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 wealth management staffing agencies headquartered in 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 wealth management staffing agencies headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

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 wealth management staffing agencies based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing agencies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Kestra Financial	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	201-500	446 contacts →
	Strong evidence “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Source: RevenueBase Database · checked Sep 29, 2026
2	Openwork	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	101 contacts →
	Partial evidence “We took our over 50 years of staffing experience and turned it into something better.” Source: RevenueBase Database · checked Sep 29, 2026
3	Strivector Corp	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	78 contacts →
	Partial evidence “Strivector is a National Staffing and Recruiting agency that specializes in hiring for Leadership, Information Technology, Veterinary, Engineering, Operations, Sales, Quality, HR…” Source: RevenueBase Database · checked Sep 29, 2026
4	Kestra Holdings	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1,001-5,000	70 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
5	Rightworks	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	67 contacts →
	Partial evidence “RightWorks \| Talent That Drives Production, Performance & Growth RightWorks is a high-impact staffing agency and recruiting firm helping companies hire faster, scale smarter, and…” Source: RevenueBase Database · checked Sep 29, 2026
6	Bluespring Wealth Partners	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	30 contacts →
	Strong evidence “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Source: RevenueBase Database · checked Sep 29, 2026
7	Socha Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	30 contacts →
	Partial evidence “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Source: RevenueBase Database · checked Sep 29, 2026
8	PER Stirling Capital Management, LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Strong evidence “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Source: RevenueBase Database · checked Sep 29, 2026
9	Austin Asset	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Partial evidence “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Source: RevenueBase Database · checked Sep 29, 2026
10	Apex Acquisition	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	28 contacts →
	Strong evidence “Growth partner to 100+ financial advisory & wealth management firms.” Source: RevenueBase Database · checked Sep 29, 2026
11	Tarvos Talent	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
12	Reap Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	26 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
13	Maslow Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	23 contacts →
	Strong evidence “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: RevenueBase Database · checked Sep 29, 2026
14	Express Employment Professionals	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	16 contacts →
	Partial evidence “Express Employment Professionals, is the nation’s fastest growing professional level staffing provider.” Source: RevenueBase Database · checked Sep 29, 2026
15	Oakwell Private Wealth Management LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	14 contacts →
	Strong evidence “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Source: RevenueBase Database · checked Sep 29, 2026
16	Yacktman Asset Management LP	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 29, 2026
17	Alpha Capital Management ACM	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Strong evidence “Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.” Source: RevenueBase Database · checked Sep 29, 2026
18	Skyline Wealth Strategies LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 29, 2026
19	Wisehr Group	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
20	Austin National Financial Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 29, 2026
21	Durbin Bennett	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Strong evidence “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Source: RevenueBase Database · checked Sep 29, 2026
22	Integrated Wealth Strategies, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “At IWS, we identify and protect what is most important to you, your business, and your family.” Source: RevenueBase Database · checked Sep 29, 2026
23	Opendoor Search	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Opendoor Search is a premier executive recruiting firm focused on placing Accounting and Finance professionals on an interim and direct hire basis.” Source: RevenueBase Database · checked Sep 29, 2026
24	Planwise Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “We are a boutique firm that focuses on providing the highest level of service to our clients.” Source: RevenueBase Database · checked Sep 29, 2026
25	Optas Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Strong evidence “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management staffing agencies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management staffing agencies.
Partial evidence: Its own public description names part of wealth management staffing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing agencies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management staffing agencies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Austin, United States whose own description of what they do matches “wealth management staffing agencies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management staffing agencies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management staffing agencies, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 570 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management staffing agencies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management staffing agencies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 98 wealth management staffing agencies headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Kestra Financial, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most wealth management staffing agencies?

New York leads the United States with 530 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 570 verified decision-maker contacts tracked across these 98 companies.

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 Smart Search, 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.