Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Austin, United States

Name: Specialist investment managers based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 130 companies tracked

RevenueBase identified 130 company matches for specialist investment managers associated with Austin, United States as of September 2026 and tracks 896 professional contacts across them, including 414 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Austin has 130.

This list covers company matches for specialist investment managers 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 22, 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 22, 2026 How this list was built

130Companies

896Contacts tracked

414Verified emails

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The 25 largest specialist investment managers based in Austin, United States

Ranked by team size

Top 25 of 130 company matches for specialist investment managers based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Sage Advisory	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	51-200	58 contacts →
	Exact match “Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Capital Creek Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	35 contacts →
	Exact match “Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	30 contacts →
	Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Noble Capital Group	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	30 contacts →
	Exact match “Noble Capital Group is an Austin-based financial institution with a primary interest in alternative investments and calculated private equity growth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	29 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 22, 2026 · View company records in RevenueBase
7	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	Kestra Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
13	Ddelta Real Estate Investments	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match “We integrate a team with more than 20 years of experience in the real estate sector.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	WM Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “Founded in 2008, WM Capital Partners is an alternative investment firm committed to delivering superior investment results while protecting downside risk.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	1-10	12 contacts →
	Exact match “Our mission is to create a clear path for building and sustaining wealth with a mix of services tailored to your financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Metric Point Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Melange Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Kensington Asset Management	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Kensington Asset Management specializes in tactical, process-driven strategies designed to navigate market volatility by providing innovative pathways to upside participation and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	YCG LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Founded in 2007, YCG, LLC is an asset management firm located in Austin, Texas, with approximately $1.31 billion in private accounts and mutual fund assets as of March 31, 2026.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Silverbox Capital LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “SilverBox Capital is a purpose-built alternative investment manager that was formed with the intention of being a value-added, differentiated and strategic investor and partner to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
25	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 22, 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 22, 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 “specialist investment managers”. 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 130 specialist investment managers based in Austin, United States

See the full list, filter by size, metro and specialty, and access 414 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Specialist investment managers based in Austin, United States at a glance

As of Sep 22, 2026

46.2%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 22, 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 130 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 “specialist investment managers” 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 414 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in Austin, United States?

RevenueBase identified 130 company matches for specialist investment managers 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?

Sage Advisory 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Austin has 130.

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 414 professional contacts with verified work emails tracked across these 130 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 22, 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.