Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Houston, United States

Name: Integrated wealth platforms 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 88 companies tracked

RevenueBase identified 88 company matches for integrated wealth platforms associated with Houston, United States as of September 2026 and tracks 930 professional contacts across them, including 335 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Houston has 88.

This list covers company matches for integrated wealth platforms 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 28, 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 28, 2026 How this list was built

88Companies

930Contacts tracked

335Verified emails

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The 25 largest integrated wealth platforms based in Houston, United States

Ranked by team size

Top 25 of 88 company matches for integrated wealth platforms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	n/a	166 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 · Sep 28, 2026 · View company records in RevenueBase
2	IMG Financial Group, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	n/a	86 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Americana Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	74 contacts →
	Exact match “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Linscomb Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	51-200	53 contacts →
	Exact match “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Intrua Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	41 contacts →
	Exact match “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Totus Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	26 contacts →
	Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Icon Wealth Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Tanglewood Total Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
13	Capitalwise	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “At Capitalwise Wealth Management, our focus is partnering with high-net-worth families and select local businesses, to help them simplify life and focus on what’s most important…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Skyward Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	leadcenter.ai	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “The first All-in-One CRM Platform for RIAs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
18	RHP Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	The Clarus Group, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	KDK Private Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Three Cords Wealth Management Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
23	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
24	Love Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Aspire Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 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 “integrated wealth platforms”. 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 88 integrated wealth platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 335 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Integrated wealth platforms based in Houston, United States at a glance

As of Sep 28, 2026

36.0%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 88 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 “integrated wealth platforms” 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 335 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 28, 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.

Integrated wealth platforms 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 “integrated wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many integrated wealth platforms are there based in Houston, United States?

RevenueBase identified 88 company matches for integrated wealth platforms 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?

Next Financial Group 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 integrated wealth platforms?

New York leads the United States with 243 company records, followed by Chicago (110) and Atlanta (102). Houston has 88.

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 335 professional contacts with verified work emails tracked across these 88 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 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 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.