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.

Austin Asset, headquartered in Austin, TX, is a prominent investment advisory firm serving over 120 individual clients. With an impressive $1,265,577,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from two offices, Austin Asset caters to a diverse clientele, although 401K and individual accounts account for less than 30% of their assets. Nevertheless, the firm possesses the expertise to effectively manage employer funds, exhibiting their comprehensive capabilities. Notably, Austin Asset exclusively handles discretionary assets, ensuring clients' investments are managed with utmost flexibility and discretion. Primarily focusing on high net worth individuals, the firm demonstrates a deep understanding of the unique financial needs and goals of affluent clients. The compensation structure at Austin Asset is multifaceted, accommodating different client preferences. This includes a percentage of assets under management as well as fixed fees, offering clients flexibility and choice in determining the most suitable arrangement for their investment management. With a total workforce of 22 employees, Austin Asset boasts a team of 14 dedicated investment advisors. On average, each advisor oversees approximately $90,400,000 in assets under management, aligning with industry standards. The firm takes pride in its experienced staff, including seasoned advisors like Gregory Vanwyk, William Hehman, and James Coffman, who have contributed to the firm's success over the years. Through their comprehensive range of services, dedication to discretion, and a talented team of advisors, Austin Asset positions itself as a reliable and forward-thinking investment advisory firm, committed to helping clients achieve their financial objectives.

Centennial Advisors, LLC is a reputable investment advisory firm located in Austin, Texas. With a total workforce of 14 dedicated professionals, including 7 experienced investment advisors, Centennial Advisors provides comprehensive financial guidance to a diverse clientele. Their expertise is evident through an average asset under management (AUM) of approximately $100,070,000 per investment advisor, which aligns with industry standards. The firm's compensation structure offers various options, accommodating client preferences. These include a percentage of AUM, hourly charges, and fixed fees, ensuring flexibility and transparency in their services. Centennial Advisors boasts an impressive client base, serving over 310 individual clients with a combined AUM of over $106,140,000. The firm's expertise shines in managing employer 401(k) plans and individual assets, which collectively account for over 80% of their AUM. Centennial Advisors takes pride in their discretionary management approach, with 96% of the assets they handle falling under this category. Operating from three convenient office locations, Centennial Advisors provides accessible and personalized investment advisory services. The company is known for its knowledgeable and experienced team, including respected advisors such as Kevin Wade, Elizabeth James, and Michael Reese, who have established long-standing tenures at the firm. As a local investment advisory firm, Centennial Advisors, LLC prioritizes the financial well-being of their clients, providing expert guidance, tailored solutions, and a commitment to building lasting relationships.

Lion Street Advisors, LLC is a well-established regional investment advisory firm headquartered in Austin, TX. With an extensive network of 28 offices, Lion Street Advisors, LLC offers comprehensive investment advisory services. The firm boasts a team of 146 dedicated professionals, all of whom are highly experienced in the field. Their expertise enables them to effectively manage assets for a wide range of clients. On average, each investment advisor at Lion Street Advisors, LLC oversees approximately $10,300,000 in assets under management. The firm's compensation structure is diverse, including options such as a percentage of assets under management, fixed fees, and hourly charges. Impressively, over 80% of the firm's assets under management come from employer 401(k) plans and individual investors. This highlights their specialized proficiency in managing 401(k) plans for employers and employees alike. Furthermore, 63% of the assets they manage are discretionary, demonstrating their ability to make informed investment decisions on behalf of their clients. Lion Street Advisors, LLC takes pride in their extensive client base, which consists of over 2,040 individuals. These clients entrust the firm with a staggering $1,401,129,000 in assets under management. The success of the firm can be attributed in part to the long-standing commitment of key advisors such as John Burmeister, Trevor Lattin, and Louis Gardner, who have played integral roles in the company's growth and continued success. In summary, Lion Street Advisors, LLC is a reputable investment advisory firm in Austin, TX, providing comprehensive services and expertise to a diverse range of clients. With their proven track record and highly qualified team, they have earned the trust of numerous individuals and employers seeking reliable wealth management solutions.

Parrott Wealth Management, LLC is a highly regarded investment advisory firm based out of Austin, TX. With over 120 individual clients and an impressive $165,856,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Despite being a small firm, Parrott Wealth Management, LLC operates efficiently from their single office location. While their assets under management consist mainly of high net worth individuals' portfolios, Parrott Wealth Management, LLC also possesses the expertise to handle employer funds, although these represent a smaller portion of their overall assets. The firm prides itself on providing discretionary management for all the assets entrusted to them, allowing their clients to have peace of mind and focus on their financial goals. Parrott Wealth Management, LLC employs a diverse compensation structure, offering different options such as a percentage of assets under management and fixed fees. With three dedicated employees, including two experienced investment advisors, they provide personalized and comprehensive financial guidance to their clients. William Parrott and Spencer Engelke are standout registered advisors within the firm, boasting an extensive tenure that demonstrates their expertise and commitment to client success. The average assets under management per investment advisor at Parrott Wealth Management, LLC amounts to approximately $82,930,000, which aligns with the industry average. As a forward-thinking and client-focused investment advisory firm, Parrott Wealth Management, LLC continues to provide exceptional service and sound financial advice to their growing clientele in Austin and beyond.