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 investment advisory law firms headquartered in 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 (280 companies); Houston has 137.

This list covers investment advisory 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

137Companies

769Contacts tracked

369Verified emails

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

Ranked by team size

Top 25 of 137 investment advisory 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 advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Avidian Wealth Solutions	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	48 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
2	FCA Corp	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Indirect evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 28, 2026
3	Chilton Capital Management LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial 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
4	Financial Synergies Wealth Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
5	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 28, 2026
6	Eagle Global Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026
7	Goodman Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
8	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	18 contacts →
	Indirect evidence “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Source: RevenueBase Database · checked Sep 28, 2026
9	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Source: RevenueBase Database · checked Sep 28, 2026
10	Concenture Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Big financial decisions rarely come at the perfect time.” Source: RevenueBase Database · checked Sep 28, 2026
11	Manske Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	14 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
12	Saxon Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	13 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
13	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: RevenueBase Database · checked Sep 28, 2026
14	Callahan Advisors, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Strong evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
15	Skyward Financial, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
16	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
17	The Goff Financial Group	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “Since 1994, The Goff Financial Group has served long-term investors' interests as a fee-only and fully independent Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 28, 2026
18	Smart Group Houston	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
19	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Segment Wealth Management, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	Ascension Capital Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	9 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
22	Post OAK Private Wealth Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	RHP Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Source: RevenueBase Database · checked Sep 28, 2026
24	Patron Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “YOUR GOALS.” Source: RevenueBase Database · checked Sep 28, 2026
25	The Clarus Group, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory law firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 137 investment advisory law firms based in Houston, United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory 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 advisory 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 advisory 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 advisory 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, 369 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.

Investment advisory law firms by metro in the United States

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

RevenueBase identified 137 investment advisory 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 advisory law firms?

New York leads the United States with 280 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 369 verified decision-maker contacts tracked across these 137 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.