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2024

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Best Private Wealth Advisors in Austin, TX

Our Recommended Top 17

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Austin Private Wealth Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

17Reviewed

17Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

3600 N Capital Of Texas Hwy Building B, Suite 200, Austin, TX 78746
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a management firm serving the residents of Austin. It assists in navigating the complexities and opportunities that come with significant wealth. The independent firm works with CEOs, corporate executives, founders, business owners, and ultra-high-net-worth individuals seeking financial planning solutions. Its team works closely with clients to determine their goals and priorities, monitor progress, and analyze their cash flow needs. Venturi Private Wealth has been in the industry for over five years.

  • Private Wealth Advisor
  • Private Foundation Management
  • Equity Compensation Planning
  • Business Exit Planning
  • Tax Planning
  • Alternative Investments
  • Investment Management
  • Charitable Giving Strategies
  • Trust and Estate Planning

Austin, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Private Wealth Adivsor in Austin? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

401 Congress Avenue, Suite 1100, Austin, TX 78701
WebsiteLicense: 109359

Why choose this provider?

ML&R Wealth Management caters to residents in and around Austin. It provides personalized wealth management solutions to help families and individuals build a legacy, achieve financial comfort, and protect and enjoy their lifestyles. The firm also works with married or single women seeking financial independence. Its team assists clients in managing executive compensation and benefits, setting goals and objectives, and planning cash flows and retirement projections. ML&R Wealth Management has been in operation for more than 25 years.

7611 Creekbluff Dr, Austin, TX 78750
WebsiteLicense: 309756

Why choose this provider?

GoalFusion Wealth Management is a Registered Investment Advisory firm that serves families, individuals, couples, and business owners in Austin. It aims to build a strong financial future for its clients by offering various wealth management products. These include exchange-traded funds, individual stocks and bonds, mutual funds, and equities. Additionally, the agency educates and gives recommendations to people on different financial planning options to secure their personal goals. Founding partners Cary Laudadio and Jared McBride have more than 30 years of combined financial planning experience.

111 Congress Avenue, Suite 1830, Austin, TX 78701
WebsiteLicense: 4542814

Expertise.com Rating

Review Sources

Facebook
4.5 (115)

Why choose this provider?

CIBC Private Wealth serves families, individuals, and businesses in Austin. It tailors wealth management solutions to help people meet their lifestyle needs and financial goals. The agency conducts cash flow administration and modeling, income and expenses management, investment location, entity structuring, asset protection, and credit use and management. It also handles matters involving trust accounting, tax reporting, liquid asset management, and wealth and estate plan review. CEO John Markwalter brings over three decades of private client and investment industry experience.

6500 River Place Blvd. Building 7 Suite #250, Austin, TX 78730
WebsiteLicense: 140180

Why choose this provider?

Solaris Private Wealth Management is an advisory firm that caters to individuals and businesses in Austin. Its team of private wealth advisors helps clients with retirement planning, college savings, and custom portfolio management, which may include mutual funds, ETFs, and stocks. Solaris also offers a corporate financial literacy program for small businesses and large corporations and their employees. Managing director Kai A. Lamb worked at a national stock brokerage. He carries the Certified Financial Planner designation.

6420 Bee Caves Rd, Suite 201, Austin, TX 78746
WebsiteLicense: 4469262

Why choose this provider?

Since 2017, IronBridge Private Wealth has served Austin clients. To assist individuals in meeting their financial objectives, the firm employs a common sense investment philosophy. It keeps clients up to date on changes in tax regulations and market conditions to help them diversify their investments. The firm's CEO and founder, Jim Denholm, serves on the advisory board of the Wealth Management Program at the University of Texas at Austin's McCombs School of Business. He previously worked for companies such as Wells Fargo and Morgan Stanley.

901 S. Mopac Expressway Barton Oaks IV Suite 150, Austin, TX 78746
WebsiteLicense: 46173

Why choose this provider?

Capitol Wealth Strategies serves the Austin metro and the surrounding communities. It caters to investors of various backgrounds, from working professionals and small business owners to women and retirees. The firm provides assistance with life and disability income protection, wealth accumulation, estate planning, and long-term care insurance. It also helps with debt elimination, college funding, and charitable giving. Erik Antener, Capitol Wealth Strategies' director of wealth management, has been working in the financial industry since 2007.

1601 S MoPac Expy #125d, Austin, TX 78746
WebsiteLicense: 107722

Expertise.com Rating

Review Sources

Google
4.0 (3)

Why choose this provider?

Durbin Bennett is an Austin-based firm that provides wealth management solutions to families and individuals. It helps people develop risk management strategies to take care of their finances and investments. The agency also offers tax and estate planning and charitable giving services. The team additionally processes private placement life insurance for investable assets that are greater than five million dollars. Founding partner Richard Bennett is a member of the American Institute of Certified Public Accountants and the Estate Planning Council of Central Texas.

4101 Parkstone Heights Drive, Suite 210, Austin, TX 78746
WebsiteLicense: 2917501

Why choose this provider?

Weinheimer Wealth Management has been working with a select group of high-net-worth individuals and small business owners for over 20 years. The Austin-based firm provides private wealth advisory solutions and uses a comprehensive approach, enabling clients to consolidate their investment, insurance, legal, and accounting needs. Its services include tax minimization, asset protection, legacy planning, and enhanced portfolio management. The company has advisors who have earned the Certified Financial Planner designation, including its founder, Matt Weinheimer.

