Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in Austin, United States

Name: Employee-owned financial services based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 41 companies tracked

RevenueBase identified 41 company matches for employee-owned financial services associated with Austin, United States as of October 2026 and tracks 466 professional contacts across them, including 210 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Austin has 41.

This list covers company matches for employee-owned financial services 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 October 12, 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 Oct 12, 2026 How this list was built

41Companies

466Contacts tracked

210Verified emails

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The 25 largest employee-owned financial services based in Austin, United States

Ranked by team size

Top 25 of 41 company matches for employee-owned financial services based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	51-200	126 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 · Oct 12, 2026 · View company records in RevenueBase
2	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	93 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 · Oct 12, 2026 · View company records in RevenueBase
3	Natalliance Securities	Exact match	Austin, United StatesHQ recorded Oct 12, 2026	51-200	35 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 · Oct 12, 2026 · View company records in RevenueBase
4	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	33 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 · Oct 12, 2026 · View company records in RevenueBase
5	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Our mission is to create a clear path for building and sustaining wealth with a mix of services tailored to your financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Fifth Lane Capital, LP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Fifth Lane Capital, LP is a Registered Investment Advisor in the State of Texas.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Atlasmark	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	5 contacts →
	Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	AMT Lifetime Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “AMT Lifetime Financial, LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Graystone Financial Services	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “The services we offer at Graystone Financial are designed with you in mind.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Bulldog Financial Group, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “We specialize in helping individuals, families, and small businesses with tax-free retirement strategies, wealth preservation, estate planning, executive bonus packages, buy-sell…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Forum Financial Group	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “We understand the challenges both families and businesses face today.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Douglas Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Price Wealth, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “New path, same destination.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Valuetree Financial LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “I spent my first career in IT, building systems and solving complex problems.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Austin First Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Austin First Financial was founded in September 1997 by current president Scott Campbell.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Wealth Solutions, RIA	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Wealth Solutions helps clients build bridges to financial prosperity.” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned financial services”. 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 41 employee-owned financial services based in Austin, United States

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Employee-owned financial services based in Austin, United States at a glance

As of Oct 12, 2026

45.1%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

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 41 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 “employee-owned financial services” 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 210 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 October 12, 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.

Employee-owned financial services 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Austin, United States?

RevenueBase identified 41 company matches for employee-owned financial services associated with Austin, United States as of October 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?

Lion Street 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69). Austin has 41.

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 210 professional contacts with verified work emails tracked across these 41 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 October 12, 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.