| Merrill Lynch Financial Advisor Philip M Gibbs |
3700 N Capital of Texas Hwy, Austin, TX 78746 |
|
51279xxxx4 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor H W Netherton |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rob Westerkom - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx9 |
bil****************@r**.com |
|
|
|
|
|
|
12448 |
|
12376 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Dominic J. Lanzillotta |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pat Robertson - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx4 |
abt****@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bearing Financial Advisors, LLC |
9390 Research Blvd., Kaleido Bld 1, Ste 330, Austin, TX 78759 |
|
51224xxxx5 |
adm**@b***************.com |
5 |
2 |
|
|
5 |
8 |
|
|
115 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Roger Berry |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capstar Financial Services, LLC |
6500 River Pl Blvd Building 1, Suite 200, Austin, TX 78730 |
|
51221xxxx0 |
bjo*****@c***************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cheryl Lee - Financial Advisor, Ameriprise Financial Services, LLC |
4131 Spicewood Springs Rd Ste E3, Austin, TX 78759 |
|
51237xxxx4 |
che*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Neff Group - Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51233xxxx6 |
abt****@u**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Summit Wealth Partners - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51233xxxx7 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pioneer Wealth Management Group |
800 W 5th St #100b, Austin, TX 78703 |
|
51233xxxx0 |
ang****@p************.com |
5 |
3 |
|
|
|
|
1376 |
4 |
1300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stately Wealth Management |
9442 N Capital of Texas Hwy Plaza, 1 Suite 500, Austin, TX 78759 |
|
51234xxxx9 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
901 S Mopac Barton Oaks Plz, Austin, TX 78746 |
|
51234xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weinheimer Wealth Management |
4101 Parkstone Heights Dr #210, Austin, TX 78746 |
|
51237xxxx8 |
dav**@w***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew James Schaefer - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx2 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avidian Wealth Solutions - Austin |
4210 Spicewood Springs Rd Building E, Austin, TX 78759 |
|
51246xxxx2 |
doe****@a************.com |
5 |
2 |
|
|
|
|
454 |
18 |
504 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Wealth Management |
6504 Bridge Point Pkwy Suite 460, Austin, TX 78730 |
|
21068xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspiriant Wealth Management |
3801 S Capital of Texas Hwy Suite 325, Austin, TX 78704 |
|
51264xxxx0 |
aa@a********.com |
|
|
|
|
4.9 |
14 |
128 |
14 |
149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin Private Wealth |
3108 N Lamar Blvd Suite B 100, Austin, TX 78705 |
|
51288xxxx4 |
aj.******@a******************.com |
3.7 |
3 |
|
|
|
|
|
|
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Austin |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51247xxxx5 |
rbc*********@r**.com |
5 |
5 |
|
|
|
|
12448 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark A Goodin - Financial Advisor, Ameriprise Financial Services, LLC |
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 |
|
51252xxxx0 |
mar**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hunter Coleman, Coleman - Johns Wealth Management Team of Hilltop securities |
7000 N Mopac Expy # 400, Austin, TX 78731 |
|
86694xxxx0 |
aar************@h****************.com |
5 |
3 |
|
|
|
|
|
|
446 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ark Financial Group |
10800 Pecan Park Blvd #100, Austin, TX 78750 |
|
51266xxxx3 |
adm**@a****.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Travis Knapp - Financial Advisor, Ameriprise Financial Services, LLC |
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759 |
|
51231xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
501 Congress Ave. Ste 125, Austin, TX 78701 |
|
51237xxxx0 |
nam*@e******.com |
3.6 |
18 |
|
|
|
|
646273 |
189 |
659000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual |
3700 N Capital of Texas Hwy #500, Austin, TX 78746 |
|
51233xxxx0 |
ale***************@n*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Proper Wealth Management |
600 Congress Ave Ste 1400, Austin, TX 78701 |
|
91764xxxx0 |
inf*@a************.com |
5 |
5 |
|
|
|
|
315 |
