Data / Investment advisers / Texas / Austin
Investment advisers in Austin, TX: 247 firms, $1.5 trillion in AUM
247 investment advisers have their main office in Austin, Texas: 177 SEC registered and 70 exempt reporting. The registered advisers report $1.5 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Dimensional Fund Advisors LP with $1 trillion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 247Advisers
- 177SEC registered
- 70Exempt reporting
- $1.5 trillionTotal AUM
- 165Advisers over $100 million
- 153Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 200 of 247 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | Austin | $1.02 trillion | 2,319 | 1,168 | 5 | (512) 306-7400 | dimensional.com | adviserinfo.sec.gov |
| Kestra Advisory Services, LLC | Austin | $79.80 billion | 192,439 | 1,359 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Sali Fund Services | Austin | $45.99 billion | 335 | 79 | 240 | (512) 735-7254 | sali.com | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | $28.43 billion | 14,363 | 58 | Not listed | (512) 327-5530 | sageadvisory.com | adviserinfo.sec.gov |
| The Palisades Group, LLC | Austin | $27.78 billion | 15 | 90 | 4 | (512) 361-2148 | palisades-group.com | adviserinfo.sec.gov |
| Precision Fiduciary Partners, LLC | Austin | $24.08 billion | 4,224 | 17 | Not listed | (512) 879-1505 | mesirowfinancial.com | adviserinfo.sec.gov |
| Kestra Private Wealth Services, LLC | Austin | $13.45 billion | 33,333 | 211 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Eight Partners VC, LLC | Austin | $13.38 billion | 65 | 69 | 65 | (512) 370-2276 | 8vc.com | adviserinfo.sec.gov |
| Oasis Capital Partners (Texas) Inc. | Austin | $12.40 billion | 16 | 57 | 10 | (512) 225-1025 | adviserinfo.sec.gov | |
| Hub Investment Partners, LLC | Austin | $11.88 billion | 15,595 | 172 | Not listed | (512) 600-5390 | hubinvestmentpartners.com | adviserinfo.sec.gov |
| Yacktman Asset Management LP | Austin | $11.71 billion | 636 | 19 | 1 | (512) 767-6700 | yacktman.com | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | $11.36 billion | 30 | 1 | 24 | (512) 721-2900 | adviserinfo.sec.gov | |
| Sapphire Ventures, LP | Austin | $10.44 billion | 18 | 72 | 18 | (650) 382-1110 | adviserinfo.sec.gov | |
| Bluespring Wealth Management, LLC | Austin | $7.82 billion | 24,201 | 112 | Not listed | (737) 443-2122 | bluespringwealthcalifornia.com | adviserinfo.sec.gov |
| Peak Rock Capital LLC | Austin | $7.28 billion | 29 | 55 | 29 | (512) 765-6520 | peakrockcapital.com | adviserinfo.sec.gov |
| Atom Investors LP | Austin | $6.83 billion | 7 | 24 | 2 | (737) 249-0292 | indexprogroup.com | adviserinfo.sec.gov |
| Haveli Investment Management LLC | Austin | $6.03 billion | 6 | 51 | 6 | (512) 987-7314 | adviserinfo.sec.gov | |
| Pennybacker Capital Management, LLC | Austin | $4.86 billion | 33 | 63 | 28 | (512) 610-2910 | pennybackercap.com | adviserinfo.sec.gov |
| Kestra Investment Management, LLC. | Austin | $4.31 billion | 16,262 | 17 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Prophet Capital Asset Management | Austin | $4.20 billion | 20 | 16 | 8 | (512) 327-9500 | adviserinfo.sec.gov | |
| Aqs Asset Management, L.L.C. | Austin | $4.07 billion | 13 | 4 | Not listed | (512) 314-0720 | adviserinfo.sec.gov | |
| Mainsail Partners | Austin | $4.00 billion | 14 | 81 | 14 | (512) 772-2260 | adviserinfo.sec.gov | |
| Formentera Partners LP | Austin | $3.29 billion | 15 | 11 | 15 | (512) 320-9812 | adviserinfo.sec.gov | |
| Greenbelt Capital Partners | Austin | $3.19 billion | 12 | 25 | 10 | (512) 362-6260 | adviserinfo.sec.gov | |
| Maslow Wealth Advisors | Austin | $2.84 billion | 2,905 | 27 | Not listed | (512) 610-6930 | adviserinfo.sec.gov | |
| MCP Management, LP | Austin | $2.70 billion | 13 | 8 | 13 | (985) 264-3491 | melangecap.com | adviserinfo.sec.gov |
