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Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Austin-Round Rock-San Marcos.

762 scored firmsTop 10 recognizedfidelon.com/markets/austin-round-rock-san-marcos-tx
1IA-only—92.5Arank within Top 10; below the 80 standard
2IA-only—91.6Arank within Top 10; below the 80 standard
3
Retire Lab
CRD 340070
IA-only—91.3Arank within Top 10; below the 80 standard
4IA-only$720K91ARecognized · Top 10
5
Rudd And Wisdom
CRD 115092
IA-only—91Arank within Top 10; below the 80 standard
6IA-only—91Arank within Top 10; below the 80 standard
7IA-only$1M91ARecognized · Top 10
8
Pck Investments
CRD 146997
IA-only$32.3M91ARecognized · Top 10
9IA-only—91Arank within Top 10; below the 80 standard
10
Finpower
CRD 299546
IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12
Eagan Ventures
CRD 312499
IA-only—91A—
13
A Penny Planned
CRD 318938
IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16
Amy Jo Martin
CRD 330080
IA-only—91A—
17IA-only—91A—
18
Ismail, Mustafa
CRD 334714
IA-only—91A—
19
Off-Trail Works
CRD 337378
IA-only$9M91A—
20IA-only—91A—
21IA-only—91A—
22IA-only—91A—
23IA-only—91A—
24IA-only—91A—
25IA-only—91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Austin-Round Rock-San Marcos

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    BRANDON EDWARD WHITE
    COYLE CAPITAL, LLC · Lakeway, TX
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  2. 2
    CHRISTOPHER JANUSZ CYNDECKI
    PIONEER WEALTH MANAGEMENT GROUP · Austin, TX
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  3. 3
    NEIL RAY VANNOY
    VANNOY ADVISORY GROUP, INC. · Austin, TX
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  4. 4
    MILAD TAGHEHCHIAN
    PIONEER WEALTH MANAGEMENT GROUP · Austin, TX
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  5. 5
    MANDI JO MOYNIHAN
    ASTORIA STRATEGIC WEALTH, INC. · Austin, TX
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  6. 6
    MEREDITH HALL SCHNEIDER
    SCHNEIDER WEALTH MANAGEMENT · Austin, TX
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  7. 7
    SCOTT JACOBSMEYER
    ARGENT WEALTH MANAGEMENT, INC. · Round Rock, TX
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  8. 8
    BRYAN PATRICK HASLING
    MODERN FINANCIAL PLANNING · Georgetown, TX
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  9. 9
    JASON EDWARD CLEVLEN
    LAKE HILLS WEALTH MANAGEMENT, LLC · Austin, TX
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  10. 10
    RONALD WAYNE TOBLEMAN
    RUDD AND WISDOM, INC. · Austin, TX
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