Company lists · Data refreshed October 2026

Top 23 Investment firms based in San Antonio, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 71 companies tracked

RevenueBase identified 71 company matches for investment firms associated with San Antonio, United States as of October 2026 and tracks 1,062 professional contacts across them, including 428 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); San Antonio has 71.

This list covers company matches for investment firms associated with San Antonio, 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

71Companies

1,062Contacts tracked

428Verified emails

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The 23 largest investment firms based in San Antonio, United States

Ranked by team size

Top 23 of 71 company matches for investment firms based in San Antonio, 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	Victory Capital	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	201-500	571 contacts →
	Exact match “Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Investment Professionals, INC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	201-500	112 contacts →
	Exact match “Investment Professionals, Inc.(IPI) is a full-service broker/dealer, insurance brokerage, and asset management firm based out of San Antonio, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	1900 Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	11-50	32 contacts →
	Exact match “1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Secure Financial Management	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match “We Make Retirement Happen™” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Stone OAK Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	JDK Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “JDK Wealth Advisors was founded in 2021 by Bradley W.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Martin Capital Advisors, LLP	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Martin Capital Advisors, LLP is a registered investment advisor firm in San Antonio, TX.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	M.E. Allison & Co., INC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Founded in San Antonio, Texas in 1946, M.E.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Best Invest	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Arrow Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We believe the first step towards investment advice is proper planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	KIN Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “The Kin Way 1.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Ehrenberg Chesler Investment Bankers	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At Ehrenberg Chesler, we provide merger & acquisition representation, financial structuring, and strategic advisory services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Contour Ridge	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Contour Ridge, LLC is a leading investment firm focused on developing small businesses into market leaders.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Partners Wealth Management - Texas	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Matrix Private Wealth Solutions, Corp	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Today, retirement planning is much more complex than it was 30 years ago.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Independence Wealth Group	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Evidence Advisors Investment Management	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Evidence Advisors Investment Management is a Registered Investment Adviser (“Adviser”) and a consultant to trustees, investment committee members, institutional investors, any…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Accredited Venture LLC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Accredited Venture we pride ourselves on finding innovative private companies with strong entrepreneurs and a high return on investment.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Composedpro Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “A client-first, results-driven approach to wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Dempsey Wealth Management, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Dempsey Wealth Management is a company based out of 6703 Sevilla Way, San Antonio, Texas, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Lime Rock Investment Management Company, INC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Sendero Securities, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Sendero Wealth Management is a private, boutique wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Sanders Independent Consulting, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” 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 23 of 71 investment firms based in San Antonio, United States

See the full list, filter by size, metro and specialty, and access 428 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in San Antonio, United States at a glance

As of Oct 1, 2026

40.3%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data 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 for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 71 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 San Antonio, 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 428 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 San Antonio, United States?

RevenueBase identified 71 company matches for investment firms associated with San Antonio, 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?

Victory Capital 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). San Antonio has 71.

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 428 professional contacts with verified work emails tracked across these 71 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.