Advisors near New Braunfels, Texas
Showing 1 - 12 of 47 results
REMBRANDT FINANCIAL GROUP LLC
REMBRANDT FINANCIAL GROUP LLC
Austin, Texas
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
MERIDIAN WEALTH ADVISORS, LLC
Austin, Texas
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.
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
Austin, Texas
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.
IMPERIUM WEALTH MANAGEMENT, LLC
IMPERIUM WEALTH MANAGEMENT, LLC
San Antonio, Texas
Imperium Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With over 100 individual clients and more than $157,814,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating from a single office, Imperium Wealth Management, LLC caters to a diverse range of clients, providing services such as accounting and legal support through their network of trusted professionals. Although 401K and individual accounts make up less than 30% of their assets under management, they possess the expertise and capacity to effectively manage employer funds. The firm's portfolio primarily comprises discretionary assets, with 95% of the assets they manage falling under this category. Serving predominantly high net worth individuals, Imperium Wealth Management, LLC understands the unique needs and goals of their discerning clientele. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client preferences. Imperium Wealth Management, LLC boasts a dedicated team of five employees, two of whom specialize in providing comprehensive investment advisory services. With an average of approximately $78,910,000 in assets under management per investment advisor, they demonstrate industry-standard competence. Notably, Christopher Holden and Heather Haas stand as the firm's longest-tenured registered advisors, contributing their extensive experience and knowledge to the success of the company. Driven by a commitment to excellence, Imperium Wealth Management, LLC continues to guide their clients towards financial prosperity through their personalized and comprehensive wealth management services.
TITLEIST ASSET MANAGEMENT, LLC
TITLEIST ASSET MANAGEMENT, LLC
San Antonio, Texas
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
ENCLAVE ADVISORS, LLC
Austin, Texas
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.
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TERRY MCDANIEL & COMPANY
TERRY MCDANIEL & COMPANY
Austin, Texas
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.
VICTORY CAPITAL MANAGEMENT INC.
VICTORY CAPITAL MANAGEMENT INC.
San Antonio, Texas
Victory Capital Management Inc., headquartered in San Antonio, Texas, is a distinguished regional investment advisory firm with a strong presence in the financial industry. With over 2,590 individual clients and an impressive $140,836,404,000 in assets under management, Victory Capital Management Inc. has established itself as a trusted partner for individuals seeking expert guidance in wealth management and investment strategies. Operating across 11 offices, Victory Capital Management Inc. caters to a diverse range of clients, offering a comprehensive suite of services that includes commodity pool operation and commodity trading advisory, ensuring their clients have access to a broad array of investment opportunities. As a discretionary asset manager, Victory Capital Management Inc. assumes full responsibility for managing 100% of their clients' assets, enabling them to make informed decisions on their behalf. The firm's compensation structure is flexible, with various types of fees including a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment of interests between the firm and their clients. With a team of 510 dedicated professionals, Victory Capital Management Inc. leverages their expertise to provide exceptional investment advisory services. Their investment advisors average an impressive $869,360,000 in assets under management per advisor, significantly surpassing industry standards. Notably, the firm boasts a roster of highly experienced advisors, including James Fagan, Jason Knapp, and John Mccauley, who have demonstrated unwavering commitment to their clients' financial success. Victory Capital Management Inc.'s unwavering dedication to client satisfaction, combined with their robust expertise and commitment to excellence, positions them as a leading investment advisory firm in the industry.
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
Austin, Texas
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.
HALBERT WEALTH MANAGEMENT, INC
HALBERT WEALTH MANAGEMENT, INC
Austin, Texas
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.
FMP WEALTH ADVISERS
FMP WEALTH ADVISERS
Austin, Texas
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.
KESTRA INVESTMENT MANAGEMENT, LLC.
KESTRA INVESTMENT MANAGEMENT, LLC.
Austin, Texas
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.