Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 88 companies tracked

RevenueBase identified 88 company matches for financial services consultants associated with Austin, United States as of September 2026 and tracks 551 professional contacts across them, including 192 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Austin has 88.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

88Companies

551Contacts tracked

192Verified emails

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The 25 largest financial services consultants based in Austin, United States

Ranked by team size

Top 25 of 88 company matches for financial services consultants based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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 16, 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 16, 2026 · View company records in RevenueBase
2	Sheshunoff Consulting Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	51-200	59 contacts →
	Exact match “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
4	General Ledger Partners, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	11-50	14 contacts →
	Exact match “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Arbor Creek TAX & Consulting	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “At Arbor Creek Tax & Consulting, we believe that behind every accounting engagement, there’s a vision, a goal, and a face.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
10	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	11-50	7 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 16, 2026 · View company records in RevenueBase
11	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 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 16, 2026 · View company records in RevenueBase
12	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
14	WES Young & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	AMG Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Goalfusion Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
18	Seaborn Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Driven by data?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Kentor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “The more money you have, the more people there are who want to tell you what to do with it.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Graystone Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “The services we offer at Graystone Financial are designed with you in mind.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Reed Lake Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service and integrity to our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Capstar Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Bulldog Financial Group, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “We specialize in helping individuals, families, and small businesses with tax-free retirement strategies, wealth preservation, estate planning, executive bonus packages, buy-sell…” Recorded in the RevenueBase company graph · Sep 16, 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 services consultants”. 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 88 financial services consultants based in Austin, United States

See the full list, filter by size, metro and specialty, and access 192 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Austin, United States at a glance

As of Sep 16, 2026

34.8%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Sep 16, 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 88 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 services consultants” 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 192 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Austin, United States?

RevenueBase identified 88 company matches for financial services consultants 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Austin has 88.

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 192 professional contacts with verified work emails tracked across these 88 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 16, 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.