Company lists · Data refreshed September 2026

Top 25 Financial services companies based in Houston, United States

The Houston financial services companies directory contains 67 companies and 7,079 contacts, including 1,857 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.

Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
67Companies
7,079Contacts tracked
1,857Verified emails
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The 25 largest financial services companies based in Houston, United States

Ranked by team size
Top 25 of 67 financial services companies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to financial services companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261,001-5,0004,263 contacts →

“American National Insurance Company, founded in Galveston, Texas, in 1905 and now headquartered in Houston, has successfully managed a broad portfolio of insurance and financial…”

Source: company website · checked Sep 6, 2026
2Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 20261,001-5,0001,532 contacts →

“A bank for Texans, built by Texans.”

Source: company website · checked Sep 6, 2026
3Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 2026n/a205 contacts →

“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…”

Source: company website · checked Sep 6, 2026
4Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 202651-20081 contacts →

“We are in the center of a dynamic and bustling business community that is highly diversified in its ethnicity and rich in culture.”

Source: company website · checked Sep 6, 2026
5Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5033 contacts →

“Unity National Bank is creating opportunities across Texas.”

Source: company website · checked Sep 6, 2026
6Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5030 contacts →

“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: company website · checked Sep 6, 2026
7Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5027 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…”

Source: company website · checked Sep 6, 2026
8Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5025 contacts →

“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.”

Source: company website · checked Sep 6, 2026
9Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5012 contacts →

“Reaching financial success doesn’t happen by accident.”

Source: company website · checked Sep 6, 2026
10Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-5010 contacts →

“Unity National Bank Of Houston is a banking company based out of 2602 BLODGETT ST, Houston, Texas, United States.”

Source: company website · checked Sep 6, 2026
11Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-506 contacts →

“Cypress Asset Management is a Financial Services company located in Houston, Texas.”

Source: company website · checked Sep 6, 2026
12Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-106 contacts →

“At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.”

Source: company website · checked Sep 6, 2026
13Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-105 contacts →

“Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!”

Source: company website · checked Sep 6, 2026
14Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…”

Source: company website · checked Sep 6, 2026
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-104 contacts →
Source: company website · checked Sep 6, 2026
16Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-504 contacts →

“Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.”

Source: company website · checked Sep 6, 2026
17Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-103 contacts →

“At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.”

Source: company website · checked Sep 6, 2026
18Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-103 contacts →

“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: company website · checked Sep 6, 2026
19Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-103 contacts →

“Delta Advisory Group are leaders in providing financial services including financial planning, investment opportunities and market updates.”

Source: company website · checked Sep 6, 2026
20Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-102 contacts →

“Since 1979, Decker & Associates has been a leader in the field of personal corporate finance.”

Source: company website · checked Sep 6, 2026
21Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 202611-502 contacts →

“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.”

Source: company website · checked Sep 6, 2026
22Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-102 contacts →

“Atkinson Life & Legacy Solutions offers quality of life solutions through financial planning, investing, and life insurance.”

Source: company website · checked Sep 6, 2026
23Indirect evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-102 contacts →

“At Keyalo Capital, we serve Individual and Corporate Investors.”

Source: company website · checked Sep 6, 2026
24Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-101 contacts →

“DPH Financial provides financial advice tailored to each client's unique situation through the use of personalized financial planning and investment planning services.”

Source: company website · checked Sep 6, 2026
25Strong evidenceHouston, TX, United StatesHQ checked Sep 6, 20261-101 contacts →

“At Next Step Financial Transitions we help individuals and families navigate all of life’s transitions.”

Source: company website · checked Sep 6, 2026

Showing 25 of 67 financial services companies based in Houston, United States

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

As of Sep 6, 2026
26.2%Verified-email coverage
105.7Average contacts per company
1-10Median size (employees)
261.2%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
16
51-200
6
201-500
2
1,001-5,000
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 67 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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 1,857 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 6, 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.

Frequently asked

How many financial services companies are in the directory?

The directory contains 67 financial services companies based in Houston, United States.

Where are the financial services companies located?

The directory covers financial services companies based in Houston, United States; New York is the single most-represented city among the companies on the list.

How many contacts and email addresses are available for financial services companies?

The directory includes 7,079 contacts and 1,857 email addresses for financial services companies.

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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.