Company lists · Data refreshed September 2026
Top 25 Fee-only financial advisors based in Houston, United States
RevenueBase identified 78 fee-only financial advisors headquartered in Houston, United States as of September 2026 and tracks 468 professional contacts across them, including 217 with verified work emails. New York is the largest hub.
This list covers fee-only financial advisors 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 19, 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 fee-only financial advisors based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53 contacts → | ||||
Strong evidence “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 39 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 contacts → | ||||
Indirect evidence “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Strong evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 25 contacts → | ||||
Strong evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Strong evidence “We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Partial evidence “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Strong evidence “Since 1994, The Goff Financial Group has served long-term investors' interests as a fee-only and fully independent Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Partial evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Our Mission: We seek to protect and grow our clients' legacy for generations to come.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Strong evidence “As an independent, SEC-registered advisory firm, we put your best interests first with one simple, transparent fee and no hidden costs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Strong evidence “Childress Capital Advisors is the financial home for a select group of clients who value conflict-free advice, unconstrained access to core and unique investments, and a partner…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Strong evidence “New Capital Management is a fee-only, SEC-registered fiduciary wealth management firm serving thoughtful couples and individuals who seek clarity, alignment, and confidence in…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “Brownlee Wealth Management is a fixed fee RIA.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “Plains Wealth Management provides comprehensive unbiased financial advice to our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “Patriot Wealth Management, Inc.(“Patriot”) is a comprehensive financial management firm and a SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Strong evidence “Analog Capital Partners is a fee-only fiduciary financial planning and wealth management firm headquartered in Houston, Texas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “TSA Wealth Management exists because we love retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Strong evidence “Integra Wealth Advisors is an independent, fee-only wealth management firm.” Source: RevenueBase Database · checked Sep 19, 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: fee-only financial advisors. 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 fee-only financial advisors.
- Partial evidence
- Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fee-only financial advisors. 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 78 fee-only financial advisors based in Houston, United States
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Fee-only financial advisors based in Houston, United States at a glance
As of Sep 19, 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 78 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 217 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 19, 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.
Fee-only financial advisors by metro in the United States
- Fee-only financial advisors in New York82
- Fee-only financial advisors in Houston78
- Fee-only financial advisors in Atlanta70
- Fee-only financial advisors in San Diego70
- Fee-only financial advisors in Chicago64
- Fee-only financial advisors in Dallas59
- Fee-only financial advisors in Austin58
- Fee-only financial advisors in Scottsdale53
- Fee-only financial advisors in Charlotte52
- Fee-only financial advisors in Portland49
- Fee-only financial advisors in Denver46
- Fee-only financial advisors in San Francisco46
- Fee-only financial advisors in Columbus42
- Fee-only financial advisors in Tampa41
- Fee-only financial advisors in Cincinnati38
- Fee-only financial advisors in Los Angeles36
- Fee-only financial advisors in Overland Park36
- Fee-only financial advisors in Newport Beach35
- Fee-only financial advisors in Raleigh33
- Fee-only financial advisors in San Antonio33
- Fee-only financial advisors in Columbia32
- Fee-only financial advisors in Boston31
- Fee-only financial advisors in Rochester31
- Fee-only financial advisors in Minneapolis30
- Fee-only financial advisors in Pittsburgh29
- Fee-only financial advisors in Indianapolis28
- Fee-only financial advisors in Seattle28
- Fee-only financial advisors in Jacksonville26
- Fee-only financial advisors in Madison26
- Fee-only financial advisors in Omaha26
- Fee-only financial advisors in Phoenix26
- Fee-only financial advisors in Tucson26
- Fee-only financial advisors in Colorado Springs25
- Fee-only financial advisors in Grand Rapids25
- Fee-only financial advisors in Greenwood Village25
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 fee-only financial advisors, 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 fee-only financial advisors are there based in Houston, United States?
RevenueBase identified 78 fee-only financial advisors 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?
Linscomb Wealth, headquartered in Houston, tops this list with the largest team on record.
Which city has the most fee-only financial advisors?
New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).
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 217 verified decision-maker contacts tracked across these 78 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 19, 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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