Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 190 companies tracked

RevenueBase identified 190 company matches for financial strategy consulting firms associated with Houston, United States as of September 2026 and tracks 893 professional contacts across them, including 281 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Houston follows with 190.

This list covers company matches for financial strategy consulting firms 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 30, 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 30, 2026 How this list was built

190Companies

893Contacts tracked

281Verified emails

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The 25 largest financial strategy consulting firms based in Houston, United States

Ranked by team size

Top 25 of 190 company matches for financial strategy consulting firms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
2	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	51-200	72 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Statesman Business Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	31 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
5	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
6	Axia Partners, Consulting	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
8	EFS Group, Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	18 contacts →
	Exact match “We are an accounting and advisory firm that takes a modern approach to traditional principles of business financial services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
10	Kinduz Consulting	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “KINDUZ is a global management consulting firm based out of UK, USA, India, Egypt and Mexico.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
12	BFL Associates LTD	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
14	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
15	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	11 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Smart Group Houston	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
17	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Exponent Prosperity Accelerator Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “Exponent works with business owners to enhance financial efficiency, profitability, and long-term enterprise value.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Well Lived Wealth, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Brady CFO	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Rinaldi Advisory Services	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Rinaldi Advisory Services is the leading consulting firm for mergers and acquisitions and exit strategy planning in the U.S.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Facila Group	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Facila Group is a private company headquartered in the United States and active throughout North and Latin America that provides a full-range of financial and advisory services to…” Recorded in the RevenueBase company graph · Sep 30, 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 strategy consulting firms”. 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 190 financial strategy consulting firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 281 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial strategy consulting firms based in Houston, United States at a glance

As of Sep 30, 2026

31.5%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

147

11-50

51-200

201-500

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 190 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 strategy consulting firms” 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 281 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 30, 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 strategy consulting firms 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 strategy consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial strategy consulting firms are there based in Houston, United States?

RevenueBase identified 190 company matches for financial strategy consulting firms 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?

Sanders Morris 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 strategy consulting firms?

New York leads the United States with 608 company records, followed by Houston (190) and Atlanta (183).

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 281 professional contacts with verified work emails tracked across these 190 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 30, 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.