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Billy Brandenberger - RBC Wealth Management Branch Director |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx8 |
bil****************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin, TX Private Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
80054xxxx6 |
ali**********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott M Duplantis - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx6 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AMG Wealth Advisors |
2700 Vía Fortuna #120, Austin, TX 78746 |
|
51264xxxx0 |
amg@a****************.com |
|
|
|
|
|
|
|
|
240 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Capital - Wealth Management Austin |
2700 Vía Fortuna #100, Austin, TX 78746 |
|
51290xxxx2 |
ada*@s************.com |
5 |
90 |
|
|
|
|
|
|
110 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
607 W 3rd St, Austin, TX 78701 |
|
51247xxxx1 |
ale*********@m*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grace Capital Management LLC |
11651 Jollyville Rd STE 300, Austin, TX 78759 |
|
51248xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tuyyo Planning Group, LLC |
13317 Perthshire St, Austin, TX 78729 |
|
51252xxxx1 |
lui*@t************.com |
5 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Adam Ulatoski |
3700 N Capital of Texas Hwy #400, Austin, TX 78746 |
|
51279xxxx4 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reynolds Private Wealth Management |
6000 Shepherd Mountain Cove, Ste 215, Austin, TX 78730 |
|
51233xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Haven Investment Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx6 |
ali**********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DESMO Wealth Advisors, LLC |
111 Duck Lake Dr, Lakeway, TX 78734 |
|
51243xxxx9 |
inf*@d**********.com |
|
|
|
|
|
|
|
|
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carlin Wealth Management Group, LLC |
4006 N Lamar Blvd, Austin, TX 78756 |
|
73741xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Halbert Wealth Management |
9433 Bee Cave Rd Bldg III Suite 201, Austin, TX 78733 |
|
80034xxxx1 |
gar*@h************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Holdfast Wealth Management |
3711 Greystone Dr, Austin, TX 78731 |
|
51269xxxx4 |
inf*@h*************.com |
|
|
|
|
|
|
23 |
|
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SurePath Wealth Management |
11801 Domain Blvd Fl 3, Austin, TX 78758 |
|
51299xxxx6 |
|
4.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Julia Coffey |
1211 W 6th St, Ste 200, Austin, TX 78703 |
|
51248xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
87443 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
9442 N Capital of Texas Hwy #700, Austin, TX 78759 |
|
51234xxxx5 |
a-w***************@w*****************.com |
3 |
2 |
|
|
|
|
188291 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 512 Wealth Partners - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx3 |
bre***********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cypress Point Wealth Management |
4264 Westlake Dr, Austin, TX 78746 |
|
51247xxxx8 |
jsm***@c*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tim Marwill - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx0 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JLD Wealth Management LLC |
6300 Bee Cave Rd #400, Austin, TX 78746 |
|
51222xxxx1 |
dar****************@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Realized |
400 W 15th St Suite 700, Austin, TX 78701 |
|
87779xxxx1 |
aal*****@r***********.com |
4.2 |
5 |
|
|
|
|
2687 |
|
2700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John J. Riffle - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx6 |
the*************@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx1 |
abc*******@u**.com |
3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hoisington Investment Management |
6836 Bee Cave Rd #100, Austin, TX 78746 |
|
51232xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Investment Management |
9600 N Mopac Expy #600, Austin, TX 78759 |
|
51234xxxx8 |
eri*@s**********.com |
4 |
2 |
|
|
|
|
131 |
|
239 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Smith Wealth Advisors |
4713 Eagle Feather Dr, Austin, TX 78735 |
|
51233xxxx1 |
cin**@s******************.com |
5 |
1 |
|
|
5 |
12 |
|
|
187 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Reggie Estes |
8127 Mesa Dr, Ste C300, Austin, TX 78759 |
|
51224xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mark Kritzer |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael E. Taylor - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51246xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Heidmann/Jefferson Group |
