For investment firms and asset managers selling into the wealth channel, Austin is not a secondary market. It is a primary target. The metro is home to more than 2,200+ financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Austin and every major metro in the country, with 2,200+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Austin area.
Top 10 Financial Advisors in Austin
1. Tim Marwill – RBC Team
Tim Marwill is Senior Vice President and Financial Advisor at Marwill Wittek Group, an RBC Wealth Management team based in Austin, TX, managing approximately $300 million in assets. A University of Texas graduate, Marwill serves clients across the Austin metro area through RBC's platform spanning brokerage, fee-based advisory, and a broad alternative investment offering.
2. Jordan Silverman – UBS Team
Jordan Silverman is Senior Vice President at 512 Wealth Partners, a UBS team based in Austin, TX, managing approximately $1.65 billion in assets. With over 25 years of financial industry experience spanning the Chicago Mercantile Exchange, the New York Stock Exchange, and institutional equity trading at Jefferies & Company, Silverman brings a seasoned market perspective to clients across the Austin metro area.
3. Jeffrey Levinsohn – MS Team
Jeffrey Levinsohn is Senior Vice President and Private Wealth Advisor at Front Street Group, a Morgan Stanley Private Wealth Management team based in Austin, TX, managing approximately $1.2 billion in assets. A non-practicing attorney with a J.D./MBA from Temple University, Levinsohn specializes in wealth allocation planning, portfolio management, and wealth transfer strategies developed in close collaboration with clients' legal and tax advisors.
4. Alexander Martin Groth – LPL Team
Alexandra Martin Groth is Founder and Senior Wealth Advisor at Spring Line Wealth Partners, an LPL Financial team based in Austin, TX, managing approximately $500 million in assets. Groth specializes in integrated wealth management for high-net-worth families, business owners, and corporate executives, with a focus on tax-aware planning, estate strategies, business succession, and multigenerational wealth transfer.
5. Nancy McDonald – RBC Team
Nancy McDonald is Senior Vice President and Private Wealth Advisor at The MK Group, an RBC Wealth Management team based in Austin, TX, managing approximately $500 million in assets. A Pepperdine University graduate, McDonald serves clients across the Austin metro area with a broad-based private wealth advisory practice.
Want to see every financial advisor in Austin? Dakota FAs gives you instant access to 2,200+ Austin area advisors with verified contact details, AUM data, and investment preference indicators.
6. Rhett Stone – MS Team
Rhett Stone is a Financial Advisor and Senior Investment Management Consultant at The Stone Group, a Morgan Stanley Private Wealth Management team based in Austin, TX, managing approximately $1 billion in assets. The team focuses on wealth preservation and growth, offering clients access to Morgan Stanley's full platform including alternative investments, private equity, real estate, and private credit.
7. David Wright – UBS Team
David Wright is Senior Wealth Strategy Associate at 512 Wealth Partners, a UBS team based in Austin, TX, managing approximately $1.65 billion in assets. With over 20 years of financial industry experience, Wright builds client-centric financial plans leveraging UBS's platform across equities, fixed income, private equity, and real estate.
8. Bob Buchanan – J.P. Morgan
Bob Buchanan is Executive Director and Wealth Advisor at The Buchanan Group, a J.P. Morgan Wealth Management team based in Austin, TX, managing approximately $1.3 billion in assets. With over four decades of experience spanning UBS, J.C. Bradford & Co., and Dain Rauscher, Buchanan delivers wealth planning and portfolio management services to families, entrepreneurs, executives, and business owners with a focus on tax-aware structuring, estate planning, and business succession strategies.
9. Candace Stone – MS Team
Candace Stone is a Financial Advisor and Financial Planning Specialist at The Stone Group, a Morgan Stanley Private Wealth Management team based in Austin, TX, managing approximately $1 billion in assets. Stone focuses on wealth preservation and growth for clients across the Austin metro area through Morgan Stanley's full suite of investment and planning resources.
10. Jason Khawaja – RBC Team
Jason Khawaja is Senior Vice President and Private Wealth Advisor at The MK Group, an RBC Wealth Management team based in Austin, TX, managing approximately $500 million in assets. A University of Texas McCombs School of Business graduate, Khawaja serves clients across the Austin metro area through a team that brings deep private wealth experience from its prior affiliation with Merrill Lynch.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Austin and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Austin and across the country, book a demo here!
