Company lists · Data refreshed September 2026

Top 25 Family office firms based in Austin, United States

RevenueBase identified 120 company matches for family office firms associated with Austin, United States as of September 2026 and tracks 766 professional contacts across them, including 379 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Austin has 120.

This list covers company matches for family office 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 20, 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 20, 2026 How this list was built
120Companies
766Contacts tracked
379Verified emails
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The 25 largest family office firms based in Austin, United States

Ranked by team size
Top 25 of 120 company matches for family office firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5035 contacts →

Exact match

“Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5030 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 20, 2026 · View company records in RevenueBase
3Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5030 contacts →

Exact match

“Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5029 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 20, 2026 · View company records in RevenueBase
5Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5029 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 20, 2026 · View company records in RevenueBase
6Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5026 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 20, 2026 · View company records in RevenueBase
9Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5021 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 20, 2026 · View company records in RevenueBase
11Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202651-20018 contacts →

Exact match

“Christopher Investment Company ("CIC") is a family office investing in real estate and alternative investments.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-1014 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 20, 2026 · View company records in RevenueBase
13Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5012 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 20, 2026 · View company records in RevenueBase
14Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-1012 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 20, 2026 · View company records in RevenueBase
15Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-1012 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 · Sep 20, 2026 · View company records in RevenueBase
16Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5011 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 20, 2026 · View company records in RevenueBase
17Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-109 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 20, 2026 · View company records in RevenueBase
18Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-508 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 20, 2026 · View company records in RevenueBase
19Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-108 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 20, 2026 · View company records in RevenueBase
21Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-108 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 20, 2026 · View company records in RevenueBase
22Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-507 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 20, 2026 · View company records in RevenueBase
23Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-507 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 20, 2026 · View company records in RevenueBase
24Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-107 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 20, 2026 · View company records in RevenueBase
25Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 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 20, 2026 · View company records in RevenueBase

Showing 25 of 120 family office firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 379 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026
49.5%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
89
11-50
28
51-200
3

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 120 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 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 379 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 20, 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 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 120 company matches for family office 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?

Capital Creek 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 firms?

New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Austin has 120.

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 379 professional contacts with verified work emails tracked across these 120 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 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 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.