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 company matches for advisor-led investment platforms associated with Houston, United States as of September 2026 and tracks 1,089 professional contacts across them, including 361 with verified work emails. Across the United States, New York is the largest hub for this category (370 companies); Houston has 136.

This list covers company matches for advisor-led investment platforms associated with Houston, 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 27, 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 27, 2026 How this list was built

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 company matches for advisor-led investment platforms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	n/a	166 contacts →
	Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	n/a	86 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	80 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Chilton Capital Management LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	37 contacts →
	Exact match “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Totus Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	26 contacts →
	Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Icon Wealth Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Eagle Global Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Entoro	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Goodman Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	22 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	51-200	18 contacts →
	Exact match “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	15 contacts →
	Exact match “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	14 contacts →
	Exact match “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	13 contacts →
	Exact match “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	13 contacts →
	Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Amassing Investment	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Skyward Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	1-10	12 contacts →
	Exact match “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Brasada Capital Management	Exact match	Houston, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “We are focused on client investment objectives through our research-focused, thesis-driven, and fundamental value investing approach.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Save Technologies	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Save® is the world’s first market-based savings platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	leadcenter.ai	Exact match	Houston, TX, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “The first All-in-One CRM Platform for RIAs.” Recorded in the RevenueBase company graph · Sep 27, 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 “advisor-led investment platforms”. 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 136 advisor-led investment platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 361 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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)

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

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 Houston, United States whose business descriptions match “advisor-led investment platforms” 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 361 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 27, 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.

Advisor-led investment platforms 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 “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 136 company matches for advisor-led investment platforms associated with Houston, 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?

Next Financial Group 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 advisor-led investment platforms?

New York leads the United States with 370 company records, followed by Atlanta (150) and Chicago (143). Houston has 136.

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 361 professional contacts with verified work emails tracked across these 136 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 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 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.