Company lists · Data refreshed September 2026
Top 25 Annual fund management consultants based in Houston, United States
RevenueBase identified 62 company matches for annual fund management consultants associated with Houston, United States as of September 2026 and tracks 413 professional contacts across them, including 163 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Houston has 62.
This list covers company matches for annual fund management consultants 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.
The 25 largest annual fund management consultants based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 27 contacts → | ||||
Exact match “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 15 contacts → | ||||
Exact match “Advisory Services” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Childress Capital Advisors is the financial home for a select group of clients who value conflict-free advice, unconstrained access to core and unique investments, and a partner…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Brownlee Wealth Management is a fixed fee RIA.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “PaintMire is an advisory firm with problem solving expertise to work with clients on value added decisions related to strategic options, change management, process and efficiency…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Helping You to Avoid Major Market Downturns Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “We help busy professionals map out their ideal live through a goals based financial planning process.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” 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 “annual fund management consultants”. 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 62 annual fund management consultants based in Houston, United States
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Annual fund management consultants based in Houston, United States at a glance
As of Sep 27, 2026Companies by employee count
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 62 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 “annual fund management consultants” 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 163 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.
Annual fund management consultants by metro in the United States
- Annual fund management consultants in New York271
- Annual fund management consultants in Chicago101
- Annual fund management consultants in Atlanta77
- Annual fund management consultants in Dallas71
- Annual fund management consultants in Miami63
- Annual fund management consultants in Boston57
- Annual fund management consultants in Austin54
- Annual fund management consultants in Portland45
- Annual fund management consultants in San Francisco45
- Annual fund management consultants in Los Angeles44
- Annual fund management consultants in Charlotte43
- Annual fund management consultants in San Diego42
- Annual fund management consultants in Denver39
- Annual fund management consultants in Scottsdale37
- Annual fund management consultants in Seattle35
- Annual fund management consultants in Newport Beach33
- Annual fund management consultants in Overland Park31
- Annual fund management consultants in Pittsburgh31
- Annual fund management consultants in Tampa31
- Annual fund management consultants in Indianapolis29
- Annual fund management consultants in Minneapolis28
- Annual fund management consultants in Washington26
- Annual fund management consultants in Omaha25
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 “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many annual fund management consultants are there based in Houston, United States?
RevenueBase identified 62 company matches for annual fund management consultants 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?
Sanders Morris 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 annual fund management consultants?
New York leads the United States with 271 company records, followed by Chicago (101) and Atlanta (77). Houston has 62.
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 163 professional contacts with verified work emails tracked across these 62 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 62 annual fund management consultants based in Houston, United States. Start with a free account, no credit card.
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Annual fund management consultants by geography
- Annual fund management consultants based in Bangalore, India
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- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
- Annual fund management consultants based in Austin, United States
- Annual fund management consultants based in Boston, United States
- Annual fund management consultants based in Charlotte, United States
- Annual fund management consultants based in Chicago, United States
- Annual fund management consultants based in Dallas, United States
- Annual fund management consultants based in Denver, United States
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.
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Company intelligence · public preview
Top 25 annual fund management consultants based in Houston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 62 matching company records for annual fund management consultants based in Houston, United States, with 413 tracked contacts and 163 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 annual fund management consultants based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Sanders Morrissandersmorris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wealth Development Strategies, LLCwealthdevelopmentstrategies.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Granite Harbor Advisorsgraniteharbor.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Goodman Financialgoodmanfinancial.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sunbelt Securties, INCsunbeltsecurities.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 18 contacts → |
“I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Atlas Aspectatlasaspect.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Advisory Services” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Manske Wealth Managementmanskewealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Callahan Advisors, LLCcallahanadvisors.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Adell, Harriman & Carpenter, INCahcinvest.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Segment Wealth Management, LLCsegmentwm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 10 contacts → |
“Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ascension Capital Advisorsascensioncapital.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Post OAK Private Wealth Advisorspostoakprivatewealth.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Childress Capital Advisors, LLCchildressca.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Childress Capital Advisors is the financial home for a select group of clients who value conflict-free advice, unconstrained access to core and unique investments, and a partner…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Brownlee Wealth Managementbwmplanning.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Brownlee Wealth Management is a fixed fee RIA.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Champion Capital Researchchampioncr.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lifebridge Financial Grouplifebridgefg.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Paintmire, LLCpaintmire.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“PaintMire is an advisory firm with problem solving expertise to work with clients on value added decisions related to strategic options, change management, process and efficiency…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Founders Capital Management, INCfounderscapital.netHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sterling Portfolio Managers LLCsterlingportfolios.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Galene Financialgalenefinancial.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Park 10 Financial, LLCpark10financial.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Helping You to Avoid Major Market Downturns Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Envisionvestenvisionvest.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“We help busy professionals map out their ideal live through a goals based financial planning process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Congruent Advisory Services LLCcongruentadvisory.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Price Capital LLCpricecapitalcorp.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 62 company matches
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Annual fund management consultants: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
62 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 62 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Annual fund management consultants by metro in the United States
- Annual fund management consultants in New York271
- Annual fund management consultants in Chicago101
- Annual fund management consultants in Atlanta77
- Annual fund management consultants in Dallas71
- Annual fund management consultants in Miami63
- Annual fund management consultants in Boston57
- Annual fund management consultants in Austin54
- Annual fund management consultants in Portland45
- Annual fund management consultants in San Francisco45
- Annual fund management consultants in Los Angeles44
- Annual fund management consultants in Charlotte43
- Annual fund management consultants in San Diego42
- Annual fund management consultants in Denver39
- Annual fund management consultants in Scottsdale37
- Annual fund management consultants in Seattle35
- Annual fund management consultants in Newport Beach33
- Annual fund management consultants in Overland Park31
- Annual fund management consultants in Pittsburgh31
- Annual fund management consultants in Tampa31
- Annual fund management consultants in Indianapolis29
- Annual fund management consultants in Minneapolis28
- Annual fund management consultants in Washington26
- Annual fund management consultants in Omaha25
Questions about this company list
What does Exact match mean for annual fund management consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many annual fund management consultants did RevenueBase find based in Houston, United States?
The saved snapshot records 62 matching company records, 413 tracked contacts and 163 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Annual fund management consultants by geography
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
- Annual fund management consultants based in Austin, United States
- Annual fund management consultants based in Boston, United States
- Annual fund management consultants based in Charlotte, United States
- Annual fund management consultants based in Chicago, United States
- Annual fund management consultants based in Dallas, United States
- Annual fund management consultants based in Denver, United States
Cite this list
RevenueBase Data Team. Top 25 annual fund management consultants based in Houston, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/annual-fund-management-consultants/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Annual fund management consultants based in Bangalore, India
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- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
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Company intelligence · public preview
Top 25 annual fund management consultants based in Houston, United States
RevenueBase records 62 matching company records for annual fund management consultants based in Houston, United States, with 413 tracked contacts and 163 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 annual fund management consultants based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sanders Morrissandersmorris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wealth Development Strategies, LLCwealthdevelopmentstrategies.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Granite Harbor Advisorsgraniteharbor.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Goodman Financialgoodmanfinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sunbelt Securties, INCsunbeltsecurities.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 18 contacts → |
“I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Atlas Aspectatlasaspect.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Advisory Services” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manske Wealth Managementmanskewealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Callahan Advisors, LLCcallahanadvisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Paul Comstock Partnerspaulcomstockpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Adell, Harriman & Carpenter, INCahcinvest.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Segment Wealth Management, LLCsegmentwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 10 contacts → |
“Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ascension Capital Advisorsascensioncapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Post OAK Private Wealth Advisorspostoakprivatewealth.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Childress Capital Advisors, LLCchildressca.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Childress Capital Advisors is the financial home for a select group of clients who value conflict-free advice, unconstrained access to core and unique investments, and a partner…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Brownlee Wealth Managementbwmplanning.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Brownlee Wealth Management is a fixed fee RIA.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Champion Capital Researchchampioncr.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lifebridge Financial Grouplifebridgefg.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Paintmire, LLCpaintmire.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“PaintMire is an advisory firm with problem solving expertise to work with clients on value added decisions related to strategic options, change management, process and efficiency…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Founders Capital Management, INCfounderscapital.net HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sterling Portfolio Managers LLCsterlingportfolios.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Galene Financialgalenefinancial.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Park 10 Financial, LLCpark10financial.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Helping You to Avoid Major Market Downturns Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Envisionvestenvisionvest.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“We help busy professionals map out their ideal live through a goals based financial planning process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Congruent Advisory Services LLCcongruentadvisory.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Price Capital LLCpricecapitalcorp.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 62 company matches
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Annual fund management consultants: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
62 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 62 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Annual fund management consultants by metro in the United States
- Annual fund management consultants in New York271
- Annual fund management consultants in Chicago101
- Annual fund management consultants in Atlanta77
- Annual fund management consultants in Dallas71
- Annual fund management consultants in Miami63
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- Annual fund management consultants in Austin54
- Annual fund management consultants in Portland45
- Annual fund management consultants in San Francisco45
- Annual fund management consultants in Los Angeles44
- Annual fund management consultants in Charlotte43
- Annual fund management consultants in San Diego42
- Annual fund management consultants in Denver39
- Annual fund management consultants in Scottsdale37
- Annual fund management consultants in Seattle35
- Annual fund management consultants in Newport Beach33
- Annual fund management consultants in Overland Park31
- Annual fund management consultants in Pittsburgh31
- Annual fund management consultants in Tampa31
- Annual fund management consultants in Indianapolis29
- Annual fund management consultants in Minneapolis28
- Annual fund management consultants in Washington26
- Annual fund management consultants in Omaha25
Questions about this company list
What does Exact match mean for annual fund management consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many annual fund management consultants did RevenueBase find based in Houston, United States?
The saved snapshot records 62 matching company records, 413 tracked contacts and 163 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 annual fund management consultants based in Houston, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/annual-fund-management-consultants/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States