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.
The 25 largest investment firms based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Lion StreetIndirect evidence | 137 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | The Launch BOXIndirect evidence | 34 | |||
“The Launch Box is the engine of the fastest growing and most successful new professional services firms.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | PER Stirling Capital Management, LLCIndirect evidence | 31 | |||
“Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Victory FinancialIndirect evidence | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Waterloo CapitalStrong evidence | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | Richard P. Slaughter Associates, INCIndirect evidence | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | Maslow Wealth AdvisorsIndirect evidence | 23 | |||
“Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | Owner Resource GroupStrong evidence | 20 | |||
“Owner Resource Group is an Austin, Texas based private investment firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Kestra Investment ManagementStrong evidence | 17 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | NavidarStrong evidence | 14 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 15 | Yacktman Asset Management LPIndirect evidence | 13 | |||
“Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Terry Mcdaniel & Company Investment CounselStrong evidence | 11 | |||
“Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | Melange Capital PartnersIndirect evidence | 9 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | LpsharesIndirect evidence | 9 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 | ||||
“Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | Skyline Wealth Strategies LLCIndirect evidence | 8 | |||
“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 | ||||
“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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
- Investment firms in New York1002
- Investment firms in Chicago301
- Investment firms in Dallas277
- Investment firms in Atlanta227
- Investment firms in Houston226
- Investment firms in Miami208
- Investment firms in Boston195
- Investment firms in San Francisco189
- Investment firms in Los Angeles179
- Investment firms in Austin174
- Investment firms in San Diego151
- Investment firms in Denver138
- Investment firms in Charlotte136
- Investment firms in Scottsdale114
- Investment firms in Tampa112
- Investment firms in Newport Beach96
- Investment firms in Portland92
- Investment firms in Boca Raton86
- Investment firms in Indianapolis82
- Investment firms in Minneapolis82
- Investment firms in Irvine80
- Investment firms in Seattle74
- Investment firms in Cincinnati73
- Investment firms in Overland Park70
- Investment firms in Columbus69
- Investment firms in San Antonio69
- Investment firms in Omaha68
- Investment firms in Birmingham67
- Investment firms in Phoenix67
- Investment firms in Las Vegas66
- Investment firms in Naples63
- Investment firms in Pittsburgh63
- Investment firms in Raleigh62
- Investment firms in Richmond60
- Investment firms in Washington58
- Investment firms in Nashville54
- Investment firms in Columbia53
- Investment firms in Greenville53
- Investment firms in Bellevue51
- Investment firms in Greenwich51
- Investment firms in Greenwood Village49
- Investment firms in Philadelphia49
- Investment firms in Salt Lake City49
- Investment firms in Fort Worth48
- Investment firms in Grand Rapids48
- Investment firms in Memphis48
- Investment firms in Wilmington48
- Investment firms in Louisville47
- Investment firms in Orlando47
- Investment firms in Sarasota46
- Investment firms in Fort Lauderdale43
- Investment firms in Madison43
- Investment firms in Rochester43
- Investment firms in Colorado Springs42
- Investment firms in Pasadena42
- Investment firms in Tucson42
- Investment firms in New York City40
- Investment firms in Stamford40
- Investment firms in Jacksonville39
- Investment firms in Lexington39
- Investment firms in Tulsa39
- Investment firms in Springfield38
- Investment firms in Baton Rouge37
- Investment firms in Coral Gables37
- Investment firms in Bethesda36
- Investment firms in Kansas City36
- Investment firms in Plano36
- Investment firms in Troy36
- Investment firms in Walnut Creek36
- Investment firms in Cleveland35
- Investment firms in St Louis35
- Investment firms in Westport35
- Investment firms in Alpharetta34
- Investment firms in Palo Alto34
- Investment firms in Melville33
- Investment firms in Virginia Beach33
- Investment firms in Mclean32
- Investment firms in St. Louis32
- Investment firms in Ann Arbor31
- Investment firms in Lake Oswego31
- Investment firms in Oklahoma City31
- Investment firms in Baltimore30
- Investment firms in Beverly Hills30
- Investment firms in Brentwood30
- Investment firms in Carmel30
- Investment firms in Charleston30
- Investment firms in Lincoln30
- Investment firms in Milwaukee30
- Investment firms in Boise29
- Investment firms in Palm Beach Gardens29
- Investment firms in Red Bank29
- Investment firms in Westlake Village29
- Investment firms in West Des Moines28
- Investment firms in Boulder27
- Investment firms in Little Rock27
- Investment firms in Wayne27
- Investment firms in West Palm Beach27
- Investment firms in Albuquerque26
- Investment firms in Greensboro26
- Investment firms in Jackson26
- Investment firms in Knoxville26
- Investment firms in Lafayette26
- Investment firms in Reston26
- Investment firms in Santa Monica26
- Investment firms in West Chester26
- Investment firms in Bloomfield Hills25
- Investment firms in Buffalo25
- Investment firms in Charlottesville25
- Investment firms in Clearwater25
- Investment firms in El Segundo25
- Investment firms in Franklin25
- Investment firms in Frisco25
- Investment firms in Lancaster25
- Investment firms in Princeton25
- Investment firms in Sacramento25
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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Investment firms by geography
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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.