Company lists · Data refreshed September 2026

Top 25 Financial services executives based in Houston, United States

Name: Financial services executives 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 65 companies tracked

RevenueBase identified 65 company matches for financial services executives associated with Houston, United States as of September 2026 and tracks 5,741 professional contacts across them, including 1,306 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Houston has 65.

This list covers company matches for financial services executives 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

65Companies

5,741Contacts tracked

1,306Verified emails

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

Ranked by team size

Top 25 of 65 company matches for financial services executives 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	American National	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	4,263 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Banorte Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	n/a	205 contacts →
	Exact match “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	n/a	166 contacts →
	Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	80 contacts →
	Exact match “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	OAK Harvest Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	44 contacts →
	Exact match “Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Unity National Bank	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	33 contacts →
	Exact match “Unity National Bank is creating opportunities across Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	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
8	Monex Securities, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	25 contacts →
	Exact match “Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	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
10	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Unity National Bank Of Houston	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “Unity National Bank Of Houston is a banking company based out of 2602 BLODGETT ST, Houston, Texas, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Cypress Asset Management	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	6 contacts →
	Exact match “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	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
14	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “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)!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Tucker Financial LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “At Tucker Financial, we work with you on a personal level to determine the best solutions for your unique financial needs, then leverage our seasoned expertise to achieve the best…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Bainbridge Financial Services, LTD	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Sterling Portfolio Managers LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Precision Financial Planning Services	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	4 contacts →
	Exact match “Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Clariben Group	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	51-200	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	The AFP Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Galene Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Mcdonald Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Keyalo Capital	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At Keyalo Capital, we serve Individual and Corporate Investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Atkinson Life & Legacy Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Atkinson Life & Legacy Solutions offers quality of life solutions through financial planning, investing, and life insurance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Price Capital LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” 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 executives”. 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 65 financial services executives based in Houston, United States

See the full list, filter by size, metro and specialty, and access 1,306 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

22.7%Verified-email coverage

88.3Average contacts per company

1-10Median size (employees)

Sep 16, 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 65 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 executives” 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 1,306 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 executives 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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 65 company matches for financial services executives 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?

American National 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 executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65).

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 1,306 professional contacts with verified work emails tracked across these 65 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.