Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Austin, United States

Name: Insurance brokers for wealth planning based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 91 companies tracked

RevenueBase identified 91 insurance brokers for wealth planning headquartered in Austin, United States as of September 2026 and tracks 656 professional contacts across them, including 279 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Austin, 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 17, 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 17, 2026 86% judged on-target in blind review

91Companies

656Contacts tracked

279Verified emails

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The 25 largest insurance brokers for wealth planning based in Austin, United States

Ranked by team size

Top 25 of 91 insurance brokers for wealth planning based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Watkins Insurance Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	51-200	169 contacts →
	Indirect evidence “Privately owned.” Source: RevenueBase Database · checked Sep 17, 2026
2	Socha Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	30 contacts →
	Partial evidence “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Source: RevenueBase Database · checked Sep 17, 2026
3	The FOX Alliance	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	27 contacts →
	Strong evidence “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Source: RevenueBase Database · checked Sep 17, 2026
4	Reap Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	26 contacts →
	Indirect evidence “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Source: RevenueBase Database · checked Sep 17, 2026
5	Oakwell Private Wealth Management LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	14 contacts →
	Partial evidence “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Source: RevenueBase Database · checked Sep 17, 2026
6	Southwest Business Consultants, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Source: RevenueBase Database · checked Sep 17, 2026
7	Southerland & Associates	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	11 contacts →
	Partial evidence “Southerland & Associates is an independent insurance agency in that will help you protect everything under the sun with your best interest at heart.” Source: RevenueBase Database · checked Sep 17, 2026
8	Physician's Resource Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “We’re proud to be one of the nation’s largest presences in physician residency programs, providing disability insurance and resources for residents, fellows and practicing…” Source: RevenueBase Database · checked Sep 17, 2026
9	Skyline Wealth Strategies LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 17, 2026
10	Blue Skye Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Source: RevenueBase Database · checked Sep 17, 2026
11	Austin National Financial Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 17, 2026
12	Integrated Wealth Strategies, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence “At IWS, we identify and protect what is most important to you, your business, and your family.” Source: RevenueBase Database · checked Sep 17, 2026
13	Planwise Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “We are a boutique firm that focuses on providing the highest level of service to our clients.” Source: RevenueBase Database · checked Sep 17, 2026
14	Optas Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Source: RevenueBase Database · checked Sep 17, 2026
15	Enzi Wealth	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
16	Rembrandt Financial Group, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Source: RevenueBase Database · checked Sep 17, 2026
17	AMG Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: RevenueBase Database · checked Sep 17, 2026
18	Giordani & Associates Pllc	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Strong evidence “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Source: RevenueBase Database · checked Sep 17, 2026
19	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: RevenueBase Database · checked Sep 17, 2026
20	Atlasmark	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Partial evidence “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Source: RevenueBase Database · checked Sep 17, 2026
21	Himelick Financial Group	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “At Himelick Financial Group, we do so much more than just investment and wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
22	Masterpiece Capital, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Source: RevenueBase Database · checked Sep 17, 2026
23	Carlin Wealth Management Group	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Source: RevenueBase Database · checked Sep 17, 2026
24	Quartz Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Source: RevenueBase Database · checked Sep 17, 2026
25	Signal Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 91 insurance brokers for wealth planning based in Austin, United States

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Insurance brokers for wealth planning based in Austin, United States at a glance

As of Sep 17, 2026

42.5%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

270.3%Largest-city concentration · New York

Sep 17, 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 91 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 insurance brokers for wealth planning, 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 Austin, United States whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Austin 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, 279 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 17, 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.

Insurance brokers for wealth planning 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Austin, United States?

RevenueBase identified 91 insurance brokers for wealth planning headquartered in Austin, 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?

Watkins Insurance Group, headquartered in Austin, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

New York leads with 246 headquartered companies, followed by Houston (160) and Dallas (136).

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 279 verified decision-maker contacts tracked across these 91 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 17, 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.