Company lists · Data refreshed October 2026

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

Name: Digital 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 Oct 11, 2026 76 companies tracked

RevenueBase identified 76 company matches for digital wealth management firms associated with Houston, United States as of October 2026 and tracks 653 professional contacts across them, including 154 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Houston has 76.

This list covers company matches for digital wealth management firms associated with Houston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 11, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 11, 2026 How this list was built

76Companies

653Contacts tracked

154Verified emails

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

Ranked by team size

Top 25 of 76 company matches for digital wealth management firms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	n/a	162 contacts →
	Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	n/a	93 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Linscomb Wealth	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	51-200	47 contacts →
	Exact match “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Totus Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	28 contacts →
	Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Icon Wealth Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	23 contacts →
	Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Skyward Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	12 contacts →
	Exact match “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	The Clarus Group, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	8 contacts →
	Exact match “For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Lavaca Capital, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	51-200	7 contacts →
	Exact match “Lavaca Capital, LLC is an independently owned investment management firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Aspire Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Oakstreet Capital Management	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Henry Bragg & CO	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Seren Wealth Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “At Seren Wealth, we believe that financial independence is achievable.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	MBR Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Margolis Brady Raghavan Financial, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Integrity Financial Planning	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Personal Index Portfolios and Financial Planning for individuals, families, and their businesses” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Galene Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Integra Wealth Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Integra Wealth Advisors is an independent, fee-only wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Bayou City Financial Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “At Bayou City Financial Advisors, relationships and confidence are paramount.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Parker Financial Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Parker Financial Advisors is a boutique wealth advisory firm that provides family financial planning and investment management services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Sucre-Vail Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “At Sucré-Vail Wealth Advisors, we can take you on a journey beyond wealth, serving as your independent advocate.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Altere Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Wealth management firm offering financial planning, retirement planning, tax planning, insurance planning and estate planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Mcdonald Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	2 contacts →
	Exact match “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “digital wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 76 digital wealth management firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 154 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 11, 2026

23.6%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

Oct 11, 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 76 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Houston, United States whose business descriptions match “digital wealth management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 154 professional contacts with verified work emails across the full matched dataset. 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 October 11, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Digital wealth management firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Houston, United States?

RevenueBase identified 76 company matches for digital wealth management firms associated with Houston, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Next Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Houston has 76.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 154 professional contacts with verified work emails tracked across these 76 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 11, 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 SmartSearch, 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.