Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Houston, United States

Name: Financial planning 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 30, 2026 278 companies tracked

RevenueBase identified 278 financial planning consulting firms headquartered in Houston, United States as of September 2026 and tracks 1,883 professional contacts across them, including 582 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Houston follows with 278.

This list covers financial planning 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 30, 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 30, 2026 86% judged on-target in blind review

278Companies

1,883Contacts tracked

582Verified emails

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The 25 largest financial planning consulting firms based in Houston, United States

Ranked by team size

Top 25 of 278 financial planning consulting firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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	AIG Retirement Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1,001-5,000	264 contacts →
	Partial evidence “AIG Retirement Services is now Corebridge Financial.” Source: RevenueBase Database · checked Sep 30, 2026
2	Accounting Solutions	Indirect evidence	Houston, PA, United StatesHQ checked Sep 30, 2026	n/a	149 contacts →
	Indirect evidence “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 30, 2026
3	Drda, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	91 contacts →
	Indirect evidence “DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Source: RevenueBase Database · checked Sep 30, 2026
4	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	90 contacts →
	Partial evidence “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 30, 2026
5	LKJ Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	n/a	86 contacts →
	Partial evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 30, 2026
6	Strategic Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	51-200	72 contacts →
	Partial evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 30, 2026
7	Miller Grossbard Advisors, LLP	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	51-200	57 contacts →
	Indirect evidence “At MGA, our approach is simple.” Source: RevenueBase Database · checked Sep 30, 2026
8	Willis Johnson & Associates	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
9	FCA Corp	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	39 contacts →
	Partial evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 30, 2026
10	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
11	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
12	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 30, 2026
13	Granite Harbor Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
14	Bentley, Bratcher, & Associates, PC	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	19 contacts →
	Partial evidence “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Source: RevenueBase Database · checked Sep 30, 2026
15	Sunbelt Securties, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
16	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
17	Manske Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	14 contacts →
	Strong evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 30, 2026
18	Mid-Continent Companies, LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Source: RevenueBase Database · checked Sep 30, 2026
19	Prota Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Strong evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 30, 2026
20	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
21	Dawson Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Partial evidence “Reaching financial success doesn’t happen by accident.” Source: RevenueBase Database · checked Sep 30, 2026
22	Financial Planning & TAX Office INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	1-10	12 contacts →
	Indirect evidence “We provide affordable and dependable bookkeeping & money management services to small businesses and individuals.” Source: RevenueBase Database · checked Sep 30, 2026
23	Smart Group Houston	Partial evidence	Houston, TX, United StatesHQ checked Sep 30, 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 30, 2026
24	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
25	Maddox, Thomson & Associates, P.C	Indirect evidence	Houston, TX, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Indirect evidence “MTA is a full service, privately held CPA firm established in 1985 in Houston, Texas.” Source: RevenueBase Database · checked Sep 30, 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 planning 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 financial planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 278 financial planning consulting firms based in Houston, United States

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Financial planning consulting firms based in Houston, United States at a glance

As of Sep 30, 2026

30.9%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

214

11-50

51-200

201-500

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 278 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 planning 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 “financial planning 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 financial planning 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 financial planning 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, 582 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 30, 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 planning 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 financial planning 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 financial planning consulting firms are there based in Houston, United States?

RevenueBase identified 278 financial planning 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?

AIG Retirement Services, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231).

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 582 verified decision-maker contacts tracked across these 278 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 30, 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.