Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 113 companies tracked

RevenueBase identified 113 company matches for fractional cfp services agencies associated with Houston, United States as of September 2026 and tracks 706 professional contacts across them, including 282 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Houston has 113.

This list covers company matches for fractional cfp services agencies 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 20, 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 20, 2026 How this list was built

113Companies

706Contacts tracked

282Verified emails

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The 25 largest fractional cfp services agencies based in Houston, United States

Ranked by team size

Top 25 of 113 company matches for fractional cfp services agencies based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	IMG Financial Group, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	90 contacts →
	Exact match “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	72 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Willis Johnson & Associates	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	54 contacts →
	Exact match “We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	FCA Corp	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Financial Synergies Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Smart Group Houston	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Caplo Advisory	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We bring a more personal path to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Guided Capital Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “As an independent, SEC-registered advisory firm, we put your best interests first with one simple, transparent fee and no hidden costs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Horizon Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
22	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
23	Focus Wealth Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
24	Lifebridge Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
25	Plains Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Plains Wealth Management provides comprehensive unbiased financial advice to our clients.” Recorded in the RevenueBase company graph · Sep 20, 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 “fractional cfp services agencies”. 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 113 fractional cfp services agencies based in Houston, United States

See the full list, filter by size, metro and specialty, and access 282 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fractional cfp services agencies based in Houston, United States at a glance

As of Sep 20, 2026

39.9%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 113 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 “fractional cfp services agencies” 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 282 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 20, 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.

Fractional cfp services agencies 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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fractional cfp services agencies are there based in Houston, United States?

RevenueBase identified 113 company matches for fractional cfp services agencies 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?

IMG Financial Group, INC 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 fractional cfp services agencies?

New York leads the United States with 160 company records, followed by Atlanta (132) and Houston (113).

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 282 professional contacts with verified work emails tracked across these 113 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 20, 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.