Company lists · Data refreshed September 2026
Top 25 Accounting firm financial planning consultants based in San Antonio, United States
RevenueBase identified 138 company matches for accounting firm financial planning consultants associated with San Antonio, United States as of September 2026 and tracks 1,186 professional contacts across them, including 439 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); San Antonio has 138.
This list covers company matches for accounting firm financial planning consultants associated with San Antonio, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest accounting firm financial planning consultants based in San Antonio, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 249 contacts → | ||||
Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 135 contacts → | ||||
Exact match “Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 116 contacts → | ||||
Exact match “ADKF, PC is a public accounting firm based in San Antonio, Texas, with a branch offices in Boerne and New Braunfels, Texas, serving clients throughout South Texas, and the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 83 contacts → | ||||
Exact match “Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Badger CPA is a strategic accounting and advisory firm helping growing organizations build clarity, confidence, and control in their financial operations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “theKFORDgroup has been meeting the public accounting needs of San Antonio area businesses since 1976.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “LPSM is a unique and dynamic CPA firm interested in contributing to the total success of your organization.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Burkhart, Peterson is a company based out of San Antonio, Texas, United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “We are a dedicated accounting, CPA, and tax advisory firm located in San Antonio, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Citrus Group | Integrated Professional Services for Global Success We help businesses and individuals thrive through a unified approach to tax advisory, accounting, wealth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “The Flores Group provides professional services to individuals and companies doing business in the United States with a great emphasis on business in Mexico, South America and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Our international tax experts understand that the complex rules and regulations impacting international businesses and persons may be a daunting task.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Tax Planning Financial strategies” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “At Ratio Fortis, we empower businesses and organizations to achieve extraordinary results through strategic insight and unwavering strength.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “CPA Firm - Specializing in Tax, Audit and Bookkeeping” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Wherever you are in your life’s journey, we’ll meet you there.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “James Family Tax is a top-rated company based in San Antonio, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Wenzel & Associates is a San Antonio based accounting firm offering both tax and audit services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “At Kinder, Diez, & Associates, PLLC (formerly Rosa Maria Diez, PLLC), we aid our clients in navigating various personal and business tax situations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Kelley & Perez is a full-service Certified Public Accounting firm licensed in TX.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “A CPA firm specializing in small to mid-size businesses and located just one mile south of downtown San Antonio.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “accounting firm financial planning consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 138 accounting firm financial planning consultants based in San Antonio, United States
See the full list, filter by size, metro and specialty, and access 439 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Accounting firm financial planning consultants based in San Antonio, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 138 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Antonio, United States whose business descriptions match “accounting firm financial planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 439 professional contacts with verified work emails across the full matched dataset. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Accounting firm financial planning consultants by metro in the United States
- Accounting firm financial planning consultants in New York735
- Accounting firm financial planning consultants in Houston500
- Accounting firm financial planning consultants in Atlanta350
- Accounting firm financial planning consultants in Chicago339
- Accounting firm financial planning consultants in Los Angeles315
- Accounting firm financial planning consultants in Dallas296
- Accounting firm financial planning consultants in Miami293
- Accounting firm financial planning consultants in San Diego250
- Accounting firm financial planning consultants in Austin246
- Accounting firm financial planning consultants in Charlotte190
- Accounting firm financial planning consultants in Denver188
- Accounting firm financial planning consultants in Orlando174
- Accounting firm financial planning consultants in San Francisco167
- Accounting firm financial planning consultants in Tampa166
- Accounting firm financial planning consultants in Phoenix157
- Accounting firm financial planning consultants in Irvine149
- Accounting firm financial planning consultants in Las Vegas143
- Accounting firm financial planning consultants in Seattle135
- Accounting firm financial planning consultants in Portland131
- Accounting firm financial planning consultants in Indianapolis129
- Accounting firm financial planning consultants in Columbus123
- Accounting firm financial planning consultants in Cincinnati118
- Accounting firm financial planning consultants in Boston114
- Accounting firm financial planning consultants in St. Louis113
- Accounting firm financial planning consultants in Jacksonville112
- Accounting firm financial planning consultants in Raleigh111
- Accounting firm financial planning consultants in Washington111
- Accounting firm financial planning consultants in Scottsdale110
- Accounting firm financial planning consultants in Philadelphia107
- Accounting firm financial planning consultants in Pittsburgh105
- Accounting firm financial planning consultants in Boca Raton102
- Accounting firm financial planning consultants in Columbia99
- Accounting firm financial planning consultants in San Jose98
- Accounting firm financial planning consultants in Greenville95
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- Accounting firm financial planning consultants in Fort Worth90
- Accounting firm financial planning consultants in Salt Lake City87
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- Accounting firm financial planning consultants in Plano82
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- Accounting firm financial planning consultants in Oklahoma City75
- Accounting firm financial planning consultants in Newport Beach74
- Accounting firm financial planning consultants in Coral Gables73
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- Accounting firm financial planning consultants in Madison67
- Accounting firm financial planning consultants in Cleveland65
- Accounting firm financial planning consultants in Alpharetta63
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- Accounting firm financial planning consultants in The Woodlands39
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Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many accounting firm financial planning consultants are there based in San Antonio, United States?
RevenueBase identified 138 company matches for accounting firm financial planning consultants associated with San Antonio, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
TGG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most accounting firm financial planning consultants?
New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). San Antonio has 138.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 439 professional contacts with verified work emails tracked across these 138 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 138 accounting firm financial planning consultants based in San Antonio, United States. Start with a free account, no credit card.
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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 SmartSearch, 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.
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Company intelligence · public preview
Top 25 accounting firm financial planning consultants based in San Antonio, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 138 matching company records for accounting firm financial planning consultants based in San Antonio, United States, with 1,186 tracked contacts and 439 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 accounting firm financial planning consultants based in San Antonio, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  TGGtgg-accounting.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 249 contacts → |
“The true performance of your business shouldn’t be a mystery.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ATKGatkg.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 135 contacts → |
“Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Adkf With YOU ALL The WAYadkf.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 116 contacts → |
“ADKF, PC is a public accounting firm based in San Antonio, Texas, with a branch offices in Boerne and New Braunfels, Texas, serving clients throughout South Texas, and the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SOL Schwartz & Associatesssacpa.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 83 contacts → |
“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Badgerbadgercpa.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 32 contacts → |
“Badger CPA is a strategic accounting and advisory firm helping growing organizations build clarity, confidence, and control in their financial operations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Thekfordgroupthekfordgroup.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 23 contacts → |
“theKFORDgroup has been meeting the public accounting needs of San Antonio area businesses since 1976.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lowrey, Powell, Stevens & Mangum, P.Cmysacpa.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 21 contacts → |
“LPSM is a unique and dynamic CPA firm interested in contributing to the total success of your organization.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Burkhart Petersonburkhartpeterson.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 15 contacts → |
“Burkhart, Peterson is a company based out of San Antonio, Texas, United States.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bc&v Advisors Cpas Pllcbcvcpa.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 13 contacts → |
“We are a dedicated accounting, CPA, and tax advisory firm located in San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Citrus Groupcitrusgroupglobal.comHQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 10 contacts → |
“Citrus Group | Integrated Professional Services for Global Success We help businesses and individuals thrive through a unified approach to tax advisory, accounting, wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Flores Groupfloresattorneys.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 10 contacts → |
“The Flores Group provides professional services to individuals and companies doing business in the United States with a great emphasis on business in Mexico, South America and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wonder CPA Firm, PCwondercpafirm.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 9 contacts → |
“We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Almanza CPA Firmalmanzacpafirm.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 9 contacts → |
“Our international tax experts understand that the complex rules and regulations impacting international businesses and persons may be a daunting task.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Williams, Steinert, Mask, LLPwsmtexas.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 8 contacts → |
“Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  H J Hernandezguerrerocpa.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 8 contacts → |
“Tax Planning Financial strategies” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ratio Fortisratiofortis.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“At Ratio Fortis, we empower businesses and organizations to achieve extraordinary results through strategic insight and unwavering strength.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  JMS Cpas, Pllcjms-cpas.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“CPA Firm - Specializing in Tax, Audit and Bookkeeping” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  SPR P.Csprcpas.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 7 contacts → |
“SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  I Financialyouandifinancial.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“Wherever you are in your life’s journey, we’ll meet you there.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oroian, Guest & Little, P.Ctxcpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  James Family TAXjamesfamilytax.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“James Family Tax is a top-rated company based in San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wenzel & Associates, Cpaswenzelcpas.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 6 contacts → |
“Wenzel & Associates is a San Antonio based accounting firm offering both tax and audit services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Kinder, Diez & Associates, Pllckinderdiezcpa.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“At Kinder, Diez, & Associates, PLLC (formerly Rosa Maria Diez, PLLC), we aid our clients in navigating various personal and business tax situations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Kelley & Perez Cpaskelleyperezcpa.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“Kelley & Perez is a full-service Certified Public Accounting firm licensed in TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Laborde & Associates, PC Cpaslabordecpa.comHQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“A CPA firm specializing in small to mid-size businesses and located just one mile south of downtown San Antonio.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Accounting firm financial planning consultants: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
137 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 138 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for accounting firm financial planning consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting firm financial planning consultants did RevenueBase find based in San Antonio, United States?
