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 portfolio management companies headquartered in Houston, United States as of September 2026 and tracks 964 professional contacts across them, including 282 with verified work emails. New York is the largest hub.

This list covers portfolio management companies headquartered in Houston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

115Companies

964Contacts tracked

282Verified emails

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

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

Ranked by team size

Top 25 of 115 portfolio management companies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Next Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	n/a	166 contacts →
	Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 20, 2026
2	LKJ Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	n/a	86 contacts →
	Partial evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 20, 2026
3	Sanders Morris	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	80 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
4	Vaughan Nelson Investment Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	48 contacts →
	Indirect evidence “Vaughan Nelson is a Houston-based money manager focused on managing U.S.” Source: RevenueBase Database · checked Sep 20, 2026
5	Corda Investment Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	31 contacts →
	Strong evidence “CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client.” Source: RevenueBase Database · checked Sep 20, 2026
6	RIA Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 20, 2026
7	Wealth Development Strategies, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Source: RevenueBase Database · checked Sep 20, 2026
8	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 20, 2026
9	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 20, 2026
10	Goodman Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
11	Sunbelt Securties, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	51-200	18 contacts →
	Indirect evidence “I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.” Source: RevenueBase Database · checked Sep 20, 2026
12	Prota Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
13	Callahan Advisors, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
14	Adell, Harriman & Carpenter, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
15	Nuclo Wealth	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “We are a Registered Investment Advisor registered with the State of Texas offering discretionary and non-discretionary portfolio management services and investment solutions.” Source: RevenueBase Database · checked Sep 20, 2026
16	Segment Wealth Management, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
17	Ascension Capital Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
18	Post OAK Private Wealth Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Autumn Lane Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
20	WR Anderson & CO LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “An independent, full service Financial Planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
21	Cypress Asset Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “Cypress Asset Management is a Financial Services company located in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
22	Wealth Standard Financial	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Source: RevenueBase Database · checked Sep 20, 2026
23	Core Capital Management & Research	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Core Capital Management and Research, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
24	Robare & Jones	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “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)!” Source: RevenueBase Database · checked Sep 20, 2026
25	Retirement Planners Of Texas	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management companies.
Partial evidence: Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 115 portfolio management companies based in Houston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 282 reachable decision-makers.

Free signup · no credit card

View the full list →

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)

251.3%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Houston, United States whose own description of what they do matches “portfolio management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio management companies, and records with no verified work email. Companies headquartered outside Houston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 282 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio management companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 115 portfolio management companies headquartered in Houston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Next Financial Group, headquartered in Houston, tops this list with the largest team on record.

Which city has the most portfolio management companies?

New York leads with 289 headquartered companies, followed by Chicago (137) and Atlanta (116).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 282 verified decision-maker contacts tracked across these 115 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 115 portfolio management companies based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.