Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies based in Houston, United States

Name: Nonprofit wealth management companies based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 18, 2026 73 companies tracked

RevenueBase identified 73 company matches for nonprofit wealth management companies associated with Houston, United States as of October 2026 and tracks 614 professional contacts across them, including 302 with verified work emails. Across the United States, New York is the largest hub for this category (143 companies); Houston has 73.

This list covers company matches for nonprofit wealth management companies associated with Houston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 18, 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 RevenueBase SmartSearch · Exact Recorded Oct 18, 2026 How this list was built

73Companies

614Contacts tracked

302Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest nonprofit wealth management companies based in Houston, United States

Ranked by team size

Top 25 of 73 company matches for nonprofit wealth management companies based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Americana Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	85 contacts →
	Exact match “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Legacy Trust Company, N.A	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	53 contacts →
	Exact match “As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Linscomb Wealth	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	51-200	47 contacts →
	Exact match “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Sentinel Trust Company, LBA	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	43 contacts →
	Exact match “At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	FCA Corp	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	42 contacts →
	Exact match “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Mosaic	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	29 contacts →
	Exact match “As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	Icon Wealth Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	23 contacts →
	Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Tanglewood Total Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	16 contacts →
	Exact match “Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	13 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Arkos Global Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	13 contacts →
	Exact match “Arkos exists to help families thrive across generations by connecting their wealth with their purpose.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	Capitalwise	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	13 contacts →
	Exact match “At Capitalwise Wealth Management, our focus is partnering with high-net-worth families and select local businesses, to help them simplify life and focus on what’s most important…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Skyward Financial, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	12 contacts →
	Exact match “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Century OAK Private Wealth	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	11 contacts →
	Exact match “Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	10 contacts →
	Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	Well Lived Wealth, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	10 contacts →
	Exact match “Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	RHP Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	8 contacts →
	Exact match “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Autumn Lane Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	8 contacts →
	Exact match “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	Love Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	6 contacts →
	Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Three Cords Wealth Management Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	11-50	5 contacts →
	Exact match “As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Oakstreet Capital Management	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	5 contacts →
	Exact match “OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Stavis Wealth	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Henry Bragg & CO	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Doctors Financial Services - DFS	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Sterling Portfolio Managers LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Stegent Equity Advisors, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 18, 2026	1-10	4 contacts →
	Exact match “Comprehensive tax and financial planning \| Tax-efficient investment management \| Ranked as one of the top wealth management firms in Houston by Houston Business Journal” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “nonprofit wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 73 nonprofit wealth management companies based in Houston, United States

See the full list, filter by size, metro and specialty, and access 302 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Nonprofit wealth management companies based in Houston, United States at a glance

As of Oct 18, 2026

49.2%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 73 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Houston, United States whose business descriptions match “nonprofit wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 302 professional contacts with verified work emails across the full matched dataset. 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 October 18, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Nonprofit wealth management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there based in Houston, United States?

RevenueBase identified 73 company matches for nonprofit wealth management companies associated with Houston, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Americana Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most nonprofit wealth management companies?

New York leads the United States with 143 company records, followed by Atlanta (87) and Houston (73).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 302 professional contacts with verified work emails tracked across these 73 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 18, 2026.

Ready to reach these companies? Verified emails and direct dials for all 73 nonprofit wealth management companies based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit wealth management companies by geography

Browse the directory

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.