| Multicoin Capital Management, LLC | Austin | $2.69 billion | 18 | 22 | 10 | (512) 774-4000 | multicoin.capital | adviserinfo.sec.gov |
| Kensington Asset Management, LLC | Austin | $2.56 billion | 1 | 17 | Not listed | (877) 891-1222 | kensingtonassetmanagement.com | adviserinfo.sec.gov |
| Serve Capital Partners | Austin | $2.50 billion | 14 | 8 | 14 | (512) 505-4153 | servecapitalpartners.com | adviserinfo.sec.gov |
| Oxbow Advisors, LLC | Austin | $2.46 billion | 1,782 | 13 | Not listed | (512) 386-1088 | oxbowadvisors.com | adviserinfo.sec.gov |
| Waterloo Capital | Austin | $2.26 billion | 7,306 | 64 | Not listed | (512) 777-5900 | adviserinfo.sec.gov | |
| Orei Advisors LP | Austin | $2.18 billion | 24 | 41 | 16 | (650) 681-0185 | ohanare.com | adviserinfo.sec.gov |
| Root Financial Partners | Austin | $2.15 billion | 4,110 | 65 | Not listed | (760) 452-0720 | adviserinfo.sec.gov | |
| Terry McDaniel & Company | Austin | $1.92 billion | 370 | 13 | Not listed | (512) 495-9500 | tmcdanco.com | adviserinfo.sec.gov |
| Austin Asset | Austin | $1.87 billion | 1,974 | 21 | Not listed | (512) 453-6622 | adviserinfo.sec.gov | |
| Tritium Partners | Austin | $1.86 billion | 10 | 28 | 10 | (512) 493-4100 | adviserinfo.sec.gov | |
| Hoisington Investment Management Co | Austin | $1.79 billion | 14 | 9 | Not listed | (512) 327-7200 | hoisingtonmgt.com | adviserinfo.sec.gov |
| Stafford Capital Partners Inc. | Austin | $1.78 billion | 23 | 15 | 17 | (512) 334-6489 | staffordcp.com | adviserinfo.sec.gov |
| Healthquest Capital Management, L.P. | Austin | $1.78 billion | 11 | 28 | 11 | (650) 486-0810 | healthquestcapital.com | adviserinfo.sec.gov |
| Meridian Wealth Advisors, LLC | Austin | $1.74 billion | 1,539 | 12 | Not listed | (512) 717-5580 | adviserinfo.sec.gov | |
| Adar1 Capital Management, LLC | Austin | $1.68 billion | 8 | 11 | 2 | (512) 254-3790 | adviserinfo.sec.gov | |
| Per Stirling Capital Management, LLC | Austin | $1.57 billion | 3,766 | 30 | Not listed | (512) 628-2300 | adviserinfo.sec.gov | |
| Ycg, LLC | Austin | $1.54 billion | 264 | 9 | Not listed | (512) 505-2347 | adviserinfo.sec.gov | |
| Capital Creek Partners | Austin | $1.52 billion | 789 | 24 | 13 | (512) 316-3397 | adviserinfo.sec.gov | |
| Ancient Art, L.P. | Austin | $1.50 billion | 1 | 11 | 1 | (512) 351-4440 | tetoncapital.net | adviserinfo.sec.gov |
| 49 Financial | Austin | $1.40 billion | 6,257 | 167 | Not listed | (512) 241-7341 | adviserinfo.sec.gov | |
| Weathergage Capital, LLC | Austin | $1.36 billion | 11 | 4 | 8 | (650) 440-3630 | adviserinfo.sec.gov | |
| FMP Wealth Advisers | Austin | $1.34 billion | 2,806 | 14 | 2 | (512) 329-5174 | fmprofessionals.com | adviserinfo.sec.gov |
| Victory Financial | Austin | $1.34 billion | 6,805 | 47 | Not listed | (512) 763-7671 | steadfastwealthplanning.com | adviserinfo.sec.gov |
| Blue Sage Capital | Austin | $1.26 billion | 5 | 16 | 5 | (512) 536-1900 | bluesage.com | adviserinfo.sec.gov |
| Virtus Real Estate LLC | Austin | $1.14 billion | 4 | 41 | 4 | (512) 891-1230 | virtusre.com | adviserinfo.sec.gov |
| HM International L.L.C. | Austin | $1.13 billion | 5 | 8 | 5 | (918) 664-1914 | hmintl.com | adviserinfo.sec.gov |
| Brigham Management, LLC | Austin | $1.11 billion | 11 | 39 | 11 | (512) 871-1001 | brighamexploration.com | adviserinfo.sec.gov |
| Enclave Advisors, LLC | Austin | $1.10 billion | 412 | 6 | Not listed | (512) 527-3105 | adviserinfo.sec.gov | |
| Presidio Investors LLC | Austin | $1.09 billion | 14 | 13 | 14 | (512) 772-1725 | presidioinvestors.com | adviserinfo.sec.gov |
| Austin Wealth Management, LLC | Austin | $1.08 billion | 3,034 | 18 | Not listed | (512) 467-2000 | adviserinfo.sec.gov | |
| Revival Healthcare Capital LLC | Austin | $964.3 million | 6 | 12 | 6 | (512) 291-2111 | rvlhc.com | adviserinfo.sec.gov |
