Company lists · Data refreshed October 2026

Top 25 Elder care financial services based in Houston, United States

Name: Elder care financial services 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 80 companies tracked

RevenueBase identified 80 company matches for elder care financial services associated with Houston, United States as of October 2026 and tracks 574 professional contacts across them, including 194 with verified work emails. Across the United States, Houston is the largest hub for this category.

This list covers company matches for elder care financial services 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

80Companies

574Contacts tracked

194Verified emails

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The 25 largest elder care financial services based in Houston, United States

Ranked by team size

Top 25 of 80 company matches for elder care financial services 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	AIG Retirement Services	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1,001-5,000	258 contacts →
	Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	OAK Harvest Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	46 contacts →
	Exact match “Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	27 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	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
6	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Love Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Codispoti LAW P.C	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Helping our clients to plan protect and leave a legacy.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “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)!” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	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
14	Doctors Financial Services - DFS	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Sterling Portfolio Managers LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Blough Financial Services, INC	Exact match	Houston, PA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	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
19	Charles W. Rawl & Associates, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Charles W.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Krueger & Catalano Capital Partners, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Krueger & Catalano is an independent financial advisory firm in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	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
22	Lifebridge Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	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
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	Haywood Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Haywood Wealth is dedicated to helping clients achieve their financial goals through comprehensive, personalized financial planning.” 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 “elder care financial services”. 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 80 elder care financial services based in Houston, United States

See the full list, filter by size, metro and specialty, and access 194 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Elder care financial services based in Houston, United States at a glance

As of Oct 11, 2026

33.8%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

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 80 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 “elder care financial services” 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 194 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.

Elder care financial services 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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many elder care financial services are there based in Houston, United States?

RevenueBase identified 80 company matches for elder care financial services 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?

AIG Retirement Services 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 elder care financial services?

Houston leads the United States with 80 company records, followed by New York (70) and Scottsdale (66).

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 194 professional contacts with verified work emails tracked across these 80 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.