Company lists · Data refreshed September 2026

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

Name: Investment banking advisory 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 17, 2026 111 companies tracked

RevenueBase identified 111 investment banking advisory firms headquartered in Houston, United States as of September 2026 and tracks 1,198 professional contacts across them, including 452 with verified work emails. New York is the largest hub.

This list covers investment banking advisory 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 17, 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 17, 2026 86% judged on-target in blind review

111Companies

1,198Contacts tracked

452Verified emails

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

Ranked by team size

Top 25 of 111 investment banking advisory firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking advisory 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	Opportune	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	201-500	258 contacts →
	Partial evidence “Opportune LLP is a leading global business advisory firm focused on adding value to clients across multiple industries with preeminence in energy.” Source: RevenueBase Database · checked Sep 17, 2026
2	Tph&co	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	201-500	171 contacts →
	Indirect evidence “TPH & Co, the energy business of Perella Weinberg, provides strategic and financial advice to investors, management teams, boards of directors, government bodies, and other…” Source: RevenueBase Database · checked Sep 17, 2026
3	Next Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	n/a	166 contacts →
	Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 17, 2026
4	England & Company	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	99 contacts →
	Partial evidence “Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Source: RevenueBase Database · checked Sep 17, 2026
5	Gulfstar Group	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	42 contacts →
	Strong evidence “GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Source: RevenueBase Database · checked Sep 17, 2026
6	Statesman Business Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Partial evidence “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: RevenueBase Database · checked Sep 17, 2026
7	Petrie Partners, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	24 contacts →
	Strong evidence “Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Source: RevenueBase Database · checked Sep 17, 2026
8	Entoro	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	24 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 17, 2026
9	Woodrock & CO	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	19 contacts →
	Strong evidence “At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Source: RevenueBase Database · checked Sep 17, 2026
10	Atlas Aspect	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Advisory Services” Source: RevenueBase Database · checked Sep 17, 2026
11	BFL Associates LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
12	PPHB	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Source: RevenueBase Database · checked Sep 17, 2026
13	Paul Comstock Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 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 17, 2026
14	DGP Capital	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “DGP Capital combines industry-focused expertise and over $7 Billion in transaction experience to provide growth-stage companies with tailored investment banking services.” Source: RevenueBase Database · checked Sep 17, 2026
15	Market Street Capital, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Source: RevenueBase Database · checked Sep 17, 2026
16	SAY YES Enterprises	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “Say Yes!” Source: RevenueBase Database · checked Sep 17, 2026
17	Valedor Partners	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” Source: RevenueBase Database · checked Sep 17, 2026
18	Rinaldi Advisory Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Rinaldi Advisory Services is the leading consulting firm for mergers and acquisitions and exit strategy planning in the U.S.” Source: RevenueBase Database · checked Sep 17, 2026
19	Facila Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Facila Group is a private company headquartered in the United States and active throughout North and Latin America that provides a full-range of financial and advisory services to…” Source: RevenueBase Database · checked Sep 17, 2026
20	Focus Wealth Advisors, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Source: RevenueBase Database · checked Sep 17, 2026
21	Truview Business Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “TruView Business Advisors is a business brokerage and advisory firm specializing in confidential sales of privately held business between $500k and $10m across all industries.” Source: RevenueBase Database · checked Sep 17, 2026
22	Acquest Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Acquest Advisors, founded in 2007, is a leading M&A advisory boutique serving clients in the upstream, midstream and downstream energy and chemical industries” Source: RevenueBase Database · checked Sep 17, 2026
23	Paintmire, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “PaintMire is an advisory firm with problem solving expertise to work with clients on value added decisions related to strategic options, change management, process and efficiency…” Source: RevenueBase Database · checked Sep 17, 2026
24	Fieldstone Partners	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Strong evidence “Fieldstone Partners is a merchant banking firm focused on specialized financial advisory services for corporate clients and private equity investments across a broad range of…” Source: RevenueBase Database · checked Sep 17, 2026
25	Silvercliff Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Silvercliff is an independent investment and merchant bank founded in 2021 by a team of veteran energy bankers.” Source: RevenueBase Database · checked Sep 17, 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 banking advisory 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 banking advisory firms.
Partial evidence: Its own public description names part of investment banking advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking advisory 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 111 investment banking advisory firms based in Houston, United States

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

As of Sep 17, 2026

37.7%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

700.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 111 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 banking advisory 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 banking advisory 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 banking advisory 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 banking advisory 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, 452 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 17, 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 banking advisory firms by metro in the United States

Investment banking advisory firms in New York777
Investment banking advisory firms in Chicago165
Investment banking advisory firms in Los Angeles146
Investment banking advisory firms in Atlanta125
Investment banking advisory firms in Miami113
Investment banking advisory firms in Houston111
Investment banking advisory firms in Dallas110
Investment banking advisory firms in San Francisco97
Investment banking advisory firms in Boston86
Investment banking advisory firms in Austin72
Investment banking advisory firms in Charlotte67
Investment banking advisory firms in Washington62
Investment banking advisory firms in Denver53
Investment banking advisory firms in Tampa49
Investment banking advisory firms in San Diego47
Investment banking advisory firms in New York City43
Investment banking advisory firms in Newport Beach42
Investment banking advisory firms in Minneapolis40
Investment banking advisory firms in Scottsdale39
Investment banking advisory firms in Boca Raton32
Investment banking advisory firms in Irvine31
Investment banking advisory firms in Phoenix29
Investment banking advisory firms in Philadelphia28
Investment banking advisory firms in Nashville27
Investment banking advisory firms in Santa Monica27
Investment banking advisory firms in Seattle27
Investment banking advisory firms in Fort Lauderdale25
Investment banking advisory firms in Raleigh25

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

RevenueBase identified 111 investment banking advisory 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?

Opportune, headquartered in Houston, tops this list with the largest team on record.

Which city has the most investment banking advisory firms?

New York leads with 777 headquartered companies, followed by Chicago (165) and Los Angeles (146).

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 452 verified decision-maker contacts tracked across these 111 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 17, 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.