Company lists · Data refreshed September 2026

Top 25 Brokerage firms based in Houston, United States

RevenueBase identified 63 brokerage firms headquartered in Houston, United States as of September 2026 and tracks 805 professional contacts across them, including 212 with verified work emails. New York is the largest hub.

This list covers brokerage 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 19, 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 19, 2026 86% judged on-target in blind review
63Companies
805Contacts tracked
212Verified emails
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The 25 largest brokerage firms based in Houston, United States

Ranked by team size
Top 25 of 63 brokerage firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to brokerage 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 2026n/a205 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 2026n/a166 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 19, 2026
3Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5080 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 19, 2026
4Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5038 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-1026 contacts →

Indirect evidence

“A totality is a whole and superior to its elements.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5024 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 19, 2026
8Strong evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5017 contacts →

Strong evidence

“Transworld Business Advisors of South & West Texas is the region’s leading business brokerage firm.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-1013 contacts →

Indirect evidence

“Callahan Advisors is an investment advisory firm based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect 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 19, 2026
14Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“An independent, full service Financial Planning firm.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Cypress Asset Management is a Financial Services company located in Houston, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-105 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 19, 2026
18Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect 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 19, 2026
19Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Verus is a leader in financial services.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-104 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 19, 2026
22Indirect evidenceHouston, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Investment Management”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At Bayou City Financial Advisors, relationships and confidence are paramount.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 63 brokerage firms based in Houston, United States

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Brokerage firms based in Houston, United States at a glance

As of Sep 19, 2026
26.3%Verified-email coverage
12.8Average contacts per company
1-10Median size (employees)
457.1%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
17
51-200
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 63 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 brokerage 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 “brokerage 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 brokerage 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 brokerage 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, 212 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 19, 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.

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 brokerage 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 brokerage firms are there based in Houston, United States?

RevenueBase identified 63 brokerage 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?

Banorte Wealth Management, headquartered in Houston, tops this list with the largest team on record.

Which city has the most brokerage firms?

New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).

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 212 verified decision-maker contacts tracked across these 63 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 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 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.