Company lists · Data refreshed September 2026
Top 25 Financial planning recruiters based in Houston, United States
RevenueBase identified 60 company matches for financial planning recruiters associated with Houston, United States as of September 2026 and tracks 521 professional contacts across them, including 134 with verified work emails. Across the United States, New York is the largest hub for this category (181 companies); Houston has 60.
This list covers company matches for financial planning recruiters associated with Houston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest financial planning recruiters based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 134 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 72 contacts → | ||||
Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 23 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Hughes & Associates is an executive recruiting firm based in the heart of Houston, TX.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “We bring a more personal path to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “At Recruiting Industry Specific Experts we recognize every Wealth Management firm is different, which can make hiring difficult.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “For over two decades, ETI Professional Search has been the trusted partner for executive and professional search across industries and throughout the enterprise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “346-471-6233 Keen Search & Staffing is made up of staffing and recruiting industry professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “InterSearch Associates is a leader in matching talented professionals and hiring managers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Kathryn James Group is an established leader in the Executive Search industry with over 20 years experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Established in 2011, Duvera Consulting LLC is a Duvera Consulting is a full-service legal recruiting and placement firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Comprehensive Business and Personal Financial Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Argus Talent is an leading professional placement firm that specializes in recruiting for positions in finance and accounting, engineering and manufacturing,office professionals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “The professional staffing company that builds the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Hire-Authority is a leading placement company for accounting and finance professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning recruiters”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 60 financial planning recruiters based in Houston, United States
See the full list, filter by size, metro and specialty, and access 134 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters based in Houston, United States at a glance
As of Sep 20, 2026Companies by employee count
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 60 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Houston, United States whose business descriptions match “financial planning recruiters” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 134 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Chicago59
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Houston, United States?
RevenueBase identified 60 company matches for financial planning recruiters associated with Houston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Richard, Wayne & Roberts tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial planning recruiters?
New York leads the United States with 181 company records, followed by Atlanta (63) and Houston (60).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 134 professional contacts with verified work emails tracked across these 60 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 60 financial planning recruiters based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Houston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for financial planning recruiters based in Houston, United States, with 521 tracked contacts and 134 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Richard, Wayne & Robertsrwr.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 134 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Strategic Financial Groupsfgplanning.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 72 contacts → |
“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealth Development Strategies, LLCwealthdevelopmentstrategies.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Search Servicessearchsvc.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 23 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Contemporary Recruitingcontemporaryrecruiting.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hughes & Associatesppihughes.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 17 contacts → |
“Hughes & Associates is an executive recruiting firm based in the heart of Houston, TX.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fistaff, INCfistaff.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Toby Richey & Associatestobyrichey.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Prota Financialprotafinancial.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ESP Financial Searchespfs.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Caplo Advisorycaploadvisory.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“We bring a more personal path to financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | WR Anderson & CO LLCwranderson.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“An independent, full service Financial Planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Recruiting Industry Specific Experts, LLCriseuprecruiting.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“At Recruiting Industry Specific Experts we recognize every Wealth Management firm is different, which can make hiring difficult.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Synergy Independent Financial Solutionssynergyfinancialsolutions.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ETI Professional Searchetisearch.netHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“For over two decades, ETI Professional Search has been the trusted partner for executive and professional search across industries and throughout the enterprise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lifebridge Financial Grouplifebridgefg.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  First Harborfirstharbor.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Keen Search & Staffing, LLCkeenstaffing.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“346-471-6233 Keen Search & Staffing is made up of staffing and recruiting industry professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Intersearch Associatesintersearchassociates.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“InterSearch Associates is a leader in matching talented professionals and hiring managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Kathryn James Groupkathrynjamesgroup.comHQ: Houston, United StatesReported employees: 1-10 | Houston, United States | 1-10 | Exact match | 4 contacts → |
“Kathryn James Group is an established leader in the Executive Search industry with over 20 years experience.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Duvera Consulting LLCduveraconsulting.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Established in 2011, Duvera Consulting LLC is a Duvera Consulting is a full-service legal recruiting and placement firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Innovative Premier Financial Service Ipfsinnovativepfs.com HQ: Houston, United StatesReported employees: 11-50 | Houston, United States | 11-50 | Exact match | 3 contacts → |
“Comprehensive Business and Personal Financial Planning” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Argus Talent LLCargustalent.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Argus Talent is an leading professional placement firm that specializes in recruiting for positions in finance and accounting, engineering and manufacturing,office professionals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Whitaker Professionalwhitakercompanies.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“The professional staffing company that builds the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hire-Authorityhire-authority.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Hire-Authority is a leading placement company for accounting and finance professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Chicago59
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Houston, United States?
The saved snapshot records 60 matching company records, 521 tracked contacts and 134 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Houston, United States
RevenueBase records 60 matching company records for financial planning recruiters based in Houston, United States, with 521 tracked contacts and 134 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Richard, Wayne & Robertsrwr.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 134 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Strategic Financial Groupsfgplanning.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 72 contacts → |
“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth Development Strategies, LLCwealthdevelopmentstrategies.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Search Servicessearchsvc.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 23 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Contemporary Recruitingcontemporaryrecruiting.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hughes & Associatesppihughes.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 17 contacts → |
“Hughes & Associates is an executive recruiting firm based in the heart of Houston, TX.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fistaff, INCfistaff.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Toby Richey & Associatestobyrichey.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prota Financialprotafinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ESP Financial Searchespfs.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Caplo Advisorycaploadvisory.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“We bring a more personal path to financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | WR Anderson & CO LLCwranderson.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“An independent, full service Financial Planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Recruiting Industry Specific Experts, LLCriseuprecruiting.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“At Recruiting Industry Specific Experts we recognize every Wealth Management firm is different, which can make hiring difficult.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Synergy Independent Financial Solutionssynergyfinancialsolutions.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ETI Professional Searchetisearch.net HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 5 contacts → |
“For over two decades, ETI Professional Search has been the trusted partner for executive and professional search across industries and throughout the enterprise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifebridge Financial Grouplifebridgefg.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Harborfirstharbor.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Keen Search & Staffing, LLCkeenstaffing.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“346-471-6233 Keen Search & Staffing is made up of staffing and recruiting industry professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Intersearch Associatesintersearchassociates.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“InterSearch Associates is a leader in matching talented professionals and hiring managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Kathryn James Groupkathrynjamesgroup.com HQ: Houston, United StatesReported employees: 1-10 | Houston, United States | 1-10 | Exact match | 4 contacts → |
“Kathryn James Group is an established leader in the Executive Search industry with over 20 years experience.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Duvera Consulting LLCduveraconsulting.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Established in 2011, Duvera Consulting LLC is a Duvera Consulting is a full-service legal recruiting and placement firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Innovative Premier Financial Service Ipfsinnovativepfs.com HQ: Houston, United StatesReported employees: 11-50 | Houston, United States | 11-50 | Exact match | 3 contacts → |
“Comprehensive Business and Personal Financial Planning” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Argus Talent LLCargustalent.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Argus Talent is an leading professional placement firm that specializes in recruiting for positions in finance and accounting, engineering and manufacturing,office professionals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Whitaker Professionalwhitakercompanies.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“The professional staffing company that builds the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hire-Authorityhire-authority.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Hire-Authority is a leading placement company for accounting and finance professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Chicago59
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Houston, United States?
The saved snapshot records 60 matching company records, 521 tracked contacts and 134 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Financial planning recruiters by geography
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- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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