Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Houston, United States

Name: Boutique investment banks based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 160 companies tracked

RevenueBase identified 160 boutique investment banks headquartered in Houston, United States as of September 2026 and tracks 1,227 professional contacts across them, including 345 with verified work emails. New York is the largest hub.

This list covers boutique investment banks 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 16, 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 16, 2026 86% judged on-target in blind review

160Companies

1,227Contacts tracked

345Verified emails

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The 25 largest boutique investment banks based in Houston, United States

Ranked by team size

Top 25 of 160 boutique investment banks based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Next Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	n/a	166 contacts →
	Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 16, 2026
2	England & Company	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	99 contacts →
	Partial evidence “Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Source: RevenueBase Database · checked Sep 16, 2026
3	Sanders Morris	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	80 contacts →
	Partial 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 16, 2026
4	Strategic Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	51-200	72 contacts →
	Indirect evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 16, 2026
5	Gulfstar Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Partial evidence “GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Source: RevenueBase Database · checked Sep 16, 2026
6	Intrua Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	41 contacts →
	Indirect 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 16, 2026
7	Statesman Business Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	31 contacts →
	Indirect evidence “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: RevenueBase Database · checked Sep 16, 2026
8	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Source: RevenueBase Database · checked Sep 16, 2026
9	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 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 16, 2026
10	Petrie Partners, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	24 contacts →
	Strong evidence “Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Source: RevenueBase Database · checked Sep 16, 2026
11	Entoro	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	24 contacts →
	Partial evidence “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Source: RevenueBase Database · checked Sep 16, 2026
12	Gatsby Advisors Brokerage	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	24 contacts →
	Indirect evidence “Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States.” Source: RevenueBase Database · checked Sep 16, 2026
13	Hssk, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “HSSK is now Weaver!” Source: RevenueBase Database · checked Sep 16, 2026
14	Woodrock & CO	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	19 contacts →
	Partial evidence “At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Source: RevenueBase Database · checked Sep 16, 2026
15	Certified Business Brokers	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Source: RevenueBase Database · checked Sep 16, 2026
16	BFL Associates LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
17	PPHB	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Source: RevenueBase Database · checked Sep 16, 2026
18	Macco Restructuring Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “MACCO Restructuring Group, LLC, is the leader in middle-market business restructuring and business turnarounds, where exceptional performance meets tangible results.” Source: RevenueBase Database · checked Sep 16, 2026
19	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: RevenueBase Database · checked Sep 16, 2026
20	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
21	Ascension Capital Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Partial evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 16, 2026
22	Brady CFO	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Source: RevenueBase Database · checked Sep 16, 2026
23	Market Street Capital, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Source: RevenueBase Database · checked Sep 16, 2026
24	SAY YES Enterprises	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “Say Yes!” Source: RevenueBase Database · checked Sep 16, 2026
25	Valedor Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	6 contacts →
	Indirect evidence “We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” Source: RevenueBase Database · checked Sep 16, 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: boutique investment banks. 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 boutique investment banks.
Partial evidence: Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name boutique investment banks. 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 160 boutique investment banks based in Houston, United States

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Boutique investment banks based in Houston, United States at a glance

As of Sep 16, 2026

28.1%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

616.2%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

201-500

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 160 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 boutique investment banks, 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 “boutique investment banks”. 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 boutique investment banks), 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 boutique investment banks, 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, 345 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 16, 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.

Boutique investment banks 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 boutique investment banks, 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 boutique investment banks are there based in Houston, United States?

RevenueBase identified 160 boutique investment banks headquartered in Houston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most boutique investment banks?

New York leads with 986 headquartered companies, followed by Chicago (237) and Los Angeles (200).

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 345 verified decision-maker contacts tracked across these 160 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 16, 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.