Company lists · Data refreshed September 2026
Top 25 Family office outsourcing providers based in San Antonio, United States
RevenueBase identified 67 family office outsourcing providers headquartered in San Antonio, United States as of September 2026 and tracks 407 professional contacts across them, including 156 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); San Antonio has 67.
This list covers family office outsourcing providers 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 25 largest family office outsourcing providers 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 | 38 contacts → | ||||
Indirect evidence “Uriah is a boutique real estate firm that provides complete and integrated real estate investment services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 17 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “We Make Retirement Happen™” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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. | |||||
| 8 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “At Glass Wealth Management, our clients are independent-minded founders, entrepreneurs, business owners, and their families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 | 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. | |||||
| 22 | 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. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Our firm specializes in all fiduciary matters, from creating an estate plan right for you and your family to helping the appointed executors and trustees carry out that plan.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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. | |||||
| 25 | 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. | |||||
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 outsourcing providers. 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 outsourcing providers.
- Partial evidence
- Its own public description names part of family office outsourcing providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office outsourcing providers. 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 67 family office outsourcing providers based in San Antonio, United States
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Family office outsourcing providers 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 67 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 outsourcing providers, 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 outsourcing providers”. 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 outsourcing providers), 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 outsourcing providers, 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, 156 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 outsourcing providers by metro in the United States
- Family office outsourcing providers in New York531
- Family office outsourcing providers in Atlanta235
- Family office outsourcing providers in Dallas221
- Family office outsourcing providers in Chicago211
- Family office outsourcing providers in Houston203
- Family office outsourcing providers in San Diego194
- Family office outsourcing providers in Miami188
- Family office outsourcing providers in Austin164
- Family office outsourcing providers in San Francisco159
- Family office outsourcing providers in Boston149
- Family office outsourcing providers in Scottsdale145
- Family office outsourcing providers in Denver139
- Family office outsourcing providers in Los Angeles138
- Family office outsourcing providers in Charlotte124
- Family office outsourcing providers in Newport Beach105
- Family office outsourcing providers in Tampa105
- Family office outsourcing providers in Boca Raton90
- Family office outsourcing providers in Cincinnati90
- Family office outsourcing providers in Portland89
- Family office outsourcing providers in Irvine87
- Family office outsourcing providers in Seattle86
- Family office outsourcing providers in Phoenix79
- Family office outsourcing providers in Raleigh76
- Family office outsourcing providers in Indianapolis75
- Family office outsourcing providers in Columbus74
- Family office outsourcing providers in Minneapolis72
- Family office outsourcing providers in Bellevue68
- Family office outsourcing providers in Fort Worth68
- Family office outsourcing providers in Las Vegas68
- Family office outsourcing providers in Overland Park68
- Family office outsourcing providers in Pittsburgh68
- Family office outsourcing providers in Columbia64
- Family office outsourcing providers in Omaha64
- Family office outsourcing providers in Birmingham63
- Family office outsourcing providers in Sarasota63
- Family office outsourcing providers in Washington62
- Family office outsourcing providers in Wilmington62
- Family office outsourcing providers in Rochester58
- Family office outsourcing providers in Grand Rapids57
- Family office outsourcing providers in Pasadena56
- Family office outsourcing providers in Madison55
- Family office outsourcing providers in Naples55
- Family office outsourcing providers in Cleveland54
- Family office outsourcing providers in Fort Lauderdale54
- Family office outsourcing providers in Richmond54
