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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
74Companies
622Contacts tracked
103Verified emails
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The 23 largest association financial advisory firms based in San Antonio, United States

Ranked by team size
Top 23 of 74 association financial advisory firms based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: 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 evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-50133 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, 2026
2Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 2026201-500112 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, 2026
3Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261,001-5,00054 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, 2026
4Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-5017 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, 2026
5Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“We Make Retirement Happen™”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-5011 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, 2026
7Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-5010 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, 2026
8Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-107 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, 2026
9Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“At S.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-507 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, 2026
11Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Founded in San Antonio, Texas in 1946, M.E.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-106 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, 2026
14Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“The Kin Way 1.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Welcome to Compass Financial Group!”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

Advisors | Brokers | Consultants Do you know what your business is worth?”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-103 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, 2026
20Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-103 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, 2026
21Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-101 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, 2026
22Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-101 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, 2026
23Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 19, 20261-101 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, 2026

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, 2026
16.6%Verified-email coverage
8.4Average contacts per company
1-10Median size (employees)
414.9%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
17
51-200
1
201-500
1
1,001-5,000
1

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

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.

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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.