Company lists · Data refreshed September 2026

Top 25 Investment firms based in Austin, United States

RevenueBase identified 174 investment firms headquartered in Austin, United States as of September 2026 and tracks 1,177 professional contacts across them, including 521 with verified work emails. New York is the largest hub.

This list covers investment firms 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
174Companies
1,177Contacts tracked
521Verified emails
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The 25 largest investment firms based in Austin, United States

Ranked by team size
Top 25 of 174 investment firms 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 firms: 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.
#CompanyHeadquartersEmployeesContacts
1
Lion StreetIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 202651-200137

“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…”

Source: company website · checked Sep 4, 2026
2Austin, TX, United StatesHQ checked Sep 4, 202611-5050

“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
3
The Launch BOXIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5034

“The Launch Box is the engine of the fastest growing and most successful new professional services firms.”

Source: company website · checked Sep 4, 2026
4
Natalliance SecuritiesStrong evidence
Austin, United StatesHQ checked Sep 4, 202651-20033

“NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin…”

Source: company website · checked Sep 4, 2026
5Austin, TX, United StatesHQ checked Sep 4, 202611-5031

“Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.”

Source: company website · checked Sep 4, 2026
6
Victory FinancialIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5029

“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
7
Waterloo CapitalStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5028

“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
8Austin, TX, United StatesHQ checked Sep 4, 202611-5026

“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
9
Maslow Wealth AdvisorsIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5023

“Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.”

Source: company website · checked Sep 4, 2026
10
FMP Wealth AdvisersStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5021

“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
11
Centennial Advisors, LLCStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5021

“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
12
Owner Resource GroupStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5020

“Owner Resource Group is an Austin, Texas based private investment firm.”

Source: company website · checked Sep 4, 2026
13Austin, TX, United StatesHQ checked Sep 4, 20261,001-5,00017

“Kestra Investment Management is a team of dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most…”

Source: company website · checked Sep 4, 2026
14
NavidarStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5014

“Navidar, with a local presence in Austin, Cleveland, Dallas, Denver, Indianapolis and Minneapolis, is a rapidly growing and entrepreneurial investment banking firm that provides…”

Source: company website · checked Sep 4, 2026
15Austin, TX, United StatesHQ checked Sep 4, 202611-5013

“Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.”

Source: company website · checked Sep 4, 2026
16Austin, TX, United StatesHQ checked Sep 4, 202611-5011

“Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.”

Source: company website · checked Sep 4, 2026
17
Innealta CapitalStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-5010

“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
18Austin, TX, United StatesHQ checked Sep 4, 20261-109

“Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.”

Source: company website · checked Sep 4, 2026
19
Ironoak WealthStrong evidence
Austin, United StatesHQ checked Sep 4, 20261-109

“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
20
Melange Capital PartnersIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 20261-109
Source: company website · checked Sep 4, 2026
21
LpsharesIndirect evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-509

“LPshares is a private markets marketplace where limited partners can explore liquidity, sponsors can raise capital, and accredited investors can browse private market…”

Source: company website · checked Sep 4, 2026
22
Collective AdvisorsStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 20261-108

Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.”

Source: company website · checked Sep 4, 2026
23Austin, TX, United StatesHQ checked Sep 4, 20261-108

“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.”

Source: company website · checked Sep 4, 2026
24Austin, TX, United StatesHQ checked Sep 4, 20261-108

“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.”

Source: company website · checked Sep 4, 2026
25
Durbin BennettStrong evidence
Austin, TX, United StatesHQ checked Sep 4, 202611-507

“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

Showing 25 of 174 investment firms based in Austin, United States

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Investment firms based in Austin, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
131
11-50
36
51-200
6
1,001-5,000
1

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 174 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 firms, 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 firms”. 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 firms, 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, 521 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 174 investment firms 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?

Lion Street, headquartered in Austin, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 521 verified decision-maker contacts tracked across these 174 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.