Company lists · Data refreshed September 2026

Top 13 Financial services consultants based in San Antonio, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 51 companies tracked

RevenueBase identified 51 company matches for financial services consultants associated with San Antonio, United States as of September 2026 and tracks 764 professional contacts across them, including 64 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); San Antonio has 51.

This list covers company matches for financial services consultants associated with San Antonio, 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

51Companies

764Contacts tracked

64Verified emails

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The 13 largest financial services consultants based in San Antonio, United States

Ranked by team size

Top 13 of 51 company matches for financial services consultants based in San Antonio, 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	HUB SAN Antonio	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	51-200	78 contacts →
	Exact match “We are HUB.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Wonder CPA Firm, PC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Ratio Fortis	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “At Ratio Fortis, we empower businesses and organizations to achieve extraordinary results through strategic insight and unwavering strength.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	I Financial	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Wherever you are in your life’s journey, we’ll meet you there.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Arrow Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “We believe the first step towards investment advice is proper planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	KIN Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “The Kin Way 1.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Matrix Private Wealth Solutions, Corp	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Today, retirement planning is much more complex than it was 30 years ago.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Azul Business Advisory LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Advisors \| Brokers \| Consultants Do you know what your business is worth?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Cross Financial Services	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Cross Financial Services was founded in 1993 with a clear mission: make a difference in people's lives.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Schiele Consulting	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “Schiele Consulting is a dynamic and results-driven consulting firm that specializes in providing strategic guidance and innovative solutions to organizations across various…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	The Ragan Group, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “The Ragan Group was founded on the idea that smaller, growing, entrepreneurial businesses deserve the same financial and consulting care that larger entities readily access.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Sanders Independent Consulting, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	A&c Financials LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “With our combined wealth of experience, stemming from our tenures at the Big 4 companies PwC and Deloitte, we are primed to offer our clients an unparalleled depth of service.” 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 13 of 51 financial services consultants based in San Antonio, United States

See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in San Antonio, United States at a glance

As of Sep 16, 2026

8.4%Verified-email coverage

15.0Average 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 San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 51 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 San Antonio, 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 64 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 San Antonio, United States?

RevenueBase identified 51 company matches for financial services consultants associated with San Antonio, 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?

HUB SAN Antonio 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). San Antonio has 51.

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 64 professional contacts with verified work emails tracked across these 51 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.