Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Houston, United States

Name: Fiduciary services companies based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 95 companies tracked

RevenueBase identified 95 company matches for fiduciary services companies associated with Houston, United States as of September 2026 and tracks 910 professional contacts across them, including 415 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Houston follows with 95.

This list covers company matches for fiduciary services companies 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

95Companies

910Contacts tracked

415Verified emails

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The 25 largest fiduciary services companies based in Houston, United States

Ranked by team size

Top 25 of 95 company matches for fiduciary services companies 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Banorte Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	n/a	205 contacts →
	Exact match “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Willis Johnson & Associates	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	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 20, 2026 · View company records in RevenueBase
3	Legacy Trust Company, N.A	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	52 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
4	Avidian Wealth Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	48 contacts →
	Exact match “Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Houston Trust Company	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	44 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
6	Sentinel Trust Company, LBA	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	42 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
7	Alterna Securities INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “Alterna Securities is registered with the Securities Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Chilton Capital Management LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Financial Synergies Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	25 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
10	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	24 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
11	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	14 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
12	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	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 20, 2026 · View company records in RevenueBase
14	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	RHP Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Trinity Legacy Partners, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Our Mission: We seek to protect and grow our clients' legacy for generations to come.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Guided Capital Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “As an independent, SEC-registered advisory firm, we put your best interests first with one simple, transparent fee and no hidden costs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Childress Capital Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	NEW Capital Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Stavis Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Three Cords Wealth Management Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 services companies”. 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 95 fiduciary services companies based in Houston, United States

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Fiduciary services companies based in Houston, United States at a glance

As of Sep 20, 2026

45.6%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 95 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 “fiduciary services companies” 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 415 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.

Fiduciary services companies 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 services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Houston, United States?

RevenueBase identified 95 company matches for fiduciary services companies 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?

Banorte Wealth Management 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 services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83).

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 415 professional contacts with verified work emails tracked across these 95 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.