Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Austin, United States

Name: 401k plan advisors based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 67 companies tracked

RevenueBase identified 67 401k plan advisors headquartered in Austin, United States as of September 2026 and tracks 257 professional contacts across them, including 135 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

67Companies

257Contacts tracked

135Verified emails

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The 25 largest 401k plan advisors based in Austin, United States

Ranked by team size

Top 25 of 67 401k plan advisors based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Source: RevenueBase Database · checked Sep 19, 2026
2	FMP Wealth Advisers	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Source: RevenueBase Database · checked Sep 19, 2026
3	Southwest Business Consultants, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Source: RevenueBase Database · checked Sep 19, 2026
4	Twin OAK Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “At Twin Oak, we have curated a team of professionals around each major financial issue you face as a physician.” Source: RevenueBase Database · checked Sep 19, 2026
5	Skyline Wealth Strategies LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 19, 2026
6	Ironoak Wealth	Indirect evidence	Austin, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: RevenueBase Database · checked Sep 19, 2026
7	Archer Investment Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: RevenueBase Database · checked Sep 19, 2026
8	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Source: RevenueBase Database · checked Sep 19, 2026
9	WES Young & Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Source: RevenueBase Database · checked Sep 19, 2026
10	Saveday	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “saveday provides fully integrated 401(k) solutions at no cost to employers and low cost to plan participants, aiming to close the gap for small- and medium-sized businesses that…” Source: RevenueBase Database · checked Sep 19, 2026
11	Goalfusion Wealth Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Source: RevenueBase Database · checked Sep 19, 2026
12	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: RevenueBase Database · checked Sep 19, 2026
13	Wrightwood Advisory	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Wrightwood Advisory serves the Institutional Insurance market with a focus on insurance companies and regional and community banks.” Source: RevenueBase Database · checked Sep 19, 2026
14	Atlasmark	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Source: RevenueBase Database · checked Sep 19, 2026
15	CAM Investor Solutions	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Source: RevenueBase Database · checked Sep 19, 2026
16	Griffin Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At Griffin Financial Group, Our goal is to help our clients make mindful and informed financial decisions, and give them the peace of mind to enjoy life.” Source: RevenueBase Database · checked Sep 19, 2026
17	Signal Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Source: RevenueBase Database · checked Sep 19, 2026
18	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “The more money you have, the more people there are who want to tell you what to do with it.” Source: RevenueBase Database · checked Sep 19, 2026
19	Nest Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 19, 2026
20	GAP Financial Services	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
21	Deep Think Investments	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “An Independent, Fee-Only Registered Investment Advisor (RIA) firm focused on financial planning, Investment management, Retirement planning and Estate planning for individuals…” Source: RevenueBase Database · checked Sep 19, 2026
22	Capstar Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
23	ATX Portfolio Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “ATX Portfolio Advisors is a Fee-Only (When You're Up) Registered Investment Adviser that specializes in retirement planning and wealth management for entrepreneurs and…” Source: RevenueBase Database · checked Sep 19, 2026
24	Equistar Wealth Management	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “An independent, fee-only financial advisory firm providing tailored investment management and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026
25	Bulldog Financial Group, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We specialize in helping individuals, families, and small businesses with tax-free retirement strategies, wealth preservation, estate planning, executive bonus packages, buy-sell…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 67 401k plan advisors based in Austin, United States

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401k plan advisors based in Austin, United States at a glance

As of Sep 19, 2026

52.5%Verified-email coverage

3.8Average contacts per company

1-10Median size (employees)

188.1%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 67 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Austin, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 135 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Austin, United States?

RevenueBase identified 67 401k plan advisors headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Richard P. Slaughter Associates, INC, headquartered in Austin, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 135 verified decision-maker contacts tracked across these 67 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.