Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in San Antonio, United States

RevenueBase identified 64 high net worth accounting firms headquartered in San Antonio, United States as of September 2026 and tracks 522 professional contacts across them, including 211 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); San Antonio has 64.

This list covers high net worth accounting firms headquartered in San Antonio, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
64Companies
522Contacts tracked
211Verified emails
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The 25 largest high net worth accounting firms based in San Antonio, United States

Ranked by team size
Top 25 of 64 high net worth accounting firms based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to high net worth accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202651-200135 contacts →

Partial evidence

“Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202651-20083 contacts →

Partial evidence

“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-5032 contacts →

Indirect evidence

“1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“We are a dedicated accounting, CPA, and tax advisory firm located in San Antonio, Texas.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 2026201-50010 contacts →

Partial evidence

“Citrus Group | Integrated Professional Services for Global Success We help businesses and individuals thrive through a unified approach to tax advisory, accounting, wealth…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“JDK Wealth Advisors was founded in 2021 by Bradley W.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“At Kinder, Diez, & Associates, PLLC (formerly Rosa Maria Diez, PLLC), we aid our clients in navigating various personal and business tax situations.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“Alfa Tax Service is dedicated to delivering the highest quality tax services to individuals and businesses across the community.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Based in San Antonio, Texas, Ronald B.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Owens Consortium PLLC is a company based out of 200 CONCORD PLAZA DR STE 550, SAN ANTONIO, Texas, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Baros and Company, PC is a full-service accounting firm serving clients throughout the United States and is one of the leading firms in and throughout the San Antonio area.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Today, retirement planning is much more complex than it was 30 years ago.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Cross Financial Services was founded in 1993 with a clear mission: make a difference in people's lives.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 64 high net worth accounting firms based in San Antonio, United States

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High net worth accounting firms based in San Antonio, United States at a glance

As of Sep 28, 2026
40.4%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
18
51-200
2
201-500
1

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 64 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among high net worth accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Antonio, United States whose own description of what they do matches “high net worth accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names high net worth accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among high net worth accounting firms, and records with no verified work email. Companies headquartered outside San Antonio are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 211 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

High net worth accounting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names high net worth accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many high net worth accounting firms are there based in San Antonio, United States?

RevenueBase identified 64 high net worth accounting firms headquartered in San Antonio, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

ATKG, headquartered in San Antonio, tops this list with the largest team on record.

Which city in the United States has the most high net worth accounting firms?

New York leads the United States with 386 headquartered companies, followed by Houston (222) and Atlanta (192). San Antonio has 64.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 211 verified decision-maker contacts tracked across these 64 companies.

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 Smart Search, 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.