Company lists · Data refreshed September 2026
Top 24 Asset management consulting services based in Houston, United States
RevenueBase identified 52 asset management consulting services headquartered in Houston, United States as of September 2026 and tracks 1,392 professional contacts across them, including 404 with verified work emails. New York is the largest hub.
This list covers asset management 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.
The 24 largest asset management consulting services based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,067 contacts → | ||||
Strong evidence “Consolidated Asset Management Services, LLC (CAMS) provides disciplined and diligent asset management and operations services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 35 contacts → | ||||
Partial evidence “Knowledge, Experience, Partnership Resolute Consulting Group is uniquely positioned to help your business achieve its goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Strong evidence “Activera Consulting is a boutique management consulting firm based in Houston, Texas, focused on heavy asset industries.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Partial evidence “Equity Consulting LLC professionals help you be successful by documenting your goals and then comparing them to your current outcomes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Indirect evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Strong evidence “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Partial evidence “Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “BKLM Consulting is a U.S.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “THG is FIRE!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Based in Houston, Sabine Financial is a leading financial consulting firm specializing in working with small business owners on growing their current business, real estate, or…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “We provide project-based financial planning & investment management services on topics such as retirement planning, risk management, portfolio management, college savings, cash…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Crescendo offers professional services to a wide variety of clients looking for a small, nimble team to solve some of their most pressing problems.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “KCG is a Houston based consulting firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “The Moran Group's business philosophy reflects a deep-seated belief that value is created by focusing on a few unshakable fundamentals: a clear strategy, solid management…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “With an astute attention to detail and tenacious focus harnessed by long-term objectives, TWP investment strategies offer clients unparalleled financial flexibility, transparency…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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 management 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 management consulting services.
- Partial evidence
- Its own public description names part of asset management 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 management 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 24 of 52 asset management consulting services based in Houston, United States
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Asset management consulting services based in Houston, United States at a glance
As of Sep 21, 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 52 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 management 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 management 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 management 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 management 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, 404 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 management consulting services by metro in the United States
- Asset management consulting services in New York314
- Asset management consulting services in Chicago99
- Asset management consulting services in Miami71
- Asset management consulting services in Boston69
- Asset management consulting services in Atlanta68
- Asset management consulting services in Dallas60
- Asset management consulting services in Los Angeles53
- Asset management consulting services in Houston52
- Asset management consulting services in San Francisco52
- Asset management consulting services in Austin39
- Asset management consulting services in Charlotte34
- Asset management consulting services in Denver34
- Asset management consulting services in Washington34
- Asset management consulting services in Portland28
- Asset management consulting services in Seattle28
- Asset management consulting services in San Diego27
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 management 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 management consulting services are there based in Houston, United States?
RevenueBase identified 52 asset management 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?
CAMS, headquartered in Houston, tops this list with the largest team on record.
Which city has the most asset management consulting services?
New York leads with 314 headquartered companies, followed by Chicago (99) and Miami (71).
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 404 verified decision-maker contacts tracked across these 52 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.
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