Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms based in Houston, United States
RevenueBase identified 124 company matches for asset management consulting firms associated with Houston, United States as of August 2026 and tracks 2,091 professional contacts across them, including 573 with verified work emails and 797 with mobile numbers. Across the United States, New York is the largest hub for this category (949 companies); Houston has 334.
This list covers company matches for asset management consulting firms 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 August 31, 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 asset management consulting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,066 contacts → | ||||
Exact match “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 2 | 85 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 3 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 4 | 44 contacts → | ||||
Exact match “OGS is a leading technical consulting and asset support services business, transforming project delivery for the energy and resource industries.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 5 | 29 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 6 | 28 contacts → | ||||
Exact match “Activera Consulting is a boutique management consulting firm based in Houston, Texas, focused on heavy asset industries.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 7 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “Real Estate Valuations” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Quasset provides state-of-the-art, information driven asset management solutions by combining in-depth domain knowledge, cutting edge technology and business intelligence tools.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 12 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 13 | 14 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Willowick Residential will do things well, then go well beyond.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Welcome to The TICI Group of Companies Third party consultants & advisors on business, real estate, facilities, finance, asset & risk management to owners, operators, investors…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “We are a full-service project development, investment, and advisory firm.” Recorded in the RevenueBase company graph · Aug 31, 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 “asset management consulting firms”. 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 124 asset management consulting firms based in Houston, United States
See the full list, filter by size, metro and specialty, and access 573 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset management consulting firms based in Houston, United States at a glance
As of Aug 31, 2026Companies by employee count
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 “asset management consulting firms” 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 573 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 August 31, 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.
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management consulting firms are there based in Houston, United States?
RevenueBase identified 124 company matches for asset management consulting firms associated with Houston, United States as of August 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?
CAMS 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 asset management consulting firms?
New York leads the United States with 949 company records, followed by Chicago (339) and Houston (334).
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 573 professional contacts with verified work emails tracked across these 124 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 August 31, 2026.
Ready to reach these companies? Verified emails and direct dials for all 124 asset management consulting firms based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms 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 124 matching company records for asset management consulting firms based in Houston, United States, with 2,091 tracked contacts and 573 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: August 31, 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 asset management consulting firms 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 |  CAMScamstex.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Houston, TX, United States | 1,001-5,000 | Exact match | 1,066 contacts → |
“Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  LKJ Financiallkjfinancial.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: Not recorded | HQ not recorded; location: Houston, TX, United States | Not recorded | Exact match | 85 contacts → |
“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Sanders Morrissandersmorris.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  OGS Globalogsglobal.coHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 44 contacts → |
“OGS is a leading technical consulting and asset support services business, transforming project delivery for the energy and resource industries.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RIA Advisorsrealinvestmentadvice.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Activera Consultingactiveraconsulting.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 28 contacts → |
“Activera Consulting is a boutique management consulting firm based in Houston, Texas, focused on heavy asset industries.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealth Development Strategies, LLCwealthdevelopmentstrategies.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Qval Property Advisorsqvalpa.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Real Estate Valuations” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Granite Harbor Advisorsgraniteharbor.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quassetquasset.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Quasset provides state-of-the-art, information driven asset management solutions by combining in-depth domain knowledge, cutting edge technology and business intelligence tools.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goodman Financialgoodmanfinancial.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sunbelt Securties, INCsunbeltsecurities.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Haven Wealth Group, LLChavenwg.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Heritage Wealth Managementheritageplanners.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Callahan Advisors, LLCcallahanadvisors.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Willowick Residentialwillowick.com HQ: HQ not recorded; location: Houston, United StatesReported employees: 201-500 | HQ not recorded; location: Houston, United States | 201-500 | Exact match | 12 contacts → |
“Willowick Residential will do things well, then go well beyond.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Smart Group Houstonsmartgrouphouston.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
“SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Adell, Harriman & Carpenter, INCahcinvest.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Radian Partnersradianpartners.netHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Post OAK Private Wealth Advisorspostoakprivatewealth.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hipson Benefits, INChipson.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Our primary focus at Hipson Benefits, Inc.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Childress Capital Advisors, LLCchildressca.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Tici Group Of Companiesticigroup.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Welcome to The TICI Group of Companies Third party consultants & advisors on business, real estate, facilities, finance, asset & risk management to owners, operators, investors…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Phoenix Development Companyphoenix-develop.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“We are a full-service project development, investment, and advisory firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
124 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: August 31, 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 ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
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 asset management consulting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 124 matching company records, 2,091 tracked contacts and 573 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: August 31, 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
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Houston, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/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
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms based in Houston, United States
RevenueBase records 124 matching company records for asset management consulting firms based in Houston, United States, with 2,091 tracked contacts and 573 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: August 31, 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 asset management consulting firms 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 | CAMScamstex.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Houston, TX, United States | 1,001-5,000 | Exact match | 1,066 contacts → |
“Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LKJ Financiallkjfinancial.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: Not recorded | HQ not recorded; location: Houston, TX, United States | Not recorded | Exact match | 85 contacts → |
“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Sanders Morrissandersmorris.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | OGS Globalogsglobal.co HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 44 contacts → |
“OGS is a leading technical consulting and asset support services business, transforming project delivery for the energy and resource industries.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RIA Advisorsrealinvestmentadvice.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Activera Consultingactiveraconsulting.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 28 contacts → |
“Activera Consulting is a boutique management consulting firm based in Houston, Texas, focused on heavy asset industries.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealth Development Strategies, LLCwealthdevelopmentstrategies.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Qval Property Advisorsqvalpa.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Real Estate Valuations” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Granite Harbor Advisorsgraniteharbor.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quassetquasset.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Quasset provides state-of-the-art, information driven asset management solutions by combining in-depth domain knowledge, cutting edge technology and business intelligence tools.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goodman Financialgoodmanfinancial.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sunbelt Securties, INCsunbeltsecurities.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Haven Wealth Group, LLChavenwg.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Heritage Wealth Managementheritageplanners.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Callahan Advisors, LLCcallahanadvisors.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Willowick Residentialwillowick.com HQ: HQ not recorded; location: Houston, United StatesReported employees: 201-500 | HQ not recorded; location: Houston, United States | 201-500 | Exact match | 12 contacts → |
“Willowick Residential will do things well, then go well beyond.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Paul Comstock Partnerspaulcomstockpartners.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Smart Group Houstonsmartgrouphouston.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
“SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Adell, Harriman & Carpenter, INCahcinvest.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Radian Partnersradianpartners.net HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Post OAK Private Wealth Advisorspostoakprivatewealth.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hipson Benefits, INChipson.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Our primary focus at Hipson Benefits, Inc.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Childress Capital Advisors, LLCchildressca.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Tici Group Of Companiesticigroup.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Welcome to The TICI Group of Companies Third party consultants & advisors on business, real estate, facilities, finance, asset & risk management to owners, operators, investors…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Phoenix Development Companyphoenix-develop.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“We are a full-service project development, investment, and advisory firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
124 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: August 31, 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 ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
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 asset management consulting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 124 matching company records, 2,091 tracked contacts and 573 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: August 31, 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
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Houston, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/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
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil