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February 23, 2024

Top 10 RIA Firms in the Austin Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through Dakota Marketplace, a 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 schedule a demo.

1.  LeafHouse Financial

AUM: $14,128,243,774

2. Venturi Private Wealth

AUM: $1,973,168,667

3. Oxbow Advisors

AUM: $1,778,335,240

4. Durbin Bennett Wealth

AUM: $1,429,423,495

5. Waterloo Capital Management

AUM: $1,400,000,000

6. Austin Asset Management

AUM: $1,366,006,925

7. Meridian Wealth Advisors LLC

AUM: $1,017,777,680

8. Cedarwood Financial Partners

AUM: $1,000,000,000

9. Pensionmark Austin

AUM: $976,000,000

10. FMP Wealth Advisers

AUM: $941,773,000

For a more detailed list of all RIAs in Austin and other metros, click here to schedule a demo.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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