Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 98 companies tracked

RevenueBase identified 98 company matches for wealth management staffing agencies associated with Austin, United States as of September 2026 and tracks 1,383 professional contacts across them, including 570 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Austin has 98.

This list covers company matches for wealth management staffing agencies 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 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

98Companies

1,383Contacts tracked

570Verified emails

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The 25 largest wealth management staffing agencies based in Austin, United States

Ranked by team size

Top 25 of 98 company matches for wealth management staffing agencies based in Austin, 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	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	201-500	446 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Openwork	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	51-200	101 contacts →
	Exact match “We took our over 50 years of staffing experience and turned it into something better.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Strivector Corp	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	51-200	78 contacts →
	Exact match “Strivector is a National Staffing and Recruiting agency that specializes in hiring for Leadership, Information Technology, Veterinary, Engineering, Operations, Sales, Quality, HR…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1,001-5,000	70 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 · Sep 29, 2026 · View company records in RevenueBase
5	Rightworks	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	51-200	67 contacts →
	Exact match “RightWorks \| Talent That Drives Production, Performance & Growth RightWorks is a high-impact staffing agency and recruiting firm helping companies hire faster, scale smarter, and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
7	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
9	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	29 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 29, 2026 · View company records in RevenueBase
10	Apex Acquisition	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	28 contacts →
	Exact match “Growth partner to 100+ financial advisory & wealth management firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Tarvos Talent	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “Tarvos Talent was born out of the idea that if you bring some of the most talented and successful recruiting professionals together with the common commitment to deliver…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	26 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 · Sep 29, 2026 · View company records in RevenueBase
13	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
14	Express Employment Professionals	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	16 contacts →
	Exact match “Express Employment Professionals, is the nation’s fastest growing professional level staffing provider.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
16	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
17	Alpha Capital Management ACM	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
18	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
19	Wisehr Group	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “As a specialized full-service recruiting and staffing agency, WiseHR Group aims to build strong, effective teams from small businesses to corporations across Austin, Texas and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
21	Durbin Bennett	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	7 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 · Sep 29, 2026 · View company records in RevenueBase
23	Opendoor Search	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Opendoor Search is a premier executive recruiting firm focused on placing Accounting and Finance professionals on an interim and direct hire basis.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 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 29, 2026 · View company records in RevenueBase
25	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 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 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 staffing agencies”. 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 98 wealth management staffing agencies based in Austin, United States

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Wealth management staffing agencies based in Austin, United States at a glance

As of Sep 29, 2026

41.2%Verified-email coverage

14.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 98 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 staffing agencies” 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 570 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 staffing agencies 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 staffing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 98 company matches for wealth management staffing agencies 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?

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 staffing agencies?

New York leads the United States with 530 company records, followed by Houston (192) and Atlanta (191). Austin has 98.

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 570 professional contacts with verified work emails tracked across these 98 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.