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.

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.

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.

Ark Wealth Management is a small investment advisory firm based out of Austin, TX. With one office, the firm employs a total of six individuals, one of whom specializes in providing investment advisory services. Their expertise and dedication allow them to manage an average of approximately $121,300,000 in assets per investment advisor, which aligns with the industry average. When it comes to compensation, Ark Wealth Management offers various options to suit their clients' needs. Their structure includes a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, Ark Wealth Management exercises full discretion over 100% of the assets they manage. With a substantial client base, the firm serves over 90 individual clients who entrust them with their financial well-being. These clients collectively possess assets worth more than $121,300,000, illustrating the firm's ability to handle significant portfolios. Among the team, Daniel Rioux and Rebecca Whites stand as two of the longest-tenured registered advisors, showcasing their experience and commitment to client success. As an investment advisory firm, Ark Wealth Management focuses on delivering personalized financial solutions to their clients. Through their comprehensive expertise and dedication to excellent service, they strive to help individuals and businesses achieve their financial goals while navigating the complexities of the investment landscape.

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.

Lucien Stirling & Gray Advisory Group Inc is a small investment advisory firm based out of Austin, TX, offering comprehensive financial solutions to individuals and employers. With its main office in Austin, the firm boasts a dedicated team of five professionals, three of whom specialize in providing expert investment advisory services. The advisors at Lucien Stirling & Gray have extensive experience in managing a wide range of investment portfolios, with an average of $32,820,000 in assets under management per investment advisor. The firm's compensation structure is flexible, accommodating various types of payment methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Lucien Stirling & Gray has established a strong presence in the employer 401K and individual investment market, with approximately half of their assets under management originating from these sources. Impressively, the firm manages a substantial portion of discretionary assets, with 69% of the total assets falling under their discretionary management expertise. Serving over 120 individual clients, Lucien Stirling & Gray oversees a significant portfolio totaling over $98,445,000 in assets under management. Christopher Vasquez, Thomas Twombly, and Mark Ward are some of the longest tenured and highly respected advisors at Lucien Stirling & Gray Advisory Group Inc. Their expertise and commitment to client satisfaction have contributed to the firm's reputation for providing exceptional financial guidance and investment strategies. With a track record of success, Lucien Stirling & Gray Advisory Group Inc is a trusted partner for individuals and employers seeking personalized financial planning and investment management services in the Austin area and beyond.

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.

Oakwell Private Wealth Management, based out of Austin, TX, is a reputable local investment advisory firm serving a diverse client base. With over 220 individual clients and more than $311,201,000 in assets under management, they provide personalized financial solutions to help their clients achieve their goals. Oakwell Private Wealth Management operates from three offices, catering to a wide range of individuals and businesses. In addition to their investment advisory services, Oakwell Private Wealth Management also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients. While their expertise extends beyond 401K and individual accounts, encompassing the management of employer funds, they prioritize discretionary asset management, with 100% of the assets they handle falling under this category. The firm's compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their needs. With a team of ten dedicated professionals, six of whom specialize in investment advisory services, Oakwell Private Wealth Management maintains an average of approximately $51,870,000 in assets under management per investment advisor, in line with industry standards. The firm takes pride in the longevity and expertise of its advisors, including Brian Boswell, Laurent Boumaza, and Daniel Michel, who have played instrumental roles in the success and growth of Oakwell Private Wealth Management. Their commitment to client satisfaction and wealth preservation has positioned the firm as a trusted partner for financial planning and investment management in the Austin area.

Venturi Private Wealth is a renowned local investment advisory firm headquartered in Austin, TX, with two strategically located offices. With a team of 32 highly skilled professionals, including 20 dedicated investment advisors, they provide top-notch investment advisory services to their esteemed clientele. With an average of $98,660,000 in assets under management per investment advisor, Venturi Private Wealth stands at par with the industry average. As an organization, Venturi Private Wealth offers a diverse compensation structure to cater to the unique needs of their clients. Their compensation methods include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring flexibility and alignment with their clients' preferences. Impressively, 98% of the assets managed by Venturi Private Wealth are discretionary, reflecting the trust placed in their expertise and decision-making abilities. Their client base predominantly comprises high net worth individuals, with over 120 individual clients entrusting Venturi Private Wealth with more than $1,973,169,000 in assets under management. With a strong commitment to excellence, Venturi Private Wealth boasts a team of seasoned advisors who have displayed unwavering dedication to their craft. Notably, Rodney Gamble, Russell Norwood, and George Clark are among the firm's longest-tenured advisors, consistently delivering exceptional results and fostering enduring client relationships. In summary, Venturi Private Wealth is a leading investment advisory firm in Austin, TX, offering comprehensive wealth management solutions to high net worth individuals. With their experienced team, extensive assets under management, and client-centric compensation structure, Venturi Private Wealth is well-positioned to continue serving as a trusted partner in their clients' financial journeys.

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.