#1Optas, LLC
OPTAS, LLC
Based in TX
Retirement Plan Advisors in Hays County, TX
The top-ranked retirement plan advisors serving Hays County, TX are Optas, LLC, Hampton Rock Wealth Management and Bluespring Wealth Management, LLC. We list 34 retirement plan advisors serving Hays County, TX. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Hays County, TX. 34 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Hays County
#2Hampton Rock Wealth Management
HAMPTON ROCK WEALTH MANAGEMENT I, LLCServes this area from Austin, TX (16 mi)#3Bluespring Wealth Management, LLC
BLUESPRING WEALTH MANAGEMENT, LLCServes this area from Austin, TX (17 mi)#4Kestra Advisory Services, LLC
KESTRA ADVISORY SERVICES, LLCServes this area from Austin, TX (17 mi)#5Kestra Institutional Services, LLC
KESTRA INSTITUTIONAL SERVICES, LLCServes this area from Austin, TX (17 mi)#6Kestra Private Wealth Services, LLC
KESTRA PRIVATE WEALTH SERVICES, LLCServes this area from Austin, TX (17 mi)#7Sage Advisory Services Ltd Co
SAGE ADVISORY SERVICES LTD COServes this area from Austin, TX (17 mi)#8Whitwell Advisors
WHITWELL & CO, LLCServes this area from Bee Cave, TX (17 mi)#9818 Family Office, LLC
818 FAMILY OFFICE, LLCServes this area from Austin, TX (18 mi)#10Waterloo Capital
WATERLOO CAPITAL, L.P.Serves this area from Austin, TX (19 mi)
20 more providers serving this area
- Shadowridge Asset Management, LLC, Austin, TX (20 mi)
- Hub Investment Partners, LLC, Austin, TX (20 mi)
- Swbc Investment Advisory Services LLC, Austin, TX (20 mi)
- Century Management Financial Advisors, Austin, TX (20 mi)
- Eltekon Advisors, LLC., West Lake Hills, TX (20 mi)
- Live Oak Investment Partners, Rollingwood, TX (20 mi)
- Erben Associates, LLC, Lost Creek, TX (20 mi)
- Enzi Wealth, Austin, TX (21 mi)
- Root Financial Partners, Austin, TX (22 mi)
- Pioneer Wealth Management Group, Austin, TX (22 mi)
- Oxbow Advisors, LLC, Austin, TX (22 mi)
- Meridian Wealth Advisors, LLC, Austin, TX (23 mi)
- Cfm Wealth Partners LLC, Austin, TX (24 mi)
- Austin Money Management Corporation, Austin, TX (24 mi)
- Stuart Investment Advisors, Inc., Austin, TX (24 mi)
- Boon Investment Group, Inc., Austin, TX (24 mi)
- Austin Wealth Management, LLC, Austin, TX (25 mi)
- Heritage Haus Wealth Partners LLC, New Braunfels, TX (25 mi)
- Lucien Stirling & Gray Advisory Group Inc, Austin, TX (27 mi)
- Robert Harrell, Incorporated, Austin, TX (27 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Hays County?
We list 34 retirement plan advisors serving Hays County, TX: 1 based there and 33 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Hays County?
The top-ranked retirement plan advisors serving Hays County, TX are Optas, LLC, Hampton Rock Wealth Management, Bluespring Wealth Management, LLC, Kestra Advisory Services, LLC and Kestra Institutional Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Hays County are verified against official records?
10 of the top 10 match an active official record: Optas, LLC (U.S. Securities and Exchange Commission), Hampton Rock Wealth Management (U.S. Securities and Exchange Commission), Bluespring Wealth Management, LLC (U.S. Securities and Exchange Commission), Kestra Advisory Services, LLC (U.S. Securities and Exchange Commission) and Kestra Institutional Services, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Hays County
Communities served
Buda, Dripping Springs, Belterra, Wimberley, Woodcreek, Uhland, Niederwald, Mountain City, Bear Creek, Hays, Driftwood