Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Houston, United States

Name: Financial advisor recruitment 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 144 companies tracked

RevenueBase identified 144 financial advisor recruitment firms headquartered in Houston, United States as of September 2026 and tracks 1,156 professional contacts across them, including 375 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Houston has 144.

This list covers financial advisor recruitment 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

144Companies

1,156Contacts tracked

375Verified emails

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The 25 largest financial advisor recruitment firms based in Houston, United States

Ranked by team size

Top 25 of 144 financial advisor recruitment 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 financial advisor recruitment 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	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
2	Richard, Wayne & Roberts	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Indirect evidence “When Richard, Wayne & Roberts began in 1978, our goal was to operate on a level of professionalism commensurate with that of the companies we serve.” Source: RevenueBase Database · checked Sep 28, 2026
3	Americana Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	74 contacts →
	Partial evidence “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Source: RevenueBase Database · checked Sep 28, 2026
4	Professional Alternatives	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Indirect evidence “Professional Alternatives has operated as one of the most award-winning recruiting firms in the nation for 25+ years.” Source: RevenueBase Database · checked Sep 28, 2026
5	Adroit Partners, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “At Adroit Partners, we are driven to provide the talent our clients require to exceed their objectives through a personal approach.” Source: RevenueBase Database · checked Sep 28, 2026
6	Financial Synergies Wealth Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
7	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
8	Search Services	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence “Through its four divisions: Search Finance, Search Technology, Search Support, and Search AI, Search Services is firmly established as the premier recruiting and staffing agency…” Source: RevenueBase Database · checked Sep 28, 2026
9	Hiring Source	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	20 contacts →
	Indirect evidence “The right people make all the difference.” Source: RevenueBase Database · checked Sep 28, 2026
10	Contemporary Recruiting	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “We are a recruiting firm specialized in delivering best-fit job placements by spending in depth one-on-one time with each candidate to ensure their success as well as providing…” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	Hughes & Associates	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Hughes & Associates is an executive recruiting firm based in the heart of Houston, TX.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fistaff, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Since 1992, FiStaff has been a trusted staffing and recruiting partner to banks, credit unions, mortgage companies, and financial organizations throughout Houston and across Texas.” Source: RevenueBase Database · checked Sep 28, 2026
14	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Source: RevenueBase Database · checked Sep 28, 2026
15	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
16	Toby Richey & Associates	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “Toby Richey & Associates is one of the largest national recruiting firms whose sole focus is placing top producing financial advisors with major Wall Street firms.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	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
19	Smart Group Houston	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong 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
20	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
21	Segment Wealth Management, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Strong evidence “Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Source: RevenueBase Database · checked Sep 28, 2026
22	Ascension Capital Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
23	RHP Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
24	ESP Financial Search	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “We here at ESP Financial Search have a deep understanding of every platform available to the Financial Consultant, whether it be regional, boutique,wire-house, independent…” Source: RevenueBase Database · checked Sep 28, 2026
25	King Capital Advisors, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.” 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: financial advisor recruitment 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 financial advisor recruitment firms.
Partial evidence: Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor recruitment 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 144 financial advisor recruitment firms based in Houston, United States

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Financial advisor recruitment firms based in Houston, United States at a glance

As of Sep 28, 2026

32.4%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

110

11-50

51-200

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 144 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 375 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.

Financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Houston, United States?

RevenueBase identified 144 financial advisor recruitment 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?

Next Financial Group, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Houston has 144.

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 375 verified decision-maker contacts tracked across these 144 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.