The List: Top Austin-area financial planning firms

The 2019 Austin Business Journal list of financial planning firms includes firms with offices in the Austin area, including Travis, Williamson, Hays, Bastrop and Caldwell counties. The list is ranked by the number of certified financial planners (CFP) in the Austin office and ties are broken by the total number of certified professionals handling financial planning. Professionals include Certified Financial Planners (CFP), Chartered Financial Analyst (CFA), Investment Advisor Reps (IAR), Chartered Financial Consultant (ChFC), Chartered Life Underwriters (CLU), as well as Series 65 and 66 licenses. Data is gathered via ABJ surveys sent to company representatives. Only firms that responded to requests for information are included.

from Fort Lauderdale Real Estate News & Residential Real Estate News – Residential Real Estate News Headlines | & Banking & Financial News – Banking & Financial News Headlines |

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