Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisory companies based in Houston, United States
RevenueBase identified 66 nonprofit financial advisory companies headquartered in Houston, United States as of September 2026 and tracks 319 professional contacts across them, including 109 with verified work emails. New York is the largest hub.
This list covers nonprofit financial advisory companies 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.
The 25 largest nonprofit financial advisory companies based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 72 contacts → | ||||
Partial evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 30 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 contacts → | ||||
Partial evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Partial evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Partial evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Purpose driven life planning and values based investing” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Empowering Your Financial Journey | GoAdvisors We Rise by Lifting Others Welcome to GoAdvisors, your strategic partner in achieving financial excellence and business success.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Copper Mountain Capital is a money management and financial planning organization.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “You’ve spent your life working for your money.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Mantel Wealth Management was founded with the belief that trust, dedicated service and solid financial advice will provide the foothold for our clients to achieve their life goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “Muhammad Endeavors Financial Services (MEFS) is a full-service accounting and financial operations firm dedicated to helping entrepreneurs, nonprofits, and growing organizations…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Holly N.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: nonprofit financial advisory companies. 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 nonprofit financial advisory companies.
- Partial evidence
- Its own public description names part of nonprofit financial advisory companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name nonprofit financial advisory companies. 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 66 nonprofit financial advisory companies based in Houston, United States
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Nonprofit financial advisory companies based in Houston, United States at a glance
As of Sep 20, 2026Companies by employee count
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 66 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 advisory companies, 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 advisory companies”. 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 advisory companies), 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 advisory companies, 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, 109 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.
Nonprofit financial advisory companies by metro in the United States
- Nonprofit financial advisory companies in New York124
- Nonprofit financial advisory companies in Chicago83
- Nonprofit financial advisory companies in Atlanta72
- Nonprofit financial advisory companies in Houston66
- Nonprofit financial advisory companies in Dallas55
- Nonprofit financial advisory companies in Denver55
- Nonprofit financial advisory companies in Los Angeles53
- Nonprofit financial advisory companies in Austin48
- Nonprofit financial advisory companies in Charlotte46
- Nonprofit financial advisory companies in San Diego45
- Nonprofit financial advisory companies in Phoenix44
- Nonprofit financial advisory companies in San Francisco41
- Nonprofit financial advisory companies in Washington38
- Nonprofit financial advisory companies in Boston37
- Nonprofit financial advisory companies in Portland36
- Nonprofit financial advisory companies in Indianapolis33
- Nonprofit financial advisory companies in Tampa32
- Nonprofit financial advisory companies in Seattle31
- Nonprofit financial advisory companies in Scottsdale28
- Nonprofit financial advisory companies in Cincinnati27
- Nonprofit financial advisory companies in Miami27
- Nonprofit financial advisory companies in Philadelphia27
- Nonprofit financial advisory companies in Rochester27
- Nonprofit financial advisory companies in Minneapolis26
- Nonprofit financial advisory companies in Pittsburgh25
- Nonprofit financial advisory companies in Raleigh25
- Nonprofit financial advisory companies in Tucson25
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 advisory companies, 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 advisory companies are there based in Houston, United States?
RevenueBase identified 66 nonprofit financial advisory companies 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 advisory companies?
New York leads with 124 headquartered companies, followed by Chicago (83) and Atlanta (72).
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 109 verified decision-maker contacts tracked across these 66 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.
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