| Intelligent Wealth Solutions LLC | Austin | $961 million | 3,156 | 6 | Not listed | (877) 699-3258 | adviserinfo.sec.gov | |
| Militia Capital Management, LLC | Austin | $958.6 million | 1 | 7 | 1 | (213) 444-9705 | militiacapital.com | adviserinfo.sec.gov |
| Arvin Capital Management LP | Austin | $953.4 million | 6 | 7 | 1 | (212) 548-3950 | arvincap.com | adviserinfo.sec.gov |
| Christopher & Co., LLC | Austin | $913.8 million | 25 | 8 | 25 | (512) 785-9710 | astoconsumer.com | adviserinfo.sec.gov |
| Richard P. Slaughter Associates, Inc. | Austin | $905.2 million | 1,564 | 14 | Not listed | (512) 918-0000 | adviserinfo.sec.gov | |
| Distributed Global Manager LP | Austin | $902.7 million | 17 | 12 | 12 | (213) 725-7514 | adviserinfo.sec.gov | |
| CFM Wealth Partners LLC | Austin | $885.8 million | 661 | 3 | Not listed | (512) 366-3925 | cfmwealth.com | adviserinfo.sec.gov |
| Robert Harrell, Incorporated | Austin | $885.3 million | 67 | 5 | Not listed | (512) 795-9100 | harrell.com | adviserinfo.sec.gov |
| Alongside, LLC | Austin | $878.6 million | 3,903 | 3 | Not listed | (512) 241-7341 | adviserinfo.sec.gov | |
| Alpha Capital Management | Austin | $871.4 million | 1,316 | 9 | Not listed | (512) 322-9318 | alphacapm.com | adviserinfo.sec.gov |
| Pine Valley Capital Partners LLC | Austin | $869.6 million | 12 | 10 | 8 | (737) 497-3710 | adviserinfo.sec.gov | |
| Ironarc Management, LLC | Austin | $834.1 million | 23 | 8 | 23 | (206) 450-7899 | ironarcventures.com | adviserinfo.sec.gov |
| Centergate Capital | Austin | $828.3 million | 5 | 29 | 5 | (512) 717-7100 | centergatecapital.com | adviserinfo.sec.gov |
| Elsewhere Partners, LLC | Austin | $803 million | 11 | 22 | 11 | (512) 481-4035 | adviserinfo.sec.gov | |
| Harris Preston & Partners, LLC | Austin | $799.2 million | 109 | 15 | 109 | (512) 505-4111 | harrispreston.com | adviserinfo.sec.gov |
| Saturn V Capital Management LP | Austin | $793.2 million | 4 | 6 | 3 | (415) 738-4435 | adviserinfo.sec.gov | |
| Corrigo Investment Partners, LLC | Austin | $707.2 million | 3 | 6 | 3 | (212) 924-3640 | adviserinfo.sec.gov | |
| CCC Advisors, LLC | Austin | $703.3 million | 14 | 14 | 14 | (512) 412-3300 | cottoncreekcapital.com | adviserinfo.sec.gov |
| Century Management Financial Advisors | Austin | $679.5 million | 737 | 16 | Not listed | (512) 329-0050 | centman.com | adviserinfo.sec.gov |
| Oakwell Private Wealth Management | Austin | $668.1 million | 453 | 17 | Not listed | oakwellpwm.com | adviserinfo.sec.gov | |
| Cayetano Development, LLC | Austin | $666.6 million | 64 | 46 | 64 | (512) 600-3119 | adviserinfo.sec.gov | |
| Harrell Investment Partners, LLC | Austin | $662.4 million | 766 | 6 | Not listed | (512) 759-8000 | adviserinfo.sec.gov | |
| Reap Financial Group, LLC | Austin | $648.2 million | 3,618 | 28 | Not listed | (512) 249-7300 | reapfinancial.com | adviserinfo.sec.gov |
| Stuart Investment Advisors, Inc. | Austin | $630.5 million | 1,005 | 4 | Not listed | (512) 478-2275 | adviserinfo.sec.gov | |
| Shoten Capital LP | Austin | $622.4 million | 4 | 8 | 1 | (512) 265-3800 | shotencapital.com | adviserinfo.sec.gov |
| Muddy Waters Capital LLC | Austin | $576.3 million | 11 | 14 | 5 | (415) 429-8167 | adviserinfo.sec.gov | |
| Beck Capital Management LLC | Austin | $562.4 million | 1,110 | 9 | Not listed | (512) 345-6789 | adviserinfo.sec.gov | |
| Financial Gravity Asset Management, Inc. | Austin | $523.4 million | 2,610 | 5 | Not listed | (800) 920-9722 | financialgravityassetmanagement.com | adviserinfo.sec.gov |
| Owner Resource Group, LLC | Austin | $511.1 million | 10 | 16 | 9 | (512) 505-4180 | adviserinfo.sec.gov | |
| Cypress Creek Partners | Austin | $499.7 million | 15 | 9 | 11 | (800) 725-9456 | cypresscreekpartners.com | adviserinfo.sec.gov |
| Outrunner Capital, LLC | Austin | $498.5 million | 163 | 4 | 6 | (512) 649-3192 | outrunnercapital.com | adviserinfo.sec.gov |
