Company lists · Data refreshed September 2026
Top 20 Investment firms based in San Antonio, United States
RevenueBase identified 69 investment firms headquartered in San Antonio, United States as of September 2026 and tracks 815 professional contacts across them, including 355 with verified work emails. New York is the largest hub.
This list covers investment firms headquartered in San Antonio, 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 20 largest investment firms based in San Antonio, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 112 | ||||
“Investment Professionals, Inc.(IPI) is a full-service broker/dealer, insurance brokerage, and asset management firm based out of San Antonio, Texas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 30 | ||||
“1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Secure Financial ManagementIndirect evidence | 11 | |||
“We Make Retirement Happen™” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Stone OAK Wealth ManagementIndirect evidence | 10 | |||
“Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 | ||||
“JDK Wealth Advisors was founded in 2021 by Bradley W.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Martin Capital Advisors, LLPStrong evidence | 7 | |||
“Martin Capital Advisors, LLP is a registered investment advisor firm in San Antonio, TX.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 | ||||
“We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 | ||||
“At Ehrenberg Chesler, we provide merger & acquisition representation, financial structuring, and strategic advisory services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 | ||||
“Contour Ridge, LLC is a leading investment firm focused on developing small businesses into market leaders.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 | ||||
“We believe the first step towards investment advice is proper planning.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Partners Wealth Management - TexasIndirect evidence | 3 | |||
“Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | KIN WealthIndirect evidence | 3 | |||
“The Kin Way 1.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 | ||||
“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.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 | ||||
“At Accredited Venture we pride ourselves on finding innovative private companies with strong entrepreneurs and a high return on investment.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 | ||||
“A client-first, results-driven approach to wealth management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 | ||||
“Evidence Advisors Investment Management is a Registered Investment Adviser (“Adviser”) and a consultant to trustees, investment committee members, institutional investors, any…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | Lime Rock Investment Management Company, INCIndirect evidence | 1 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Dempsey Wealth Management, LLCIndirect evidence | 1 | |||
“Dempsey Wealth Management is a company based out of 6703 Sevilla Way, San Antonio, Texas, United States.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | Sendero Securities, LLCIndirect evidence | 1 | |||
“Sendero Wealth Management is a private, boutique wealth management firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | Sanders Independent Consulting, LLCIndirect evidence | 1 | |||
“With nearly ten years of experience, we have helped create programs and portfolios tailored to meet your financial goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 20 of 69 investment firms based in San Antonio, United States
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Investment firms based in San Antonio, 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 San Antonio, over 69 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 San Antonio, 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 San Antonio 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, 355 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 San Antonio, United States?
RevenueBase identified 69 investment firms headquartered in San Antonio, 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?
Investment Professionals, INC, headquartered in San Antonio, 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 355 verified decision-maker contacts tracked across these 69 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.