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
4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor tools

Financial ADVSR advisor directory · SEC adviser records

Birdrock Wealth financial advisors in Austin, TX

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

3 registered advisors work at Birdrock Wealth in Austin, out of 4 at the firm nationwide; it ranks number 119 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Birdrock Wealth advisors in Austin, A to Z

Every Birdrock Wealth advisor →

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

Birdrock Wealth advisors in other cities

Minneapolis, MN 1

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 Birdrock Wealth have in Austin?

3 investment adviser representatives are registered at Birdrock Wealth offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Birdrock Wealth one of the largest advisor employers in Austin?

Birdrock Wealth ranks number 119 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.

How do I check a Birdrock Wealth 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 Birdrock Wealth 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.