Top 10 Wealth Management Firms in Austin

Posted on July 6, 2008. Filed under: -- Austin Related, -- Building Wealth, -- For The Investor In YOU, -- Investing, . More Resources For YOU! | Tags: , , , |


This is more geared toward my local Austin friends, or people interested in Austin Wealth Management. According to the Austin Business Journal, these are the Top 10 Wealth Management Firms ranked by locally managed assets as of February 2007.

1. Charles Schwab 370-3880

2. Merrill Lynch 474-5811

3. Raymond James and Associates 477-3110

4. Veritrust Financial 448-0647

5. Ameriprise Financial Services 346-5400

6. Scottrade Securities 343-8200

7. RiverStone Wealth Management 476-5554

8. Empiric Advisors 328-9321

9. Eltekon Financial LLC 447-3200

10. Caprock Securities 322-0133

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One Response to “Top 10 Wealth Management Firms in Austin”

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Hi Molly,

I am moving to Austin this summer after i graduate from the University of Dayton. I am searching for jobs and hoping to visit Austin over my spring break to get some interviews with a few potential companies. I have my real estate license in Ohio, but Texas doesn’t have reciprocity with any other state…bummer. I do want to pursue residential real estate, but I am willing to try other jobs in finance. Might you have any ideas? Thanks for your help!


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