Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in San Antonio, United States

RevenueBase identified 93 personal financial accounting firms headquartered in San Antonio, United States as of September 2026 and tracks 522 professional contacts across them, including 121 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); San Antonio has 93.

This list covers personal financial accounting 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 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 29, 2026 86% judged on-target in blind review
93Companies
522Contacts tracked
121Verified emails
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The 25 largest personal financial accounting firms based in San Antonio, United States

Ranked by team size
Top 25 of 93 personal financial accounting firms based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202651-20083 contacts →

Partial evidence

“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“theKFORDgroup has been meeting the public accounting needs of San Antonio area businesses since 1976.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-5018 contacts →

Partial evidence

“Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“We are a dedicated accounting, CPA, and tax advisory firm located in San Antonio, Texas.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-1012 contacts →

Indirect evidence

“We Make Retirement Happen™”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-509 contacts →

Partial evidence

“We are a full-service Accounting & Business Consulting firm licensed in San Antonio, TX.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Williams, Steinert, Mask, LLP exists to positively impact our community in and around San Antonio, Texas.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“JDK Wealth Advisors was founded in 2021 by Bradley W.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“At S.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Wherever you are in your life’s journey, we’ll meet you there.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Kelley & Perez is a full-service Certified Public Accounting firm licensed in TX.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“In 1983, Robert A.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Running a business is not easy.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“We believe the first step towards investment advice is proper planning.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Established in 1997 as a sole proprietorship, and as a Professional Corporation in 2009.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Alfa Tax Service is dedicated to delivering the highest quality tax services to individuals and businesses across the community.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“We partner with your business delivering solutions to Small Businesses, Non-Profit Organizations, Start-ups, Entrepreneurs and more!”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Based in San Antonio, Texas, Ronald B.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 202611-503 contacts →

Partial evidence

“Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
24Strong evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“We focus and specialize in start up and small businesses providing traditional Financial Advisory services (Accounting, Tax and Consulting).”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceSan Antonio, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Today, retirement planning is much more complex than it was 30 years ago.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 93 personal financial accounting firms based in San Antonio, United States

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Personal financial accounting firms based in San Antonio, United States at a glance

As of Sep 29, 2026
23.2%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
67
11-50
22
51-200
4

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 93 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 personal financial accounting firms, 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 San Antonio, United States whose own description of what they do matches “personal financial accounting firms”. 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 personal financial accounting firms), 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 personal financial accounting 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 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, 121 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 29, 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.

Personal financial accounting firms 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 personal financial accounting firms, 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 personal financial accounting firms are there based in San Antonio, United States?

RevenueBase identified 93 personal financial accounting 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?

SOL Schwartz & Associates, headquartered in San Antonio, tops this list with the largest team on record.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). San Antonio has 93.

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 121 verified decision-maker contacts tracked across these 93 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 29, 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.