Company lists · Data refreshed September 2026

Top 20 Asset management service providers based in San Antonio, United States

RevenueBase identified 56 asset management service providers headquartered in San Antonio, United States as of September 2026 and tracks 1,082 professional contacts across them, including 485 with verified work emails. Across the United States, New York is the largest hub for this category (391 companies); San Antonio has 56.

This list covers asset management service providers headquartered in San Antonio, 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 30, 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 30, 2026 86% judged on-target in blind review
56Companies
1,082Contacts tracked
485Verified emails
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The 20 largest asset management service providers based in San Antonio, United States

Ranked by team size
Top 20 of 56 asset management service providers based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management service providers: 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
1Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 2026201-500571 contacts →

Strong evidence

“Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.”

Source: RevenueBase Database · checked Sep 30, 2026
2Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 2026201-500112 contacts →

Strong evidence

“Investment Professionals, Inc.(IPI) is a full-service broker/dealer, insurance brokerage, and asset management firm based out of San Antonio, Texas.”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 202651-200108 contacts →

Strong evidence

“Facility Asset Performance SBA 8(a) Certified, Minority Disadvantaged Veteran-Owned ALPHA delivers professional facility asset management services that reduce the burden of…”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 202611-5032 contacts →

Partial evidence

“1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.”

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 202611-5023 contacts →

Partial evidence

“Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation…”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-1012 contacts →

Indirect evidence

“We Make Retirement Happen™”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-109 contacts →

Partial evidence

“Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-108 contacts →

Partial evidence

“Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-108 contacts →

Indirect evidence

“JDK Wealth Advisors was founded in 2021 by Bradley W.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-107 contacts →

Indirect evidence

“Wherever you are in your life’s journey, we’ll meet you there.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-106 contacts →

Indirect evidence

“We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-105 contacts →

Indirect evidence

“We believe the first step towards investment advice is proper planning.”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“The Kin Way 1.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 202611-503 contacts →

Partial evidence

“Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Today, retirement planning is much more complex than it was 30 years ago.”

Source: RevenueBase Database · checked Sep 30, 2026
16Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“A client-first, results-driven approach to wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.”

Source: RevenueBase Database · checked Sep 30, 2026
20Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Strong evidence

“NAVITAS CONSULTING provides specialized services in Physical Assets Management over their life cycle.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 20 of 56 asset management service providers based in San Antonio, United States

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Asset management service providers based in San Antonio, United States at a glance

As of Sep 30, 2026
44.8%Verified-email coverage
19.3Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
10
51-200
1
201-500
2

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 56 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 management service providers, 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 San Antonio, United States whose own description of what they do matches “asset management service providers”. 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 management service providers), 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 management service providers, and records with no verified work email. Companies headquartered outside San Antonio 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, 485 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 30, 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.

Asset management service providers 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 asset management service providers, 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 management service providers are there based in San Antonio, United States?

RevenueBase identified 56 asset management service providers headquartered in San Antonio, 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?

Victory Capital, headquartered in San Antonio, tops this list with the largest team on record.

Which city in the United States has the most asset management service providers?

New York leads the United States with 391 headquartered companies, followed by Atlanta (168) and Chicago (152). San Antonio has 56.

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 485 verified decision-maker contacts tracked across these 56 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 30, 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.