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Best Private Wealth Advisors in Austin

2024

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Providers

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Website
3600 N Capital Of Texas Hwy Building B, Suite 200, Austin, TX 78746
  • 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

Why choose this provider?

Venturi Private Wealth serves the people of Austin and the surrounding areas. It helps wealthy families, business owners, and corporate executives manage their financial resources effectively. Its specialists develop wealth strategies that take into account the specifics of clients' personal and professional situations. They also provide investment and multi-family office solutions to help with effective financial administration. CFPs, experts in insurance, and experts in investments make up the team. Venturi Private Wealth has been operating since 2015.

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.1 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule A Call

$2.5M minimum investment

Austin, TX

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

License Verified:

License: 109359

Investment Adviser Public Disclosure Database, SEC

Website
6420 Bee Caves Rd, Suite 201, Austin, TX 78746

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.

License Verified:

License: 4469262

Investment Adviser Public Disclosure Database, SEC

Website
901 S. Mopac Expressway Barton Oaks IV Suite 150, Austin, TX 78746

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.

License Verified:

License: 46173

Investment Adviser Public Disclosure Database, SEC

Website
111 Congress Avenue, Suite 1830, Austin, TX 78701

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.

License Verified:

License: 4542814

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730

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.

License Verified:

License: 286175

Investment Adviser Public Disclosure Database, SEC

Website
6504 Bridge Point Parkway Suite 460, Austin, TX 78730

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.

License Verified:

License: 4435339

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2700 Via Fortuna Ste 100, Austin, TX 78746

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.

License Verified:

License: 300403

Investment Adviser Public Disclosure Database, SEC

Website
6500 River Place Blvd. Building 7 Suite #250, Austin, TX 78730

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.

License Verified:

License: 140180

Investment Adviser Public Disclosure Database, SEC

Website
1715 South Capital of Texas Highway Suite 109, Austin, TX 78746

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.

License Verified:

License: 1688997

Investment Adviser Public Disclosure Database, SEC

Website
7611 Creekbluff Dr, Austin, TX 78750

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.

License Verified:

License: 309756

Investment Adviser Public Disclosure Database, SEC

Website
3200 Steck Avenue Suite #200, Austin, TX 78757

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.

License Verified:

License: 162096

Investment Adviser Public Disclosure Database, SEC

Website
1301 S. Capital of TX Hwy Ste C-210, Austin, TX 78746

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.

License Verified:

License: 172793

Investment Adviser Public Disclosure Database, SEC

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

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.

License Verified:

License: 107722

Investment Adviser Public Disclosure Database, SEC

Website
4101 Parkstone Heights Drive, Suite 210, Austin, TX 78746

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.

License Verified:

License: 2917501

Investment Adviser Public Disclosure Database, SEC

Website
8834 N. Capital of Texas Highway Suite 200, Austin, TX 78759

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.

License Verified:

License: 166030

Investment Adviser Public Disclosure Database, SEC