Company lists · Data refreshed September 2026

Top 25 Financial coaching services based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 68 companies tracked

RevenueBase identified 68 financial coaching services headquartered in Houston, United States as of September 2026 and tracks 263 professional contacts across them, including 66 with verified work emails. New York is the largest hub.

This list covers financial coaching services 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 19, 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 19, 2026 86% judged on-target in blind review

68Companies

263Contacts tracked

66Verified emails

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The 25 largest financial coaching services based in Houston, United States

Ranked by team size

Top 25 of 68 financial coaching services based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching services: 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	Wealth Design Group	Strong evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	51-200	57 contacts →
	Strong evidence “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Source: RevenueBase Database · checked Sep 19, 2026
2	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
3	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
4	Sunbelt Securties, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
5	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 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 19, 2026
6	Caplo Advisory	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We bring a more personal path to financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
7	WR Anderson & CO LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
8	Precision Financial Planning Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Source: RevenueBase Database · checked Sep 19, 2026
9	Goadvisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Empowering Your Financial Journey \| GoAdvisors We Rise by Lifting Others Welcome to GoAdvisors, your strategic partner in achieving financial excellence and business success.” Source: RevenueBase Database · checked Sep 19, 2026
10	Delta Advisory Group INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Delta Advisory Group are leaders in providing financial services including financial planning, investment opportunities and market updates.” Source: RevenueBase Database · checked Sep 19, 2026
11	Imendez & Associates	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “IMENDEZ & ASSOCIATES is not an investment firm in the traditional sense.” Source: RevenueBase Database · checked Sep 19, 2026
12	Decker & Associates, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Since 1979, Decker & Associates has been a leader in the field of personal corporate finance.” Source: RevenueBase Database · checked Sep 19, 2026
13	Copper Mountain Capital	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Copper Mountain Capital is a money management and financial planning organization.” Source: RevenueBase Database · checked Sep 19, 2026
14	Mcdonald Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Source: RevenueBase Database · checked Sep 19, 2026
15	Gessner Wealth Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “You’ve spent your life working for your money.” Source: RevenueBase Database · checked Sep 19, 2026
16	Sabine Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Based in Houston, Sabine Financial is a leading financial consulting firm specializing in working with small business owners on growing their current business, real estate, or…” Source: RevenueBase Database · checked Sep 19, 2026
17	AP TAX And Multiservice LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “AP Tax and Multiservices LLC is a financial institution where we help our clients plan, manage and accurately complete their taxes, Payroll and Bookkeeping.” Source: RevenueBase Database · checked Sep 19, 2026
18	Mayanah Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Mayanah Financial empowers, educates, and encourages our clients to attain financial freedom, enjoy peace of mind, and leave a legacy for generations based on Dave Ramsey's…” Source: RevenueBase Database · checked Sep 19, 2026
19	Price Capital LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Source: RevenueBase Database · checked Sep 19, 2026
20	Next Step Financial Transitions	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “At Next Step Financial Transitions we help individuals and families navigate all of life’s transitions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Collins Wealth Management LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “We provide project-based financial planning & investment management services on topics such as retirement planning, risk management, portfolio management, college savings, cash…” Source: RevenueBase Database · checked Sep 19, 2026
22	Renewed Wealth Therapy	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Renewed Wealth Therapy, also referred to as RWT, is a consulting practice that combines financial therapy expertise with community support.” Source: RevenueBase Database · checked Sep 19, 2026
23	Savvy Home Office	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Not everyone is blessed with financial savvy OR can take the time to learn to do it well themselves.” Source: RevenueBase Database · checked Sep 19, 2026
24	DPH Financial LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “DPH Financial provides financial advice tailored to each client's unique situation through the use of personalized financial planning and investment planning services.” Source: RevenueBase Database · checked Sep 19, 2026
25	Epitome Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Epitome Financial helps you and your family to secure more, to save more and to live freely!” Source: RevenueBase Database · checked Sep 19, 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 coaching services. 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 coaching services.
Partial evidence: Its own public description names part of financial coaching services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial coaching services. 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 68 financial coaching services based in Houston, United States

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Financial coaching services based in Houston, United States at a glance

As of Sep 19, 2026

25.1%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

133.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

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 68 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 coaching services, 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 coaching services”. 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 coaching services), 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 coaching services, 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, 66 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 19, 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 coaching services by metro in the United States

Financial coaching services in New York91
Financial coaching services in Atlanta73
Financial coaching services in Houston68
Financial coaching services in Austin57
Financial coaching services in Dallas51
Financial coaching services in Denver47
Financial coaching services in Charlotte45
Financial coaching services in Chicago44
Financial coaching services in Los Angeles43
Financial coaching services in Phoenix42
Financial coaching services in San Diego37
Financial coaching services in Tampa33
Financial coaching services in San Francisco32
Financial coaching services in Seattle29
Financial coaching services in Washington29
Financial coaching services in Columbus27
Financial coaching services in Cincinnati26
Financial coaching services in Columbia25
Financial coaching services in Portland25
Financial coaching services in Scottsdale25

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 coaching services, 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 coaching services are there based in Houston, United States?

RevenueBase identified 68 financial coaching services 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?

Wealth Design Group, headquartered in Houston, tops this list with the largest team on record.

Which city has the most financial coaching services?

New York leads with 91 headquartered companies, followed by Atlanta (73) and Houston (68).

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 66 verified decision-maker contacts tracked across these 68 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 19, 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.