Top real estate investing financial advisors in Austin, TX

Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. His career includes roles at Apple Inc. as a data scientist since 2019, and previous positions at Bridgefront Capital LLC and Worldquant LLC. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC provides discretionary investment management primarily to pooled vehicles and qualified institutional clients, as well as advisory services to high-net-worth individuals. The firm employs a hybrid investment approach combining fundamental and quantitative analysis, using machine-learning models to identify momentum and mean-reversion signals in a long-short, market-neutral strategy.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Edward Moody is a Series 66 licensed advisor with CFM Wealth Partners LLC in Austin, TX, bringing 22 years of industry experience. He previously worked at Stephens Inc for seven years before joining CFM Wealth Partners in 2019. He serves as Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a nonprofit hospital foundation. CFM Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and select individual securities, combining fundamental and technical analysis with ongoing client communication and internal research.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.