Company lists · Data refreshed September 2026

Top 25 Wealth management law firms based in San Antonio, United States

Name: Wealth management law firms based in San Antonio, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 59 companies tracked

RevenueBase identified 59 company matches for wealth management law firms associated with San Antonio, United States as of September 2026 and tracks 380 professional contacts across them, including 170 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); San Antonio has 59.

This list covers company matches for wealth management law firms associated with San Antonio, 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 29, 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 29, 2026 How this list was built

59Companies

380Contacts tracked

170Verified emails

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The 25 largest wealth management law firms based in San Antonio, United States

Ranked by team size

Top 25 of 59 company matches for wealth management law firms based in San Antonio, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Sendero Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	52 contacts →
	Exact match “Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Uriah Real Estate Organization	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	38 contacts →
	Exact match “Uriah is a boutique real estate firm that provides complete and integrated real estate investment services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	1900 Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	32 contacts →
	Exact match “1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Genesis Wealth Management, LLC	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Teamwork Financial	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Marquardt LAW Firm, P.C	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	17 contacts →
	Exact match “Your legal team at Marquardt Law Firm and I believe thousandairs as well as millionaires can take advantage of tax-efficiently protecting and preserving assets, reducing family…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Weisinger LAW Firm, Pllc	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “Weisinger Law Firm is a local San Antonio Law Firm here to serve you and your family.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Aspect Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Stone OAK Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Avid Wealth Partners	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	JDK Wealth Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “JDK Wealth Advisors was founded in 2021 by Bradley W.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	SPR P.C	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Kreager Mitchell, Pllc	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “Kreager Mitchell, PLLC is a company based out of 7373 BROADWAY SUITE 500, San Antonio, Texas, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Best Invest	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “We are an independent investment advisory firm in San Antonio, Texas offering a personalized and comprehensive approach to helping clients sustain and increase wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Taylor & Lopez, Pllc	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Partners Wealth Management - Texas	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial results.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	BRA Investments, LTD	Exact match	San Antonio, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Boutique business, transactional, real estate and finance, oil & gas, family wealth planning and employment practices.One of our attorneys also has substantial experience in the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Matrix Private Wealth Solutions, Corp	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Today, retirement planning is much more complex than it was 30 years ago.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Independence Wealth Group	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	The LAW Office Of Ryan C. Moe, Pllc	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Please see website!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Nobilo LAW Firm	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Law Firm specializing in Estate Planning, Wills, Trusts, Asset Protection, Probate, Guardianship, and Business Formation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Torres Advisory Group	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Torres Advisory Group is a premier financial advisory firm structured as a family office, and based in San Antonio, Texas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	The Summit Group Advisors	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “We endeavor to be the preferred partner in helping our clients succeed in managing their wealth by providing financial services of a superior quality.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Heintzelman LAW Pllc	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Heintzelman Law PLLC is a company based out of 11703 Huebner Rd,Ste 106-479, San Antonio, Texas, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Composedpro Wealth	Exact match	San Antonio, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “A client-first, results-driven approach to wealth management.” Recorded in the RevenueBase company graph · Sep 29, 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 management law firms”. 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 59 wealth management law firms based in San Antonio, United States

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Wealth management law firms based in San Antonio, United States at a glance

As of Sep 29, 2026

44.7%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 29, 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 San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 59 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 San Antonio, United States whose business descriptions match “wealth management law 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 170 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 29, 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 management law 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 “wealth management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management law firms are there based in San Antonio, United States?

RevenueBase identified 59 company matches for wealth management law firms associated with San Antonio, 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?

Sendero Wealth Management 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 management law firms?

New York leads the United States with 471 company records, followed by Houston (208) and Atlanta (199). San Antonio has 59.

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 170 professional contacts with verified work emails tracked across these 59 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 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 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.