Licensed · Austin
Licensed & Insured Financial Advisors in Austin, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Austin, TX by verified customer ratings and review volume. The highest-rated is 49 Financial with a 5.0-star rating from 272 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
47
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
49 Financial
3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA
REAP Financial
9414 Anderson Mill Rd #100, Austin, TX 78729, USA
Strategic Capital - Wealth Management Austin
2801 Vía Fortuna #250, Austin, TX 78746, USA
Financial Advisors Rankings in Austin, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 49 Financial3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA | 5.0★ | 272 |
| #2 | REAP Financial9414 Anderson Mill Rd #100, Austin, TX 78729, USA | 4.9★ | 157 |
| #3 | Strategic Capital - Wealth Management Austin2801 Vía Fortuna #250, Austin, TX 78746, USA | 5.0★ | 103 |
| #4 | BirdRock WealthBuilding II, 9433 Bee Caves Rd Suite 203, Austin, TX 78733, USA | 5.0★ | 26 |
| #5 | Solstice Wealth (Formerly Art of Finance)14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA | 5.0★ | 25 |
| #6 | Tuyyo Planning Group, LLC13317 Perthshire St, Austin, TX 78729, USA | 5.0★ | 29 |
| #7 | Austin Wealth Management5209 Burnet Rd Suite 210, Austin, TX 78756, USA | 4.8★ | 8 |
| #8 | Texas Financial Advisors3301 Northland Dr Suite 405, Austin, TX 78731, USA | 5.0★ | 6 |
| #9 | NEST Financial310 Comal St 2nd floor, Austin, TX 78702, USA | 5.0★ | 10 |
| #10 | Cerity Partners3108 N Lamar Blvd b100, Austin, TX 78705, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Austin
BirdRock Wealth
Building II, 9433 Bee Caves Rd Suite 203, Austin, TX 78733, USA
Solstice Wealth (Formerly Art of Finance)
14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA
Tuyyo Planning Group, LLC
13317 Perthshire St, Austin, TX 78729, USA
Austin Wealth Management
5209 Burnet Rd Suite 210, Austin, TX 78756, USA
Texas Financial Advisors
3301 Northland Dr Suite 405, Austin, TX 78731, USA
NEST Financial
310 Comal St 2nd floor, Austin, TX 78702, USA
Cerity Partners
3108 N Lamar Blvd b100, Austin, TX 78705, USA
The Fox Alliance
7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735, USA
Capstar Financial Services, LLC
6500 River Pl Blvd Building 1, Suite 200, Austin, TX 78730, USA
Centennial Advisors, LLC
10815 Ranch to Market Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730, USA
Fiduciary Financial Advisors
9600 Great Hills Trl Suite 150W, Austin, TX 78759, USA
Venturi Private Wealth
3600B N Capital of Texas Hwy STE 200, Austin, TX 78746, USA
Austin First Financial
1502 West Ave #204, Austin, TX 78701, USA
Maslow Wealth Advisors
1601 S MoPac Expy #125d, Austin, TX 78746, USA
Modern Wealth Strategies
111 Congress Ave. Suite 509, Austin, TX 78701, USA
Archer Investment Management
4411 Authentic Dr, Austin, TX 78731, USA
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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: May 17, 2026.
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