Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in Houston, United States

Name: Investment advisory platforms based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 71 companies tracked

RevenueBase identified 71 company matches for investment advisory platforms associated with Houston, United States as of October 2026 and tracks 317 professional contacts across them, including 119 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Houston has 71.

This list covers company matches for investment advisory 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 October 1, 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 Oct 1, 2026 How this list was built

71Companies

317Contacts tracked

119Verified emails

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

The 25 largest investment advisory platforms based in Houston, United States

Ranked by team size

Top 25 of 71 company matches for investment advisory platforms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Eagle Global Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2	Entoro	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Amassing Investment	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
8	leadcenter.ai	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “The first All-in-One CRM Platform for RIAs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Patron Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “YOUR GOALS.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	King Capital Advisors, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Childress Capital Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Brownlee Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Brownlee Wealth Management is a fixed fee RIA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Patriot Wealth Management, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Founders Capital Management, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Sterling Portfolio Managers LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Integrity Financial Planning	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Personal Index Portfolios and Financial Planning for individuals, families, and their businesses” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Portfolio Advisory Council, L.L.C	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	Bayou City Financial Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “At Bayou City Financial Advisors, relationships and confidence are paramount.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	First Houston Capital	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Dividends360	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “In the realm of investment, Dividends360 stands out as a comprehensive, cloud-based software tool tailored for investors seeking to maximize their dividend income efficiently.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Park 10 Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Helping You to Avoid Major Market Downturns Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Mcdonald Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Fruth Investment Management, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Keyalo Capital	Exact match	Houston, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Keyalo Capital, we serve Individual and Corporate Investors.” Recorded in the RevenueBase company graph · Oct 1, 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 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 71 investment advisory platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 119 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment advisory platforms based in Houston, United States at a glance

As of Oct 1, 2026

37.5%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 71 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 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 119 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 October 1, 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 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 71 company matches for investment advisory platforms associated with Houston, United States as of October 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?

Eagle Global Advisors 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 platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Houston has 71.

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 119 professional contacts with verified work emails tracked across these 71 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 October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 71 investment advisory platforms based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment advisory platforms 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.