Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in Houston, United States

Name: Investment adviser law firms 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 76 companies tracked

RevenueBase identified 76 company matches for investment adviser law firms associated with Houston, United States as of September 2026 and tracks 374 professional contacts across them, including 151 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Houston has 76.

This list covers company matches for investment adviser law firms 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

76Companies

374Contacts tracked

151Verified emails

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The 25 largest investment adviser law firms based in Houston, United States

Ranked by team size

Top 25 of 76 company matches for investment adviser law firms 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	Avidian Wealth Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Chilton Capital Management LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
4	Saxon Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	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
6	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
8	Patron Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “YOUR GOALS.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	King Capital Advisors, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Childress Capital Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Childress Capital Advisors is the financial home for a select group of clients who value conflict-free advice, unconstrained access to core and unique investments, and a partner…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Robertson Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Robertson Wealth Management is a SEC registered investment advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Core Capital Management & Research	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Core Capital Management and Research, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	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
15	Brownlee Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Brownlee Wealth Management is a fixed fee RIA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Lifebridge Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
17	KWK Management, LLC KWK Partners, LP	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “KWK Management LLC, a Registered Investment Adviser established in 1995, manages investment funds offered to qualified investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Patriot Wealth Management, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Patriot Wealth Management, Inc.(“Patriot”) is a comprehensive financial management firm and a SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Verus Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Verus is a leader in financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Galene Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Portfolio Advisory Council, L.L.C	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Long-term relationships with our clients are testimony to the success of our philosophy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Bayou City Financial Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Bayou City Financial Advisors, relationships and confidence are paramount.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	First Houston Capital	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “First Houston Capital is a fee-only, registered investment advisor to high net worth individuals, their retirement plans, foundations, and others who seek professional asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Netshares	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Netshares is a Securities Exchange Commission (SEC) registered broker-dealer and a Financial Industry Regulatory Authority (FINRA) member firm providing investment banking and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Altere Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Wealth management firm offering financial planning, retirement planning, tax planning, insurance planning and estate planning.” 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 “investment adviser law firms”. 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 76 investment adviser law firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 151 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment adviser law firms based in Houston, United States at a glance

As of Sep 28, 2026

40.4%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 28, 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 76 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 “investment adviser law firms” 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 151 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.

Investment adviser law firms 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 “investment adviser law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment adviser law firms are there based in Houston, United States?

RevenueBase identified 76 company matches for investment adviser law firms 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?

Avidian Wealth Solutions 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 investment adviser law firms?

New York leads the United States with 160 company records, followed by Atlanta (80) and Houston (76).

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 151 professional contacts with verified work emails tracked across these 76 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.