1715 South Capital of Texas Highway Suite 109, Austin, TX 78746
WebsiteLicense: 1688997

Expertise.com Rating

Review Sources

Facebook
5.0 (3)

Why choose this provider?

Rupert Wealth aims to improve the financial well-being of its clients in Austin. It helps individuals prepare for their retirement and financial freedom by building and managing their investment portfolios, identifying their post-work goals, and creating a plan based on their cost of living. The agency also assists businesses with budgeting, cash flow and debt management, and 401(k) tax planning. One of Rupert Wealth's partners and financial advisors, Darrell Rupert, is a member of the National Association of Tax Professionals.

1301 S. Capital of TX Hwy Ste C-210, Austin, TX 78746
WebsiteLicense: 172793

Expertise.com Rating

Review Sources

Facebook
5.0 (25)
Google
4.0 (6)
Yelp
5.0 (2)

Why choose this provider?

Austin Wealth Management is a financial planning and investment firm that serves individuals in the area. It educates clients on the core concepts behind budgeting, taxes, investing, and insurance, and it helps them grow their money through business planning, stock selling and buying, and tax deductions. People have to option to view their financial progress and collaborate with their advisors through the company's proprietary wealth management system. Kevin X. Smith, its managing partner, is a chartered financial analyst whose experience spans over two decades.

6504 Bridge Point Parkway Suite 460, Austin, TX 78730
WebsiteLicense: 4435339

Expertise.com Rating

Why choose this provider?

Genesis Wealth Management caters to individuals and small businesses in and around Austin. To assist clients in protecting their assets and making long-term plans to achieve their goals, it offers comprehensive wealth management solutions. The team uses a process called Wealth Planning for Life to help people create management plans that are specific to their lifestyles and charitable endeavors. By funding organizations like Blue Lapis Light and the Center for Child Protection, the privately owned and run business gives back to the neighborhood.

3200 Steck Avenue Suite #200, Austin, TX 78757
WebsiteLicense: 162096

Why choose this provider?

Oakwell Private Wealth Management serves individuals and families in Austin and the surrounding areas. It offers risk management services to help people plan and control their future and achieve success. The team addresses different life concerns by delivering comprehensive education, retirement, insurance, and business planning solutions. It also takes on matters related to cash flow management, multi-generational wealth transfer, and 401k plan consulting. The firm has been in the industry for more than a decade.

8834 N. Capital of Texas Highway Suite 200, Austin, TX 78759
WebsiteLicense: 166030

Why choose this provider?

Silicon Hills Wealth Management caters to individuals and families in Austin and nearby locations. It provides wealth management solutions to enable people to maximize their assets and minimize their liabilities. The firm works closely with clients to determine and organize their life and financial goals. Its team conducts tax planning, charitable giving, investment management, cash flow analysis, and estate planning guidance. The agency has been helping people build their futures for more than nine years.

2700 Via Fortuna Ste 100, Austin, TX 78746
WebsiteLicense: 300403

Why choose this provider?

Strategic Capital offers fiduciary-based wealth management and financial planning in and around Austin. Its advisors assist individuals and families in making complex financial decisions. They assist clients in determining solutions and developing plans for taxes, wealth distribution, insurance, investment, and real estate. The firm's public analysts design a portfolio allocation for clients based on their own investment goals. Strategic Capital's financial consulting team members have more than 80 years of combined experience in the industry.

8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730
WebsiteLicense: 286175

Expertise.com Rating

Review Sources

Facebook
5.0 (15)

Why choose this provider?

Lake Hills Wealth Management caters to clients in the Austin area. The firm works with high-net-worth individuals seeking to reach their financial goals. It gathers information about clients' assets and liabilities to devise strategies that minimize their tax liabilities. The firm also incorporates adaptive investment strategies that help individuals to avoid significant impacts on their portfolios from recessions. One of its founding partners, Jack Marino Jr., holds multiple designations, including Chartered Retirement Planning Counselor and Certified Financial Planner.

Compare our Top Private Wealth Advisors

NameExpertise RatingAddressPromotionsLearn more
Venturi Private Wealth
3600 N Capital Of Texas Hwy Building B, Suite 200, Austin, TX 78746Visit Website
ML&R Wealth Management
401 Congress Avenue, Suite 1100, Austin, TX 78701
GoalFusion Wealth Management
7611 Creekbluff Dr, Austin, TX 78750
CIBC Private Wealth
111 Congress Avenue, Suite 1830, Austin, TX 78701
Solaris Private Wealth Management
6500 River Place Blvd. Building 7 Suite #250, Austin, TX 78730
IronBridge Private Wealth
6420 Bee Caves Rd, Suite 201, Austin, TX 78746
Capitol Wealth Strategies
901 S. Mopac Expressway Barton Oaks IV Suite 150, Austin, TX 78746
Durbin Bennett
1601 S MoPac Expy #125d, Austin, TX 78746
Weinheimer Wealth Management
4101 Parkstone Heights Drive, Suite 210, Austin, TX 78746
Rupert Wealth
1715 South Capital of Texas Highway Suite 109, Austin, TX 78746
Austin Wealth Management
1301 S. Capital of TX Hwy Ste C-210, Austin, TX 78746
Genesis Wealth Management
6504 Bridge Point Parkway Suite 460, Austin, TX 78730
Oakwell Private Wealth Management
3200 Steck Avenue Suite #200, Austin, TX 78757
Silicon Hills Wealth Management
8834 N. Capital of Texas Highway Suite 200, Austin, TX 78759
Strategic Capital
2700 Via Fortuna Ste 100, Austin, TX 78746
Lake Hills Wealth Management
8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730