Company lists · Data refreshed September 2026

Top 25 Family offices based in Austin, United States

Name: Family offices based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 157 companies tracked

RevenueBase identified 157 company matches for family offices associated with Austin, United States as of September 2026 and tracks 999 professional contacts across them, including 448 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Austin has 157.

This list covers company matches for family offices 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 19, 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 19, 2026 How this list was built

157Companies

999Contacts tracked

448Verified emails

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The 25 largest family offices based in Austin, United States

Ranked by team size

Top 25 of 157 company matches for family offices based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1,001-5,000	70 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 · Sep 19, 2026 · View company records in RevenueBase
2	Capital Creek Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	35 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 19, 2026 · View company records in RevenueBase
3	Legacy Star Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	n/a	31 contacts →
	Exact match “Legacy Star Capital Partners is a generalist, multi-family office founded, Private Equity firm focused on private debt and equity investment opportunities in Energy, Real Estate…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	The FOX Alliance	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	27 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 19, 2026 · View company records in RevenueBase
9	Austin Trust Company	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	27 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 19, 2026 · View company records in RevenueBase
10	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
13	Christopher Investment Company	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	18 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 19, 2026 · View company records in RevenueBase
14	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Ripp Grossman & Fitte LLP	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Casoro Group	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	12 contacts →
	Exact match “Casoro Group is a 100% minoirity-owned, award-winning commercial real estate investment firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Meridian Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
18	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	12 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 19, 2026 · View company records in RevenueBase
19	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
20	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
21	Durbin Bennett TAX Advisors, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
23	Treaty OAK Equity LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Blue Skye Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 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 offices”. 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 157 family offices based in Austin, United States

See the full list, filter by size, metro and specialty, and access 448 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family offices based in Austin, United States at a glance

As of Sep 19, 2026

44.8%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

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 157 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 offices” 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 448 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 19, 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 offices 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 offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 157 company matches for family offices 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?

Kestra Holdings 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 offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). Austin has 157.

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 448 professional contacts with verified work emails tracked across these 157 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 19, 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.