Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Houston, United States

Name: Financial services consultants based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 160 companies tracked

RevenueBase identified 160 company matches for financial services consultants associated with Houston, United States as of September 2026 and tracks 985 professional contacts across them, including 266 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Houston follows with 160.

This list covers company matches for financial services consultants 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 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

160Companies

985Contacts tracked

266Verified emails

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

Ranked by team size

Top 25 of 160 company matches for financial services consultants based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	AIG Retirement Services	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	264 contacts →
	Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	n/a	86 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	51-200	72 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
6	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	24 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	51-200	18 contacts →
	Exact match “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Atlas Aspect	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Advisory Services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	14 contacts →
	Exact match “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Mid-Continent Companies, LTD	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	14 contacts →
	Exact match “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	BFL Associates LTD	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	13 contacts →
	Exact match “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	13 contacts →
	Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Smart Group Houston	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Post OAK Private Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Assurance Financial Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Financial Consultant services specializing in retirement planning and life insurance, giving advisors the freedom to do what is in the families best interest.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 2026 · View company records in RevenueBase
23	The Tici Group Of Companies	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Welcome to The TICI Group of Companies Third party consultants & advisors on business, real estate, facilities, finance, asset & risk management to owners, operators, investors…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Focus Wealth Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Lifebridge Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 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 services consultants”. 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 160 financial services consultants based in Houston, United States

See the full list, filter by size, metro and specialty, and access 266 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

27.0%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

125

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 160 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 services consultants” 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 266 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 16, 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 services consultants by metro in the United States

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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Houston, United States?

RevenueBase identified 160 company matches for financial services consultants 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?

AIG Retirement Services 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142).

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 266 professional contacts with verified work emails tracked across these 160 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 16, 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 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.