Company lists · Data refreshed September 2026

Top 24 Financial planning platforms based in Houston, United States

Name: Financial planning platforms 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 46 companies tracked

RevenueBase identified 46 financial planning platforms headquartered in Houston, United States as of September 2026 and tracks 259 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (103 companies); Houston has 46.

This list covers financial planning platforms 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

46Companies

259Contacts tracked

81Verified emails

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The 24 largest financial planning platforms based in Houston, United States

Ranked by team size

Top 24 of 46 financial planning platforms 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 planning platforms: 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	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
2	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
3	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
4	Prota Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
5	Amassing Investment	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Source: RevenueBase Database · checked Sep 28, 2026
6	Caplo Advisory	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “We bring a more personal path to financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
7	WR Anderson & CO LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
8	Plains Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Plains Wealth Management provides comprehensive unbiased financial advice to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
9	Precision Financial Planning Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
10	Integrity Financial Planning	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Personal Index Portfolios and Financial Planning for individuals, families, and their businesses” Source: RevenueBase Database · checked Sep 28, 2026
11	Innovative Premier Financial Service Ipfs	Strong evidence	Houston, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Strong evidence “Comprehensive Business and Personal Financial Planning” Source: RevenueBase Database · checked Sep 28, 2026
12	Dividends360	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “In the realm of investment, Dividends360 stands out as a comprehensive, cloud-based software tool tailored for investors seeking to maximize their dividend income efficiently.” Source: RevenueBase Database · checked Sep 28, 2026
13	Concurrent Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Concurrent Wealth Management is a Houston-based, independent, flat-fee fiduciary financial planning firm serving high-income Gen X professionals, executives, and oil and gas…” Source: RevenueBase Database · checked Sep 28, 2026
14	Haywood Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Haywood Wealth is dedicated to helping clients achieve their financial goals through comprehensive, personalized financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
15	Sucre-Vail Wealth Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Sucré-Vail Wealth Advisors, we can take you on a journey beyond wealth, serving as your independent advocate.” Source: RevenueBase Database · checked Sep 28, 2026
16	Broom Consultants	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Broom Consultants offer financial advice on issues including pensions, mortgages, investments, healthcare, retirement, tax and corporate planning.” Source: RevenueBase Database · checked Sep 28, 2026
17	Gessner Wealth Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “You’ve spent your life working for your money.” Source: RevenueBase Database · checked Sep 28, 2026
18	Jennifer Lang Financial Services, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “JenniferLangInsuranceQuotes.com \| Compare Life Insurance Quotes https://jennifer-lang.insurancedivision.com/28155/O5Ubc9/ Failing to plan is planning to fail Building and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Collins Wealth Management LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong 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 28, 2026
20	Kaplan Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing…” Source: RevenueBase Database · checked Sep 28, 2026
21	Beacon Financial Planners, INC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Beacon Financial Planners was established in 2019 with a clear vision: to serve as a trusted guide in the complex world of financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
22	DPH Financial LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong 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 28, 2026
23	Ryerson Financial	Strong evidence	Houston, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Ryerson Financial provides financial planning to families and individuals who are ready to think differently about their finances.” Source: RevenueBase Database · checked Sep 28, 2026
24	Price Capital LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong 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 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 planning platforms. 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 platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning platforms. 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 24 of 46 financial planning platforms based in Houston, United States

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Financial planning platforms based in Houston, United States at a glance

As of Sep 28, 2026

31.3%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 28, 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 46 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 81 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 planning platforms 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 platforms, 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 platforms are there based in Houston, United States?

RevenueBase identified 46 financial planning platforms 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?

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

Which city in the United States has the most financial planning platforms?

New York leads the United States with 103 headquartered companies, followed by San Francisco (55) and Austin (48). Houston has 46.

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 81 verified decision-maker contacts tracked across these 46 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.