Company lists · Data refreshed September 2026
Top 25 Family office accounting firms based in Houston, United States
RevenueBase identified 114 company matches for family office accounting firms associated with Houston, United States as of September 2026 and tracks 863 professional contacts across them, including 284 with verified work emails. Across the United States, New York is the largest hub for this category (267 companies); Houston follows with 114.
This list covers company matches for family office accounting 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 September 28, 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.
The 25 largest family office accounting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 149 contacts → | ||||
Exact match “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 91 contacts → | ||||
Exact match “DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 53 contacts → | ||||
Exact match “One of the largest local public accounting firms in Houston, Mohle Adams has provided professional counsel to Texas companies and residents to help them achieve their business and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 39 contacts → | ||||
Exact match “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Aycock & Company, LLP is a firm of certified public accountants founded in February of 2006 and located in the Galleria area of Houston.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “TBK CPA is a local, mid-sized CPA firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “LCS is a certified public accounting firm providing financial clarity in high-stakes situations - from M&A due diligence to ongoing financial leadership and support.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “We are licensed Enroll Agent, Quick books ProAdvisor and members of Association of Chartered Certified Accountants.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “We provide affordable and dependable bookkeeping & money management services to small businesses and individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “We are a full-service accounting firm that strives to provide our clients with the highest caliber of professional service designed to meet all of their tax and accounting needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Baldridge Financial is a full-service tax and financial planning firm that works closely with small and midsize business owners who have significant wealth in their business, a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “At Kramr CPAs & Advisors, PC, our dedicated team of professionals with individualized expertise offer you a wide range of strategic tax planning and business advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Since 2003, Reynolds and Associates has provided professional accounting services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “TOS Advisors simplifies and optimizes the management of family offices.” Recorded in the RevenueBase company graph · Sep 28, 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 “family office accounting 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 114 family office accounting firms based in Houston, United States
See the full list, filter by size, metro and specialty, and access 284 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office accounting firms based in Houston, United States at a glance
As of Sep 28, 2026Companies by employee count
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 114 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 “family office accounting 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 284 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 September 28, 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.
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Atlanta93
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
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 “family office accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office accounting firms are there based in Houston, United States?
RevenueBase identified 114 company matches for family office accounting firms associated with Houston, United States as of September 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?
Accounting Solutions 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 family office accounting firms?
New York leads the United States with 267 company records, followed by Houston (114) and Los Angeles (104).
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 284 professional contacts with verified work emails tracked across these 114 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 114 family office accounting firms based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office accounting firms by geography
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
- Family office accounting firms based in Curitiba, Brazil
- Family office accounting firms based in Porto Alegre, Brazil
- Family office accounting firms based in Rio De Janeiro, Brazil
- Family office accounting firms based in Sao Paulo, Brazil
- Family office accounting firms based in Calgary, Canada
- Family office accounting firms based in Edmonton, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 family office accounting firms based in Houston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 114 matching company records for family office accounting firms based in Houston, United States, with 863 tracked contacts and 284 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office accounting firms based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Accounting Solutionsaccountsol.comHQ: Houston, PA, United StatesReported employees: Not recorded | Houston, PA, United States | Not recorded | Exact match | 149 contacts → |
“Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Drda, LLCdrdacpa.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 91 contacts → |
“DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mohle Adams LLPmohleadams.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 53 contacts → |
“One of the largest local public accounting firms in Houston, Mohle Adams has provided professional counsel to Texas companies and residents to help them achieve their business and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  FCA Corpfcacorp.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 39 contacts → |
“FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mosaicmosaicadvisors.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Aycock & CO IS NOW Sorrenaycockcpa.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 23 contacts → |
“Aycock & Company, LLP is a firm of certified public accountants founded in February of 2006 and located in the Galleria area of Houston.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TBK Cpa, Pllctbkcpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“TBK CPA is a local, mid-sized CPA firm based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Presidio Wealth Partnerspresidiowp.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bentley, Bratcher, & Associates, PCbentleyassoc.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Inscription Capital And Family Officeinscriptioncapital.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 17 contacts → |
“Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  LCS Forensic Accounting & Advisorylcsfirm.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“LCS is a certified public accounting firm providing financial clarity in high-stakes situations - from M&A due diligence to ongoing financial leadership and support.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Taxwise LLCtaxwiseus.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“We are licensed Enroll Agent, Quick books ProAdvisor and members of Association of Chartered Certified Accountants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Financial Planning & TAX Office INCtaxofficehouston.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“We provide affordable and dependable bookkeeping & money management services to small businesses and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ubernosky & Associates, LLCubernosky.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“We are a full-service accounting firm that strives to provide our clients with the highest caliber of professional service designed to meet all of their tax and accounting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Adell, Harriman & Carpenter, INCahcinvest.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Baldridge Financialbaldridgefinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Baldridge Financial is a full-service tax and financial planning firm that works closely with small and midsize business owners who have significant wealth in their business, a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Kramr Cpas & Advisors PCkramrcpas.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“At Kramr CPAs & Advisors, PC, our dedicated team of professionals with individualized expertise offer you a wide range of strategic tax planning and business advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Century OAK Private Wealthcenturyoakpw.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Autumn Lane Advisorsautumnlane.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Reynolds & Associates, Pllcreynoldscpafirm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Since 2003, Reynolds and Associates has provided professional accounting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KDK Private Wealth Managementkdkpwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Horizon Wealth Advisorshorizon-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Stavis Wealthstaviswealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Wealth, and managing it, are complex endeavors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | TOS Advisorstos-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“TOS Advisors simplifies and optimizes the management of family offices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Family office accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
114 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 114 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Atlanta93
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
Questions about this company list
What does Exact match mean for family office accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office accounting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 114 matching company records, 863 tracked contacts and 284 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office accounting firms by geography
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
- Family office accounting firms based in Curitiba, Brazil
- Family office accounting firms based in Porto Alegre, Brazil
- Family office accounting firms based in Rio De Janeiro, Brazil
- Family office accounting firms based in Sao Paulo, Brazil
- Family office accounting firms based in Calgary, Canada
- Family office accounting firms based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 family office accounting firms based in Houston, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-accounting-firms/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
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Company intelligence · public preview
Top 25 family office accounting firms based in Houston, United States
RevenueBase records 114 matching company records for family office accounting firms based in Houston, United States, with 863 tracked contacts and 284 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office accounting firms based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Accounting Solutionsaccountsol.com HQ: Houston, PA, United StatesReported employees: Not recorded | Houston, PA, United States | Not recorded | Exact match | 149 contacts → |
“Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Drda, LLCdrdacpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 91 contacts → |
“DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mohle Adams LLPmohleadams.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 53 contacts → |
“One of the largest local public accounting firms in Houston, Mohle Adams has provided professional counsel to Texas companies and residents to help them achieve their business and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | FCA Corpfcacorp.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 39 contacts → |
“FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mosaicmosaicadvisors.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Aycock & CO IS NOW Sorrenaycockcpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 23 contacts → |
“Aycock & Company, LLP is a firm of certified public accountants founded in February of 2006 and located in the Galleria area of Houston.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TBK Cpa, Pllctbkcpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“TBK CPA is a local, mid-sized CPA firm based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Presidio Wealth Partnerspresidiowp.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bentley, Bratcher, & Associates, PCbentleyassoc.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Inscription Capital And Family Officeinscriptioncapital.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 17 contacts → |
“Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | LCS Forensic Accounting & Advisorylcsfirm.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“LCS is a certified public accounting firm providing financial clarity in high-stakes situations - from M&A due diligence to ongoing financial leadership and support.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Taxwise LLCtaxwiseus.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“We are licensed Enroll Agent, Quick books ProAdvisor and members of Association of Chartered Certified Accountants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Financial Planning & TAX Office INCtaxofficehouston.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“We provide affordable and dependable bookkeeping & money management services to small businesses and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paul Comstock Partnerspaulcomstockpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ubernosky & Associates, LLCubernosky.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“We are a full-service accounting firm that strives to provide our clients with the highest caliber of professional service designed to meet all of their tax and accounting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Adell, Harriman & Carpenter, INCahcinvest.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Baldridge Financialbaldridgefinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Baldridge Financial is a full-service tax and financial planning firm that works closely with small and midsize business owners who have significant wealth in their business, a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kramr Cpas & Advisors PCkramrcpas.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“At Kramr CPAs & Advisors, PC, our dedicated team of professionals with individualized expertise offer you a wide range of strategic tax planning and business advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Century OAK Private Wealthcenturyoakpw.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Autumn Lane Advisorsautumnlane.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Reynolds & Associates, Pllcreynoldscpafirm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Since 2003, Reynolds and Associates has provided professional accounting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KDK Private Wealth Managementkdkpwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Horizon Wealth Advisorshorizon-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Stavis Wealthstaviswealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Wealth, and managing it, are complex endeavors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | TOS Advisorstos-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“TOS Advisors simplifies and optimizes the management of family offices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Family office accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
114 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 114 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Atlanta93
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
Questions about this company list
What does Exact match mean for family office accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office accounting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 114 matching company records, 863 tracked contacts and 284 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 family office accounting firms based in Houston, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-accounting-firms/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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