607 W 3rd St Suite 2600, Austin, TX 78701 |
|
51239xxxx9 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Kelly D Mahmoud, AAMS™ |
2905 San Gabriel St #201, Austin, TX 78705 |
|
51247xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87443 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Wade D Heidmann |
607 W 3rd St Suite 2600, Austin, TX 78701 |
|
51239xxxx9 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hearthstone Wealth Management - Ameriprise Financial Services, LLC |
4131 Spicewood Springs Rd Ste I5, Austin, TX 78759 |
|
51252xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elisabeth Uhl - Financial Advisor, Ameriprise Financial Services, LLC |
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759 |
|
51231xxxx9 |
amb*******@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thannisch Wealth Management of Raymond James |
6034 W Courtyard Dr, Suite 305, Austin, TX 78730 |
|
51241xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sapphire Wealth Management |
1210 Cottonwood Creek Trail suite 300, Cedar Park, TX 78613 |
|
51269xxxx8 |
inf*@s***************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Young - Financial Advisor, Ameriprise Financial Services, LLC |
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 |
|
51252xxxx0 |
wil************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pioneer Wealth management group |
800 W 5th St, Austin, TX 78703 |
|
51233xxxx0 |
ant****@p************.com |
5 |
3 |
|
|
|
|
1376 |
4 |
1300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NEST Financial |
5540 N Lamar Blvd, Austin, TX 78756 |
|
51294xxxx2 |
dan@n************.net |
5 |
9 |
|
|
4.9 |
25 |
511 |
66 |
502 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael Fields - Financial Advisor, Ameriprise Financial Services, LLC |
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 |
|
51252xxxx2 |
car***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brett Riley - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx2 |
alb************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Capital Management |
5407 Parkcrest Dr Floor 2, Austin, TX 78731 |
|
51232xxxx8 |
adr***@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael Mickey Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
111 Congress Ave. STE 500, Austin, TX 78701 |
|
51239xxxx0 |
chr***********@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Clevenger Douglas Group - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steve Franco - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx6 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Hogue - Financial Advisor, Ameriprise Financial Services, LLC |
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759 |
|
51269xxxx3 |
apr************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
3700 N Capital of Texas Hwy, Austin, TX 78746 |
|
51279xxxx0 |
ale*********@m*.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terry Sherman - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Hughes Group Wealth Management Partners LLC |
11824 Jollyville Rd STE 500, Austin, TX 78759 |
|
51258xxxx3 |
joh*@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
11601 Alterra Pkwy #150, Austin, TX 78758 |
|
51268xxxx0 |
acc************@s*****.com |
2.8 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Centennial Advisors, LLC |
10815 Ranch Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730 |
|
51226xxxx0 |
inf*@i****************.com |
4.8 |
24 |
|
|
|
|
2636 |
2 |
2700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WorthPointe Financial Planners |
6836 Bee Cave Rd #210, Austin, TX 78746 |
|
80062xxxx2 |
inf*@w***.com |
|
|
|
|
|
|
|
|
952 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Fox Alliance |
5920 W William Cannon Dr Bld. 7 - Ste. 201, Austin, TX 78749 |
|
51232xxxx0 |
bi**@t*************.com |
4.9 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oakwell Private Wealth Management |
3200 Steck Ave STE 200, Austin, TX 78757 |
|
80055xxxx3 |
ata****@o*********.com |
|
|
|
|
|
|
228 |
3 |
248 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fort Wealth Management |
7701 San Felipe Blvd, Austin, TX 78729 |
|
51243xxxx2 |
gr@f*****.com |
5 |
4 |
|
|
|
|
|
|
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dane Martindale - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx7 |
dan************@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Acadia Hr |
4210 Spicewood Springs Rd, Austin, TX 78759 |
|
