Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in San Antonio, United States

Name: Estate planning accountants based in San Antonio, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 86 companies tracked

RevenueBase identified 86 estate planning accountants headquartered in San Antonio, United States as of September 2026 and tracks 485 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review

86Companies

485Contacts tracked

144Verified emails

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The 25 largest estate planning accountants based in San Antonio, United States

Ranked by team size

Top 25 of 86 estate planning accountants based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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	Sendero Wealth Management	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	52 contacts →
	Indirect evidence “Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders.” Source: RevenueBase Database · checked Sep 20, 2026
2	1900 Wealth	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
3	Genesis Wealth Management, LLC	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation…” Source: RevenueBase Database · checked Sep 20, 2026
4	Teamwork Financial	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.” Source: RevenueBase Database · checked Sep 20, 2026
5	Marquardt LAW Firm, P.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	17 contacts →
	Indirect evidence “Your legal team at Marquardt Law Firm and I believe thousandairs as well as millionaires can take advantage of tax-efficiently protecting and preserving assets, reducing family…” Source: RevenueBase Database · checked Sep 20, 2026
6	Secure Financial Management	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “We Make Retirement Happen™” Source: RevenueBase Database · checked Sep 20, 2026
7	Aspect Wealth Management	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future.” Source: RevenueBase Database · checked Sep 20, 2026
8	Stone OAK Wealth Management	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.” Source: RevenueBase Database · checked Sep 20, 2026
9	Avid Wealth Partners	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026
10	JDK Wealth Advisors	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “JDK Wealth Advisors was founded in 2021 by Bradley W.” Source: RevenueBase Database · checked Sep 20, 2026
11	SPR P.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…” Source: RevenueBase Database · checked Sep 20, 2026
12	I Financial	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Wherever you are in your life’s journey, we’ll meet you there.” Source: RevenueBase Database · checked Sep 20, 2026
13	Best Invest	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect 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 20, 2026
14	Arrow Wealth Advisors	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “We believe the first step towards investment advice is proper planning.” Source: RevenueBase Database · checked Sep 20, 2026
15	Predico Partners, LLC	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Predico Partners is a fee-based financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
16	Partners Wealth Management - Texas	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Indirect evidence “Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.” Source: RevenueBase Database · checked Sep 20, 2026
17	Matrix Private Wealth Solutions, Corp	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Today, retirement planning is much more complex than it was 30 years ago.” Source: RevenueBase Database · checked Sep 20, 2026
18	Cross Financial Services	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Cross Financial Services was founded in 1993 with a clear mission: make a difference in people's lives.” Source: RevenueBase Database · checked Sep 20, 2026
19	Independence Wealth Group	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.” Source: RevenueBase Database · checked Sep 20, 2026
20	Steven Bankler, Cpa, LTD	Indirect evidence	San Antonio, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “From tax savings and asset protection strategies, to income generating and/or cost reduction advice, our firm lives by the motto Our job is To Put Money in Your Pocket!® With a…” Source: RevenueBase Database · checked Sep 20, 2026
21	Nobilo LAW Firm	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Law Firm specializing in Estate Planning, Wills, Trusts, Asset Protection, Probate, Guardianship, and Business Formation.” Source: RevenueBase Database · checked Sep 20, 2026
22	Torres Advisory Group	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Torres Advisory Group is a premier financial advisory firm structured as a family office, and based in San Antonio, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
23	NAU Capital, LLC	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 20, 2026
24	SA Financial Solutions, LLC	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Hanna Wealth Advisors	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Hanna Wealth Advisors is a financial planning company serving San Antonio and its surrounding communities.” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 86 estate planning accountants based in San Antonio, United States

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Estate planning accountants based in San Antonio, United States at a glance

As of Sep 20, 2026

29.7%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

510.5%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 86 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 144 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 20, 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.

Estate planning accountants 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 estate planning accountants, 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 estate planning accountants are there based in San Antonio, United States?

RevenueBase identified 86 estate planning accountants 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?

Sendero Wealth Management, headquartered in San Antonio, tops this list with the largest team on record.

Which city has the most estate planning accountants?

New York leads with 439 headquartered companies, followed by Houston (246) and Atlanta (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 144 verified decision-maker contacts tracked across these 86 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 20, 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.