Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in Houston, United States

Name: Athlete wealth management firms based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 89 companies tracked

RevenueBase identified 89 athlete wealth management firms headquartered in Houston, United States as of September 2026 and tracks 694 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Houston has 89.

This list covers athlete wealth management firms 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 30, 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 30, 2026 86% judged on-target in blind review

89Companies

694Contacts tracked

230Verified emails

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The 25 largest athlete wealth management firms based in Houston, United States

Ranked by team size

Top 25 of 89 athlete wealth management firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management firms: 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	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	90 contacts →
	Partial evidence “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 30, 2026
2	LKJ Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	n/a	86 contacts →
	Strong evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 30, 2026
3	Strategic Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	51-200	72 contacts →
	Indirect evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 30, 2026
4	Intrua Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	41 contacts →
	Strong evidence “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Source: RevenueBase Database · checked Sep 30, 2026
5	FCA Corp	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	39 contacts →
	Strong evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 30, 2026
6	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	30 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
7	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 30, 2026
8	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
9	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	51-200	18 contacts →
	Indirect evidence “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Source: RevenueBase Database · checked Sep 30, 2026
10	Manske Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	14 contacts →
	Strong evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 30, 2026
11	Prota Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Indirect evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 30, 2026
12	Well Lived Wealth, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money.” Source: RevenueBase Database · checked Sep 30, 2026
13	Caplo Advisory	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “We bring a more personal path to financial freedom.” Source: RevenueBase Database · checked Sep 30, 2026
14	Wealth Standard Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Source: RevenueBase Database · checked Sep 30, 2026
15	Robare & Jones	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Source: RevenueBase Database · checked Sep 30, 2026
16	Synergy Independent Financial Solutions	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Source: RevenueBase Database · checked Sep 30, 2026
17	Brownlee Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Strong evidence “Brownlee Wealth Management is a fixed fee RIA.” Source: RevenueBase Database · checked Sep 30, 2026
18	Love Financial Group	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Strong evidence “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 30, 2026
19	Advocates Wealth Planning	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “Advocates Wealth Planning exists for one purpose: to help Houston families live their most deeply held values through thoughtful financial planning.” Source: RevenueBase Database · checked Sep 30, 2026
20	Plains Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Strong evidence “Plains Wealth Management provides comprehensive unbiased financial advice to our clients.” Source: RevenueBase Database · checked Sep 30, 2026
21	Aspire Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	4 contacts →
	Partial evidence “At Aspire Wealth Advisors, we seek first to understand who you love, how you wish to care for them, and the life you aspire to live.” Source: RevenueBase Database · checked Sep 30, 2026
22	Henry Bragg & CO	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
23	Analog Capital Partners	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Analog Capital Partners is a fee-only fiduciary financial planning and wealth management firm headquartered in Houston, Texas.” Source: RevenueBase Database · checked Sep 30, 2026
24	Sterling Portfolio Managers LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Source: RevenueBase Database · checked Sep 30, 2026
25	Doctors Financial Services - DFS	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners.” Source: RevenueBase Database · checked Sep 30, 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: athlete wealth management firms. 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 athlete wealth management firms.
Partial evidence: Its own public description names part of athlete wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete wealth management firms. 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 89 athlete wealth management firms based in Houston, United States

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Athlete wealth management firms based in Houston, United States at a glance

As of Sep 30, 2026

33.1%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 89 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 athlete wealth management firms, 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 “athlete wealth management firms”. 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 athlete wealth management firms), 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 athlete wealth management firms, 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, 230 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 30, 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.

Athlete wealth management firms 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 athlete wealth management firms, 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 athlete wealth management firms are there based in Houston, United States?

RevenueBase identified 89 athlete wealth management firms 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?

IMG Financial Group, INC, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most athlete wealth management firms?

New York leads the United States with 162 headquartered companies, followed by Atlanta (94) and Dallas (92). Houston has 89.

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 230 verified decision-maker contacts tracked across these 89 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 30, 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.