51234xxxx4 |
cua***@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monarch Wealth Management |
2806 Flintrock Trace, Lakeway, TX 78738 |
|
51259xxxx7 |
Lin@M***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brighton Jones |
301 Congress Ave. Floor 12, Austin, TX 78701 |
|
73724xxxx5 |
acc*******@b************.com |
5 |
3 |
|
|
|
|
618 |
|
702 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Century Management Financial Advisors |
805 Las Cimas Pkwy Suite 305, Austin, TX 78746 |
|
51232xxxx0 |
adm**@c******.com |
4.1 |
14 |
|
|
|
|
9 |
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eric Wittek - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
1111 W 6th St Building B, Suite 310, Austin, TX 78703 |
|
83375xxxx3 |
aar*******@e**********************.com |
|
|
|
|
|
|
18775 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meece - Barr Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51233xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ATX Wealth Partners - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51254xxxx8 |
atx**************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kestra Financial |
5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735 |
|
84455xxxx2 |
aar**********@k**************.com |
3.3 |
15 |
|
|
|
|
881 |
10 |
981 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Sharpe - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lowenberg Group |
906 Rio Grande St Suite 200, Austin, TX 78701 |
|
51247xxxx3 |
chl****@l***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Douglas Carroll, CFP - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx8 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin First Financial |
1502 West Ave #204, Austin, TX 78701 |
|
51263xxxx9 |
sco**@a*******************.com |
5 |
1 |
|
|
|
|
418 |
|
414 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jennifer Elliott - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8310-1 N Capital of Texas Hwy Ste 360, Austin, TX 78731 |
|
51274xxxx5 |
jen**************@a***.com |
|
|
|
|
|
|
|
|
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Black Barn Financial |
2305 Hancock Dr, Austin, TX 78756 |
|
51236xxxx9 |
amy@b*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Haynie Wealth Management |
8303 N Mopac Expy suite a-120, Austin, TX 78759 |
|
51267xxxx1 |
adv*****@h***********.com |
|
|
|
|
|
|
14 |
|
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Living Wealthy Financial |
111 Congress Ave. STE 500, Austin, TX 78701 |
|
80038xxxx0 |
bre**@l*********************.com |
|
|
|
|
|
|
|
|
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin Wealth Specialists |
11824 Jollyville Rd STE 500, Austin, TX 78759 |
|
51296xxxx3 |
dar****@a**********************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harris Wealth Advisors |
6600 Colina Ln, Austin, TX 78759 |
|
51267xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trajan Wealth |
13809 Research Blvd Suite 500, Austin, TX 78750 |
|
80083xxxx9 |
abi****@t***********.com |
5 |
2 |
|
|
|
|
1757 |
13 |
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lucien, Stirling & Gray Advisory Group |
7800 N Mopac Expy STE 340, Austin, TX 78759 |
|
51245xxxx7 |
bdo***@l*******.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kozun Capital Management |
1608 W 5th St Suite 240, Austin, TX 78703 |
|
51269xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dennis Hobbs - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx8 |
den*********@r**.com |
5 |
1 |
|
|
|
|
4 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Thrower - Financial Advisor, Ameriprise Financial Services, LLC |
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759 |
|
51278xxxx1 |
joh***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Christopher J Vasquez |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Storer - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx3 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avidian Wealth Solutions |
3103 Bee Cave Rd #238, Austin, TX 78746 |
|
51225xxxx7 |
bra******@a************.com |
|
|
|
|
|
|
454 |
18 |
504 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lion Street Inc. |
515 Congress Ave. #2500, Austin, TX 78701 |
|
51277xxxx0 |
ale*****@l*********.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Syntropy Wealth Management |
9200 Sandstone St Suite 101, Austin, TX 78737 |
|
51274xxxx3 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cowand Wealth Management, LLC |
12304 Alcanza Dr, Austin, TX 78739 |
|
51282xxxx0 |
