September 17, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Austin that we thought you might like to know. For a more detailed list of RIAs in Austin, click here to see for free.
AUM: $15.4B
LeafHouse Financial is an RIA specializing in Multi Family Office services. Situated at 6300 Bridge Point Parkway, Building 1, Suite 300, Austin, TX, the firm operates within the Austin metro area. LeafHouse implements a cost-competitive investment fiduciary model for retirement plans, assessing compensation based on total plan assets.
With an impressive AUM of $15.4B, LeafHouse Financial employs a diversified investment strategy encompassing equities, fixed income, and alternative investments. The firm's approach focuses on balancing risk and return to ensure portfolio growth and stability. By utilizing strategic asset allocation and continuous market analysis, LeafHouse Financial aims to deliver consistent, long-term performance while safeguarding client assets. It offers various solutions and model portfolios for retirement plans, supported by an internal grading system for investment managers.
2. Hub Investment Partners, LLC
AUM: $8.98B
Hub Investment Partners, LLC operates as a Registered Investment Advisor (RIA) with a focus on providing fiduciary-forward wealth and retirement management services. The firm is located at 900 S. Capital of Texas Hwy, Suite 350, Austin, TX, and serves clients in the Austin metro area. HUB Investment Partners delivers tailored financial strategies that encompass wealth planning, employee retirement offerings, executive compensation, and philanthropic guidance.
The firm manages an AUM of approximately $8.98B. Operating under the HUB RPW brand, it offers comprehensive advisory services, including asset protection, tax planning, wealth transfer, and retirement plan consulting. Clients benefit from access to vendor-native tools, extensive support from the HUB ecosystem, and strategic administration via third-party TPA services, all provided with a commitment to fiduciary responsibility.
AUM: $5.00B
EPIC Funds is an RIA specializing in Real Estate Fund of Funds services. The firm is headquartered at PO BOX 92161, Austin, TX, operating within the Austin metro area. Founded in a $5 billion multi-family office, EPIC Funds focuses on differentiated investments in niche segments of private markets, partnering with managers to unlock unique returns and risk.
EPIC Funds manages an AUM of $5B, investing in under-the-radar strategies within private markets to avoid saturation. The firm prioritizes relationship-driven sourcing, with a focus on private credit, asset-backed lending, specialty finance, lower middle market direct lending, and real assets. EPIC Funds actively supports smaller managers, emphasizing alignment, durable strategies, and niche expertise while facilitating allocator introductions and sharing deal flow.
AUM: $3.18B
Venturi Private Wealth operates as a Registered Investment Advisor (RIA) with a focus on Multi Family Office services. The firm is located at 3600 North Capital of Texas Highway Building B Suite 100, Austin, TX, and serves clients in the Austin metro area. Venturi Private Wealth specializes in customized wealth management, family office, and private investment services, catering to individuals, families, business owners, and foundations.
The firm manages an AUM of $3.18B. Its investment platform encompasses a broad universe across public and private markets, utilizing both active and passive strategies. The private investment platform includes assets such as private equity, real estate, and private credit, along with co-investments, secondaries, and direct investments. Additionally, Venturi Private Wealth manages a number of private funds internally.
AUM: $3.18B
The organization Lion Street functions as a RIA specializing in financial services. Situated at 300 Colorado St., Suite 2600, Austin, TX, Lion Street was established in 2010 with a focus on creating a network of elite life insurance professionals. The company offers securities through Lion Street Financial, LLC, and investment advisory services through Lion Street Advisors, LLC, ensuring comprehensive financial solutions for clients. Lion Street manages an AUM of $3.18B and predominantly utilizes ETFs and separately managed accounts to meet client needs.
Lion Street leverages the collective buying power of its members to negotiate favorable arrangements with insurance companies on a national scale. The firm's platform emphasizes collaboration, idea sharing, and best practice exchange among its network of professionals. With a strong presence in the Austin metro area, Lion Street continues to provide sophisticated financial services tailored to the needs of its clientele.
AUM: $2.10B
Oxbow Advisors is an RIA specializing in Multi Family Office services. The firm is situated at 500 West 5th Street, Suite 1205, Austin, TX, operating within the Austin metro area. Oxbow Advisors caters to individuals with significant wealth, particularly those who have undergone liquidity events like business sales or inheritances. The firm manages an AUM of $2.1B and implements a structured investment approach distinguishing between Base Capital and Investment Capital. Base Capital focuses on capital preservation, income generation, and future needs, while Investment Capital targets capital appreciation through growth-oriented investments like real estate, hedge funds, and private equity. Oxbow Advisors' strategy aims to balance financial growth with considerations for future generations and philanthropic endeavors.
AUM: $2.07B
Maslow Wealth Advisors is an RIA specializing in Multi Family Office services. Situated at 1601 S Mopac Expressway Suite 125D, Austin, TX, the firm caters to business owners, families, and individuals in the Austin metro area. With over 30 years of experience, Maslow Wealth Advisors, previously known as Durbin Bennett, offers tailored financial guidance to meet the unique needs of its clients.
Maslow Wealth Advisors manages an AUM of $2.07B. The firm's investment approach involves a core-satellite strategy, with passive investments in traditional markets as the core and alternative investments such as private equity, real assets, private credit, and hedge funds as satellite positions. These strategies encompass global macro, event-driven, currency, and volatility approaches.
8. Waterloo Capital Management
AUM: $1.69B
Waterloo Capital Management is an RIA specializing in Multi Family Office services. The firm is headquartered at 2700 Via Fortuna Suite 100, Austin, TX, operating within the Austin metro area. Waterloo Capital offers a comprehensive range of services, including internal money management, institutional private investments, and financial planning, leveraging machine learning and artificial intelligence for personalized wealth management solutions. The firm manages an AUM of $1.69B and provides access to a diversified portfolio of private market opportunities spanning private equity, hedge funds, real estate, and real assets. Waterloo Capital's strategic approach involves utilizing internal quantitative algorithms for evaluating ETFs and stocks, complemented by exclusive private investment access led by Don Simoneaux. Their commitment to data-driven processes and tangible outcomes positions them as a prominent player in the wealth management industry.
AUM: $1.67B
Austin Asset Management is an RIA specializing in Multi Family Office services. Situated at 7200 North Mopac, Suite 315, Austin, TX, the firm manages assets totaling $1.67B within the Austin metro area. With a strong emphasis on long-term investments, Austin Asset employs a diversified strategy utilizing institutional mutual fund shares to optimize returns and minimize costs for clients. The firm integrates alternative investments such as private equity, real estate, and hedge funds to enhance diversification and performance. By strategically balancing traditional and non-traditional asset classes, Austin Asset aims to capture unique growth opportunities and mitigate market volatility. With over 37 years of experience, the firm's commitment to sustainable growth through diversification and asset allocation underscores its dedication to optimizing risk-adjusted returns for clients.
10. Meridian Wealth Advisors LLC
AUM: $1.45B
Meridian Wealth Advisors LLC is an RIA specializing in Multi Family Office services. The firm is situated at 3600 North Capital of Texas Highway, Austin, TX, operating within the Austin metro area. Meridian Wealth Advisors serves high net worth clients by offering comprehensive wealth planning, investment management, tax planning, and estate planning services, prioritizing client interests as a fee-only fiduciary.
The firm manages an AUM of $1.45B and provides risk-based model portfolios with customization options using mutual funds, ETFs, and private funds. Partnering with custodians like Raymond James and Fidelity, Meridian Wealth Advisors ensures tailored investment strategies aligned with client objectives for a cohesive and personalized wealth management experience.
To see a full list of RIAs in Austin or other metros, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