| Bridgefront Capital, LLC | Austin | $488.5 million | 3 | 7 | Not listed | (512) 623-7700 | bridgefrontcap.com | adviserinfo.sec.gov |
| Militia Investments, LLC | Austin | $483.7 million | 1 | 4 | Not listed | (773) 442-2294 | militiainv.com | adviserinfo.sec.gov |
| Beacon Advisors | Austin | $459.6 million | 222 | 4 | Not listed | (512) 612-4884 | beacon-adv.com | adviserinfo.sec.gov |
| Enzi Wealth | Austin | $450.9 million | 866 | 7 | Not listed | (512) 795-0030 | enziwealth.com | adviserinfo.sec.gov |
| Brigham Royalties Management, LLC | Austin | $445.6 million | 2 | 14 | 1 | (512) 220-1235 | adviserinfo.sec.gov | |
| Destiny Advisors LLC | Austin | $441.4 million | 1 | 4 | Not listed | (415) 639-9966 | adviserinfo.sec.gov | |
| Moontower Asset Management LP | Austin | $419.2 million | 6 | 16 | 6 | (512) 922-5111 | moontower.com | adviserinfo.sec.gov |
| Greenridge Growth Partners | Austin | $408.8 million | 4 | 14 | 4 | (512) 426-6919 | greenridgegrowth.com | adviserinfo.sec.gov |
| Erben Associates, LLC | Austin | $402.5 million | 957 | 10 | Not listed | (512) 402-0250 | erbenassociates.com | adviserinfo.sec.gov |
| Pioneer Wealth Management Group | Austin | $399.2 million | 1,658 | 11 | Not listed | (512) 334-6800 | adviserinfo.sec.gov | |
| Stonecrest Advisors, Inc. | Austin | $398.8 million | 477 | 25 | Not listed | (866) 342-1069 | stonecrestpartners.com | adviserinfo.sec.gov |
| Nixon Capital LLC | Austin | $389.9 million | 236 | 2 | 1 | (512) 354-2491 | nixoncapital.com | adviserinfo.sec.gov |
| LBJ Family Wealth Advisors, LTD. | Austin | $388.8 million | 94 | 2 | 2 | (512) 457-5000 | lbjadvisors.com | adviserinfo.sec.gov |
| Ironbridge Private Wealth, LLC | Austin | $379.7 million | 506 | 6 | Not listed | (512) 327-8901 | adviserinfo.sec.gov | |
| KM Capital Management, LTD. | Austin | $374.4 million | 42 | 9 | Not listed | (512) 697-0290 | kmcapitalmgt.com | adviserinfo.sec.gov |
| Redbud Advisors | Austin | $367.8 million | 392 | 8 | Not listed | (512) 222-6968 | adviserinfo.sec.gov | |
| Old Hickory Partners Management, LP | Austin | $366.3 million | 2 | 10 | 2 | (512) 579-4073 | adviserinfo.sec.gov | |
| Norcap Investment Management, L.P. | Austin | $350.6 million | 5 | 8 | 5 | (972) 701-8813 | norcapfunds.com | adviserinfo.sec.gov |
| Augment Advisors, LLC | Austin | $342.6 million | 38 | 3 | 38 | (757) 298-9839 | adviserinfo.sec.gov | |
| RPS Retirement Plan Advisors | Austin | $336.3 million | 31 | 3 | Not listed | (512) 918-0000 | adviserinfo.sec.gov | |
| Hazoor Partners, LLC | Austin | $330.7 million | 7 | 10 | 5 | (458) 203-0665 | hazoorpartners.com | adviserinfo.sec.gov |
| Techquity Capital Management | Austin | $329 million | 2 | 2 | 2 | (512) 609-1820 | evolvedwirelessllc.com | adviserinfo.sec.gov |
| Founder Family Financial, LLC | Austin | $321 million | 302 | 3 | 3 | (843) 621-0435 | adviserinfo.sec.gov | |
| Nextbio Capital Management LP | Austin | $305.2 million | 8 | 6 | 6 | (650) 501-0882 | nextbiocapital.com | adviserinfo.sec.gov |
| Austin Money Management Corporation | Austin | $296.1 million | 276 | 2 | Not listed | (512) 607-5008 | austinmoneymanagement.com | adviserinfo.sec.gov |
| Buildgroup Management | Austin | $294.4 million | 4 | 5 | 4 | (917) 763-0770 | adviserinfo.sec.gov | |
| Live Oak Investment Partners | Austin | $266.4 million | 823 | 4 | Not listed | (512) 532-4700 | investliveoak.com | adviserinfo.sec.gov |
| Recurring Capital Management Company, LLC | Austin | $250.4 million | 9 | 6 | 9 | (512) 766-0676 | recurring.capital | adviserinfo.sec.gov |
| Dean Wealth Partners, LLC | Austin | $249.8 million | 682 | 4 | Not listed | (512) 346-1703 | deanwealthpartners.com | adviserinfo.sec.gov |
| 994 Group | Austin | $244.7 million | 783 | 2 | Not listed | (512) 853-9597 | 994group.com | adviserinfo.sec.gov |
