Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Austin, United States

Name: Comprehensive financial planning 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 171 companies tracked

RevenueBase identified 171 comprehensive financial planning firms headquartered in Austin, United States as of September 2026 and tracks 1,217 professional contacts across them, including 561 with verified work emails. New York is the largest hub.

This list covers comprehensive financial planning firms 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 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

171Companies

1,217Contacts tracked

561Verified emails

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The 25 largest comprehensive financial planning firms based in Austin, United States

Ranked by team size

Top 25 of 171 comprehensive financial planning firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lion Street	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	134 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
2	Capital Strategies, Beyond Wealth	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	107 contacts →
	Partial evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 19, 2026
3	Kestra Holdings	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1,001-5,000	70 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
4	Century Management Financial Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
5	PER Stirling Capital Management, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Source: RevenueBase Database · checked Sep 19, 2026
6	Victory Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business.” Source: RevenueBase Database · checked Sep 19, 2026
7	Austin Asset	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Source: RevenueBase Database · checked Sep 19, 2026
8	Richard P. Slaughter Associates, INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 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 19, 2026
9	The FOX Alliance	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong evidence “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Source: RevenueBase Database · checked Sep 19, 2026
10	Reap Financial	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Strong evidence “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Source: RevenueBase Database · checked Sep 19, 2026
11	Maslow Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: RevenueBase Database · checked Sep 19, 2026
12	FMP Wealth Advisers	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Source: RevenueBase Database · checked Sep 19, 2026
13	Austin Wealth Management	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “Austin Wealth Management is an independent financial planning company in Austin, TX.” Source: RevenueBase Database · checked Sep 19, 2026
14	Oakwell Private Wealth Management LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Source: RevenueBase Database · checked Sep 19, 2026
15	Southwest Business Consultants, INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Source: RevenueBase Database · checked Sep 19, 2026
16	Yacktman Asset Management LP	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 19, 2026
17	Pioneer Wealth Management Group	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
18	Durbin Bennett TAX Advisors, INC	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Source: RevenueBase Database · checked Sep 19, 2026
19	Skyline Wealth Strategies LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 19, 2026
20	Ironoak Wealth	Strong evidence	Austin, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: RevenueBase Database · checked Sep 19, 2026
21	Financial Synergy, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Financial Synergy, we recognize that your financial needs are as unique as you are.” Source: RevenueBase Database · checked Sep 19, 2026
22	Blue Skye Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Source: RevenueBase Database · checked Sep 19, 2026
23	Austin National Financial Services	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 19, 2026
24	Durbin Bennett	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	7 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 19, 2026
25	Integrated Wealth Strategies, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “At IWS, we identify and protect what is most important to you, your business, and your family.” Source: RevenueBase Database · checked Sep 19, 2026

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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 25 of 171 comprehensive financial planning firms based in Austin, United States

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Comprehensive financial planning firms based in Austin, United States at a glance

As of Sep 19, 2026

46.1%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

206.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

139

11-50

51-200

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 171 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 comprehensive financial planning 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 Austin, United States whose own description of what they do matches “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms, 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, 561 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.

Comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Austin, United States?

RevenueBase identified 171 comprehensive financial planning firms 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?

Lion Street, headquartered in Austin, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

New York leads with 353 headquartered companies, followed by Atlanta (245) and Houston (241).

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 561 verified decision-maker contacts tracked across these 171 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.