Company lists · Data refreshed September 2026
Top 23 Family office consulting firms based in San Antonio, United States
RevenueBase identified 59 family office consulting firms headquartered in San Antonio, United States as of September 2026 and tracks 335 professional contacts across them, including 120 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); San Antonio has 59.
This list covers family office consulting firms 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 28, 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.
The 23 largest family office consulting firms based in San Antonio, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 contacts → | ||||
Indirect evidence “Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32 contacts → | ||||
Indirect evidence “1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “JDK Wealth Advisors was founded in 2021 by Bradley W.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Wherever you are in your life’s journey, we’ll meet you there.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Strong evidence “Barshop Ventures, LLC is the family office of the Sam and Ann Barshop family.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “We believe the first step towards investment advice is proper planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Today, retirement planning is much more complex than it was 30 years ago.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “At TruGrowth Consulting, we transform successful advisory firms into infinite practices-scalable, purpose-driven powerhouses that redefine wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “A client-first, results-driven approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Sendero Wealth Management is a private, boutique wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “Multi Family office services specializing in comprehensive financial, investment and estate planning strategies for domestic and international entrepreneurs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: family office consulting 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 family office consulting firms.
- Partial evidence
- Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consulting 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 23 of 59 family office consulting firms based in San Antonio, United States
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Family office consulting firms based in San Antonio, United States at a glance
As of Sep 28, 2026Companies by employee count
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 59 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 family office consulting 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 San Antonio, United States whose own description of what they do matches “family office consulting 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 family office consulting 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 family office consulting firms, 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, 120 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 28, 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.
Family office consulting firms by metro in the United States
- Family office consulting firms in New York531
- Family office consulting firms in Dallas213
- Family office consulting firms in Atlanta194
- Family office consulting firms in Chicago187
- Family office consulting firms in Houston187
- Family office consulting firms in Miami174
- Family office consulting firms in San Diego136
- Family office consulting firms in Austin134
- Family office consulting firms in Boston131
- Family office consulting firms in San Francisco125
- Family office consulting firms in Los Angeles122
- Family office consulting firms in Denver118
- Family office consulting firms in Scottsdale118
- Family office consulting firms in Charlotte111
- Family office consulting firms in Tampa85
- Family office consulting firms in Newport Beach81
- Family office consulting firms in Cincinnati78
- Family office consulting firms in Seattle76
- Family office consulting firms in Portland71
- Family office consulting firms in Boca Raton69
- Family office consulting firms in Irvine69
- Family office consulting firms in Indianapolis65
- Family office consulting firms in Minneapolis65
- Family office consulting firms in Raleigh63
- Family office consulting firms in Bellevue58
- Family office consulting firms in Fort Worth58
- Family office consulting firms in Overland Park58
- Family office consulting firms in Pittsburgh57
- Family office consulting firms in Birmingham56
- Family office consulting firms in Phoenix56
- Family office consulting firms in Columbia55
- Family office consulting firms in Columbus54
- Family office consulting firms in Omaha54
- Family office consulting firms in Sarasota52
- Family office consulting firms in Las Vegas50
- Family office consulting firms in Louisville49
- Family office consulting firms in Rochester49
- Family office consulting firms in Washington49
- Family office consulting firms in Coral Gables48
- Family office consulting firms in Orlando48
- Family office consulting firms in Richmond48
- Family office consulting firms in Wilmington48
- Family office consulting firms in Salt Lake City46
- Family office consulting firms in Fort Lauderdale45
- Family office consulting firms in Grand Rapids44
- Family office consulting firms in Jacksonville44
- Family office consulting firms in Pasadena44
- Family office consulting firms in Greenville43
- Family office consulting firms in Madison43
- Family office consulting firms in Memphis43
- Family office consulting firms in Nashville43
- Family office consulting firms in Cleveland42
- Family office consulting firms in Greenwood Village41
- Family office consulting firms in Walnut Creek41
- Family office consulting firms in Naples40
- Family office consulting firms in Colorado Springs39
- Family office consulting firms in Beverly Hills36
- Family office consulting firms in Charleston36
- Family office consulting firms in Philadelphia36
- Family office consulting firms in Springfield36
- Family office consulting firms in Tulsa36
- Family office consulting firms in Frisco35
- Family office consulting firms in Plano34
- Family office consulting firms in Lexington33
- Family office consulting firms in Lake Oswego32
- Family office consulting firms in The Woodlands32
- Family office consulting firms in Mclean31
- Family office consulting firms in Melville31
- Family office consulting firms in Oklahoma City31
- Family office consulting firms in Santa Barbara31
- Family office consulting firms in Troy31
- Family office consulting firms in Alpharetta30
- Family office consulting firms in Baton Rouge30
- Family office consulting firms in Bethesda30
- Family office consulting firms in Brentwood29
- Family office consulting firms in Westlake Village29
- Family office consulting firms in Tucson28
- Family office consulting firms in Westport28
- Family office consulting firms in Greensboro27
- Family office consulting firms in San Jose27
- Family office consulting firms in Red Bank26
- Family office consulting firms in St. Louis26
- Family office consulting firms in Bloomington25
- Family office consulting firms in Buffalo25
- Family office consulting firms in Lafayette25
- Family office consulting firms in Princeton25
- Family office consulting firms in Roseville25
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 family office consulting 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 family office consulting firms are there based in San Antonio, United States?
RevenueBase identified 59 family office consulting firms 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 in the United States has the most family office consulting firms?
New York leads the United States with 531 headquartered companies, followed by Dallas (213) and Atlanta (194). San Antonio has 59.
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 120 verified decision-maker contacts tracked across these 59 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 28, 2026.
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Download this list →Related lists
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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.
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