Company lists · Data refreshed September 2026

Top 25 Personal financial advisors based in Houston, United States

Name: Personal financial 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 264 companies tracked

RevenueBase identified 264 company matches for personal financial advisors associated with Houston, United States as of September 2026 and tracks 2,141 professional contacts across them, including 674 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Houston has 264.

This list covers company matches for personal financial advisors 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 September 20, 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 Sep 20, 2026 How this list was built

264Companies

2,141Contacts tracked

674Verified emails

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The 25 largest personal financial advisors based in Houston, United States

Ranked by team size

Top 25 of 264 company matches for personal financial advisors based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	AIG Retirement Services	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1,001-5,000	264 contacts →
	Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	n/a	166 contacts →
	Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	IMG Financial Group, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	90 contacts →
	Exact match “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	n/a	86 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Sanders Morris	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	80 contacts →
	Exact match “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	72 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Wealth Design Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	57 contacts →
	Exact match “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Linscomb Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	53 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 · Sep 20, 2026 · View company records in RevenueBase
9	OAK Harvest Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	44 contacts →
	Exact match “Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Intrua Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	FCA Corp	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	39 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 · Sep 20, 2026 · View company records in RevenueBase
12	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Totus Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	26 contacts →
	Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Financial Synergies Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Goodman Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	51-200	18 contacts →
	Exact match “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Capitalwise	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
25	Callahan Advisors, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 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 “personal financial advisors”. 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 264 personal financial advisors based in Houston, United States

See the full list, filter by size, metro and specialty, and access 674 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

31.5%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

198

11-50

51-200

201-500

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 264 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 “personal financial advisors” 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 674 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 September 20, 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.

Personal financial advisors 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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Houston, United States?

RevenueBase identified 264 company matches for personal financial advisors associated with Houston, United States as of September 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?

AIG Retirement Services 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 personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264).

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 674 professional contacts with verified work emails tracked across these 264 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 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 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.