| Carlin Wealth Management Group, LLC | Austin | $240.9 million | 1,076 | 4 | Not listed | (737) 414-6565 | carlinwealthmanagementgroup.com | adviserinfo.sec.gov |
| Forefront | Austin | $239.8 million | 1,382 | 15 | Not listed | (512) 617-1984 | adviserinfo.sec.gov | |
| Centennial Advisors, LLC | Austin | $237.3 million | 1,188 | 22 | 1 | (512) 265-5000 | iwanttoretirewell.com | adviserinfo.sec.gov |
| Valterra Partners LLC | Austin | $237 million | 5 | 6 | 5 | (646) 469-6465 | adviserinfo.sec.gov | |
| Watercolor Financial | Austin | $234.8 million | 587 | 3 | Not listed | (512) 250-1544 | watercolorfinancial.com | adviserinfo.sec.gov |
| LSCP Advisors, LLC | Austin | $233.1 million | 5 | 16 | 2 | (512) 407-2600 | legacystarcapital.com | adviserinfo.sec.gov |
| Blue Orca, LLC | Austin | $232.2 million | 6 | 7 | 2 | (512) 934-4736 | adviserinfo.sec.gov | |
| SVRN Asset Management, LLC | Austin | $231.5 million | 122 | 2 | 2 | (773) 442-2294 | severianasset.com | adviserinfo.sec.gov |
| Atlasmark Financial, Inc. | Austin | $228.6 million | 374 | 1 | Not listed | (512) 270-2900 | atlasmark.com | adviserinfo.sec.gov |
| Acacia Partners, LLC | Austin | $220.7 million | 5 | 5 | 5 | (214) 973-2373 | acaciapartnersllc.com | adviserinfo.sec.gov |
| ARK Wealth Management | Austin | $216 million | 611 | 2 | Not listed | (512) 660-5703 | arkfinancial.com | adviserinfo.sec.gov |
| Mission Trail Capital Management, LLC | Austin | $214.5 million | 1 | 4 | 1 | (512) 537-8677 | missiontrailcapital.com | adviserinfo.sec.gov |
| Halbert Wealth Management, Inc | Austin | $211.2 million | 602 | 5 | Not listed | (512) 263-3800 | halbertwealth.com | adviserinfo.sec.gov |
| Lynwood Price Capital Management LP | Austin | $207.9 million | 2 | 3 | 1 | (512) 521-0075 | adviserinfo.sec.gov | |
| Capstar Financial Services LLC | Austin | $207.8 million | 826 | 4 | Not listed | (512) 215-9030 | capstarfinancial.com | adviserinfo.sec.gov |
| Lake Hills Wealth Management, LLC | Austin | $206.9 million | 749 | 4 | Not listed | (512) 580-4740 | adviserinfo.sec.gov | |
| Comunidad Realty Partners | Austin | $206.5 million | 4 | 15 | 4 | (619) 955-7665 | adviserinfo.sec.gov | |
| Planning Works Advisory, Inc. | Austin | $199.8 million | 623 | 4 | Not listed | (512) 498-7526 | planningworksinc.com | adviserinfo.sec.gov |
| Intercapital | Austin | $198.7 million | 1 | 2 | 1 | (504) 610-8109 | intercapital.com | adviserinfo.sec.gov |
| Avant Financial Advisors | Austin | $196.4 million | 522 | 5 | Not listed | (512) 910-2467 | adviserinfo.sec.gov | |
| Mozayyx Management LLC | Austin | $192.7 million | 6 | 4 | 4 | (512) 265-6180 | mozayyx.com | adviserinfo.sec.gov |
| Hampton Rock Wealth Management | Austin | $192.4 million | 161 | 7 | Not listed | (512) 256-9272 | hamptonrock.com | adviserinfo.sec.gov |
| Maroon Pass Advisors LP | Austin | $178.6 million | 4 | 2 | 4 | (646) 202-1584 | maroonpass.com | adviserinfo.sec.gov |
| Teca Partners, LP | Austin | $174.8 million | 3 | 4 | 1 | (212) 266-0104 | adviserinfo.sec.gov | |
| Maqro Advisors LLC | Austin | $174.4 million | 981 | 4 | 8 | (512) 673-8292 | maqro.com | adviserinfo.sec.gov |
| Atx Financial Planning, LLC | Austin | $174.3 million | 490 | 5 | Not listed | (512) 693-4040 | atxfinancialplanning.com | adviserinfo.sec.gov |
| Vannoy Advisory Group, Inc. | Austin | $172.4 million | 251 | 2 | Not listed | (512) 759-7759 | vannoyadvisorygroup.com | adviserinfo.sec.gov |
| Ddelta Real Estate Investments | Austin | $169.6 million | 8 | 9 | 5 | (512) 457-0300 | 3nstrategies.com | adviserinfo.sec.gov |
| Black Barn Financial, LLC | Austin | $164.6 million | 656 | 6 | Not listed | (512) 368-9179 | adviserinfo.sec.gov | |
| Cam Investor Solutions | Austin | $155.4 million | 623 | 3 | Not listed | (720) 575-7775 | adviserinfo.sec.gov | |