kyl*@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ENZI Wealth |
8500 Bluffstone Cove Ste 105A, Austin, TX 78759 |
|
51279xxxx0 |
hel**@e*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joseph Busch - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx0 |
acm***********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Godwin Schaefer Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx2 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strada Wealth Management |
3701 Bee Caves Rd Ste 104, Austin, TX 78746 |
|
86652xxxx8 |
cap******@s***************.com |
|
|
|
|
4.7 |
9 |
684 |
|
683 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CIBC Private Wealth |
111 Congress Ave. Suite 1830, Austin, TX 78701 |
|
51265xxxx0 |
alb***********@c***.com |
|
|
|
|
4.5 |
123 |
2122 |
|
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weinheimer Wealth Management |
4101 Parkstone Heights Dr, Austin, TX 78746 |
|
51237xxxx8 |
dav**@w***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hearthstone Wealth Management - Ameriprise Financial Services, LLC |
11675 Jollyville Rd STE 200, Austin, TX 78759 |
|
51223xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51248xxxx3 |
aal*******@m************.com |
1 |
1 |
|
|
|
|
113356 |
3087 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Hoene - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51247xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Phillip Stedman |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Maslow Wealth Advisors |
1601 S MoPac Expy #125d, Austin, TX 78746 |
|
51261xxxx0 |
ang********@d******************.com |
4 |
3 |
|
|
|
|
|
|
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrated Wealth Strategies |
9442 N. Capital of Texas Hwy Arboretum Plaza I, #150, Austin, TX 78759 |
|
51229xxxx1 |
aca*****@i*************************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Whitfield Bacon Wealth Partners |
901 S MoPac Expy, Austin, TX 78746 |
|
73722xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dean Wealth Partners - Ameriprise Financial Services |
7200 N Mo Pac Expy, Austin, TX 78731 |
|
51234xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grant Carter - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michelle L Graham |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allfluent Wealth Management |
8601 Ranch Road 2222 1-120, Austin, TX 78730 |
|
51230xxxx1 |
bmc******@a**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Archer Investment Management |
4411 Authentic Dr, Austin, TX 78731 |
|
80084xxxx6 |
cli**********@a*******.com |
5 |
2 |
|
|
|
|
215 |
|
221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R Judd Wealth Management, Llc |
2301 S Capital Of Texas Hwy Ste J-101, Austin, TX 78746 |
|
51252xxxx4 |
inf*@r**********.com |
|
|
|
|
5 |
10 |
173 |
2 |
171 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Proper Wealth of Apollon |
600 Congress Ave. STE 1400, Austin, TX 78701 |
|
91764xxxx0 |
inf*@a************.com |
5 |
5 |
|
|
|
|
316 |
|
363 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Westerkom - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx7 |
bil****************@r**.com |
|
|
|
|
|
|
12448 |
|
13153 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UT Austin Wealth Management Center |
College of Business Administration, 2110 Speedway Building, Suite 6.222, Austin, TX 78705 |
|
51247xxxx8 |
acc***@a*****.utexas |
|
|
|
|
|
|
15296 |
10832 |
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Creative Planning, formerly ML&R Wealth Management LLC |
401 Congress Ave. STE 1100, Austin, TX 78701 |
|
51227xxxx0 |
aho**@m****.com |
|
|
|
|
|
|
|
|
183 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Momentum Private Wealth Management |
921 W New Hope Dr Ste 104, Cedar Park, TX 78613 |
|
51241xxxx5 |
aus***@m**********.com |
|
|
|
|
|
|
78 |
|
81 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor AKSHAY GUPTA |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx4 |
agu******@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katie Rinehart - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Venturi Private Wealth |
3600B N Capital of Texas Hwy STE 200, Austin, TX 78746 |
|
51222xxxx5 |
ale******@v************.com |
4 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Services of Austin, LLC |
901 S Mopac Expressway, Barton Oaks Plaza, Ste 300, Austin, TX 78746 |
|
51247xxxx8 |
mai*@w***********.com |
|
|
|
|
5 |
9 |
26 |
2 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jenny Miller - Raymond James |
1703 W 5th St Ste 650, Austin, TX 78703 |
|
51247xxxx0 |
