Company lists · Data refreshed October 2026

Top 25 Independent investment banks based in Houston, United States

Name: Independent investment banks based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 168 companies tracked

RevenueBase identified 168 company matches for independent investment banks associated with Houston, United States as of October 2026 and tracks 1,989 professional contacts across them, including 628 with verified work emails. Across the United States, New York is the largest hub for this category (942 companies); Houston has 168.

This list covers company matches for independent investment banks 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 October 14, 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 Oct 14, 2026 How this list was built

168Companies

1,989Contacts tracked

628Verified emails

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The 25 largest independent investment banks based in Houston, United States

Ranked by team size

Top 25 of 168 company matches for independent investment banks based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Opportune	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	201-500	300 contacts →
	Exact match “Opportune LLP is a leading global business advisory firm focused on adding value to clients across multiple industries with preeminence in energy.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Sirius Solutions	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	201-500	247 contacts →
	Exact match “eTeam Sirius Solutions L.L.C.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	n/a	162 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 · Oct 14, 2026 · View company records in RevenueBase
4	Main Street Capital Corporation	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	51-200	140 contacts →
	Exact match “Main Street Capital (NYSE: MAIN) is a leading provider of long-term, flexible capital solutions to established lower middle market companies, supporting American businesses that…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5	England & Company	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	93 contacts →
	Exact match “Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	79 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 · Oct 14, 2026 · View company records in RevenueBase
7	Gulfstar Group	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	49 contacts →
	Exact match “GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Statesman Business Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	30 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 · Oct 14, 2026 · View company records in RevenueBase
9	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	27 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 · Oct 14, 2026 · View company records in RevenueBase
10	Petrie Partners, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	25 contacts →
	Exact match “Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	25 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 · Oct 14, 2026 · View company records in RevenueBase
12	Cetane Associates	Exact match	Houston, United StatesHQ recorded Oct 14, 2026	11-50	23 contacts →
	Exact match “Cetane Associates provides hands-on merger and acquisition advisory services for privately held companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Pyxis Group	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	20 contacts →
	Exact match “We are a diversified advisory firm serving the global industrial sector.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	Gatsby Advisors Brokerage	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	1-10	20 contacts →
	Exact match “Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Turtleback Partners	Exact match	Houston, United StatesHQ recorded Oct 14, 2026	1-10	20 contacts →
	Exact match “Turtleback Partners raises private capital for companies and LP capital for fund sponsors.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Hssk, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	20 contacts →
	Exact match “HSSK is now Weaver!” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Certified Business Brokers	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	19 contacts →
	Exact match “Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Woodrock & CO	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	1-10	16 contacts →
	Exact match “At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	BFL Associates LTD	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	PPHB	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	14 contacts →
	Exact match “Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	13 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Brady CFO	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	1-10	10 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 · Oct 14, 2026 · View company records in RevenueBase
23	Cypress Asset Management	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	7 contacts →
	Exact match “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	DGP Capital	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “DGP Capital combines industry-focused expertise and over $7 Billion in transaction experience to provide growth-stage companies with tailored investment banking services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Tucker Financial LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 14, 2026	11-50	7 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 · Oct 14, 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 “independent investment banks”. 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 168 independent investment banks based in Houston, United States

See the full list, filter by size, metro and specialty, and access 628 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Independent investment banks based in Houston, United States at a glance

As of Oct 14, 2026

31.6%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

116

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 168 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 “independent investment banks” 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 628 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 October 14, 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.

Independent investment banks 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 “independent investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent investment banks are there based in Houston, United States?

RevenueBase identified 168 company matches for independent investment banks associated with Houston, United States as of October 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?

Opportune 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 independent investment banks?

New York leads the United States with 942 company records, followed by Chicago (213) and Los Angeles (184). Houston has 168.

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 628 professional contacts with verified work emails tracked across these 168 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 October 14, 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.