Company lists · Data refreshed September 2026

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

Name: Investment advisory 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 137 companies tracked

RevenueBase identified 137 company matches for investment advisory law firms associated with Houston, United States as of September 2026 and tracks 769 professional contacts across them, including 369 with verified work emails. Across the United States, New York is the largest hub for this category (288 companies); Houston has 137.

This list covers company matches for investment advisory 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

137Companies

769Contacts tracked

369Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 137 company matches for investment advisory 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	FCA Corp	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	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
4	Financial Synergies Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	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
6	Eagle Global Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Goodman Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	51-200	18 contacts →
	Exact match “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	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
11	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
12	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
13	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
14	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	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
16	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
17	The Goff Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Since 1994, The Goff Financial Group has served long-term investors' interests as a fee-only and fully independent Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Smart Group Houston	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	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
20	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
21	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
22	Post OAK Private Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	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
24	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
25	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

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 advisory 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 137 investment advisory law firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 369 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026

48.0%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

105

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 137 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 advisory 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 369 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 advisory 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 advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 137 company matches for investment advisory 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 advisory law firms?

New York leads the United States with 288 company records, followed by Atlanta (153) and Houston (137).

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 369 professional contacts with verified work emails tracked across these 137 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.

Ready to reach these companies? Verified emails and direct dials for all 137 investment advisory law firms based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment advisory law firms by geography

Browse the directory

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.