Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Houston, United States

Name: Low-cost investment advisors based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 72 companies tracked

RevenueBase identified 72 low-cost investment advisors headquartered in Houston, United States as of September 2026 and tracks 329 professional contacts across them, including 127 with verified work emails. New York is the largest hub.

This list covers low-cost investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

72Companies

329Contacts tracked

127Verified emails

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The 25 largest low-cost investment advisors based in Houston, United States

Ranked by team size

Top 25 of 72 low-cost investment advisors based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	30 contacts →
	Partial evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 20, 2026
2	Goodman Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
3	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
4	Haven Wealth Group, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
5	Manske Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
6	Heritage Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
7	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
8	Segment Wealth Management, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong 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 20, 2026
9	Ascension Capital Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 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 20, 2026
10	Freedom DAY Solutions	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Freedom Day Solutions™ is a financial advisory service focused on financial planning, investment management, and ongoing guidance.” Source: RevenueBase Database · checked Sep 20, 2026
11	Childress Capital Advisors, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
12	WR Anderson & CO LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
13	Lifebridge Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client…” Source: RevenueBase Database · checked Sep 20, 2026
14	Lavaca Capital, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	51-200	4 contacts →
	Partial evidence “Lavaca Capital, LLC is an independently owned investment management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
15	Patriot Wealth Management, INC	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Patriot Wealth Management, Inc.(“Patriot”) is a comprehensive financial management firm and a SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026
16	Founders Capital Management, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 20, 2026
17	Sterling Portfolio Managers LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
18	Integrity Financial Planning	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Personal Index Portfolios and Financial Planning for individuals, families, and their businesses” Source: RevenueBase Database · checked Sep 20, 2026
19	Bayou City Financial Advisors, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Bayou City Financial Advisors, relationships and confidence are paramount.” Source: RevenueBase Database · checked Sep 20, 2026
20	First Houston Capital	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
21	Mcdonald Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Source: RevenueBase Database · checked Sep 20, 2026
22	Envisionvest	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We help busy professionals map out their ideal live through a goals based financial planning process.” Source: RevenueBase Database · checked Sep 20, 2026
23	Penney Financial, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
24	Prowealthone	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “We understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away.” Source: RevenueBase Database · checked Sep 20, 2026
25	Perceptive Wealth Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Perceptive Wealth Advisors (PWA) is a Fee-Only Registered Investment Advisory firm founded by Amol Desai, CFA®, CFP®.” Source: RevenueBase Database · checked Sep 20, 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: low-cost investment advisors. 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 low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment advisors. 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 72 low-cost investment advisors based in Houston, United States

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Low-cost investment advisors based in Houston, United States at a glance

As of Sep 20, 2026

38.6%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

129.2%Largest-city concentration · New York

Sep 20, 2026Page data 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 for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 72 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 low-cost investment advisors, 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 “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 127 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 20, 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.

Low-cost investment advisors 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 low-cost investment advisors, 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 low-cost investment advisors are there based in Houston, United States?

RevenueBase identified 72 low-cost investment advisors 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?

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

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 127 verified decision-maker contacts tracked across these 72 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 20, 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.