Company lists · Data refreshed September 2026
Top 25 Family office accounting firms based in Houston, United States
RevenueBase identified 114 family office accounting firms headquartered in 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 (258 companies); Houston follows with 114.
This list covers family office accounting firms headquartered in Houston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office accounting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 149 contacts → | ||||
Partial evidence “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 91 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 53 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 39 contacts → | ||||
Indirect evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 contacts → | ||||
Indirect evidence “Aycock & Company, LLP is a firm of certified public accountants founded in February of 2006 and located in the Galleria area of Houston.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 22 contacts → | ||||
Indirect evidence “TBK CPA is a local, mid-sized CPA firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Partial evidence “At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 19 contacts → | ||||
Indirect evidence “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 17 contacts → | ||||
Strong evidence “Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Indirect evidence “We are licensed Enroll Agent, Quick books ProAdvisor and members of Association of Chartered Certified Accountants.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “We provide affordable and dependable bookkeeping & money management services to small businesses and individuals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Indirect evidence “Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Partial evidence “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Partial evidence “Since 2003, Reynolds and Associates has provided professional accounting services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Partial evidence “Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Indirect evidence “Wealth, and managing it, are complex endeavors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Strong evidence “TOS Advisors simplifies and optimizes the management of family offices.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office accounting firms.
- Partial evidence
- Its own public description names part of family office accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 114 family office accounting firms based in Houston, United States
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Houston, United States whose own description of what they do matches “family office accounting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office accounting firms, and records with no verified work email. Companies headquartered outside Houston are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 284 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office accounting firms by metro in the United States
- Family office accounting firms in New York258
- 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 Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office accounting firms are there based in Houston, United States?
RevenueBase identified 114 family office accounting firms headquartered in Houston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Accounting Solutions, headquartered in Houston, tops this list with the largest team on record.
Which city in the United States has the most family office accounting firms?
New York leads the United States with 258 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 284 verified decision-maker contacts tracked across these 114 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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