Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Austin, United States

Name: Association financial advisory firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 124 companies tracked

RevenueBase identified 124 company matches for association financial advisory firms associated with Austin, United States as of September 2026 and tracks 1,642 professional contacts across them, including 766 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Austin has 124.

This list covers company matches for association financial advisory firms associated with Austin, 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 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

124Companies

1,642Contacts tracked

766Verified emails

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The 25 largest association financial advisory firms based in Austin, United States

Ranked by team size

Top 25 of 124 company matches for association financial advisory firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	201-500	446 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	134 contacts →
	Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Capital Strategies, Beyond Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	107 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1,001-5,000	70 contacts →
	Exact match “Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Independent Insurance Agents Of Texas Iiat	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	51 contacts →
	Exact match “The Independent Insurance Agents of Texas (IIAT) expands the value and influence of independent insurance agencies via advocacy, training, business solutions, professional…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	51 contacts →
	Exact match “From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Stonecrest Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	42 contacts →
	Exact match “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Natalliance Securities	Exact match	Austin, United StatesHQ recorded Sep 19, 2026	51-200	33 contacts →
	Exact match “NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Victory Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Apex Acquisition	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “Growth partner to 100+ financial advisory & wealth management firms.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	General Ledger Partners, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Lion Business Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Erben Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Robnett Cpas	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “We are a full-service accounting firm with three central Texas locations to serve you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Versal	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 19, 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 “association financial advisory firms”. 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 124 association financial advisory firms based in Austin, United States

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Association financial advisory firms based in Austin, United States at a glance

As of Sep 19, 2026

46.7%Verified-email coverage

13.2Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 124 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 Austin, United States whose business descriptions match “association financial advisory firms” 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 766 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 19, 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.

Association financial advisory firms by metro in the United States

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 “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there based in Austin, United States?

RevenueBase identified 124 company matches for association financial advisory firms associated with Austin, 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?

Kestra Financial 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 association financial advisory firms?

New York leads the United States with 307 company records, followed by Atlanta (196) and Houston (169). Austin has 124.

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 766 professional contacts with verified work emails tracked across these 124 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 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.