jen*********@r***********.com |
|
|
|
|
|
|
203 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Henry & Burns Private Wealth |
11675 Jollyville Rd STE 200, Austin, TX 78759 |
|
51223xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Art of Finance |
14205 N Mopac Expy 5th Floor, Austin, TX 78728 |
|
81468xxxx6 |
don**@t**************.biz |
5 |
21 |
|
|
|
|
36397 |
|
115000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Redbud Advisors, LLC |
706 Guadalupe St, Austin, TX 78701 |
|
51222xxxx8 |
hel**@r****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin Wealth Management |
1301 S Capital of Texas Hwy C-200, Austin, TX 78746 |
|
51246xxxx0 |
ali***@a***************.com |
4 |
10 |
|
|
|
|
|
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
111 Congress Ave. Suite 1650, Austin, TX 78701 |
|
51247xxxx7 |
a-w***************@w*****************.com |
3.3 |
3 |
|
|
|
|
188043 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bubela Wealth Management |
11920 Alterra Pkwy Ste 136, Austin, TX 78758 |
|
51275xxxx2 |
jbu**@t***.net |
|
|
|
|
|
|
|
|
229 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin Trust Company |
336 S Congress Ave #100, Austin, TX 78704 |
|
51247xxxx1 |
agi****@a**********.com |
3.7 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FMP Wealth Advisers |
6034 W Courtyard Dr Suite 380, Austin, TX 78730 |
|
51232xxxx4 |
ado***@f****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Randy Stewart - Financial Advisor, Ameriprise Financial Services, LLC |
10415 Morado Cir 2-100, Austin, TX 78759 |
|
51274xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reed Lake Private Wealth |
4801 Spicewood Springs Rd STE 200, Austin, TX 78759 |
|
51229xxxx0 |
chr**@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PBL Wealth Management, LLC |
3345 Bee Cave Rd Suite 104, Austin, TX 78746 |
|
51221xxxx9 |
doe****@p********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brian C. Schoppmann |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capitol Wealth Strategies |
901 S MoPac Expy # 4-150, Austin, TX 78746 |
|
51265xxxx9 |
cws****@c**********.com |
5 |
3 |
|
|
|
|
223 |
15 |
230 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Skyline Wealth Strategies |
9050 N Capital of Texas Hwy Building 3 Suite 180, Austin, TX 78759 |
|
51295xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northern Trust |
98 San Jacinto Blvd Suite 350, Austin, TX 78701 |
|
51286xxxx0 |
abc*******@n************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cadence Wealth Management LLC |
3821 Juniper Trce STE 203, Austin, TX 78738 |
|
51226xxxx2 |
dav**@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Buchanan Group - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx4 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harrell Investment Partners |
3814 Medical Pkwy, Austin, TX 78756 |
|
51275xxxx0 |
inf*@h**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McCracken & Carroll Wealth Management Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx8 |
ale****@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Dirk W Van De Graaf |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Ronald L Riehs |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Austin Asset |
7200 N Mopac Expy #315, Austin, TX 78731 |
|
51245xxxx2 |
all**@a**********.com |
5 |
1 |
|
|
|
|
|
3 |
141 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Neil Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8310-1 N Capital of Texas Hwy Ste 360, Austin, TX 78731 |
|
51274xxxx3 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
322 |
|
345 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jared B Fox |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Stephen Ramsey |
8200 N Mopac Expy Ste 325, Austin, TX 78759 |
|
51246xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
823 Congress Ave. STE 300, Austin, TX 78701 |
|
51255xxxx6 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - The Miura Group |
1708 W 6th St, Austin, TX 78703 |
|
51247xxxx0 |
soc***@n*****************.com |
5 |
1 |
|
|
|
|
107342 |
16225 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Public Financial Management |
111 E Cesar Chavez St, Austin, TX 78701 |
|
51247xxxx4 |
ali*@p**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reynolds Private Wealth Management |
6000 Shepherd Mountain Cove #213, Austin, TX 78730 |
|
73733xxxx3 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avondale Wealth Management |
4101 Parkstone Heights Dr STE 250, Austin, TX 78746 |
|
51250xxxx8 |
