Company lists · Data refreshed September 2026

Top 19 Asset consulting services based in Austin, United States

RevenueBase identified 27 asset consulting services headquartered in Austin, United States as of September 2026 and tracks 159 professional contacts across them, including 89 with verified work emails. New York is the largest hub.

This list covers asset consulting services 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 21, 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 21, 2026 86% judged on-target in blind review
27Companies
159Contacts tracked
89Verified emails
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The 19 largest asset consulting services based in Austin, United States

Ranked by team size
Top 19 of 27 asset consulting services based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-5027 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 21, 2026
2Partial evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.”

Source: RevenueBase Database · checked Sep 21, 2026
3Strong evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-5011 contacts →

Strong 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 21, 2026
4Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-109 contacts →

Partial evidence

“Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-507 contacts →

Indirect evidence

“Durbin Bennett | Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-106 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 21, 2026
9Indirect evidenceAustin, United StatesHQ checked Sep 21, 202611-506 contacts →

Indirect evidence

“Established in 2010, Eton Venture Services delivers best-in-class independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on…”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 202611-505 contacts →

Indirect evidence

“AtlasMark provides retirement plan and wealth management services to employers and individuals.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect 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 21, 2026
12Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“The best investment you can make is in yourself.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“DECCA Private Wealth Management, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Stoneforge Advisors is a real estate investment and advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Concept Analytics was created from the idea that more effective and efficient valuation solutions can be developed through the leverage of a successful client partnership and…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Simplify Wealth Planning (SWP) was started because I've been exactly where you are: grinding through long days in a demanding corporate career, juggling my employer stock…”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Wealth Solutions helps clients build bridges to financial prosperity.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Merrill Lynch is one of the world's leading financial management and advisory companies, providing financial advice and investment banking services.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceAustin, TX, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Strategic Investment Management is a financial services company based out of 9600 N.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 19 of 27 asset consulting services based in Austin, United States

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Asset consulting services based in Austin, United States at a glance

As of Sep 21, 2026
56.0%Verified-email coverage
5.9Average contacts per company
1-10Median size (employees)
1025.9%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
7

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 27 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 asset consulting services, 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 “asset consulting services”. 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 asset consulting services), 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 asset consulting services, 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, 89 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 21, 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.

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 asset consulting services, 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 asset consulting services are there based in Austin, United States?

RevenueBase identified 27 asset consulting services 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 asset consulting services?

New York leads with 277 headquartered companies, followed by Chicago (83) and Miami (75).

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 89 verified decision-maker contacts tracked across these 27 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 21, 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.