Company lists · Data refreshed September 2026
Top 23 Association financial advisory firms based in San Antonio, United States
RevenueBase identified 74 association financial advisory firms headquartered in San Antonio, United States as of September 2026 and tracks 622 professional contacts across them, including 103 with verified work emails. New York is the largest hub.
This list covers association financial advisory firms 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 19, 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.
The 23 largest association financial advisory firms based in San Antonio, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 133 contacts → | ||||
Partial evidence “We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 112 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 54 contacts → | ||||
Partial evidence “Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Strong evidence “At Wealth Watch Advisors, we’re a solution focused, fee-based Registered Investment Advisory firm dedicated to helping clients make confident financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “We Make Retirement Happen™” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Strong evidence “Growing out of a decades old CPA firm, Financial Life Advisors (FLA) is an independent, Fee-Only Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Indirect evidence “Texas State Insurance specializes in assisting individuals, families and seniors with health insurance, life insurance, long term care insurance, retirement options, and social…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Strong evidence “Wela Financial Advisory, a registered investment advisor located in San Antonio, Texas, provides our clients with the Wela Way which includes, Independence, Investment Philosophy…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “At S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Partial evidence “Silverback Financial is a firm that connects Independent Consultants with Companies, Companies with Independent Consultants and top Financial Professionals with each other in an…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “Wherever you are in your life’s journey, we’ll meet you there.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Founded in San Antonio, Texas in 1946, M.E.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “We believe the first step towards investment advice is proper planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “The Kin Way 1.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “Welcome to Compass Financial Group!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Today, retirement planning is much more complex than it was 30 years ago.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Advisors | Brokers | Consultants Do you know what your business is worth?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Cross Financial Services was founded in 1993 with a clear mission: make a difference in people's lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “At TruGrowth Consulting, we transform successful advisory firms into infinite practices-scalable, purpose-driven powerhouses that redefine wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Dempsey Wealth Management is a company based out of 6703 Sevilla Way, San Antonio, Texas, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “With our combined wealth of experience, stemming from our tenures at the Big 4 companies PwC and Deloitte, we are primed to offer our clients an unparalleled depth of service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: association financial advisory firms. 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 association financial advisory firms.
- Partial evidence
- Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name association financial advisory firms. 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 23 of 74 association financial advisory firms based in San Antonio, United States
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Association financial advisory firms based in San Antonio, United States at a glance
As of Sep 19, 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 74 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 association financial advisory firms, 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 “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, 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, 103 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 19, 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.
Association financial advisory firms by metro in the United States
- Association financial advisory firms in New York307
- Association financial advisory firms in Atlanta196
- Association financial advisory firms in Houston169
- Association financial advisory firms in Chicago153
- Association financial advisory firms in Dallas148
- Association financial advisory firms in San Diego137
- Association financial advisory firms in Austin124
- Association financial advisory firms in Charlotte122
- Association financial advisory firms in Denver113
- Association financial advisory firms in Scottsdale109
- Association financial advisory firms in Miami108
- Association financial advisory firms in Tampa102
- Association financial advisory firms in Portland94
- Association financial advisory firms in Los Angeles91
- Association financial advisory firms in Boston90
- Association financial advisory firms in Overland Park89
- Association financial advisory firms in Cincinnati87
- Association financial advisory firms in Irvine79
- Association financial advisory firms in San Francisco79
- Association financial advisory firms in Phoenix74
- Association financial advisory firms in San Antonio74
- Association financial advisory firms in Raleigh71
- Association financial advisory firms in Greenville68
- Association financial advisory firms in Indianapolis67
- Association financial advisory firms in Minneapolis67
- Association financial advisory firms in Birmingham65
- Association financial advisory firms in Omaha65
- Association financial advisory firms in Rochester65
- Association financial advisory firms in Pittsburgh64
- Association financial advisory firms in Boca Raton62
- Association financial advisory firms in Columbus62
- Association financial advisory firms in Newport Beach61
- Association financial advisory firms in Columbia60
- Association financial advisory firms in Las Vegas58
- Association financial advisory firms in Seattle55
- Association financial advisory firms in Richmond52
- Association financial advisory firms in Troy51
- Association financial advisory firms in Orlando50
- Association financial advisory firms in Grand Rapids49
- Association financial advisory firms in Wilmington49
- Association financial advisory firms in Bellevue48
- Association financial advisory firms in Greenwood Village48
- Association financial advisory firms in Jacksonville48
- Association financial advisory firms in Washington47
- Association financial advisory firms in Louisville46
- Association financial advisory firms in Springfield46
- Association financial advisory firms in Tulsa46
- Association financial advisory firms in Colorado Springs44
- Association financial advisory firms in Fort Lauderdale44
- Association financial advisory firms in Lexington44
- Association financial advisory firms in Salt Lake City42
- Association financial advisory firms in Madison40
- Association financial advisory firms in Fort Worth39
- Association financial advisory firms in Philadelphia39
- Association financial advisory firms in Lincoln38
- Association financial advisory firms in Tucson38
- Association financial advisory firms in Brentwood37
- Association financial advisory firms in Lafayette36
- Association financial advisory firms in Memphis36
- Association financial advisory firms in Pasadena36
- Association financial advisory firms in Plano36
- Association financial advisory firms in Sarasota36
- Association financial advisory firms in St Louis36
- Association financial advisory firms in St. Louis36
- Association financial advisory firms in Alpharetta35
- Association financial advisory firms in Cleveland35
- Association financial advisory firms in Nashville35
- Association financial advisory firms in Plymouth34
- Association financial advisory firms in Virginia Beach34
- Association financial advisory firms in Kansas City33
- Association financial advisory firms in Knoxville33
- Association financial advisory firms in Rockville33
- Association financial advisory firms in Bethesda32
- Association financial advisory firms in Boise32
- Association financial advisory firms in Carmel32
- Association financial advisory firms in Charleston32
- Association financial advisory firms in Roseville32
- Association financial advisory firms in Walnut Creek32
- Association financial advisory firms in Coral Gables31
- Association financial advisory firms in Albuquerque30
- Association financial advisory firms in Ann Arbor30
- Association financial advisory firms in Baton Rouge30
- Association financial advisory firms in Frisco30
- Association financial advisory firms in Jackson30
- Association financial advisory firms in Oklahoma City30
- Association financial advisory firms in Chattanooga29
- Association financial advisory firms in Fort Collins29
- Association financial advisory firms in Franklin29
- Association financial advisory firms in Little Rock29
- Association financial advisory firms in Melville29
- Association financial advisory firms in Lake Oswego28
- Association financial advisory firms in West Des Moines28
- Association financial advisory firms in Westlake Village28
- Association financial advisory firms in Arlington27
- Association financial advisory firms in Bloomington27
- Association financial advisory firms in Fort Wayne27
- Association financial advisory firms in Greensboro27
- Association financial advisory firms in Minnetonka27
- Association financial advisory firms in Baltimore26
- Association financial advisory firms in Chesterfield26
- Association financial advisory firms in Mclean26
- Association financial advisory firms in San Jose26
- Association financial advisory firms in The Woodlands26
- Association financial advisory firms in Buffalo25
- Association financial advisory firms in Sacramento25
- Association financial advisory firms in Southfield25
- Association financial advisory firms in Towson25
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 association financial advisory firms, 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 association financial advisory firms are there based in San Antonio, United States?
RevenueBase identified 74 association financial advisory firms 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?
MPN Incorporated, headquartered in San Antonio, tops this list with the largest team on record.
Which city has the most association financial advisory firms?
New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).
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 103 verified decision-maker contacts tracked across these 74 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 74 association financial advisory firms 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 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.
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