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Largest RIA Firms in Austin, Texas by AUM
Explore registered investment advisers headquartered in Austin, Texas, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 171 firms with $1.5T in total reported AUM and median AUM of $511.1M.
Firms
171
Matching current profiles
Total AUM
$1.5T
Reported regulatory AUM
Median AUM
$511.1M
Across firms with AUM
Largest firm
$1.0T
Dimensional Fund Advisors LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Dimensional Fund Advisors LP CRD 106482 · Limited Partnership | AUSTIN, TX | $1.0T Mar 2026 | +$270.7B+36.1% | +$277.0B+37.3% | +$357.7B+54.0% | +$833.9B+447.4% | +131 employees+12.6% over 3Y | +1,795 accounts+342.6% over 3Y |
| 2. Kestra Advisory Services, LLC CRD 283330 · Limited Liability Company | AUSTIN, TX | $79.8B Sep 2026 | +$19.6B+32.6% | +$38.0B+90.9% | +$45.0B+129.4% | +$67.5B+551.2% | +48 employees+3.7% over 3Y | +52,032 accounts+37.1% over 3Y |
| 3. Sali Fund Services CRD 124235 · Limited Liability Company | AUSTIN, TX | $46.0B Aug 2026 | +$12.3B+36.4% | +$27.2B+145.0% | +$30.1B+188.7% | +$43.6B+1835.7% | +26 employees+49.1% over 3Y | +155 accounts+86.1% over 3Y |
| 4. Sage Advisory Services LTD CO CRD 106236 · Limited Liability Company | AUSTIN, TX | $28.4B Mar 2026 | +$3.5B+13.8% | +$13.1B+85.5% | +$14.7B+106.6% | +$18.0B+171.6% | +5 employees+9.4% over 3Y | +9,475 accounts+193.8% over 3Y |
| 5. The Palisades Group, LLC CRD 165609 · Limited Liability Company | AUSTIN, TX | $27.8B May 2026 | +$5.2B+22.8% | +$19.4B+229.9% | +$22.2B+393.9% | — | +59 employees+190.3% over 3Y | +3 accounts+25.0% over 3Y |
| 6. Precision Fiduciary Partners, LLC CRD 149694 · Limited Liability Company | AUSTIN, TX | $24.1B Jul 2026 | +$3.4B+16.2% | +$10.0B+70.4% | +$11.2B+86.6% | +$23.8B+9551.1% | 0 employees+0.0% over 3Y | +1,379 accounts+48.5% over 3Y |
| 7. Kestra Private Wealth Services, LLC CRD 155193 · Limited Liability Company | AUSTIN, TX | $13.5B Sep 2026 | +$3.2B+31.7% | +$9.0B+200.3% | +$10.5B+348.7% | +$13.3B+12355.8% | +92 employees+77.3% over 3Y | +18,959 accounts+131.9% over 3Y |
| 8. Eight Partners VC, LLC CRD 283031 · Limited Liability Company | AUSTIN, TX | $13.4B Apr 2026 | — | — | — | +$490.8M+3.8% | +6 employees+9.5% over Total | +8 accounts+14.0% over Total |
| 9. Oasis Capital Partners (texas) INC. CRD 171703 · Corporation | AUSTIN, TX | $12.4B Aug 2026 | +$4.1B+49.1% | +$9.3B+306.8% | +$10.6B+603.1% | +$12.1B+4286.6% | +14 employees+32.6% over 3Y | +5 accounts+45.5% over 3Y |
| 10. Hub Investment Partners, LLC CRD 307956 · Limited Liability Company | AUSTIN, TX | $11.9B Sep 2026 | +$2.9B+32.3% | +$6.1B+106.0% | +$7.3B+158.1% | +$8.3B+229.7% | +134 employees+352.6% over 3Y | +12,225 accounts+362.8% over 3Y |
| 11. Yacktman Asset Management LP CRD 164420 · Limited Partnership | AUSTIN, TX | $11.7B Mar 2026 | -$4.5B-27.6% | -$6.6B-36.2% | -$3.0B-20.1% | -$5.5B-31.9% | -2 employees-9.5% over 3Y | -144 accounts-18.5% over 3Y |
