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 fiduciary services companies headquartered in Houston, United States as of September 2026 and tracks 910 professional contacts across them, including 415 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

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 fiduciary services companies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Banorte Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	n/a	205 contacts →
	Indirect evidence “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Source: RevenueBase Database · checked Sep 20, 2026
2	Willis Johnson & Associates	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	Legacy Trust Company, N.A	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	52 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
4	Avidian Wealth Solutions	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	51-200	48 contacts →
	Strong evidence “Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients.” Source: RevenueBase Database · checked Sep 20, 2026
5	Houston Trust Company	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	44 contacts →
	Indirect evidence “Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in…” Source: RevenueBase Database · checked Sep 20, 2026
6	Sentinel Trust Company, LBA	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	42 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
7	Alterna Securities INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	38 contacts →
	Indirect evidence “Alterna Securities is registered with the Securities Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).” Source: RevenueBase Database · checked Sep 20, 2026
8	Chilton Capital Management LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
9	Financial Synergies Wealth Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
10	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 20, 2026
11	Concenture Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Big financial decisions rarely come at the perfect time.” Source: RevenueBase Database · checked Sep 20, 2026
12	Prota Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
13	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: RevenueBase Database · checked Sep 20, 2026
14	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
15	Ascension Capital Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
16	RHP Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Source: RevenueBase Database · checked Sep 20, 2026
17	Trinity Legacy Partners, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Our Mission: We seek to protect and grow our clients' legacy for generations to come.” Source: RevenueBase Database · checked Sep 20, 2026
18	Guided Capital Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect 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 20, 2026
19	Hipson Benefits, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Our primary focus at Hipson Benefits, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
20	Childress Capital Advisors, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect 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 20, 2026
21	NEW Capital Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
22	Stavis Wealth	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Wealth, and managing it, are complex endeavors.” Source: RevenueBase Database · checked Sep 20, 2026
23	WR Anderson & CO LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
24	Wealth Standard Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Source: RevenueBase Database · checked Sep 20, 2026
25	Three Cords Wealth Management Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect 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 20, 2026

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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 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)

129.5%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 415 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 20, 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.

Fiduciary services companies by metro in the United States

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

RevenueBase identified 95 fiduciary services companies 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?

Banorte Wealth Management, headquartered in Houston, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 415 verified decision-maker contacts tracked across these 95 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 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 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.