Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Austin, United States

Name: Family office consulting 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 28, 2026 134 companies tracked

RevenueBase identified 134 company matches for family office consulting firms associated with Austin, United States as of September 2026 and tracks 782 professional contacts across them, including 385 with verified work emails. Across the United States, New York is the largest hub for this category (558 companies); Austin has 134.

This list covers company matches for family office consulting firms 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 September 28, 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 Sep 28, 2026 How this list was built

134Companies

782Contacts tracked

385Verified emails

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The 25 largest family office consulting firms based in Austin, United States

Ranked by team size

Top 25 of 134 company matches for family office consulting firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	29 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 · Sep 28, 2026 · View company records in RevenueBase
4	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	29 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 · Sep 28, 2026 · View company records in RevenueBase
5	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	26 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 · Sep 28, 2026 · View company records in RevenueBase
7	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	21 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 · Sep 28, 2026 · View company records in RevenueBase
10	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 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 · Sep 28, 2026 · View company records in RevenueBase
12	Ripp Grossman & Fitte LLP	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Meridian Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Durbin Bennett TAX Advisors, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 28, 2026	1-10	8 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 · Sep 28, 2026 · View company records in RevenueBase
19	Blue Skye Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 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 · Sep 28, 2026 · View company records in RevenueBase
21	Durbin Bennett	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	7 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 · Sep 28, 2026 · View company records in RevenueBase
23	Redbud Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Families with 30M–500M in complex wealth face a paradox: the more successful they become, the harder it is to find an advisor who can actually keep up.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 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 · Sep 28, 2026 · View company records in RevenueBase
25	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Sep 28, 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 “family office consulting firms”. 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 134 family office consulting firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 385 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office consulting firms based in Austin, United States at a glance

As of Sep 28, 2026

49.2%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

102

11-50

51-200

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 134 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 “family office consulting firms” 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 385 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 September 28, 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.

Family office consulting firms 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 “family office consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office consulting firms are there based in Austin, United States?

RevenueBase identified 134 company matches for family office consulting firms associated with Austin, United States as of September 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?

Bluespring Wealth Partners 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 family office consulting firms?

New York leads the United States with 558 company records, followed by Dallas (213) and Atlanta (194). Austin has 134.

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 385 professional contacts with verified work emails tracked across these 134 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 September 28, 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.