Company lists · Data refreshed November 2026

Top 24 Executive financial planners based in Austin, United States

Name: Executive financial planners based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 167 companies tracked

RevenueBase identified 167 company matches for executive financial planners associated with Austin, United States as of November 2026 and tracks 1,597 professional contacts across them, including 667 with verified work emails. Across the United States, New York is the largest hub for this category (383 companies); Austin has 167.

This list covers company matches for executive financial planners 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 November 6, 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 Nov 6, 2026 How this list was built

167Companies

1,597Contacts tracked

667Verified emails

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The 24 largest executive financial planners based in Austin, United States

Ranked by team size

Top 24 of 167 company matches for executive financial planners based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Tcg, A HUB International Company	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	119 contacts →
	Exact match “TCG provides valuable financial wellness solutions including wealth management, retirement planning, institutional advisory, identity protection, contract consulting, and more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Capital Strategies, Beyond Wealth	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	105 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	104 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 · Nov 6, 2026 · View company records in RevenueBase
4	Rethink Wealth	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	201-500	87 contacts →
	Exact match “Welcome to the Future of Financial Planning at Rethink Wealth!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	35 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 · Nov 6, 2026 · View company records in RevenueBase
7	Senior Resource Center	Exact match	Austin, United StatesHQ recorded Nov 6, 2026	n/a	35 contacts →
	Exact match “Senior Resource Center provides comprehensive Financial, Retirement & Estate Planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	17 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	David French & Associates	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “We are a leading Austin CPA firm in tax, accounting, and wealth management strategy and consulting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Austin Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Austin Wealth Management is an independent financial planning company in Austin, TX.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Physician's Resource Services	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “We’re proud to be one of the nation’s largest presences in physician residency programs, providing disability insurance and resources for residents, fellows and practicing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Nov 6, 2026	1-10	13 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 · Nov 6, 2026 · View company records in RevenueBase
18	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	9 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 · Nov 6, 2026 · View company records in RevenueBase
20	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Grace Lane Financial Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “We promise to see your life before we measure your wealth, to listen before we advise, and to plan with purpose, not pressure.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Seedsafe Financial LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “SeedSafe Financial is a fee-only financial planning, investment management, and tax firm helping professionals and families from wealth-building through financial independence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	AMG Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Recorded in the RevenueBase company graph · Nov 6, 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 “executive financial planners”. 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 24 of 167 executive financial planners based in Austin, United States

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Executive financial planners based in Austin, United States at a glance

As of Nov 6, 2026

41.8%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

127

11-50

51-200

201-500

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 167 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 “executive financial planners” 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 667 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 November 6, 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.

Executive financial planners 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 “executive financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive financial planners are there based in Austin, United States?

RevenueBase identified 167 company matches for executive financial planners associated with Austin, United States as of November 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?

Tcg, A HUB International Company 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 executive financial planners?

New York leads the United States with 383 company records, followed by Houston (259) and Atlanta (242). Austin has 167.

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 667 professional contacts with verified work emails tracked across these 167 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 November 6, 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.