Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Austin, United States

Name: Low-cost investment advisors based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 50 companies tracked

RevenueBase identified 50 company matches for low-cost investment advisors associated with Austin, United States as of September 2026 and tracks 287 professional contacts across them, including 148 with verified work emails. Across the United States, New York is the largest hub for this category (93 companies); Austin has 50.

This list covers company matches for low-cost investment advisors 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 20, 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 20, 2026 How this list was built

50Companies

287Contacts tracked

148Verified emails

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The 25 largest low-cost investment advisors based in Austin, United States

Ranked by team size

Top 25 of 50 company matches for low-cost investment advisors based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	Austin Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Collective Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Avant Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Avant Financial Advisors is a fee-only financial planning firm located in Austin, TX and serving clients throughout the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	WES Young & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	57 West Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Goalfusion Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	CAM Investor Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Kentor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The more money you have, the more people there are who want to tell you what to do with it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Planning Works INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	GAP Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Deep Think Investments	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “An Independent, Fee-Only Registered Investment Advisor (RIA) firm focused on financial planning, Investment management, Retirement planning and Estate planning for individuals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Equistar Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “An independent, fee-only financial advisory firm providing tailored investment management and financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Financial Aurora	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Independent Fiduciary: We're not owned by any company, and we're required to put your needs ahead of ours.” Recorded in the RevenueBase company graph · Sep 20, 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 “low-cost investment advisors”. 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 50 low-cost investment advisors based in Austin, United States

See the full list, filter by size, metro and specialty, and access 148 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Low-cost investment advisors based in Austin, United States at a glance

As of Sep 20, 2026

51.6%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 50 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 “low-cost investment advisors” 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 148 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 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in Austin, United States?

RevenueBase identified 50 company matches for low-cost investment advisors 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?

Century Management Financial Advisors 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 low-cost investment advisors?

New York leads the United States with 93 company records, followed by Houston (72) and San Diego (65). Austin has 50.

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 148 professional contacts with verified work emails tracked across these 50 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 20, 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.