Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Austin, United States

Name: Fiduciary services companies based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 56 companies tracked

RevenueBase identified 56 company matches for fiduciary services companies associated with Austin, United States as of September 2026 and tracks 564 professional contacts across them, including 273 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Austin has 56.

This list covers company matches for fiduciary services companies 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

56Companies

564Contacts tracked

273Verified emails

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The 25 largest fiduciary services companies based in Austin, United States

Ranked by team size

Top 25 of 56 company matches for fiduciary services companies 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	51-200	134 contacts →
	Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Strata Trust Company	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	51-200	59 contacts →
	Exact match “In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Austin Trust Company	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Osborne, Helman, Scott, Knisely & Stanton, LLP	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Enclave Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Personal Administrators	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “For more than 40 years, Personal Administrators (PADM) has provided financial administration and family office services for high-net-worth individuals, families, trusts…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Atlasmark	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Flaherty Jones Thompson Pllc	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Flaherty Jones Thompson is a blend of legal skill, knowledge and practical advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	CAM Investor Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Capstar Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Lake Hills Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Lake Hills Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth families, business owners, and executives in Austin and East Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Watercolor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Watercolor Financial is a seasoned wealth management team located in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 56 fiduciary services companies based in Austin, United States

See the full list, filter by size, metro and specialty, and access 273 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Austin, United States at a glance

As of Sep 20, 2026

48.4%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 56 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 “fiduciary services companies” 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 273 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Austin, United States?

RevenueBase identified 56 company matches for fiduciary services companies 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?

Lion Street 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Austin has 56.

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 273 professional contacts with verified work emails tracked across these 56 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.