Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Houston, United States

RevenueBase identified 169 company matches for association financial advisory firms associated with Houston, United States as of September 2026 and tracks 1,426 professional contacts across them, including 447 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Houston has 169.

This list covers company matches for association financial advisory 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 September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
169Companies
1,426Contacts tracked
447Verified emails
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The 25 largest association financial advisory firms based in Houston, United States

Ranked by team size
Top 25 of 169 company matches for association financial advisory firms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchHouston, TX, United StatesHQ recorded Sep 19, 2026n/a205 contacts →

Exact match

“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchHouston, TX, United StatesHQ recorded Sep 19, 2026n/a166 contacts →

Exact match

“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchHouston, TX, United StatesHQ recorded Sep 19, 2026n/a86 contacts →

Exact match

“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202651-20072 contacts →

Exact match

“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202651-20057 contacts →

Exact match

“At MGA, our approach is simple.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5051 contacts →

Exact match

“As the industry’s leading Advisor Development Organization (ADO), Simplicity InsurMark is committed to aligning independent financial advisors with best-of-breed resources and…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5038 contacts →

Exact match

“Alterna Securities is registered with the Securities Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5031 contacts →

Exact match

“At EMG Insurance Brokerage, you get access to not only the best products in the market, but the best experts in their fields as well.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5030 contacts →

Exact match

“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5027 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 19, 2026 · View company records in RevenueBase
11Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5024 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 19, 2026 · View company records in RevenueBase
12Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202651-20018 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 19, 2026 · View company records in RevenueBase
13Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5017 contacts →

Exact match

“Hughes & Associates is an executive recruiting firm based in the heart of Houston, TX.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchHouston, TX, United StatesHQ recorded Sep 19, 20261-1015 contacts →

Exact match

“We were founded upon the belief that personal attention is paramount to success – ours and our clients’.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchHouston, TX, United StatesHQ recorded Sep 19, 20261-1014 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 19, 2026 · View company records in RevenueBase
16Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“We help institutional, family office, and accredited investors build long-term wealth through strategic commercial real estate partnerships, private funds, and expert brokerage…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchHouston, TX, United StatesHQ recorded Sep 19, 20261-1013 contacts →

Exact match

“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“Canady & Canady (a member of the S|CPA Network) is part of a growing organization whose focus is helping people balance their financial lives and reach their highest potential.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“Reaching financial success doesn’t happen by accident.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“TOP GLOBAL FINANCIAL GROUP is a Network of Financial Specialists, Advisors, Professionals and Coaches who really care about helping others by building trustworthy long term…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchHouston, TX, United StatesHQ recorded Sep 19, 20261-1012 contacts →

Exact match

“As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5011 contacts →

Exact match

“Comstock has been providing independent, objective advice to individuals and families for 40 years.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5011 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 · Sep 19, 2026 · View company records in RevenueBase
25Exact matchHouston, TX, United StatesHQ recorded Sep 19, 202611-5010 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 169 association financial advisory firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 447 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Association financial advisory firms based in Houston, United States at a glance

As of Sep 19, 2026
31.3%Verified-email coverage
8.4Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
124
11-50
38
51-200
6
10001+
1

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 169 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 “association financial advisory 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 447 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 19, 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.

Association financial advisory firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there based in Houston, United States?

RevenueBase identified 169 company matches for association financial advisory firms 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?

Banorte Wealth Management 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 association financial advisory firms?

New York leads the United States with 307 company records, followed by Atlanta (196) and Houston (169).

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 447 professional contacts with verified work emails tracked across these 169 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 19, 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 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.