Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in Houston, United States

Name: Asset consulting services based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 56 companies tracked

RevenueBase identified 56 asset consulting services headquartered in Houston, United States as of September 2026 and tracks 669 professional contacts across them, including 205 with verified work emails. New York is the largest hub.

This list covers asset consulting services 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 21, 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 21, 2026 86% judged on-target in blind review

56Companies

669Contacts tracked

205Verified emails

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The 25 largest asset consulting services based in Houston, United States

Ranked by team size

Top 25 of 56 asset consulting services based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: 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 21, 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 21, 2026
2	Sanders Morris	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	80 contacts →
	Indirect 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 21, 2026
3	Americana Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	74 contacts →
	Indirect evidence “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Source: RevenueBase Database · checked Sep 21, 2026
4	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	27 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
5	Qval Property Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “Real Estate Valuations” Source: RevenueBase Database · checked Sep 21, 2026
6	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 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 21, 2026
7	Callahan Advisors, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	13 contacts →
	Indirect evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
8	Willowick Residential	Indirect evidence	Houston, United StatesHQ checked Sep 21, 2026	201-500	12 contacts →
	Indirect evidence “Willowick Residential will do things well, then go well beyond.” Source: RevenueBase Database · checked Sep 21, 2026
9	Brasada Capital Management	Indirect evidence	Houston, United StatesHQ checked Sep 21, 2026	11-50	11 contacts →
	Indirect evidence “We are focused on client investment objectives through our research-focused, thesis-driven, and fundamental value investing approach.” Source: RevenueBase Database · checked Sep 21, 2026
10	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 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 21, 2026
11	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
12	Segment Wealth Management, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
13	Ascension Capital Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
14	Autumn Lane Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
15	Cypress Asset Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	11-50	6 contacts →
	Partial evidence “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
16	The Tici Group Of Companies	Partial evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial evidence “Welcome to The TICI Group of Companies Third party consultants & advisors on business, real estate, facilities, finance, asset & risk management to owners, operators, investors…” Source: RevenueBase Database · checked Sep 21, 2026
17	US Capital Advisors LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	51-200	5 contacts →
	Indirect evidence “Based in Houston, Texas with additional offices in Dallas and Austin, U.S.” Source: RevenueBase Database · checked Sep 21, 2026
18	Focus Wealth Advisors, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Source: RevenueBase Database · checked Sep 21, 2026
19	RMP Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	51-200	4 contacts →
	Indirect evidence “RMP Partners is an established investment and full-service advisory firm that helps businesses, lenders, and professionals understand and maximize the value of tangible and…” Source: RevenueBase Database · checked Sep 21, 2026
20	Henry Bragg & CO	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
21	Lavaca Capital, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	51-200	4 contacts →
	Indirect evidence “Lavaca Capital, LLC is an independently owned investment management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
22	GMI Global Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “GMI Capital is a private capital and asset management firm serving institutions, high‑net‑worth individuals, and global family offices-primarily focused across North America.” Source: RevenueBase Database · checked Sep 21, 2026
23	Kenmont Investments	Indirect evidence	Houston, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Investment Management” Source: RevenueBase Database · checked Sep 21, 2026
24	First Houston Capital	Partial evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “First Houston Capital is a fee-only, registered investment advisor to high net worth individuals, their retirement plans, foundations, and others who seek professional asset…” Source: RevenueBase Database · checked Sep 21, 2026
25	Arete Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Business Advisory & Wealth Management firm helping owners and executives of closely held firms Grow, Protect & enjoy the value of their life's work.” Source: RevenueBase Database · checked Sep 21, 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: asset consulting services. 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 asset consulting services.
Partial evidence: Its own public description names part of asset consulting services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset consulting services. 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 56 asset consulting services based in Houston, United States

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Asset consulting services based in Houston, United States at a glance

As of Sep 21, 2026

30.6%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

494.6%Largest-city concentration · New York

Sep 21, 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 56 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 asset consulting services, 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 “asset consulting services”. 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 asset consulting services), 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 asset consulting services, 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, 205 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 21, 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.

Asset consulting services 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 asset consulting services, 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 asset consulting services are there based in Houston, United States?

RevenueBase identified 56 asset consulting services 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 asset consulting services?

New York leads with 277 headquartered companies, followed by Chicago (83) and Miami (75).

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 205 verified decision-maker contacts tracked across these 56 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 21, 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.