Company lists · Data refreshed November 2026

Top 23 Wealth management services based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 227 companies tracked

RevenueBase identified 227 company matches for wealth management services associated with Austin, United States as of November 2026 and tracks 2,997 professional contacts across them, including 1,277 with verified work emails. Across the United States, New York is the largest hub for this category (664 companies); Austin has 227.

This list covers company matches for wealth management services 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 6, 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 6, 2026 How this list was built

227Companies

2,997Contacts tracked

1,277Verified emails

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The 23 largest wealth management services based in Austin, United States

Ranked by team size

Top 23 of 227 company matches for wealth management services based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 6, 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 6, 2026 · View company records in RevenueBase
2	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	123 contacts →
	Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Capital Strategies, Beyond Wealth	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	105 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
5	Rethink Wealth	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	201-500	87 contacts →
	Exact match “Welcome to the Future of Financial Planning at Rethink Wealth!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
7	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	54 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 · Nov 6, 2026 · View company records in RevenueBase
8	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
9	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
10	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
11	Senior Resource Center	Exact match	Austin, United StatesHQ recorded Nov 6, 2026	n/a	35 contacts →
	Exact match “Senior Resource Center provides comprehensive Financial, Retirement & Estate Planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
13	Victory Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
15	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
16	Apex Acquisition	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	27 contacts →
	Exact match “Growth partner to 100+ financial advisory & wealth management firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	ARK Financial	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “We guide entrepreneurs on their journey from pain to purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
19	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
20	Austin Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Austin Wealth Management is an independent financial planning company in Austin, TX.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Kestra Investment Management	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	16 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 · Nov 6, 2026 · View company records in RevenueBase
23	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 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 6, 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 services”. 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 23 of 227 wealth management services based in Austin, United States

See the full list, filter by size, metro and specialty, and access 1,277 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management services based in Austin, United States at a glance

As of Nov 6, 2026

42.6%Verified-email coverage

13.2Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

167

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 227 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 management services” 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 1,277 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 6, 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management services are there based in Austin, United States?

RevenueBase identified 227 company matches for wealth management services 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 management services?

New York leads the United States with 664 company records, followed by Atlanta (329) and Houston (327). Austin has 227.

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 1,277 professional contacts with verified work emails tracked across these 227 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 6, 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.