Company lists · Data refreshed September 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 Sep 4, 2026 76 companies tracked

RevenueBase identified 76 investment advisory platforms headquartered in Houston, United States as of September 2026 and tracks 479 professional contacts across them, including 214 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

76Companies

479Contacts tracked

214Verified emails

Unlock all 76 companies 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 76 investment advisory platforms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Eagle Global AdvisorsStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	24
	“Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.” Source: company website · checked Sep 4, 2026
2	EntoroStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	23
	“Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Source: company website · checked Sep 4, 2026
3	Manske Wealth ManagementPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	14
	“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: company website · checked Sep 4, 2026
4	Haven Wealth Group, LLCIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	14
	“We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Source: company website · checked Sep 4, 2026
5	Callahan Advisors, LLCStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	13
	“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: company website · checked Sep 4, 2026
6	Amassing InvestmentPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	12
	“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Source: company website · checked Sep 4, 2026
7	Paul Comstock PartnersIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	11
	“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: company website · checked Sep 4, 2026
8	leadcenter.aiPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	10
	“The first All-in-One CRM Platform for RIAs.” Source: company website · checked Sep 4, 2026
9	Segment Wealth Management, LLCPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	10
	“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: company website · checked Sep 4, 2026
10	Patron PartnersIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	8
	“YOUR GOALS.” Source: company website · checked Sep 4, 2026
11	King Capital Advisors, INCPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	7
	“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
12	Childress Capital Advisors, LLCStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
13	Brownlee Wealth ManagementIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	5
	“Brownlee Wealth Management is a fixed fee RIA.” Source: company website · checked Sep 4, 2026
14	Patriot Wealth Management, INCStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	4
	“Patriot Wealth Management, Inc.(“Patriot”) is a comprehensive financial management firm and a SEC Registered Investment Advisor.” Source: company website · checked Sep 4, 2026
15	Founders Capital Management, INCPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“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…” Source: company website · checked Sep 4, 2026
16	Sterling Portfolio Managers LLCIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Source: company website · checked Sep 4, 2026
17	Integrity Financial PlanningIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Personal Index Portfolios and Financial Planning for individuals, families, and their businesses” Source: company website · checked Sep 4, 2026
18	Portfolio Advisory Council, L.L.CIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Long-term relationships with our clients are testimony to the success of our philosophy.” Source: company website · checked Sep 4, 2026
19	Bayou City Financial Advisors, LLCPartial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“At Bayou City Financial Advisors, relationships and confidence are paramount.” Source: company website · checked Sep 4, 2026
20	Dividends360Partial evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“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.” Source: company website · checked Sep 4, 2026
21	First Houston CapitalStrong evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
22	Park 10 Financial, LLCIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“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…” Source: company website · checked Sep 4, 2026
23	Mcdonald FinancialIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	2
	“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Source: company website · checked Sep 4, 2026
24	Fruth Investment Management, INCIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	11-50	2
	Source: company website · checked Sep 4, 2026
25	Penney Financial, LLCIndirect evidence	Houston, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“Penney Financial provides an alternative to the sales-driven financial services industry, so that all people - regardless of their net worth - have access to professional…” Source: company website · checked Sep 4, 2026

Showing 25 of 76 investment advisory platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 214 reachable decision-makers.

Free signup · no credit card

See all 76 companies

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

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, 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 advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 214 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 4, 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 platforms by metro in the United States

Frequently asked

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

RevenueBase identified 76 investment advisory platforms 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?

Eagle Global Advisors, headquartered in Houston, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 214 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 76 investment advisory platforms based in Houston, United States. Start with a free account, no credit card.

Get the full list

Related lists

Investment advisory platforms by geography

Browse the directory

Browse: Companies home · Investment advisory platforms in United States · All United States lists · All Investment advisory platforms lists · New lists

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.