| 12. Ab Private Credit Investors LLC CRD 173027 · Limited Liability Company | AUSTIN, TX | $11.4B Sep 2026 | +$4.1B+57.5% | +$5.0B+79.3% | +$7.3B+182.0% | +$10.9B+2171.6% | 0 employees+0.0% over 3Y | +15 accounts+100.0% over 3Y |
| 13. Sapphire Ventures, LP CRD 161558 · Limited Partnership | AUSTIN, TX | $10.4B Jul 2026 | -$896.2M-7.9% | +$473.7M+4.8% | +$3.6B+53.2% | +$10.1B+2854.1% | -23 employees-24.2% over 3Y | 0 accounts+0.0% over 3Y |
| 14. Peak Rock Capital LLC CRD 165138 · Limited Liability Company | AUSTIN, TX | $7.3B Mar 2026 | +$2.7B+59.7% | +$3.4B+86.8% | +$4.3B+143.7% | +$7.3B+3637520911.5% | +3 employees+5.8% over 3Y | +13 accounts+81.3% over 3Y |
| 15. Atom Investors LP CRD 296819 · Limited Partnership | AUSTIN, TX | $6.8B Jul 2026 | +$3.5B+107.1% | +$5.6B+466.6% | +$4.2B+164.8% | — | +10 employees+71.4% over 3Y | +2 accounts+40.0% over 3Y |
| 16. Haveli Investment Management LLC CRD 316470 · Limited Liability Company | AUSTIN, TX | $6.0B Aug 2026 | +$1.5B+34.0% | +$3.6B+150.3% | — | +$5.7B+1583.4% | +15 employees+41.7% over 3Y | +1 accounts+20.0% over 3Y |
| 17. Bluespring Wealth Management, LLC CRD 152667 · Limited Liability Company | AUSTIN, TX | $5.4B Jul 2026 | +$3.9B+264.8% | +$4.2B+333.5% | +$4.2B+327.1% | +$5.4B+10761.8% | +42 employees+190.9% over 3Y | +7,422 accounts+233.8% over 3Y |
| 18. Pennybacker Capital Management, LLC CRD 160056 · Limited Liability Company | AUSTIN, TX | $4.9B Mar 2026 | -$319.5M-6.2% | +$2.6B+112.8% | +$2.7B+129.1% | +$4.7B+4221.1% | +24 employees+61.5% over 3Y | +10 accounts+43.5% over 3Y |
| 19. Kestra Investment Management, LLC. CRD 317711 · Limited Liability Company | AUSTIN, TX | $4.3B Sep 2026 | +$1.7B+64.9% | +$4.2B+3827.4% | — | +$4.2B+3827.4% | +5 employees+41.7% over 3Y | +14,800 accounts+1012.3% over 3Y |
| 20. Prophet Capital Asset Management CRD 150683 · Limited Partnership | AUSTIN, TX | $4.2B Apr 2026 | +$917.8M+28.0% | +$1.2B+41.2% | +$746.7M+21.6% | +$2.4B+140.0% | 0 employees+0.0% over 3Y | +6 accounts+42.9% over 3Y |
| 21. Aqs Asset Management, L.l.c. CRD 131544 · Limited Liability Company | AUSTIN, TX | $4.1B Mar 2026 | +$647.8M+19.0% | +$812.3M+25.0% | +$1.4B+51.4% | +$2.8B+212.8% | 0 employees+0.0% over 3Y | +2 accounts+18.2% over 3Y |
| 22. Mainsail Partners CRD 157775 · Limited Liability Company | AUSTIN, TX | $4.0B Sep 2026 | +$1.5B+61.2% | +$1.7B+71.4% | +$2.5B+170.9% | +$3.9B+2827.4% | +23 employees+39.7% over 3Y | +5 accounts+55.6% over 3Y |
| 23. Formentera Partners LP CRD 311055 · Limited Partnership | AUSTIN, TX | $3.3B Mar 2026 | +$1.3B+67.5% | +$2.3B+227.3% | — | +$2.8B+527.1% | +2 employees+22.2% over 3Y | +12 accounts+400.0% over 3Y |
| 24. Greenbelt Capital Partners CRD 322516 · Limited Partnership | AUSTIN, TX | $3.2B Mar 2026 | +$1.0B+46.8% | +$2.6B+422.7% | — | +$2.6B+448.9% | -1 employees-3.8% over 3Y | +8 accounts+200.0% over 3Y |
| 25. Maslow Wealth Advisors CRD 107722 · Limited Liability Company | AUSTIN, TX | $2.8B Sep 2026 | +$777.9M+37.7% | +$1.4B+98.9% | +$1.6B+121.1% | +$2.2B+334.6% | +7 employees+35.0% over 3Y | +1,428 accounts+96.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.