Company lists · Data refreshed October 2026

Top 25 Investment firms based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 171 companies tracked

RevenueBase identified 171 company matches for investment firms associated with Austin, United States as of October 2026 and tracks 1,209 professional contacts across them, including 554 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Austin has 171.

This list covers company matches for investment firms 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 October 1, 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 Oct 1, 2026 How this list was built

171Companies

1,209Contacts tracked

554Verified emails

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The 25 largest investment firms based in Austin, United States

Ranked by team size

Top 25 of 171 company matches for investment firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	134 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	51 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Madison Street Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	47 contacts →
	Exact match “MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Stonecrest Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	42 contacts →
	Exact match “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Augment	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	40 contacts →
	Exact match “Augment enables investors to buy and sell shares of pre-IPO tech companies for $5k to $100M in minutes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	The Launch BOX	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	36 contacts →
	Exact match “The Launch Box is the engine of the fastest growing and most successful new professional services firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Natalliance Securities	Exact match	Austin, United StatesHQ recorded Oct 1, 2026	51-200	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Victory Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	29 contacts →
	Exact match “Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	28 contacts →
	Exact match “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	23 contacts →
	Exact match “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Owner Resource Group	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Owner Resource Group is an Austin, Texas based private investment firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Kestra Investment Management	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1,001-5,000	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Lion Business Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Navidar	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Navidar, with a local presence in Austin, Cleveland, Dallas, Denver, Indianapolis and Minneapolis, is a rapidly growing and entrepreneurial investment banking firm that provides…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Melange Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Lpshares	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “LPshares is a private markets marketplace where limited partners can explore liquidity, sponsors can raise capital, and accredited investors can browse private market…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 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 “investment firms”. 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 171 investment firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 554 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Austin, United States at a glance

As of Oct 1, 2026

45.8%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

128

11-50

51-200

1,001-5,000

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 171 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 “investment firms” 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 554 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 October 1, 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.

Investment firms 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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 171 company matches for investment firms associated with Austin, United States as of October 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?

Lion Street 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 investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Austin has 171.

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 554 professional contacts with verified work emails tracked across these 171 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 October 1, 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.