Company lists · Data refreshed September 2026
Top 25 Philanthropic advisory firms based in Houston, United States
RevenueBase identified 77 company matches for philanthropic advisory firms associated with Houston, United States as of September 2026 and tracks 494 professional contacts across them, including 250 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Houston has 77.
This list covers company matches for philanthropic advisory firms 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.
The 25 largest philanthropic advisory firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 35 contacts → | ||||
Exact match “Dini Spheris is a Houston-based nonprofit fundraising consulting firm that's been partnering with local, national and international nonprofits for more than 50 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 24 contacts → | ||||
Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 12 contacts → | ||||
Exact match “Arkos exists to help families thrive across generations by connecting their wealth with their purpose.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 9 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Since 1984, Serving the Nonprofits that Serve Our Communities Executive Service Corps of Houston is focused exclusively on advising nonprofits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Bowles Womack & Company (BWC) is a specialized full service Houston-based Certified Public Accounting (CPA) firm providing advisory, tax and assurance in private client services…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “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…” 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 “philanthropic advisory firms”. 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 77 philanthropic advisory firms based in Houston, United States
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Philanthropic advisory firms 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 77 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 “philanthropic advisory firms” 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 250 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.
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory firms are there based in Houston, United States?
RevenueBase identified 77 company matches for philanthropic advisory firms 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?
Sentinel Trust Company, LBA 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 philanthropic advisory firms?
New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Houston has 77.
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 250 professional contacts with verified work emails tracked across these 77 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.
Ready to reach these companies? Verified emails and direct dials for all 77 philanthropic advisory firms based in Houston, United States. Start with a free account, no credit card.
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Philanthropic advisory firms by geography
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- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
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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.
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Company intelligence · public preview
Top 25 philanthropic advisory firms based in Houston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 77 matching company records for philanthropic advisory firms based in Houston, United States, with 494 tracked contacts and 250 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory firms based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Sentinel Trust Company, LBAsentineltrust.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 42 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Dini Spherisdinispheris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 35 contacts → |
“Dini Spheris is a Houston-based nonprofit fundraising consulting firm that's been partnering with local, national and international nonprofits for more than 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ytterberg Deery Knull LLPydklaw.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 29 contacts → |
“Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Icon Wealth Partnersiconwp.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Significant wealth creates additional complexity, requiring the proper investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Granite Harbor Advisorsgraniteharbor.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Goodman Financialgoodmanfinancial.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Manske Wealth Managementmanskewealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Heritage Wealth Managementheritageplanners.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Capitalwisecapitalwise.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Arkos Global Advisorsarkosglobal.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Arkos exists to help families thrive across generations by connecting their wealth with their purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smart Group Houstonsmartgrouphouston.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Adell, Harriman & Carpenter, INCahcinvest.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Ascension Capital Advisorsascensioncapital.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | RHP Wealth Managementroyalharborpartners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Century OAK Private Wealthcenturyoakpw.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Executive Service Corps Of Houstoneschouston.org HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 7 contacts → |
“Since 1984, Serving the Nonprofits that Serve Our Communities Executive Service Corps of Houston is focused exclusively on advising nonprofits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Autumn Lane Advisorsautumnlane.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Childress Capital Advisors, LLCchildressca.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Horizon Wealth Advisorshorizon-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Stavis Wealthstaviswealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Wealth, and managing it, are complex endeavors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BWCbwc.cpaHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Bowles Womack & Company (BWC) is a specialized full service Houston-based Certified Public Accounting (CPA) firm providing advisory, tax and assurance in private client services…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Love Financial Grouplovefinancialgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Focus Wealth Advisors, LLCfocus-wa.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Lifebridge Financial Grouplifebridgefg.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
77 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 77 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in Houston, United States?
The saved snapshot records 77 matching company records, 494 tracked contacts and 250 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
Company intelligence · public preview
Top 25 philanthropic advisory firms based in Houston, United States
RevenueBase records 77 matching company records for philanthropic advisory firms based in Houston, United States, with 494 tracked contacts and 250 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory firms based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sentinel Trust Company, LBAsentineltrust.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 42 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dini Spherisdinispheris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 35 contacts → |
“Dini Spheris is a Houston-based nonprofit fundraising consulting firm that's been partnering with local, national and international nonprofits for more than 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ytterberg Deery Knull LLPydklaw.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 29 contacts → |
“Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Icon Wealth Partnersiconwp.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Significant wealth creates additional complexity, requiring the proper investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Granite Harbor Advisorsgraniteharbor.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Goodman Financialgoodmanfinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Manske Wealth Managementmanskewealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
“Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Heritage Wealth Managementheritageplanners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Capitalwisecapitalwise.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 13 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Arkos Global Advisorsarkosglobal.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Arkos exists to help families thrive across generations by connecting their wealth with their purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Paul Comstock Partnerspaulcomstockpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smart Group Houstonsmartgrouphouston.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“SMART Group Houston is a financial advisory firm focused on helping individuals and families make structured, long-term financial decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adell, Harriman & Carpenter, INCahcinvest.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Ascension Capital Advisorsascensioncapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | RHP Wealth Managementroyalharborpartners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Century OAK Private Wealthcenturyoakpw.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Century Oak Private Wealth is a Private Client Group within the Northwestern Mutual umbrella.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Executive Service Corps Of Houstoneschouston.org HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 7 contacts → |
“Since 1984, Serving the Nonprofits that Serve Our Communities Executive Service Corps of Houston is focused exclusively on advising nonprofits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Autumn Lane Advisorsautumnlane.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Childress Capital Advisors, LLCchildressca.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Horizon Wealth Advisorshorizon-advisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in We specialize in helping successful individuals and families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Stavis Wealthstaviswealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Wealth, and managing it, are complex endeavors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BWCbwc.cpa HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Bowles Womack & Company (BWC) is a specialized full service Houston-based Certified Public Accounting (CPA) firm providing advisory, tax and assurance in private client services…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Love Financial Grouplovefinancialgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Focus Wealth Advisors, LLCfocus-wa.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lifebridge Financial Grouplifebridgefg.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
77 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 77 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in Houston, United States?
The saved snapshot records 77 matching company records, 494 tracked contacts and 250 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada