Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants based in Austin, United States

Name: Annual fund management consultants based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 54 companies tracked

RevenueBase identified 54 annual fund management consultants headquartered in Austin, United States as of September 2026 and tracks 363 professional contacts across them, including 181 with verified work emails. New York is the largest hub.

This list covers annual fund management consultants 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 27, 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 27, 2026 86% judged on-target in blind review

54Companies

363Contacts tracked

181Verified emails

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The 25 largest annual fund management consultants based in Austin, United States

Ranked by team size

Top 25 of 54 annual fund management consultants based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to annual fund management consultants: 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	Sheshunoff Consulting Solutions	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	51-200	59 contacts →
	Indirect evidence “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Source: RevenueBase Database · checked Sep 27, 2026
2	Waterloo Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	28 contacts →
	Indirect evidence “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Source: RevenueBase Database · checked Sep 27, 2026
3	Richard P. Slaughter Associates, INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	27 contacts →
	Partial 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 27, 2026
4	Centennial Advisors, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Source: RevenueBase Database · checked Sep 27, 2026
5	Kestra Investment Management	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1,001-5,000	18 contacts →
	Partial evidence “Kestra Investment Management is a team of dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most…” Source: RevenueBase Database · checked Sep 27, 2026
6	General Ledger Partners, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026
7	Daniller Company	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	13 contacts →
	Indirect evidence “We help clients, large and small, grow their member or donor base, develop more cost-effective programs, move entry-level donors into higher giving levels, and more.” Source: RevenueBase Database · checked Sep 27, 2026
8	Yacktman Asset Management LP	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	13 contacts →
	Partial evidence “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 27, 2026
9	Hightower Austin	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Source: RevenueBase Database · checked Sep 27, 2026
10	Metric Point Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Source: RevenueBase Database · checked Sep 27, 2026
11	Innealta Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: RevenueBase Database · checked Sep 27, 2026
12	Russell & Associates	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Partial evidence “Advisory Firm specializing in Corporate Governance, Risk Management and Regulatory Compliance.” Source: RevenueBase Database · checked Sep 27, 2026
13	Collective Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Indirect evidence “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 27, 2026
14	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial 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 27, 2026
15	Fifth Lane Capital, LP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Fifth Lane Capital, LP is a Registered Investment Advisor in the State of Texas.” Source: RevenueBase Database · checked Sep 27, 2026
16	Enclave Advisors, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Indirect evidence “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Source: RevenueBase Database · checked Sep 27, 2026
17	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 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 27, 2026
18	57 West Capital Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Indirect evidence “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Source: RevenueBase Database · checked Sep 27, 2026
19	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 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 27, 2026
20	Wrightwood Advisory	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “Wrightwood Advisory serves the Institutional Insurance market with a focus on insurance companies and regional and community banks.” Source: RevenueBase Database · checked Sep 27, 2026
21	CAM Investor Solutions	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Partial 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 27, 2026
22	Signal Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 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 27, 2026
23	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 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 27, 2026
24	Nest Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 27, 2026
25	Decca Private Wealth Management	Partial evidence	Austin, TX, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “DECCA Private Wealth Management, Inc.” Source: RevenueBase Database · checked Sep 27, 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: annual fund management consultants. 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 annual fund management consultants.
Partial evidence: Its own public description names part of annual fund management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name annual fund management consultants. 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 54 annual fund management consultants based in Austin, United States

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Annual fund management consultants based in Austin, United States at a glance

As of Sep 27, 2026

49.9%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

501.9%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 54 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 annual fund management consultants, 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 “annual fund management consultants”. 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 annual fund management consultants), 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 annual fund management consultants, 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, 181 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 27, 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.

Annual fund management consultants 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 annual fund management consultants, 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 annual fund management consultants are there based in Austin, United States?

RevenueBase identified 54 annual fund management consultants 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?

Sheshunoff Consulting Solutions, headquartered in Austin, tops this list with the largest team on record.

Which city has the most annual fund management consultants?

New York leads with 271 headquartered companies, followed by Chicago (101) and Atlanta (77).

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 181 verified decision-maker contacts tracked across these 54 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 27, 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.