Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in Houston, United States

Name: Employee-owned 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 12, 2026 69 companies tracked

RevenueBase identified 69 company matches for employee-owned financial services associated with Houston, United States as of October 2026 and tracks 712 professional contacts across them, including 220 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Houston has 69.

This list covers company matches for employee-owned 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 12, 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 12, 2026 How this list was built

69Companies

712Contacts tracked

220Verified emails

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The 25 largest employee-owned financial services based in Houston, United States

Ranked by team size

Top 25 of 69 company matches for employee-owned financial services based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	First Service Credit Union	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	51-200	206 contacts →
	Exact match “At First Service Credit Union, you're the owner.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
3	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	79 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
5	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	14 contacts →
	Exact match “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Brady CFO	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Cypress Asset Management	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Aspire Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
13	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	First Harbor	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
16	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
17	Oakstreet Capital Management	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
18	Sterling Portfolio Managers LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
19	Blough Financial Services, INC	Exact match	Houston, PA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	MBR Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Margolis Brady Raghavan Financial, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Galene Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
22	Lifebridge Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
23	Bayou City Financial Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At Bayou City Financial Advisors, relationships and confidence are paramount.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Altere Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
25	Mcdonald Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 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 12, 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 “employee-owned 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 69 employee-owned financial services based in Houston, United States

See the full list, filter by size, metro and specialty, and access 220 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in Houston, United States at a glance

As of Oct 12, 2026

30.9%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 69 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 “employee-owned 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 220 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 12, 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.

Employee-owned 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Houston, United States?

RevenueBase identified 69 company matches for employee-owned 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?

First Service Credit Union 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69). Houston has 69.

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 220 professional contacts with verified work emails tracked across these 69 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 12, 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.