Company lists · Data refreshed September 2026
Top 17 Fiduciary accounting firms based in Houston, United States
RevenueBase identified 29 company matches for fiduciary accounting firms associated with Houston, United States as of September 2026 and tracks 201 professional contacts across them, including 90 with verified work emails and 100 with mobile numbers. Across the United States, New York is the largest hub for this category (46 companies); Houston has 27.
This list covers company matches for fiduciary 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 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 17 largest fiduciary accounting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 54 contacts → | ||||
Exact match “We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 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 12, 2026 · View company records in RevenueBase | |||||
| 3 | 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 12, 2026 · View company records in RevenueBase | |||||
| 4 | 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 12, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “A principled firm with an extensive knowledge of forensic accounting and valuation services.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Compton & Wendler, P.C.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Concurrent Wealth Management is a Houston-based, independent, flat-fee fiduciary financial planning firm serving high-income Gen X professionals, executives, and oil and gas…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Mantel Wealth Management was founded with the belief that trust, dedicated service and solid financial advice will provide the foothold for our clients to achieve their life goals.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Beacon Financial Planners was established in 2019 with a clear vision: to serve as a trusted guide in the complex world of financial planning.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Headquartered in Houston, Haussli Gulitus Group, LLC is a family-owned accounting service that offers experienced bookkeepers and dedicated support to provide both personal and…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Porter Investments is a fiduciary investment management firm based in Houston, Texas, helping self-directed and hybrid investors gain professional guidance and grow their…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Taursas Investments is a modern investment advisory and financial planning firm.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fiduciary 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 17 of 29 fiduciary accounting firms based in Houston, United States
See the full list, filter by size, metro and specialty, and access 90 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fiduciary accounting firms based in Houston, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 51.0dHow 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 “fiduciary 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 90 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 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fiduciary accounting 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 “fiduciary accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary accounting firms are there based in Houston, United States?
RevenueBase identified 29 company matches for fiduciary 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?
Willis Johnson & Associates 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 fiduciary accounting firms?
New York leads the United States with 46 company records, followed by San Diego (35) and Houston (27).
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 90 professional contacts with verified work emails tracked across these 29 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 fiduciary accounting firms based in Houston, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 17 fiduciary 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 29 matching company records for fiduciary accounting firms based in Houston, United States, with 201 tracked contacts and 90 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 17 fiduciary 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 | Willis Johnson & Associateswjohnsonassociates.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 54 contacts → |
“We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capstone Forensic Group LLCcapstoneforensic.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“A principled firm with an extensive knowledge of forensic accounting and valuation services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hightower Trust Company, N.Ahightowertrust.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Champion Capital Researchchampioncr.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wise Capital Partnerswisecapitalpartners.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Forthright Family Wealthforthrightwealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Compton & Wendlercw-cpa.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Compton & Wendler, P.C.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Concurrent Wealth Managementconcurrentfp.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Concurrent Wealth Management is a Houston-based, independent, flat-fee fiduciary financial planning firm serving high-income Gen X professionals, executives, and oil and gas…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mantel Wealth Management, LLCmantelwm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mantel Wealth Management was founded with the belief that trust, dedicated service and solid financial advice will provide the foothold for our clients to achieve their life goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Beacon Financial Planners, INCbeaconfinancialplanners.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Beacon Financial Planners was established in 2019 with a clear vision: to serve as a trusted guide in the complex world of financial planning.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Haussli Gulitus Group, LLChggaccounting.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Headquartered in Houston, Haussli Gulitus Group, LLC is a family-owned accounting service that offers experienced bookkeepers and dedicated support to provide both personal and…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Porter Investmentsporterinv.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Porter Investments is a fiduciary investment management firm based in Houston, Texas, helping self-directed and hybrid investors gain professional guidance and grow their…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Taursas Investmentstaursas.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Taursas Investments is a modern investment advisory and financial planning firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 29 company matches
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Fiduciary accounting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
29 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 51.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 12, 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 ↗
Fiduciary accounting firms by metro in the United States
Questions about this company list
What does Exact match mean for fiduciary 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 fiduciary accounting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 29 matching company records, 201 tracked contacts and 90 verified emails. The public preview displays 17 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 12, 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
Fiduciary accounting firms by geography
- Fiduciary accounting firms based in the United States
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
- Fiduciary accounting firms based in Italy
- Fiduciary accounting firms based in the United Kingdom
- Fiduciary accounting firms based in Luxembourg
- Fiduciary accounting firms based in the Netherlands
- Fiduciary accounting firms based in France
Cite this list
RevenueBase Data Team. Top 17 fiduciary accounting firms based in Houston, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/fiduciary-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
- Fiduciary accounting firms based in the United States
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
Company intelligence · public preview
Top 17 fiduciary accounting firms based in Houston, United States
RevenueBase records 29 matching company records for fiduciary accounting firms based in Houston, United States, with 201 tracked contacts and 90 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 17 fiduciary 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 | Willis Johnson & Associateswjohnsonassociates.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 54 contacts → |
“We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capstone Forensic Group LLCcapstoneforensic.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“A principled firm with an extensive knowledge of forensic accounting and valuation services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hightower Trust Company, N.Ahightowertrust.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Champion Capital Researchchampioncr.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Champion Capital Research's commitment is to provide exceptional research, portfolio management, investment advisory, and fiduciary assessment and education services so that…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wise Capital Partnerswisecapitalpartners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Forthright Family Wealthforthrightwealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Compton & Wendlercw-cpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Compton & Wendler, P.C.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Concurrent Wealth Managementconcurrentfp.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Concurrent Wealth Management is a Houston-based, independent, flat-fee fiduciary financial planning firm serving high-income Gen X professionals, executives, and oil and gas…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mantel Wealth Management, LLCmantelwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mantel Wealth Management was founded with the belief that trust, dedicated service and solid financial advice will provide the foothold for our clients to achieve their life goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Beacon Financial Planners, INCbeaconfinancialplanners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Beacon Financial Planners was established in 2019 with a clear vision: to serve as a trusted guide in the complex world of financial planning.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Haussli Gulitus Group, LLChggaccounting.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Headquartered in Houston, Haussli Gulitus Group, LLC is a family-owned accounting service that offers experienced bookkeepers and dedicated support to provide both personal and…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Porter Investmentsporterinv.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Porter Investments is a fiduciary investment management firm based in Houston, Texas, helping self-directed and hybrid investors gain professional guidance and grow their…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Taursas Investmentstaursas.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Taursas Investments is a modern investment advisory and financial planning firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Fiduciary accounting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
29 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 51.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 12, 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 ↗
Fiduciary accounting firms by metro in the United States
Questions about this company list
What does Exact match mean for fiduciary 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 fiduciary accounting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 29 matching company records, 201 tracked contacts and 90 verified emails. The public preview displays 17 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 12, 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 17 fiduciary accounting firms based in Houston, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/fiduciary-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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