Company lists · Data refreshed September 2026
Top 12 Hybrid advisory platforms based in Houston, United States
RevenueBase identified 29 hybrid advisory platforms headquartered in Houston, United States as of September 2026 and tracks 77 professional contacts across them, including 28 with verified work emails. Across the United States, New York is the largest hub for this category (75 companies); Houston has 29.
This list covers hybrid advisory platforms 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.
The 12 largest hybrid advisory platforms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13 contacts → | ||||
Indirect evidence “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 10 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 4 contacts → | ||||
Partial evidence “At Aspire Wealth Advisors, we seek first to understand who you love, how you wish to care for them, and the life you aspire to live.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4 contacts → | ||||
Indirect evidence “At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3 contacts → | ||||
Partial evidence “At Bayou City Financial Advisors, relationships and confidence are paramount.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2 contacts → | ||||
Indirect evidence “We help busy professionals map out their ideal live through a goals based financial planning process.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 1 contacts → | ||||
Indirect evidence “We understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Partial evidence “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Partial evidence “From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence “DPH Financial provides financial advice tailored to each client's unique situation through the use of personalized financial planning and investment planning services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence “At Next Step Financial Transitions we help individuals and families navigate all of life’s transitions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “Money is personal, and Chevalier Wealth believes clients deserve an advisor partner that will provide them with a bespoke investment experience tailored to their needs and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: hybrid advisory platforms. 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 hybrid advisory platforms.
- Partial evidence
- Its own public description names part of hybrid advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name hybrid advisory platforms. 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 12 of 29 hybrid advisory platforms based in Houston, United States
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Hybrid advisory platforms based in Houston, United States at a glance
As of Sep 28, 2026Companies by employee count
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 29 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 hybrid advisory platforms, 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 “hybrid advisory platforms”. 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 hybrid advisory platforms), 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 hybrid advisory platforms, 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, 28 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.
Hybrid advisory platforms 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 hybrid advisory platforms, 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 hybrid advisory platforms are there based in Houston, United States?
RevenueBase identified 29 hybrid advisory platforms 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?
Heritage Wealth Management, headquartered in Houston, tops this list with the largest team on record.
Which city in the United States has the most hybrid advisory platforms?
New York leads the United States with 75 headquartered companies, followed by San Francisco (35) and Atlanta (31). Houston has 29.
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 28 verified decision-maker contacts tracked across these 29 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.
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