Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Advantage Capital financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Advantage Capital office in Austin, A to Z.

6 registered advisors work at Advantage Capital in Austin, out of 6 at the firm nationwide; it ranks number 73 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Advantage Capital advisors in Austin, A to Z

Every Advantage Capital advisor →

Advantage Capital advisors in every city and state →Advantage Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68

Questions

How many financial advisors does Advantage Capital have in Austin?

6 investment adviser representatives are registered at Advantage Capital offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Advantage Capital one of the largest advisor employers in Austin?

Advantage Capital ranks number 73 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.

How do I check a Advantage Capital advisor in Austin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Advantage Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.