- Family office outsourcing providers in Salt Lake City54
- Family office outsourcing providers in Louisville52
- Family office outsourcing providers in Nashville52
- Family office outsourcing providers in Coral Gables51
- Family office outsourcing providers in Greenville51
- Family office outsourcing providers in Jacksonville51
- Family office outsourcing providers in Colorado Springs49
- Family office outsourcing providers in Memphis49
- Family office outsourcing providers in Orlando49
- Family office outsourcing providers in Greenwood Village46
- Family office outsourcing providers in Lexington46
- Family office outsourcing providers in Plano46
- Family office outsourcing providers in Philadelphia45
- Family office outsourcing providers in Walnut Creek44
- Family office outsourcing providers in Troy43
- Family office outsourcing providers in Tucson43
- Family office outsourcing providers in Tulsa41
- Family office outsourcing providers in Charleston40
- Family office outsourcing providers in Springfield40
- Family office outsourcing providers in Beverly Hills38
- Family office outsourcing providers in Knoxville38
- Family office outsourcing providers in Oklahoma City37
- Family office outsourcing providers in Alpharetta36
- Family office outsourcing providers in Melville36
- Family office outsourcing providers in Santa Barbara36
- Family office outsourcing providers in Franklin35
- Family office outsourcing providers in Kansas City35
- Family office outsourcing providers in St. Louis35
- Family office outsourcing providers in Westlake Village35
- Family office outsourcing providers in Baton Rouge34
- Family office outsourcing providers in The Woodlands34
- Family office outsourcing providers in Bethesda33
- Family office outsourcing providers in Greensboro33
- Family office outsourcing providers in Plymouth33
- Family office outsourcing providers in Reno33
- Family office outsourcing providers in Brentwood32
- Family office outsourcing providers in Frisco32
- Family office outsourcing providers in Lafayette32
- Family office outsourcing providers in Westport32
- Family office outsourcing providers in Buffalo31
- Family office outsourcing providers in Fort Collins31
- Family office outsourcing providers in Lake Oswego31
- Family office outsourcing providers in Mclean31
- Family office outsourcing providers in Bloomington30
- Family office outsourcing providers in Boulder30
- Family office outsourcing providers in Jackson30
- Family office outsourcing providers in Lincoln30
- Family office outsourcing providers in Naperville30
- Family office outsourcing providers in Northbrook30
- Family office outsourcing providers in Roseville30
- Family office outsourcing providers in San Jose30
- Family office outsourcing providers in Virginia Beach30
- Family office outsourcing providers in West Des Moines29
- Family office outsourcing providers in Boise28
- Family office outsourcing providers in Chattanooga28
- Family office outsourcing providers in Honolulu28
- Family office outsourcing providers in Marietta28
- Family office outsourcing providers in Minnetonka28
- Family office outsourcing providers in Red Bank28
- Family office outsourcing providers in Sacramento28
- Family office outsourcing providers in Stamford28
- Family office outsourcing providers in Wayne28
- Family office outsourcing providers in Annapolis27
- Family office outsourcing providers in Carmel27
- Family office outsourcing providers in Fort Wayne27
- Family office outsourcing providers in Princeton27
- Family office outsourcing providers in Reston27
- Family office outsourcing providers in West Chester27
- Family office outsourcing providers in Alexandria26
- Family office outsourcing providers in Ann Arbor26
- Family office outsourcing providers in Bloomfield Hills26
- Family office outsourcing providers in Englewood26
- Family office outsourcing providers in Wichita26
- Family office outsourcing providers in Edina25
- Family office outsourcing providers in La Jolla25
- Family office outsourcing providers in Little Rock25
- Family office outsourcing providers in Littleton25
- Family office outsourcing providers in Pittsford25
- Family office outsourcing providers in Rockville25
- Family office outsourcing providers in West Palm Beach25
- Family office outsourcing providers in Woodbury25
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 outsourcing providers, 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 outsourcing providers are there based in San Antonio, United States?
RevenueBase identified 67 family office outsourcing providers 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 outsourcing providers?
New York leads the United States with 531 headquartered companies, followed by Atlanta (235) and Dallas (221). San Antonio has 67.
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 156 verified decision-maker contacts tracked across these 67 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.
Ready to reach these companies? Verified emails and direct dials for all 67 family office outsourcing providers based in San Antonio, United States. Start with a free account, no credit card.
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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