Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Austin, United States

Name: Financial advisory platforms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 141 companies tracked

RevenueBase identified 141 company matches for financial advisory platforms associated with Austin, United States as of September 2026 and tracks 1,753 professional contacts across them, including 838 with verified work emails. Across the United States, New York is the largest hub for this category (509 companies); Austin has 141.

This list covers company matches for financial advisory platforms 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 28, 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 28, 2026 How this list was built

141Companies

1,753Contacts tracked

838Verified emails

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The 25 largest financial advisory platforms based in Austin, United States

Ranked by team size

Top 25 of 141 company matches for financial advisory platforms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	201-500	446 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	Tcg, A HUB International Company	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	120 contacts →
	Exact match “TCG provides valuable financial wellness solutions including wealth management, retirement planning, institutional advisory, identity protection, contract consulting, and more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Capital Strategies, Beyond Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	107 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Voyant	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	78 contacts →
	Exact match “Voyant is revolutionizing the wealth client experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
7	Expero	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	51 contacts →
	Exact match “From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
11	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
12	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Twin OAK Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “At Twin Oak, we have curated a team of professionals around each major financial issue you face as a physician.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Athena Advisory INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Agentic financial AI” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Unifimoney Tech	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Offer a safe and easy way to invest-right from your trusted ecosystem.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Versal	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
22	Collective Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
24	Financial Synergy, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “At Financial Synergy, we recognize that your financial needs are as unique as you are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 28, 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 “financial advisory platforms”. 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 141 financial advisory platforms based in Austin, United States

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Financial advisory platforms based in Austin, United States at a glance

As of Sep 28, 2026

47.8%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

201-500

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 141 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 “financial advisory platforms” 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 838 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 28, 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.

Financial advisory platforms 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 “financial advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory platforms are there based in Austin, United States?

RevenueBase identified 141 company matches for financial advisory platforms 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 Financial 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 financial advisory platforms?

New York leads the United States with 509 company records, followed by Atlanta (160) and San Francisco (159). Austin has 141.

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 838 professional contacts with verified work emails tracked across these 141 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 28, 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.