Company lists · Data refreshed November 2026

Top 22 Wealth & asset management companies based in Austin, United States

Name: Wealth & asset management companies based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 154 companies tracked

RevenueBase identified 154 company matches for wealth & asset management companies associated with Austin, United States as of November 2026 and tracks 2,295 professional contacts across them, including 954 with verified work emails. Across the United States, New York is the largest hub for this category (585 companies); Austin has 154.

This list covers company matches for wealth & asset management companies 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 November 3, 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 Nov 3, 2026 How this list was built

154Companies

2,295Contacts tracked

954Verified emails

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The 22 largest wealth & asset management companies based in Austin, United States

Ranked by team size

Top 22 of 154 company matches for wealth & asset management companies based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	201-500	497 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	1,001-5,000	104 contacts →
	Exact match “Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
3	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	57 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 · Nov 3, 2026 · View company records in RevenueBase
4	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	38 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	35 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 · Nov 3, 2026 · View company records in RevenueBase
6	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	35 contacts →
	Exact match “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	33 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 · Nov 3, 2026 · View company records in RevenueBase
8	Austin Trust Company	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	32 contacts →
	Exact match “Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
9	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	31 contacts →
	Exact match “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	28 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 · Nov 3, 2026 · View company records in RevenueBase
11	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	22 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 · Nov 3, 2026 · View company records in RevenueBase
13	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	1-10	17 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 · Nov 3, 2026 · View company records in RevenueBase
14	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	15 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Meridian Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	1-10	13 contacts →
	Exact match “Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
16	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Nov 3, 2026	1-10	13 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 · Nov 3, 2026 · View company records in RevenueBase
17	Melange Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
18	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	12 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 · Nov 3, 2026 · View company records in RevenueBase
19	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
20	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
21	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	1-10	9 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 · Nov 3, 2026 · View company records in RevenueBase
22	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 3, 2026	11-50	8 contacts →
	Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Nov 3, 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 “wealth & asset management companies”. 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 22 of 154 wealth & asset management companies based in Austin, United States

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Wealth & asset management companies based in Austin, United States at a glance

As of Nov 3, 2026

41.6%Verified-email coverage

14.9Average contacts per company

1-10Median size (employees)

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

111

11-50

51-200

201-500

501-1,000

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 154 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 “wealth & asset management companies” 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 954 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 November 3, 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.

Wealth & asset management companies 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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in Austin, United States?

RevenueBase identified 154 company matches for wealth & asset management companies associated with Austin, United States as of November 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?

Kestra Financial 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 wealth & asset management companies?

New York leads the United States with 585 company records, followed by Atlanta (245) and Houston (244). Austin has 154.

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 954 professional contacts with verified work emails tracked across these 154 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 November 3, 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.