Company lists · Data refreshed September 2026

Top 19 Nonprofit financial advisors based in Houston, United States

RevenueBase identified 54 nonprofit financial advisors headquartered in Houston, United States as of September 2026 and tracks 300 professional contacts across them, including 102 with verified work emails. New York is the largest hub.

This list covers nonprofit financial 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
54Companies
300Contacts tracked
102Verified emails
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The 19 largest nonprofit financial advisors based in Houston, United States

Ranked by team size
Top 19 of 54 nonprofit financial 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 nonprofit financial 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 202651-20072 contacts →

Partial evidence

“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceHouston, TX, United StatesHQ checked Sep 20, 202611-5030 contacts →

Strong 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
3Indirect evidenceHouston, TX, United StatesHQ checked Sep 20, 202611-5027 contacts →

Indirect evidence

“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 202651-20018 contacts →

Partial 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
5Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-1014 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
6Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-1013 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
8Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“Since 1984, Serving the Nonprofits that Serve Our Communities Executive Service Corps of Houston is focused exclusively on advising nonprofits.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“An independent, full service Financial Planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Purpose driven life planning and values based investing”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Haywood Wealth is dedicated to helping clients achieve their financial goals through comprehensive, personalized financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Copper Mountain Capital is a money management and financial planning organization.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 202611-502 contacts →

Partial 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
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“You’ve spent your life working for your money.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“We provide project-based financial planning & investment management services on topics such as retirement planning, risk management, portfolio management, college savings, cash…”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing…”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceHouston, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“DPH Financial provides financial advice tailored to each client's unique situation through the use of personalized financial planning and investment planning services.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 54 nonprofit financial advisors based in Houston, United States

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Nonprofit financial advisors based in Houston, United States at a glance

As of Sep 20, 2026
34.0%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
187.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
9
51-200
2
10001+
1

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 54 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 nonprofit financial 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 “nonprofit financial 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 nonprofit financial 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 nonprofit financial 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, 102 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.

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 nonprofit financial 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 nonprofit financial advisors are there based in Houston, United States?

RevenueBase identified 54 nonprofit financial 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?

Strategic Financial Group, headquartered in Houston, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

New York leads with 101 headquartered companies, followed by Chicago (73) and Atlanta (62).

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 102 verified decision-maker contacts tracked across these 54 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.