Laurels

Best Financial Advisors in Austin
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 214 144 41

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brighton Jones FEATURED Expertise.com

Brighton Jones is a team of financial advisors serving clients in Austin and nearby areas. Its accountants, lawyers, Certified Commercial Investment Members, and financial planners offer financial advice to clients in the medical, media, higher education, construction and development, and technology sectors. Brighton Jones provides them with tax planning, real estate advisory, private equity advisory, institutional asset management, philanthropic advisory, and personal CFO services. The firm's philosophy is based on financial theory, psychology, and awareness of history and current events.

100 Congress Avenue
Austin, TX 78701

Website

SmartAdvisor by SmartAsset FEATURED Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Austin, TX

Website

Powell Financial Partners

Powell Financial Partners is a provider of asset protection and wealth management solutions in Georgetown. The team consists of veteran planners and advisors, whose credentials are available through the FINRA BrokerCheck network, and the client types include professional athletes, families, and corporations. Powell Financial Partners provides a comprehensive written plan that serves as the road map to successful retirement.

Georgetown, TX 78633

Website

WorthPointe

WorthPointe is a fee-only financial advisor in Austin. The owners each hold a Certified Financial Planner designation, and they have decades of combined industry experience. WorthPointe caters to persons of high net worth, people nearing their retirement, trusts, and similar client types, and it has an affiliation with the National Association of Personal Financial Advisors and Financial Planning Association.

Austin, TX 78746

Website

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