishes itself with its exceptional asset management performance, diverse compensation options, extensive experience in 401Ks and individual investments, and comprehensive insurance services, ensuring that clients receive top-notch financial advice and tailored solutions.

Cornermen Financial, LLC is a small investment advisory firm based out of San Antonio, Texas. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm's compensation structure encompasses various types, including hourly charges, subscription fees, and fixed fees, ensuring flexibility and transparency for their clients. With over 300 individual clients, Cornermen Financial, LLC manages a substantial portfolio of assets under management, totaling over $104,415,000. Their expertise in handling employer 401Ks and individual assets sets them apart in the industry, as they have proven experience in this space. Notably, all the assets they manage are discretionary, giving them the autonomy to make informed investment decisions on behalf of their clients. Headquartered in San Antonio, Cornermen Financial, LLC operates from a single office, which serves as the hub for their operations. Within the firm, Howard Rappaport and Logan Dietel stand as two of the longest tenured registered advisors. Their extensive experience and deep understanding of the financial markets contribute to the firm's success in delivering tailored investment solutions to meet the unique needs and goals of their clients. Cornermen Financial, LLC prides itself on its commitment to providing personalized, trustworthy advice and managing client assets with the utmost care. With a focus on building long-term relationships and delivering exceptional service, they strive to guide their clients towards financial success and security.