Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Houston, United States

Name: Financial services consultancies 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 98 companies tracked

RevenueBase identified 98 financial services consultancies headquartered in Houston, United States as of September 2026 and tracks 2,192 professional contacts across them, including 779 with verified work emails. Across the United States, New York is the largest hub for this category (405 companies); Houston has 98.

This list covers financial services consultancies 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

98Companies

2,192Contacts tracked

779Verified emails

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

Ranked by team size

Top 25 of 98 financial services consultancies 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 services consultancies: 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	AIS Info	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,370 contacts →
	Indirect evidence “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Source: RevenueBase Database · checked Sep 28, 2026
2	Sirius Solutions	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	201-500	231 contacts →
	Indirect evidence “eTeam Sirius Solutions L.L.C.” Source: RevenueBase Database · checked Sep 28, 2026
3	Accounting Solutions	Indirect evidence	Houston, PA, United StatesHQ checked Sep 28, 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 28, 2026
4	Hugheswattersaskanase	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Indirect evidence “HWA has extensive experience in Banking Representation, Business Planning and Strategy, Business Bankruptcy, Bankruptcy Trustee Representation, Commercial Finance, Commercial…” Source: RevenueBase Database · checked Sep 28, 2026
5	Resolute Consulting Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Indirect evidence “Knowledge, Experience, Partnership Resolute Consulting Group is uniquely positioned to help your business achieve its goals.” Source: RevenueBase Database · checked Sep 28, 2026
6	Statesman Business Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: RevenueBase Database · checked Sep 28, 2026
7	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 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 28, 2026
8	Axia Partners, Consulting	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	Atlas Aspect	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Advisory Services” Source: RevenueBase Database · checked Sep 28, 2026
11	BFL Associates LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
12	Third Party Resources, Inc. 3pr, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Third Party Resources, Inc.(3PR, Inc.) is a specialized consulting firm that focuses on the unique regulatory compliance and risk management challenges facing banks and other…” Source: RevenueBase Database · checked Sep 28, 2026
13	Assurance Financial Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Financial Consultant services specializing in retirement planning and life insurance, giving advisors the freedom to do what is in the families best interest.” Source: RevenueBase Database · checked Sep 28, 2026
14	IMG Advisors LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “IMG Advisors LLC is a business advisory and technology consulting firm focused on providing advisory & consulting services to our global clients.” Source: RevenueBase Database · checked Sep 28, 2026
15	Brady CFO	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Source: RevenueBase Database · checked Sep 28, 2026
16	Yellow Bird Technology Consultants	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Leadership Philosophy:"At Yellow Bird, we don't just play the game-we redefine the board.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	Carrtegra, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Carrtegra is a Houston, Texas based management consulting firm specializing in Compliance, Controls and Ethics; Internal Controls; Financial Advisory; Technology Services; Risk…” Source: RevenueBase Database · checked Sep 28, 2026
19	Ashade & Associates	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Ashade and Associates LLC is a premier accounting and financial consulting firm dedicated to empowering businesses and individuals with strategic financial insights.” Source: RevenueBase Database · checked Sep 28, 2026
20	Galene Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026
21	Innovative Premier Financial Service Ipfs	Partial evidence	Houston, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Comprehensive Business and Personal Financial Planning” Source: RevenueBase Database · checked Sep 28, 2026
22	Morgan Garris, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Morgan Garris, a professional services and consulting firm headquartered in Houston, Texas, works diligently for our clients, solving customer problems and creating value.” Source: RevenueBase Database · checked Sep 28, 2026
23	MIG Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	2 contacts →
	Indirect evidence “MIG has the ability to yield results through our business knowledge, industry expertise, and passion for excellence by consulting for our clients with direct market intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
24	Intertech Consulting, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Intertech Consulting focuses on the intersection of technology and business, a place where strategic consulting, project management, and information systems implementation…” Source: RevenueBase Database · checked Sep 28, 2026
25	Ajin Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “A consulting firm you can depend on for your financial planning, real estate process, mortgage loans & business marketing services.#AjinServices” 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 services consultancies. 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 services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. 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 98 financial services consultancies based in Houston, United States

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

As of Sep 28, 2026

35.5%Verified-email coverage

22.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

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 98 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 consultancies, 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 consultancies”. 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 consultancies), 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 consultancies, 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, 779 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 services consultancies 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 services consultancies, 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 services consultancies are there based in Houston, United States?

RevenueBase identified 98 financial services consultancies 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?

AIS Info, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, followed by Chicago (113) and Houston (98).

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 779 verified decision-maker contacts tracked across these 98 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.