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 low-cost investment advisors headquartered in Austin, United States as of September 2026 and tracks 287 professional contacts across them, including 148 with verified work emails. New York is the largest hub.

This list covers low-cost investment advisors headquartered in Austin, 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

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 low-cost investment advisors based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Century Management Financial Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
2	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	FMP Wealth Advisers	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Source: RevenueBase Database · checked Sep 20, 2026
4	Austin Private Wealth	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
5	Centennial Advisors, LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Source: RevenueBase Database · checked Sep 20, 2026
6	Innealta Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: RevenueBase Database · checked Sep 20, 2026
7	Collective Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026
8	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: RevenueBase Database · checked Sep 20, 2026
9	Austin National Financial Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 20, 2026
10	Archer Investment Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: RevenueBase Database · checked Sep 20, 2026
11	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Source: RevenueBase Database · checked Sep 20, 2026
12	Avant Financial Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Avant Financial Advisors is a fee-only financial planning firm located in Austin, TX and serving clients throughout the United States.” Source: RevenueBase Database · checked Sep 20, 2026
13	WES Young & Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
14	57 West Capital Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Source: RevenueBase Database · checked Sep 20, 2026
15	Goalfusion Wealth Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Source: RevenueBase Database · checked Sep 20, 2026
16	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: RevenueBase Database · checked Sep 20, 2026
17	CAM Investor Solutions	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Source: RevenueBase Database · checked Sep 20, 2026
18	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “The more money you have, the more people there are who want to tell you what to do with it.” Source: RevenueBase Database · checked Sep 20, 2026
19	Signal Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
20	Nest Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 20, 2026
21	Planning Works INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
22	GAP Financial Services	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Deep Think Investments	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “An Independent, Fee-Only Registered Investment Advisor (RIA) firm focused on financial planning, Investment management, Retirement planning and Estate planning for individuals…” Source: RevenueBase Database · checked Sep 20, 2026
24	Equistar Wealth Management	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “An independent, fee-only financial advisory firm providing tailored investment management and financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
25	Financial Aurora	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Independent Fiduciary: We're not owned by any company, and we're required to put your needs ahead of ours.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: low-cost investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 50 low-cost investment advisors based in Austin, United States

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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)

186.0%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among low-cost investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Austin, United States whose own description of what they do matches “low-cost investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names low-cost investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among low-cost investment advisors, and records with no verified work email. Companies headquartered outside Austin 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 its RevenueBase Smart Search 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, 148 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 20, 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.

Low-cost investment advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names low-cost investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 50 low-cost investment advisors headquartered in Austin, 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?

Century Management Financial Advisors, headquartered in Austin, tops this list with the largest team on record.

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 148 verified decision-maker contacts tracked across these 50 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 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 Smart Search, 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.