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Top RIA Firms in Austin, Texas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Austin, Texas. This hub covers 168 matching firms with $1.5T in total reported AUM and median AUM of $542.9M.
Firms
168
Matching current profiles
Total AUM
$1.5T
Reported regulatory AUM
Median AUM
$542.9M
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 May 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 | $41.7B May 2026 | +$8.0B+23.7% | +$22.9B+122.2% | +$25.8B+161.8% | +$39.3B+1655.7% | +26 employees+49.1% over 3Y | +132 accounts+73.3% 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. Leafhouse Financial Advisors, LLC CRD 149694 · Limited Liability Company | AUSTIN, TX | $24.1B Mar 2026 | +$7.1B+41.7% | +$8.6B+55.9% | +$11.2B+86.7% | +$23.8B+9556.6% | +7 employees+30.4% over 3Y | +1,802 accounts+73.7% over 3Y |
| 7. Kestra Private Wealth Services, LLC CRD 155193 · Limited Liability Company | AUSTIN, TX | $13.5B May 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 Mar 2026 | +$6.7B+116.1% | +$9.3B+306.8% | +$11.3B+1019.9% | +$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 Apr 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 May 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, LLC CRD 161558 · Limited Liability Company | AUSTIN, TX | $10.4B Apr 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 Mar 2026 | +$3.5B+107.1% | +$5.6B+466.6% | +$3.7B+116.1% | — | +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 Mar 2026 | +$1.5B+34.0% | +$5.4B+910.3% | — | +$5.7B+1583.4% | +18 employees+54.5% over 3Y | +4 accounts+200.0% over 3Y |
| 17. 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 |
| 18. Kestra Investment Management, LLC. CRD 317711 · Limited Liability Company | AUSTIN, TX | $4.3B May 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 |
| 19. 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 |
| 20. 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 |
| 21. Mainsail Partners CRD 157775 · Limited Liability Company | AUSTIN, TX | $4.0B Apr 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 |
| 22. Venturi Private Wealth CRD 169576 · Limited Liability Company | AUSTIN, TX | $3.6B Mar 2026 | +$944.5M+35.8% | +$1.3B+56.9% | +$2.0B+121.0% | — | +10 employees+35.7% over 3Y | +2,138 accounts+88.5% 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 Feb 2026 | +$1.1B+61.7% | +$1.2B+77.1% | +$1.6B+135.0% | +$2.2B+334.6% | +4 employees+17.4% over 3Y | +1,467 accounts+102.0% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.