| Portfolio Management, LLC | Austin | $151.9 million | 308 | 3 | Not listed | (512) 222-4035 | portmgmt.com | adviserinfo.sec.gov |
| Integrated Wealth Strategies, LLC | Austin | $151.7 million | 546 | 7 | Not listed | (512) 291-6391 | yelp.com | adviserinfo.sec.gov |
| Brookline Wealth, LLC | Austin | $149 million | 178 | 6 | Not listed | (512) 222-9169 | brooklinewealth.com | adviserinfo.sec.gov |
| Lucien Stirling & Gray Advisory Group Inc | Austin | $146.6 million | 574 | 5 | Not listed | (512) 458-2517 | adviserinfo.sec.gov | |
| Fort Advisors Inc | Austin | $146.3 million | 713 | 3 | Not listed | (512) 433-6492 | adviserinfo.sec.gov | |
| Birdrock Wealth | Austin | $146.3 million | 425 | 6 | Not listed | (512) 236-0071 | birdrockwealth.com | adviserinfo.sec.gov |
| Teza Capital Management LLC | Austin | $139.5 million | 5 | 90 | 1 | (312) 768-1650 | tezacapital.com | adviserinfo.sec.gov |
| Financial Aurora, LLC. | Austin | $130 million | 700 | 2 | Not listed | (512) 213-6400 | financialaurora.com | adviserinfo.sec.gov |
| Broadhurst Financial Advisors, Inc. | Austin | $128.4 million | 259 | 1 | Not listed | (215) 325-1595 | broadhurstfinancial.com | adviserinfo.sec.gov |
| Evolution Investment Management LLC | Austin | $127.5 million | 6 | 4 | 6 | (512) 615-5612 | evolutionim.com | adviserinfo.sec.gov |
| Shadowridge Asset Management, LLC | Austin | $126.7 million | 870 | 9 | Not listed | (888) 434-1427 | adviserinfo.sec.gov | |
| Masterpiece Capital, LLC | Austin | $124.9 million | 86 | 4 | Not listed | (512) 472-9033 | adviserinfo.sec.gov | |
| Grace Capital Management, LLC | Austin | $108.7 million | 270 | 5 | Not listed | (512) 485-1800 | grace-cap.com | adviserinfo.sec.gov |
| Turner Capital Investments, LLC | Austin | $107.2 million | 337 | 4 | Not listed | (855) 678-8200 | turnercapitalinvestments.com | adviserinfo.sec.gov |
| Ironhorn Advisors LLC | Austin | $103 million | 25 | 4 | Not listed | (512) 584-9606 | ironhorn.com | adviserinfo.sec.gov |
| Brazos Capital | Austin | $102.5 million | 172 | 3 | Not listed | (512) 827-0826 | brazoscapitalgroup.com | adviserinfo.sec.gov |
| Republic Square | Austin | $102.4 million | 6 | 9 | 6 | (512) 900-2646 | repsquare.com | adviserinfo.sec.gov |
| Empiric Advisors, Inc. | Austin | $64.7 million | 42 | 3 | Not listed | (512) 328-9321 | empiricfunds.com | adviserinfo.sec.gov |
| II Technology, LLC | Austin | $40.5 million | 30 | 2 | Not listed | (512) 730-1015 | ii.technology | adviserinfo.sec.gov |
| Advisors Crypto, Inc. | Austin | $11.2 million | 74 | 2 | Not listed | (512) 346-8000 | advisorscrypto.com | adviserinfo.sec.gov |
| Empiric Institutional | Austin | $9.9 million | 12 | 4 | Not listed | (512) 583-0160 | empiricinstitutional.com | adviserinfo.sec.gov |
| Puthouse | Austin | $973,828 | 10 | 4 | Not listed | (510) 626-0372 | adviserinfo.sec.gov | |
| Fundify Advisors LLC | Austin | $888,512 | 9,393 | 3 | Not listed | (512) 645-1010 | fundify.com | adviserinfo.sec.gov |
| Unifimoney RIA | Austin | $314,000 | 463 | 5 | Not listed | (415) 964-5877 | adviserinfo.sec.gov | |
| Rewbix | Austin | $20,000 | 5 | 1 | Not listed | (650) 309-9099 | rewbix.com | adviserinfo.sec.gov |
| The Launch Partnership, LLC | Austin | Not listed | Not listed | Not listed | 219 | (415) 319-8244 | jasonssyndicate.com | adviserinfo.sec.gov |
| Learn Capital | Austin | Not listed | Not listed | Not listed | 54 | (415) 370-1100 | adviserinfo.sec.gov | |
| BFV Management LLC | Austin | Not listed | Not listed | Not listed | 22 | (210) 920-4715 | brandfoundryvc.com | adviserinfo.sec.gov |
| Trust Ventures Capital, LLC | Austin | Not listed | Not listed | Not listed | 19 | (513) 436-3343 | adviserinfo.sec.gov | |
| Muckerlab, LLC | Austin | Not listed | Not listed | Not listed | 18 | (415) 484-2547 | muckercapital.com | adviserinfo.sec.gov |
