Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in Houston, United States

Name: Digital portfolio advisors 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 55 companies tracked

RevenueBase identified 55 digital portfolio advisors headquartered in Houston, United States as of September 2026 and tracks 466 professional contacts across them, including 155 with verified work emails. New York is the largest hub.

This list covers digital portfolio advisors 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

55Companies

466Contacts tracked

155Verified emails

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The 25 largest digital portfolio advisors based in Houston, United States

Ranked by team size

Top 25 of 55 digital portfolio advisors 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 digital portfolio advisors: 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	LKJ Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	n/a	86 contacts →
	Indirect 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
2	Sanders Morris	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	80 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
3	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
4	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
5	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
6	Entoro	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
7	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
8	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
9	Callahan Advisors, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
10	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
11	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
12	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
13	Segment Wealth Management, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial 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
14	Cypress Asset Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
15	Brownlee Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Brownlee Wealth Management is a fixed fee RIA.” Source: RevenueBase Database · checked Sep 19, 2026
16	Aspire Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
17	Lavaca Capital, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	51-200	4 contacts →
	Indirect evidence “Lavaca Capital, LLC is an independently owned investment management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
18	Founders Capital Management, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	4 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
19	Kenmont Investments	Indirect evidence	Houston, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Investment Management” Source: RevenueBase Database · checked Sep 19, 2026
20	Bayou City Financial Advisors, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “At Bayou City Financial Advisors, relationships and confidence are paramount.” Source: RevenueBase Database · checked Sep 19, 2026
21	Park 10 Financial, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Helping You to Avoid Major Market Downturns Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be…” Source: RevenueBase Database · checked Sep 19, 2026
22	Mcdonald Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Source: RevenueBase Database · checked Sep 19, 2026
23	Envisionvest	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “We help busy professionals map out their ideal live through a goals based financial planning process.” Source: RevenueBase Database · checked Sep 19, 2026
24	Price Capital LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Source: RevenueBase Database · checked Sep 19, 2026
25	Green Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” 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: digital portfolio advisors. 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 digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. 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 55 digital portfolio advisors based in Houston, United States

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Digital portfolio advisors based in Houston, United States at a glance

As of Sep 19, 2026

33.3%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

365.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 55 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 digital portfolio advisors, 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 “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 155 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.

Digital portfolio advisors 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 digital portfolio advisors, 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 digital portfolio advisors are there based in Houston, United States?

RevenueBase identified 55 digital portfolio advisors 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?

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

Which city has the most digital portfolio advisors?

New York leads with 201 headquartered companies, followed by Chicago (79) and San Francisco (69).

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 155 verified decision-maker contacts tracked across these 55 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.