Company lists · Data refreshed September 2026

Top 25 Family office firms based in Houston, United States

RevenueBase identified 167 company matches for family office firms associated with Houston, United States as of September 2026 and tracks 1,645 professional contacts across them, including 667 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Houston has 167.

This list covers company matches for family office 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 20, 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 Sep 20, 2026 How this list was built
167Companies
1,645Contacts tracked
667Verified emails
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The 25 largest family office firms based in Houston, United States

Ranked by team size
Top 25 of 167 company matches for family office firms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchHouston, TX, United StatesHQ recorded Sep 20, 2026n/a166 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 · Sep 20, 2026 · View company records in RevenueBase
2Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5090 contacts →

Exact match

“At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchHouston, TX, United StatesHQ recorded Sep 20, 2026n/a86 contacts →

Exact match

“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5074 contacts →

Exact match

“Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202651-20053 contacts →

Exact match

“Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5052 contacts →

Exact match

“As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5044 contacts →

Exact match

“Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5042 contacts →

Exact match

“At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202651-20041 contacts →

Exact match

“McNair Interests is a multi-generational family office, headquartered in Houston, Texas, managing a diversified portfolio of direct and passive investments across public and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5041 contacts →

Exact match

“Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5039 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 20, 2026 · View company records in RevenueBase
12Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5029 contacts →

Exact match

“Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5027 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 20, 2026 · View company records in RevenueBase
14Exact matchHouston, TX, United StatesHQ recorded Sep 20, 20261-1026 contacts →

Exact match

“A totality is a whole and superior to its elements.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5025 contacts →

Exact match

“Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5024 contacts →

Exact match

“Significant wealth creates additional complexity, requiring the proper investments.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5024 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 · Sep 20, 2026 · View company records in RevenueBase
18Exact matchHouston, TX, United StatesHQ recorded Sep 20, 20261-1021 contacts →

Exact match

“Yellowstone Capital Partners, LLC is based in Houston and New York.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5019 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 20, 2026 · View company records in RevenueBase
20Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5017 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 20, 2026 · View company records in RevenueBase
21Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“Big financial decisions rarely come at the perfect time.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchHouston, TX, United StatesHQ recorded Sep 20, 20261-1014 contacts →

Exact match

“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchHouston, TX, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“We help institutional, family office, and accredited investors build long-term wealth through strategic commercial real estate partnerships, private funds, and expert brokerage…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchHouston, TX, United StatesHQ recorded Sep 20, 20261-1013 contacts →

Exact match

“Jumana is a private investment firm specializing in partnerships with entrepreneur lead companies that are looking to transform into enduring businesses.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 167 family office firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 667 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office firms based in Houston, United States at a glance

As of Sep 20, 2026
40.5%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
110
11-50
50
51-200
5
1,001-5,000
1

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 167 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 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 667 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 20, 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 firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

How many family office firms are there based in Houston, United States?

RevenueBase identified 167 company matches for family office 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?

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

Which city in the United States has the most family office firms?

New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Houston has 167.

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 667 professional contacts with verified work emails tracked across these 167 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 20, 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.