| Overmatch Ventures Management LLC | Austin | Not listed | Not listed | Not listed | 17 | (626) 862-8859 | overmatch.vc | adviserinfo.sec.gov |
| Springdale Ventures | Austin | Not listed | Not listed | Not listed | 14 | (512) 905-4223 | springdaleventures.com | adviserinfo.sec.gov |
| Verdure Capital Managment, LLC | Austin | Not listed | Not listed | Not listed | 14 | (415) 322-8192 | verdure.vc | adviserinfo.sec.gov |
| WM Capital Partners, LLC | Austin | Not listed | Not listed | Not listed | 13 | (212) 584-6170 | wmcapitalpartners.com | adviserinfo.sec.gov |
| 1802 Ventures GP LLC | Austin | Not listed | Not listed | Not listed | 11 | +971585791019 | adviserinfo.sec.gov | |
| Ridgepeak Partners | Austin | Not listed | Not listed | Not listed | 11 | (314) 954-2301 | adviserinfo.sec.gov | |
| Silverton Management, L.L.C. | Austin | Not listed | Not listed | Not listed | 10 | (512) 704-6122 | adviserinfo.sec.gov | |
| GVM Advisors LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 524-3601 | gatecapventures.com | adviserinfo.sec.gov |
| Ifly Management, LLC | Austin | Not listed | Not listed | Not listed | 9 | (215) 527-2547 | ifly.vc | adviserinfo.sec.gov |
| Kamerra Holdings, LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 553-8187 | kamerracap.com | adviserinfo.sec.gov |
| Liveoak Management Services, LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 498-4900 | adviserinfo.sec.gov | |
| Sante Ventures | Austin | Not listed | Not listed | Not listed | 9 | (512) 721-1200 | sante.com | adviserinfo.sec.gov |
| LP First Capital LLC | Austin | Not listed | Not listed | Not listed | 8 | (512) 826-7355 | adviserinfo.sec.gov | |
| Quake Capital | Austin | Not listed | Not listed | Not listed | 8 | (737) 317-2313 | crunchbase.com | adviserinfo.sec.gov |
| Berch Capital LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 426-8018 | berchcapital.com | adviserinfo.sec.gov |
| Council Oaks Partners, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 923-5370 | counciloaks.com | adviserinfo.sec.gov |
| Ironspring, LLC | Austin | Not listed | Not listed | Not listed | 7 | (903) 407-9092 | ironspring.com | adviserinfo.sec.gov |
| Next Coast Ventures, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 370-2242 | nextcoastventures.com | adviserinfo.sec.gov |
| Raido Capital | Austin | Not listed | Not listed | Not listed | 7 | (512) 710-5594 | raido.capital | adviserinfo.sec.gov |
| Spindletop Capital Management, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 961-4633 | spindletopcapital.com | adviserinfo.sec.gov |
| Virgo Capital | Austin | Not listed | Not listed | Not listed | 7 | (512) 215-4102 | adviserinfo.sec.gov | |
| Ensemble VC Management, LLC | Austin | Not listed | Not listed | Not listed | 6 | (267) 702-0062 | ensemble.vc | adviserinfo.sec.gov |
Advisers in Austin that manage private funds
153 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Sali Fund Services | Austin | TX | 240 | 94 | 85 | 1 | 13 | $42.40 billion | $45.99 billion | adviserinfo.sec.gov |
| The Launch Partnership, LLC | Austin | TX | 219 | Not listed | Not listed | 219 | Not listed | $212.2 million | Not listed | adviserinfo.sec.gov |
| Harris Preston & Partners, LLC | Austin | TX | 109 | Not listed | 109 | Not listed | Not listed | $703.4 million | $799.2 million | adviserinfo.sec.gov |
| Eight Partners VC, LLC | Austin | TX | 65 | Not listed | 2 | 63 | Not listed | $13.38 billion | $13.38 billion | adviserinfo.sec.gov |
| Cayetano Development, LLC | Austin | TX | 64 | Not listed | Not listed | Not listed | 64 | $666.6 million | $666.6 million | adviserinfo.sec.gov |
| Learn Capital | Austin | TX | 54 | Not listed | Not listed | 54 | Not listed | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Augment Advisors, LLC | Austin | TX | 38 | Not listed | 38 | Not listed | Not listed | $342.6 million | $342.6 million | adviserinfo.sec.gov |
