Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in Houston, United States

Name: Finance consulting firms based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 190 companies tracked

RevenueBase identified 190 finance consulting firms headquartered in Houston, United States as of September 2026 and tracks 1,322 professional contacts across them, including 363 with verified work emails. Across the United States, New York is the largest hub for this category (535 companies); Houston has 190.

This list covers finance consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review

190Companies

1,322Contacts tracked

363Verified emails

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The 25 largest finance consulting firms based in Houston, United States

Ranked by team size

Top 25 of 190 finance consulting firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: 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	Sirius Solutions	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	201-500	231 contacts →
	Indirect evidence “eTeam Sirius Solutions L.L.C.” Source: RevenueBase Database · checked Sep 28, 2026
2	Next Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	n/a	166 contacts →
	Partial evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 28, 2026
3	Sanders Morris	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	80 contacts →
	Partial evidence “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Source: RevenueBase Database · checked Sep 28, 2026
4	Strategic Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	72 contacts →
	Partial evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 28, 2026
5	Resolute Consulting Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Partial evidence “Knowledge, Experience, Partnership Resolute Consulting Group is uniquely positioned to help your business achieve its goals.” Source: RevenueBase Database · checked Sep 28, 2026
6	Statesman Business Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: RevenueBase Database · checked Sep 28, 2026
7	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial 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 28, 2026
8	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Source: RevenueBase Database · checked Sep 28, 2026
9	Axia Partners, Consulting	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Source: RevenueBase Database · checked Sep 28, 2026
10	Granite Harbor Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial 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 28, 2026
11	Straife	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Straife provides corporate strategy, risk advisory, and compliance services to public and private sector organizations.” Source: RevenueBase Database · checked Sep 28, 2026
12	EFS Group, Pllc	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “We are an accounting and advisory firm that takes a modern approach to traditional principles of business financial services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Sunbelt Securties, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
14	Kinduz Consulting	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “KINDUZ is a global management consulting firm based out of UK, USA, India, Egypt and Mexico.” Source: RevenueBase Database · checked Sep 28, 2026
15	Atlas Aspect	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Advisory Services” Source: RevenueBase Database · checked Sep 28, 2026
16	Manske Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 28, 2026
17	BFL Associates LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	Trans4mative Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Trans4mative Advisors is a firm built to provide valued consulting to our clients and meaningful service to a larger world.” Source: RevenueBase Database · checked Sep 28, 2026
19	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: RevenueBase Database · checked Sep 28, 2026
20	Callahan Advisors, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
21	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
22	Smart Group Houston	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
23	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Post OAK Private Wealth Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Source: RevenueBase Database · checked Sep 28, 2026
25	Rinaldi Advisory Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Rinaldi Advisory Services is the leading consulting firm for mergers and acquisitions and exit strategy planning in the U.S.” Source: RevenueBase Database · checked Sep 28, 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: finance consulting firms. 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 finance consulting firms.
Partial evidence: Its own public description names part of finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance consulting firms. 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 190 finance consulting firms based in Houston, United States

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Finance consulting firms based in Houston, United States at a glance

As of Sep 28, 2026

27.5%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

142

11-50

51-200

201-500

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 190 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 finance consulting firms, 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 “finance consulting firms”. 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 finance consulting firms), 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 finance consulting firms, 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, 363 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 28, 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.

Finance consulting firms 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 finance consulting firms, 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 finance consulting firms are there based in Houston, United States?

RevenueBase identified 190 finance consulting firms 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?

Sirius Solutions, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, followed by Chicago (194) and Houston (190).

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 363 verified decision-maker contacts tracked across these 190 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 28, 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.