Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Houston, United States

Name: Hybrid advisory software companies based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 55 companies tracked

RevenueBase identified 55 hybrid advisory software companies headquartered in Houston, United States as of September 2026 and tracks 551 professional contacts across them, including 126 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Houston has 55.

This list covers hybrid advisory software companies 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

55Companies

551Contacts tracked

126Verified emails

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The 25 largest hybrid advisory software companies based in Houston, United States

Ranked by team size

Top 25 of 55 hybrid advisory software companies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Next Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	n/a	166 contacts →
	Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 28, 2026
2	LKJ Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	n/a	86 contacts →
	Indirect evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 28, 2026
3	Craig Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “Craig Group is an AI-enabled advisory firm, focused on maximizing growth for LMM, PE backed back companies We provide organic growth support through GTM strategy and…” Source: RevenueBase Database · checked Sep 28, 2026
4	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 28, 2026
6	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 28, 2026
7	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Source: RevenueBase Database · checked Sep 28, 2026
8	Manske Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 28, 2026
9	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
10	Amassing Investment	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Source: RevenueBase Database · checked Sep 28, 2026
11	Smart Group Houston	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
12	leadcenter.ai	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “The first All-in-One CRM Platform for RIAs.” Source: RevenueBase Database · checked Sep 28, 2026
13	The Clarus Group, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from…” Source: RevenueBase Database · checked Sep 28, 2026
14	Aspire Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
15	Galene Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026
16	Bayou City Financial Advisors, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Bayou City Financial Advisors, relationships and confidence are paramount.” Source: RevenueBase Database · checked Sep 28, 2026
17	Oakstreet Capital Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Source: RevenueBase Database · checked Sep 28, 2026
18	Sucre-Vail Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “At Sucré-Vail Wealth Advisors, we can take you on a journey beyond wealth, serving as your independent advocate.” Source: RevenueBase Database · checked Sep 28, 2026
19	Mcdonald Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Source: RevenueBase Database · checked Sep 28, 2026
20	Envisionvest	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
21	Green Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
22	Kaplan Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
23	Watson Wealth Management, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At Watson Wealth Management, our mission is to empower families and business owners to take control of their financial futures through personalized, transparent, and…” Source: RevenueBase Database · checked Sep 28, 2026
24	DPH Financial LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
25	Sethna Financial Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At Sethna Financial Group, our focus has always been on accomplishing our clients’ objectives.” Source: RevenueBase Database · checked Sep 28, 2026

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 software companies. 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 software companies.
Partial evidence: Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory software companies. 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 25 of 55 hybrid advisory software companies based in Houston, United States

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Hybrid advisory software companies based in Houston, United States at a glance

As of Sep 28, 2026

22.9%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 55 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 software companies, 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 software companies”. 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 software companies), 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 software companies, 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, 126 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 software companies 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 software companies, 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 software companies are there based in Houston, United States?

RevenueBase identified 55 hybrid advisory software companies 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?

Next Financial Group, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most hybrid advisory software companies?

New York leads the United States with 160 headquartered companies, followed by Chicago (70) and Atlanta (62). Houston has 55.

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 126 verified decision-maker contacts tracked across these 55 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.