posted on June 4th 2020 in Austin CFP Team Posts with 0 Comments /

Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list.

We’re so thankful for our clients and friends who have helped us grow and become such a meaningful part of this wonderful community. Our Austin team loves living and working in the vibrant Texas capital. And we’re so grateful for this opportunity to share WorthPointe with a greater audience. 

Criteria to be Eligible from the Austin Business Journal

The 2020 Austin Business Journal list of RIA firms handling investment management services is open to firms with offices in the Austin area. To be eligible, firms must be a registered investment advisory firm (RIA) with the SEC or the State of Texas, depending upon the amount of assets managed. Participants must be able to disclose ranking criteria of assets under management (AUM) for the Austin office.

Information is gathered via ABJ surveys sent to company representatives. Only firms that respond to requests for information are considered.

Firms that have Investment Advisor Reps (IAR) on staff but work under another firm’s broker dealer or RIA registration are not eligible for this list. See a related list of financial planning firms which is open to firms that do comprehensive plans for clients. See also complementary list of Investment management broker-dealer firms.

Austin area includes Travis, Williamson, Hays, Bastrop and Caldwell counties.

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