Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in Houston, United States

Name: Portfolio 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 Sep 20, 2026 115 companies tracked

RevenueBase identified 115 company matches for portfolio management companies associated with Houston, United States as of September 2026 and tracks 964 professional contacts across them, including 282 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Houston has 115.

This list covers company matches for portfolio 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 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

115Companies

964Contacts tracked

282Verified emails

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The 25 largest portfolio management companies based in Houston, United States

Ranked by team size

Top 25 of 115 company matches for portfolio management companies 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	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
2	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
3	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
4	Vaughan Nelson Investment Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	48 contacts →
	Exact match “Vaughan Nelson is a Houston-based money manager focused on managing U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Corda Investment Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	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
8	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
9	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
10	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
11	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
12	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
13	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
14	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Nuclo Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We are a Registered Investment Advisor registered with the State of Texas offering discretionary and non-discretionary portfolio management services and investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Segment Wealth Management, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Ascension Capital Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
18	Post OAK Private Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “About Post Oak Private Wealth Advisors Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in risk managed investment solutions, tax strategies…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Autumn Lane Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
20	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Cypress Asset Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Core Capital Management & Research	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Core Capital Management and Research, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Retirement Planners Of Texas	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “It’s our mission to help residents of South Houston enjoy a prosperous retirement without the fear of having to return back to work or becoming a burden on your family.” 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 “portfolio 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 115 portfolio management companies based in Houston, United States

See the full list, filter by size, metro and specialty, and access 282 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management companies based in Houston, United States at a glance

As of Sep 20, 2026

29.3%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 115 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 “portfolio 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 282 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.

Portfolio 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 “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 115 company matches for portfolio management companies 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?

Next Financial Group 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Houston has 115.

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 282 professional contacts with verified work emails tracked across these 115 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.