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 company matches for insurance brokers for wealth planning associated with Austin, United States as of September 2026 and tracks 656 professional contacts across them, including 279 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Austin has 91.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

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 company matches for insurance brokers for wealth planning based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Watkins Insurance Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	51-200	169 contacts →
	Exact match “Privately owned.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
3	The FOX Alliance	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	14 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Southerland & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Southerland & Associates is an independent insurance agency in that will help you protect everything under the sun with your best interest at heart.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Physician's Resource Services	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
10	Blue Skye Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
13	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
14	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
15	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Rembrandt Financial Group, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	AMG Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
18	Giordani & Associates Pllc	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Atlasmark	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
22	Masterpiece Capital, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Carlin Wealth Management Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Quartz Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 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 17, 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 “insurance brokers for wealth planning”. 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 91 insurance brokers for wealth planning based in Austin, United States

See the full list, filter by size, metro and specialty, and access 279 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 “insurance brokers for wealth planning” 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 279 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 91 company matches for insurance brokers for wealth planning 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?

Watkins Insurance Group 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Austin has 91.

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 279 professional contacts with verified work emails tracked across these 91 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 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 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.