bri*****@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lake Hills Wealth Management |
8601 Ranch Rd 2222 Building 1, Suite 230, Austin, TX 78730 |
|
51258xxxx0 |
ats******@l**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carl Stuart Investment Advisor |
623 W 38th St, Austin, TX 78705 |
|
51247xxxx5 |
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Felix Erbring |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shadowridge Asset Management, LLC |
1001 S Capital of Texas Hwy suite m-100, Austin, TX 78746 |
|
88843xxxx7 |
chr******@s****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TPB Wealth Advisors |
8611 N Mopac Expy #100, Austin, TX 78759 |
|
21042xxxx0 |
kev*********@t****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paul Ballett - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
12448 |
|
12376 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
2951 Ranch Rd 620 S, Austin, TX 78738 |
|
88855xxxx8 |
ale*********@m*.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Steven Godich |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx4 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rethink Wealth |
9101 Burnet Rd #107, Austin, TX 78758 |
|
51288xxxx1 |
aja**********@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick A. Easter - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amplify Wealth Management |
2800 Esperanza Crossing Bldg Ste 2, Austin, Tx 78758 |
|
51283xxxx1 |
abe***@g********.com |
|
|
|
|
|
|
3876 |
|
3800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner |
1114 Lost Creek Blvd Suite 260, Austin, TX 78746 |
|
51272xxxx0 |
aar********@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Riebe Sampson Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: David N Van Winkle |
4015 Marathon Blvd, Austin, TX 78756 |
|
51232xxxx0 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Gina Kiss |
1600 W 38th St Ste 425, Austin, TX 78731 |
|
51232xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
192 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Nicholas Vorauer, CFP®|AAMS™ |
4412 Spicewood Springs Rd, Suite 100, Austin, TX 78759 |
|
51224xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ML&R Wealth Management LLC |
401 Congress Ave Ste 1100, Austin, TX 78701 |
|
51227xxxx0 |
aho**@m****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Short Sharpe Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx2 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
Barton Oaks Plaza One, 901 S MoPac Expy 2 Suite 270, Austin, TX 78746 |
|
51234xxxx0 |
aar********@m*************.com |
|
|
|
|
|
|
2837 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guzmán Wealth Management |
108 Wild Basin Rd S #250, Austin, TX 78746 |
|
51264xxxx5 |
inf*@g*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solaris Private Wealth Management |
6500 River Pl Blvd Building 7 Suite #250, Austin, TX 78730 |
|
51268xxxx4 |
inf*@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bridge Asset Management of Raymond James |
6034 W Courtyard Dr #305, Austin, TX 78730 |
|
51241xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Williams Wealth Strategies |
6200 Bridge Point Pkwy #300, Austin, TX 78730 |
|
51232xxxx9 |
adm**@w***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mark Fulton |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sage Creek Wealth Management of Raymond James |
6034 W Courtyard Dr #305, Austin, TX 78730 |
|
51232xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beck Capital Management LLC |
2009 S Capital of Texas Hwy 2nd floor, Austin, TX 78746 |
|
51234xxxx9 |
con******@b********************.com |
4.6 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McDonald Wolfe Frazier Wealth Management Group |
9442 N Capital of Texas Hwy #700, Austin, TX 78759 |
|
51233xxxx0 |
a.b@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Austin Silicon Hills Group - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Everlong Financial |
3906 N Lamar Blvd #204c, Austin, TX 78756 |
|
51252xxxx2 |
ale*@e****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meridian Wealth Advisors |
3600 N Capital of Texas Hwy Building B, Suite 150, Austin, TX 78746 |
|
51271xxxx0 |
bri*********@m***************.com |
2 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Horizon Wealth Strategies, LLC |
3305 Northland Dr # 412, Austin, TX 78731 |
|
88854xxxx6 |
aco****@h**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dickey Wealth Management |
3600 N Capital of Texas Hwy Suite 330B, Austin, TX 78746 |
|
73799xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
