Company lists · Data refreshed September 2026

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

RevenueBase identified 76 investment adviser law firms headquartered in 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 (155 companies); Houston has 76.

This list covers investment adviser law firms 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
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 investment adviser law firms 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 investment adviser law firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 202651-20048 contacts →

Indirect evidence

“Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5037 contacts →

Strong evidence

“Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-1014 contacts →

Partial 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
4Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Comstock has been providing independent, objective advice to individuals and families for 40 years.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-109 contacts →

Strong evidence

“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“YOUR GOALS.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“An independent, full service Financial Planning firm.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-506 contacts →

Strong evidence

“Robertson Wealth Management is a SEC registered investment advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Core Capital Management and Research, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“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)!”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Brownlee Wealth Management is a fixed fee RIA.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“KWK Management LLC, a Registered Investment Adviser established in 1995, manages investment funds offered to qualified investors.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-504 contacts →

Strong evidence

“Patriot Wealth Management, Inc.(“Patriot”) is a comprehensive financial management firm and a SEC Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Verus is a leader in financial services.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-103 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
21Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Long-term relationships with our clients are testimony to the success of our philosophy.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“At Bayou City Financial Advisors, relationships and confidence are paramount.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Netshares is a Securities Exchange Commission (SEC) registered broker-dealer and a Financial Industry Regulatory Authority (FINRA) member firm providing investment banking and…”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Wealth management firm offering financial planning, retirement planning, tax planning, insurance planning and estate planning.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 76 investment adviser law firms based in Houston, United States

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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
60
11-50
15
51-200
1

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment adviser law firms, 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 “investment adviser law firms”. 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 investment adviser law firms), 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 investment adviser law firms, 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, 151 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.

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

RevenueBase identified 76 investment adviser law firms 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?

Avidian Wealth Solutions, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most investment adviser law firms?

New York leads the United States with 155 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 151 verified decision-maker contacts tracked across these 76 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.