The saved snapshot records 138 matching company records, 1,186 tracked contacts and 439 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Accounting firm financial planning consultants by geography
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Cite this list
RevenueBase Data Team. Top 25 accounting firm financial planning consultants based in San Antonio, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-firm-financial-planning-consultants/united-states/san-antonio.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 accounting firm financial planning consultants based in San Antonio, United States
RevenueBase records 138 matching company records for accounting firm financial planning consultants based in San Antonio, United States, with 1,186 tracked contacts and 439 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 accounting firm financial planning consultants based in San Antonio, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TGGtgg-accounting.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 249 contacts → |
“The true performance of your business shouldn’t be a mystery.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ATKGatkg.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 135 contacts → |
“Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Adkf With YOU ALL The WAYadkf.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 116 contacts → |
“ADKF, PC is a public accounting firm based in San Antonio, Texas, with a branch offices in Boerne and New Braunfels, Texas, serving clients throughout South Texas, and the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SOL Schwartz & Associatesssacpa.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 83 contacts → |
“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Badgerbadgercpa.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 32 contacts → |
“Badger CPA is a strategic accounting and advisory firm helping growing organizations build clarity, confidence, and control in their financial operations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Thekfordgroupthekfordgroup.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 23 contacts → |
“theKFORDgroup has been meeting the public accounting needs of San Antonio area businesses since 1976.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lowrey, Powell, Stevens & Mangum, P.Cmysacpa.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 21 contacts → |
“LPSM is a unique and dynamic CPA firm interested in contributing to the total success of your organization.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Burkhart Petersonburkhartpeterson.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 15 contacts → |
“Burkhart, Peterson is a company based out of San Antonio, Texas, United States.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bc&v Advisors Cpas Pllcbcvcpa.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 13 contacts → |
“We are a dedicated accounting, CPA, and tax advisory firm located in San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Citrus Groupcitrusgroupglobal.com HQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 10 contacts → |
“Citrus Group | Integrated Professional Services for Global Success We help businesses and individuals thrive through a unified approach to tax advisory, accounting, wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Flores Groupfloresattorneys.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 10 contacts → |
“The Flores Group provides professional services to individuals and companies doing business in the United States with a great emphasis on business in Mexico, South America and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wonder CPA Firm, PCwondercpafirm.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 9 contacts → |
“We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Almanza CPA Firmalmanzacpafirm.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 9 contacts → |
“Our international tax experts understand that the complex rules and regulations impacting international businesses and persons may be a daunting task.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Williams, Steinert, Mask, LLPwsmtexas.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 8 contacts → |
“Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | H J Hernandezguerrerocpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 8 contacts → |
“Tax Planning Financial strategies” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ratio Fortisratiofortis.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“At Ratio Fortis, we empower businesses and organizations to achieve extraordinary results through strategic insight and unwavering strength.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | JMS Cpas, Pllcjms-cpas.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“CPA Firm - Specializing in Tax, Audit and Bookkeeping” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SPR P.Csprcpas.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 7 contacts → |
“SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | I Financialyouandifinancial.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 7 contacts → |
“Wherever you are in your life’s journey, we’ll meet you there.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oroian, Guest & Little, P.Ctxcpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | James Family TAXjamesfamilytax.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“James Family Tax is a top-rated company based in San Antonio, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wenzel & Associates, Cpaswenzelcpas.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 6 contacts → |
“Wenzel & Associates is a San Antonio based accounting firm offering both tax and audit services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Kinder, Diez & Associates, Pllckinderdiezcpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“At Kinder, Diez, & Associates, PLLC (formerly Rosa Maria Diez, PLLC), we aid our clients in navigating various personal and business tax situations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kelley & Perez Cpaskelleyperezcpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“Kelley & Perez is a full-service Certified Public Accounting firm licensed in TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Laborde & Associates, PC Cpaslabordecpa.com HQ: San Antonio, TX, United StatesReported employees: 1-10 | San Antonio, TX, United States | 1-10 | Exact match | 6 contacts → |
“A CPA firm specializing in small to mid-size businesses and located just one mile south of downtown San Antonio.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Accounting firm financial planning consultants: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
137 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 138 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for accounting firm financial planning consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting firm financial planning consultants did RevenueBase find based in San Antonio, United States?
The saved snapshot records 138 matching company records, 1,186 tracked contacts and 439 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 accounting firm financial planning consultants based in San Antonio, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-firm-financial-planning-consultants/united-states/san-antonio.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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