Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Austin, United States

RevenueBase identified 72 company matches for philanthropic advisory firms associated with Austin, United States as of September 2026 and tracks 501 professional contacts across them, including 248 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Austin has 72.

This list covers company matches for philanthropic advisory 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 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
72Companies
501Contacts tracked
248Verified emails
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The 25 largest philanthropic advisory firms based in Austin, United States

Ranked by team size
Top 25 of 72 company matches for philanthropic advisory firms 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202651-200107 contacts →

Exact match

“Knowledge is the key to a successful financial future.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5051 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
3Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202651-20037 contacts →

Exact match

“For 85 years, the Texas Methodist Foundation (TMF) has supported churches and ministries across Texas and New Mexico to find bold solutions to achieve their God-inspired potential.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5029 contacts →

Exact match

“Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5029 contacts →

Exact match

“Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5027 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
7Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5025 contacts →

Exact match

“We guide entrepreneurs on their journey from pain to purpose.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-5021 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
9Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“We are a boutique firm that focuses on providing the highest level of service to our clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“From the simplicity of the Giving Fund to the multiplying power of non-cash giving, our creative solutions help givers experience less paperwork, fewer taxes, more joy, more…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 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
14Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Operating at the intersection of impact investing and philanthropy, LOHAS enables the investment of donor-advised funds, foundation grants, and other charitable contributions into…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-105 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
16Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We empower nonprofits to raise capital that betters our community by enabling them to cultivate the generosity of our neighbors.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Alta Towers Advisors is an independent mergers and acquisitions advisory firm dedicated to helping buyers, sellers, and investors achieve their goals through smart strategy…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchAustin, TX, United StatesHQ recorded Sep 20, 202611-505 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
19Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-104 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
20Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-104 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
21Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“DECCA Private Wealth Management, Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchAustin, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“All successful companies have a chief financial officer who oversees the financial matters of the company.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Broad advisory services including intentional outcome fundraising.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchAustin, TX, United StatesHQ recorded Sep 20, 20261-102 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

Showing 25 of 72 philanthropic advisory firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 248 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisory firms based in Austin, United States at a glance

As of Sep 20, 2026
49.5%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
13
51-200
3

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 72 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 “philanthropic advisory 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 248 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.

Philanthropic advisory 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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisory firms are there based in Austin, United States?

RevenueBase identified 72 company matches for philanthropic advisory 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 philanthropic advisory firms?

New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Austin has 72.

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 248 professional contacts with verified work emails tracked across these 72 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.