Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Houston, United States

Name: Advisor-led investment platforms based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 136 companies tracked

RevenueBase identified 136 advisor-led investment platforms headquartered in Houston, United States as of September 2026 and tracks 1,089 professional contacts across them, including 361 with verified work emails. New York is the largest hub.

This list covers advisor-led investment platforms headquartered in Houston, 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 27, 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 27, 2026 86% judged on-target in blind review

136Companies

1,089Contacts tracked

361Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest advisor-led investment platforms based in Houston, United States

Ranked by team size

Top 25 of 136 advisor-led investment platforms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: 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	Next Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	n/a	166 contacts →
	Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 27, 2026
2	LKJ Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	n/a	86 contacts →
	Indirect evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 27, 2026
3	Sanders Morris	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	80 contacts →
	Partial evidence “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Source: RevenueBase Database · checked Sep 27, 2026
4	Chilton Capital Management LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	37 contacts →
	Strong evidence “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Source: RevenueBase Database · checked Sep 27, 2026
5	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	30 contacts →
	Partial evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 27, 2026
6	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 27, 2026
7	Icon Wealth Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	24 contacts →
	Partial evidence “Significant wealth creates additional complexity, requiring the proper investments.” Source: RevenueBase Database · checked Sep 27, 2026
8	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 27, 2026
9	Eagle Global Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	24 contacts →
	Strong evidence “Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.” Source: RevenueBase Database · checked Sep 27, 2026
10	Entoro	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	24 contacts →
	Strong evidence “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Source: RevenueBase Database · checked Sep 27, 2026
11	Goodman Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	22 contacts →
	Strong evidence “We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms.” Source: RevenueBase Database · checked Sep 27, 2026
12	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	51-200	18 contacts →
	Indirect evidence “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Source: RevenueBase Database · checked Sep 27, 2026
13	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	15 contacts →
	Indirect evidence “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Source: RevenueBase Database · checked Sep 27, 2026
14	Concenture Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “Big financial decisions rarely come at the perfect time.” Source: RevenueBase Database · checked Sep 27, 2026
15	Manske Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	14 contacts →
	Partial evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 27, 2026
16	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	13 contacts →
	Indirect evidence “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: RevenueBase Database · checked Sep 27, 2026
17	Callahan Advisors, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	13 contacts →
	Strong evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 27, 2026
18	Dawson Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Indirect evidence “Reaching financial success doesn’t happen by accident.” Source: RevenueBase Database · checked Sep 27, 2026
19	Amassing Investment	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Source: RevenueBase Database · checked Sep 27, 2026
20	Skyward Financial, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	1-10	12 contacts →
	Partial evidence “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Source: RevenueBase Database · checked Sep 27, 2026
21	Brasada Capital Management	Partial evidence	Houston, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “We are focused on client investment objectives through our research-focused, thesis-driven, and fundamental value investing approach.” Source: RevenueBase Database · checked Sep 27, 2026
22	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: RevenueBase Database · checked Sep 27, 2026
23	Save Technologies	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Save® is the world’s first market-based savings platform.” Source: RevenueBase Database · checked Sep 27, 2026
24	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
25	leadcenter.ai	Partial evidence	Houston, TX, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Partial evidence “The first All-in-One CRM Platform for RIAs.” Source: RevenueBase Database · checked Sep 27, 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: advisor-led investment platforms. 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 advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. 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 136 advisor-led investment platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 361 reachable decision-makers.

Free signup · no credit card

View the full list →

Advisor-led investment platforms based in Houston, United States at a glance

As of Sep 27, 2026

33.1%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

272.1%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 136 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 advisor-led investment platforms, 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 Houston, United States whose own description of what they do matches “advisor-led investment platforms”. 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 advisor-led investment platforms), 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 advisor-led investment platforms, and records with no verified work email. Companies headquartered outside Houston 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, 361 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 27, 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.

Advisor-led investment platforms 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 advisor-led investment platforms, 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 advisor-led investment platforms are there based in Houston, United States?

RevenueBase identified 136 advisor-led investment platforms headquartered in Houston, 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?

Next Financial Group, headquartered in Houston, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

New York leads with 370 headquartered companies, followed by Atlanta (150) and Chicago (143).

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 361 verified decision-maker contacts tracked across these 136 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 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 136 advisor-led investment platforms based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Advisor-led investment platforms by geography

Browse the directory

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.