Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Houston, United States

Name: Chartered financial planners based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 244 companies tracked

RevenueBase identified 244 chartered financial planners headquartered in Houston, United States as of September 2026 and tracks 1,885 professional contacts across them, including 573 with verified work emails. New York is the largest hub.

This list covers chartered financial planners 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

244Companies

1,885Contacts tracked

573Verified emails

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The 25 largest chartered financial planners based in Houston, United States

Ranked by team size

Top 25 of 244 chartered financial planners 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 chartered financial planners: 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	AIG Retirement Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1,001-5,000	264 contacts →
	Partial evidence “AIG Retirement Services is now Corebridge Financial.” Source: RevenueBase Database · checked Sep 19, 2026
2	Next Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	n/a	166 contacts →
	Partial 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
3	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
4	LKJ Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	n/a	86 contacts →
	Partial evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 19, 2026
5	Sanders Morris	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
6	Strategic Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	51-200	72 contacts →
	Partial evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 19, 2026
7	Intrua Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	41 contacts →
	Partial 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 19, 2026
8	FCA Corp	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Partial 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 19, 2026
9	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
10	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
11	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 19, 2026
12	Financial Synergies Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
13	Granite Harbor Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial 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
14	Goodman Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms.” Source: RevenueBase Database · checked Sep 19, 2026
15	Sunbelt Securties, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	51-200	18 contacts →
	Partial 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 19, 2026
16	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	15 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
17	Concenture Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Big financial decisions rarely come at the perfect time.” Source: RevenueBase Database · checked Sep 19, 2026
18	Manske Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 19, 2026
19	Mid-Continent Companies, LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
20	Prota Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 19, 2026
21	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: RevenueBase Database · checked Sep 19, 2026
22	Dawson Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Reaching financial success doesn’t happen by accident.” Source: RevenueBase Database · checked Sep 19, 2026
23	Skyward Financial, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
24	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
25	Smart Group Houston	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Source: RevenueBase Database · checked Sep 19, 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: chartered financial planners. 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 chartered financial planners.
Partial evidence: Its own public description names part of chartered financial planners, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name chartered financial planners. 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 244 chartered financial planners based in Houston, United States

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Chartered financial planners based in Houston, United States at a glance

As of Sep 19, 2026

30.4%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

152.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

181

11-50

51-200

201-500

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 244 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 chartered financial planners, 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 “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, 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, 573 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.

Chartered financial planners 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 chartered financial planners, 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 chartered financial planners are there based in Houston, United States?

RevenueBase identified 244 chartered financial planners 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?

AIG Retirement Services, headquartered in Houston, tops this list with the largest team on record.

Which city has the most chartered financial planners?

New York leads with 371 headquartered companies, followed by Atlanta (248) and Houston (244).

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 573 verified decision-maker contacts tracked across these 244 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.