10+ Years · Austin

Experienced Financial Advisors in Austin, TX

Experience matters. These financial advisors in Austin have years of proven work behind them — and the reviews to back it up.

As of July 2026, RatingsNearMe ranks 19 financial advisors in Austin, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is 49 Financial with a 5.0-star rating from 272 Google reviews and an RNM Score of 88/100. Also in the top tier: REAP Financial and Strategic Capital - Wealth Management Austin. The average rating across all listed financial advisors in Austin is 4.9 stars from 47 reviews per business on average.

Financial advisors in Austin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Fiduciary Financial Advisors

As a fiduciary, they are legally required to put clients' interests first, which is a critical differentiator when choosing a financial advisor.

Most Reviewed

Fiduciary Financial Advisors

A high volume of reviews often indicates a strong track record of client satisfaction and trust within the community.

Always verify that a prospective advisor is a fiduciary and ask about fee structures, including hidden commissions. Additionally, check their Form ADV and any disciplinary history through the SEC or FINRA before committing.

Filter:

Local Market Snapshot

19

Businesses listed

4.9★

Avg rating

47

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(272 reviews)

Scores a perfect 5.0-star rating from over 270 customer reviews in Austin.

3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA
4.9(157 reviews)

Top-rated Austin financial advisor with a 4.9-star average from 157 Google reviews.

9414 Anderson Mill Rd #100, Austin, TX 78729, USA
5.0(103 reviews)

Trusted by clients with a perfect 5.0-star rating from over 100 reviews.

2801 Vía Fortuna #250, Austin, TX 78746, USA

Financial Advisors Rankings in Austin, TX

#BusinessRatingReviews
#149 Financial3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA5.0272
#2REAP Financial9414 Anderson Mill Rd #100, Austin, TX 78729, USA4.9157
#3Strategic Capital - Wealth Management Austin2801 Vía Fortuna #250, Austin, TX 78746, USA5.0103
#4Capstar Financial Services, LLC6500 River Pl Blvd Building 1, Suite 200, Austin, TX 78730, USA5.017
#5Centennial Advisors, LLC10815 Ranch to Market Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730, USA4.841
#6BirdRock WealthBuilding II, 9433 Bee Caves Rd Suite 203, Austin, TX 78733, USA5.026
#7Solstice Wealth (Formerly Art of Finance)14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA5.025
#8Tuyyo Planning Group, LLC13317 Perthshire St, Austin, TX 78729, USA5.029
#9Austin Wealth Management5209 Burnet Rd Suite 210, Austin, TX 78756, USA4.88
#10Archer Investment Management4411 Authentic Dr, Austin, TX 78731, USA5.035

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Austin

4
5.0· 17 reviews

Earned a perfect 5.0-star rating from over a dozen client reviews.

6500 River Pl Blvd Building 1, Suite 200, Austin, TX 78730, USA

5
4.8· 41 reviews

Rated 4.8 stars from 41 reviews, this Austin financial advisor is highly trusted.

10815 Ranch to Market Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730, USA

6
5.0· 26 reviews

Earned a perfect 5.0-star rating from 26 client reviews in Austin.

Building II, 9433 Bee Caves Rd Suite 203, Austin, TX 78733, USA

7
5.0· 25 reviews

5.0 stars from 25 Google reviews, reflecting exceptional client satisfaction.

14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA

8
5.0· 29 reviews

Top-rated Austin financial advisor with a perfect 5.0-star rating from 29 reviews.

13317 Perthshire St, Austin, TX 78729, USA

9
4.8· 8 reviews

Rated 4.8 stars from 8 Google reviews for trusted financial guidance in Austin.

5209 Burnet Rd Suite 210, Austin, TX 78756, USA

10
5.0· 35 reviews

An Austin financial advisor with a flawless 5.0-star rating from 35 Google reviews.

4411 Authentic Dr, Austin, TX 78731, USA

11
5.0· 29 reviews

Consistently earns a perfect 5.0-star rating from dozens of local clients.

111 Congress Ave. Suite 509, Austin, TX 78701, USA

12
5.0· 97 reviews

Top-rated Austin financial advisor with a perfect 5.0★ score from nearly 100 reviews.

7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735, USA

13
4.6· 10 reviews

4.6 stars from 10 Google reviews, reflecting strong local client satisfaction.

3600B N Capital of Texas Hwy STE 200, Austin, TX 78746, USA

14
5.0· 10 reviews

5.0-star rated financial advisor in Austin with a handful of client reviews.

310 Comal St 2nd floor, Austin, TX 78702, USA

15
5.0· 10 reviews

Earns a perfect 5.0-star rating from 10 Google reviews in Austin.

9600 Great Hills Trl Suite 150W, Austin, TX 78759, USA

16
4.6· 7 reviews

4.6 stars from 7 Google reviews, a strong start for a local advisor.

1601 S MoPac Expy #125d, Austin, TX 78746, USA

17
5.0· 6 reviews

5.0 stars from 6 Google reviews, a perfect local start.

3301 Northland Dr Suite 405, Austin, TX 78731, USA

18
5.0· 2 reviews

Rated 5.0 stars from 2 reviews, this Austin financial advisor is highly regarded.

3108 N Lamar Blvd b100, Austin, TX 78705, USA

19
5.0· 1 reviews

Earns a perfect 5.0-star rating from its handful of Google reviews.

1502 West Ave #204, Austin, TX 78701, USA

Data from Google Business listings
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Financial Advisors in Austin, TX — Compared

#BusinessRNM ScoreRatingReviews
149 Financial88/1005.0 ★272
2REAP Financial84/1004.9 ★157
3Strategic Capital - Wealth Management Austin84/1005.0 ★103
4Capstar Financial Services, LLC74/1005.0 ★17
5Centennial Advisors, LLC75/1004.8 ★41
6BirdRock Wealth76/1005.0 ★26
7Solstice Wealth (Formerly Art of Finance)76/1005.0 ★25
8Tuyyo Planning Group, LLC77/1005.0 ★29
9Austin Wealth Management67/1004.8 ★8
10Archer Investment Management78/1005.0 ★35

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Austin

What is a fiduciary financial advisor and why does it matter in Austin?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Austin, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Austin?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

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About This Financial Advisors Directory — Austin, TX

This page lists and ranks 19 financial advisors serving Austin, TX as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 47 customer reviews per business. The top-ranked financial advisors in Austin by our algorithm is 49 Financial (5.0 stars, 272 reviews). Financial advisors in Austin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Austin: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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