Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Austin, United States

Name: Investment advisory platforms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 76 companies tracked

RevenueBase identified 76 investment advisory platforms headquartered in Austin, United States as of September 2026 and tracks 951 professional contacts across them, including 473 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

76Companies

951Contacts tracked

473Verified emails

Explore all 76 companies → Free signup · no credit card · 500 free credits

The 25 largest investment advisory platforms based in Austin, United States

Ranked by team size

Top 25 of 76 investment advisory platforms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Kestra FinancialIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	201-500	457
	“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Source: company website · checked Sep 4, 2026
2	ExperoIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	51-200	63
	“Expero delivers unforgettable user experiences for finance.” Source: company website · checked Sep 4, 2026
3	Century Management Financial AdvisorsIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	50
	“From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.” Source: company website · checked Sep 4, 2026
4	Victory FinancialPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	29
	“Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business.” Source: company website · checked Sep 4, 2026
5	Waterloo CapitalStrong evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	28
	“We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Source: company website · checked Sep 4, 2026
6	Richard P. Slaughter Associates, INCIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	26
	“Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Source: company website · checked Sep 4, 2026
7	FMP Wealth AdvisersPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	21
	“At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Source: company website · checked Sep 4, 2026
8	Centennial Advisors, LLCPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	21
	“Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Source: company website · checked Sep 4, 2026
9	Innealta CapitalStrong evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	10
	“Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: company website · checked Sep 4, 2026
10	Athena Advisory INCIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	10
	“Agentic financial AI” Source: company website · checked Sep 4, 2026
11	Unifimoney TechIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	10
	“Offer a safe and easy way to invest-right from your trusted ecosystem.” Source: company website · checked Sep 4, 2026
12	Ironoak WealthPartial evidence	Austin, United StatesHQ checked Sep 4, 2026	1-10	9
	“Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: company website · checked Sep 4, 2026
13	Collective AdvisorsStrong evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	8
	“Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: company website · checked Sep 4, 2026
14	Skyline Wealth Strategies LLCPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	8
	“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: company website · checked Sep 4, 2026
15	Durbin BennettStrong evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	7
	“Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Source: company website · checked Sep 4, 2026
16	Archer Investment ManagementIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: company website · checked Sep 4, 2026
17	Optas CapitalPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
18	Ironbridge Private WealthIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Source: company website · checked Sep 4, 2026
19	AMG Wealth AdvisorsPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: company website · checked Sep 4, 2026
20	57 West Capital AdvisorsPartial evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Source: company website · checked Sep 4, 2026
21	Goalfusion Wealth ManagementIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	5
	“At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Source: company website · checked Sep 4, 2026
22	Strategic CapitalIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	11-50	5
	“We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: company website · checked Sep 4, 2026
23	RewbixIndirect evidence	Austin, United StatesHQ checked Sep 4, 2026	1-10	5
	“Rewbix takes the guesswork out of investing.” Source: company website · checked Sep 4, 2026
24	Nixon Capital LLCIndirect evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“Nixon Capital utilizes a disciplined, long-term concentrated value approach to build generational wealth for our investors.” Source: company website · checked Sep 4, 2026
25	Masterpiece Capital, LLCStrong evidence	Austin, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026

Showing 25 of 76 investment advisory platforms based in Austin, United States

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Investment advisory platforms based in Austin, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 76 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 473 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Austin, United States?

RevenueBase identified 76 investment advisory platforms 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?

Kestra Financial, headquartered in Austin, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 473 verified decision-maker contacts tracked across these 76 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 4, 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.