| Peak Rock Capital LLC | Austin | TX | 29 | Not listed | 29 | Not listed | Not listed | $7.47 billion | $7.28 billion | adviserinfo.sec.gov |
| Pennybacker Capital Management, LLC | Austin | TX | 28 | Not listed | 6 | Not listed | 22 | $4.49 billion | $4.86 billion | adviserinfo.sec.gov |
| Christopher & Co., LLC | Austin | TX | 25 | Not listed | 1 | 24 | Not listed | $911.7 million | $913.8 million | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | TX | 24 | 12 | 8 | Not listed | Not listed | $8.76 billion | $11.36 billion | adviserinfo.sec.gov |
| Ironarc Management, LLC | Austin | TX | 23 | Not listed | Not listed | 23 | Not listed | $854.1 million | $834.1 million | adviserinfo.sec.gov |
| BFV Management LLC | Austin | TX | 22 | Not listed | Not listed | 22 | Not listed | $354.7 million | Not listed | adviserinfo.sec.gov |
| Trust Ventures Capital, LLC | Austin | TX | 19 | Not listed | Not listed | 19 | Not listed | $286.1 million | Not listed | adviserinfo.sec.gov |
| Sapphire Ventures, LP | Austin | TX | 18 | Not listed | Not listed | 18 | Not listed | $8.25 billion | $10.44 billion | adviserinfo.sec.gov |
| Muckerlab, LLC | Austin | TX | 18 | Not listed | Not listed | 18 | Not listed | $684.1 million | Not listed | adviserinfo.sec.gov |
| Stafford Capital Partners Inc. | Austin | TX | 17 | Not listed | 17 | Not listed | Not listed | $921.3 million | $1.78 billion | adviserinfo.sec.gov |
| Overmatch Ventures Management LLC | Austin | TX | 17 | Not listed | Not listed | 17 | Not listed | $337.4 million | Not listed | adviserinfo.sec.gov |
| Orei Advisors LP | Austin | TX | 16 | Not listed | Not listed | Not listed | 16 | $1.33 billion | $2.18 billion | adviserinfo.sec.gov |
| Formentera Partners LP | Austin | TX | 15 | Not listed | 15 | Not listed | Not listed | $3.29 billion | $3.29 billion | adviserinfo.sec.gov |
| Mainsail Partners | Austin | TX | 14 | Not listed | 14 | Not listed | Not listed | $4.00 billion | $4.00 billion | adviserinfo.sec.gov |
| Serve Capital Partners | Austin | TX | 14 | Not listed | 14 | Not listed | Not listed | $2.50 billion | $2.50 billion | adviserinfo.sec.gov |
| Presidio Investors LLC | Austin | TX | 14 | Not listed | 14 | Not listed | Not listed | $1.09 billion | $1.09 billion | adviserinfo.sec.gov |
| CCC Advisors, LLC | Austin | TX | 14 | Not listed | 14 | Not listed | Not listed | $703.3 million | $703.3 million | adviserinfo.sec.gov |
| Springdale Ventures | Austin | TX | 14 | Not listed | Not listed | 14 | Not listed | $133.1 million | Not listed | adviserinfo.sec.gov |
| Verdure Capital Managment, LLC | Austin | TX | 14 | Not listed | Not listed | 14 | Not listed | $45 million | Not listed | adviserinfo.sec.gov |
| MCP Management, LP | Austin | TX | 13 | Not listed | 13 | Not listed | Not listed | $2.70 billion | $2.70 billion | adviserinfo.sec.gov |
| Capital Creek Partners | Austin | TX | 13 | Not listed | Not listed | Not listed | Not listed | $182.9 million | $1.52 billion | adviserinfo.sec.gov |
| WM Capital Partners, LLC | Austin | TX | 13 | Not listed | 13 | Not listed | Not listed | $53.2 million | Not listed | adviserinfo.sec.gov |
| Distributed Global Manager LP | Austin | TX | 12 | 1 | Not listed | 11 | Not listed | $902.7 million | $902.7 million | adviserinfo.sec.gov |
Newest SEC registrations in Austin
4 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Puthouse | Austin | TX | October 30, 2026 | $973,828 | adviserinfo.sec.gov | |
| Blue Orca, LLC | Austin | TX | September 2, 2026 | $232.2 million | adviserinfo.sec.gov | |
| Vantheon | Austin | TX | August 27, 2026 | Not listed | vantheon.ai | adviserinfo.sec.gov |
| Mission Trail Capital Management, LLC | Austin | TX | August 5, 2026 | $214.5 million | missiontrailcapital.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.