| Michael Carr | FMP Wealth Advisers | Austin | Not listed | Percentage of assets, Fixed fees |
| Michael Katrein | PER Stirling Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Michael Langford | Course Pilot Financial | Austin | Not listed | Percentage of assets, Hourly |
| Mikiel Featherston | Planning Works Advisory | Austin | Not listed | Percentage of assets, Hourly |
| Rebecca Whites | Real Wealth Planning | Austin | Not listed | Percentage of assets, Hourly |
| Renee Harvey | Planning Works Advisory | Austin | Not listed | Percentage of assets, Hourly |
| Robert Berger | Founder Family Financial | Austin | Not listed | Percentage of assets, Hourly |
| Robert Harrell | Harrell Investment Partners | Austin | Not listed | Percentage of assets, Hourly |
| Robert Phipps | PER Stirling Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Roger Brooks | Strategic Investment Management | Austin | Not listed | Percentage of assets |
| Ryan Barden | Barden Capital Management | Austin | Not listed | Percentage of assets |
| Samantha Gorny | Austin Asset | Austin | Not listed | Percentage of assets, Fixed fees |
| Samuel Lee | Svrn Asset Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Sara Glakas | Black Barn Financial | Austin | Not listed | Percentage of assets, Hourly |
| Shankar Meganatha | Esquires Group | Austin | Not listed | Percentage of assets, Hourly |
| Sonya Leszczynski | Black DOG Financial | Austin | Not listed | Percentage of assets, Hourly |
| Stephanie Morgan | Harrell Investment Partners | Austin | Not listed | Percentage of assets, Hourly |
| Terence Murphy | Black DOG Financial | Austin | Not listed | Percentage of assets, Hourly |
| Timothy Nabers | FMP Wealth Advisers | Austin | Not listed | Percentage of assets, Fixed fees |
| Whitney Barker | Ironbridge Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| William Keenan | Ironbridge Private Wealth | Austin | Not listed | Percentage of assets, Hourly |