Reap Financial
“Excellent team of professionals and when pop up life events happen and I had to “drop in” to get some deadline paperwork completed Jessica and Sara arose to the tasks as if they had been working with me a along.”
Best Financial Advisors in Austin, TX
24 firms listed · all 24 in Austin · 1 open weekends · 23 rated 4.5+
Data verified October 21, 2026
Strategic Capital - Wealth Management Austin
“Would recommend you call them and get on track with your financial future plans.”
Insogna CPA
“After several years now, Insogna CPA is consistently providing us with outstanding service for both business and person taxes and accounting”
49 Financial
“It's really awesome watching my money grow with an amazing team making it happen.”
Capital Budget Strategies
“Chuck Mitchell, the owner, calmly and patiently reviews your finances and spending habits and provides a realistic map for your future financial plans.”
Retirement Planners of America
“With all the turmoil going on with the stock market and uncertain financial future, it is nice to feel that my retirement funds are closely managed so I don't have to worry about it.”
The 24 firms listed for Austin, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Austin, TX
All 24 firms we list here are in Austin itself. We have 138 firms in Austin on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 838 reviews; 4 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (86%) and value (66%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (4), investment management (2), retirement planning (2) and tax planning (2). 10 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 86 years. 1 offers remote or virtual consultations; 2 offer payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Austin take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Weinheimer Wealth Management
Capstar Financial Services
“Suzette showed us how to minimize our tax hit which was already small thanks to her advice through the years.”
Quickbooks Tutor
“The best thing is that he can work remotely, which makes things easy for a busy business owner.”
Austin Divorce Planners
“Knowledge is power and having his knowledge in my case has helped me tremendously with what my settlement should look like in detail along with what my budget will look like after divorce.”
Southwest Business Consultants
Maxwell Locke & Ritter
Strategic Investment Management
Senior Resource Center
“My husband and I have been working with Bill and Tara for several years, and have always felt confident in their advice and expertise.”
Beck Capital Management
“My experience with Beck Capital Management over the past decade plus has been excellent.”
Lucien, Stirling & Gray Advisory Group
Echelon Financial
“He is a trusted advisor and has been great in guiding me through my financial decisions.”
Modern Wealth Strategies
“But most importantly he knows me by name and about my life so he can truly give the best advice that is catered to me and not some cookie cutter approach.”
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Rocket Dollar
“They professionally and timely handled all the set-up on the front end of each Self-Directed IRA they helped us with and, along the way, anticipated questions and/or concerns by providing information even before it was requested.”
Howard Tax Associates
“These ladies and gentlemen are on top of the tax laws in every single way.”
Birdrock Wealth
“Steve is highly knowledgeable, and also cares deeply about his clients and their success.”
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Centennial Advisors
“Mike has helped me so much since I decided to go with his firm.”
New Standard IRA
“They handled setting up an LLC and a custodian for my self-directed IRA I am very satisfied”
Nest Financial
“Gloria is a professional and very kind person whose passion for her work shows through her attention to detail in helping her clients.”
Why these companies made our list
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