Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 116 companies tracked

RevenueBase identified 116 company matches for investment management consulting firms associated with Austin, United States as of September 2026 and tracks 899 professional contacts across them, including 386 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Austin has 116.

This list covers company matches for investment management consulting 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 September 21, 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 Sep 21, 2026 How this list was built

116Companies

899Contacts tracked

386Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management consulting firms based in Austin, United States

Ranked by team size

Top 25 of 116 company matches for investment management consulting firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Capital Strategies, Beyond Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	51-200	107 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Sheshunoff Consulting Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	51-200	59 contacts →
	Exact match “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
4	Madison Street Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
5	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	30 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Victory Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
7	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
8	Apex Acquisition	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	28 contacts →
	Exact match “Growth partner to 100+ financial advisory & wealth management firms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
10	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
11	Kestra Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
12	General Ledger Partners, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
15	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	BFS Strategic Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “BFS provides business advisory, financial management and compliance services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
18	Melange Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Russell & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Advisory Firm specializing in Corporate Governance, Risk Management and Regulatory Compliance.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Versal	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
22	Collective Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Durbin Bennett	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded in the RevenueBase company graph · Sep 21, 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 management consulting 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 116 investment management consulting firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 386 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment management consulting firms based in Austin, United States at a glance

As of Sep 21, 2026

42.9%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

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 116 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 management consulting 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 386 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 September 21, 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 management consulting 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 116 company matches for investment management consulting firms associated with Austin, United States as of September 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?

Capital Strategies, Beyond Wealth 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 management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190). Austin has 116.

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 386 professional contacts with verified work emails tracked across these 116 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 September 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 116 investment management consulting firms based in Austin, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management consulting firms by geography

Browse the directory

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.