Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Houston, United States

Name: Private equity 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 5, 2026 187 companies tracked

RevenueBase identified 187 private equity advisors headquartered in Houston, United States as of September 2026 and tracks 1,511 professional contacts across them, including 466 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

187Companies

1,511Contacts tracked

466Verified emails

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The 25 largest private equity advisors based in Houston, United States

Ranked by team size

Top 25 of 187 private equity advisors based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Next Financial GroupIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	n/a	166
	“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: company website · checked Sep 5, 2026
2	The Sterling GroupStrong evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	120
	“Founded in 1982, The Sterling Group, is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies.” Source: company website · checked Sep 5, 2026
3	England & CompanyIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	99
	“Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Source: company website · checked Sep 5, 2026
4	LKJ FinancialIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	n/a	86
	“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: company website · checked Sep 5, 2026
5	Sanders MorrisIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	80
	“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: company website · checked Sep 5, 2026
6	SCF PartnersPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	54
	“Founded in 1989, SCF Partners (“SCF”) provides equity capital and strategic growth assistance to build leading energy service and equipment companies that operate throughout the…” Source: company website · checked Sep 5, 2026
7	Gulfstar GroupPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	42
	“GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Source: company website · checked Sep 5, 2026
8	Statesman Business AdvisorsStrong evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	31
	“Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: company website · checked Sep 5, 2026
9	The Capstreet GroupIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	29
	“Founded in 1990, Capstreet invests in lower middle market business services companies.” Source: company website · checked Sep 5, 2026
10	Wealth Development Strategies, LLCIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	27
	“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: company website · checked Sep 5, 2026
11	Totus Wealth ManagementIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	26
	“A totality is a whole and superior to its elements.” Source: company website · checked Sep 5, 2026
12	Granite Harbor AdvisorsIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	24
	“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: company website · checked Sep 5, 2026
13	Petrie Partners, LLCPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	24
	“Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Source: company website · checked Sep 5, 2026
14	Interra Capital GroupStrong evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	22
	“Interra Capital is a boutique private equity and financial advisory firm headquartered in Houston, Texas with a primary focus on commercial real estate investments and secondary…” Source: company website · checked Sep 5, 2026
15	JDH Capital CompanyPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	20
	“JDH Capital is a private investment firm based in Houston, TX.” Source: company website · checked Sep 5, 2026
16	Woodrock & COIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	19
	“At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Source: company website · checked Sep 5, 2026
17	Genesis ParkIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	16
	“Founded in Genesis Park uses operational expertise, discipline and patience to build value for portfolio companies and investors, regardless of prevailing market conditions.” Source: company website · checked Sep 5, 2026
18	Post OAK Energy CapitalStrong evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	16
	“Post Oak Energy Capital is a Houston-based private equity firm primarily focused on making domestic investments in the upstream, midstream and oilfield services sectors of the…” Source: company website · checked Sep 5, 2026
19	LumicrePartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	14
	“We help institutional, family office, and accredited investors build long-term wealth through strategic commercial real estate partnerships, private funds, and expert brokerage…” Source: company website · checked Sep 5, 2026
20	PPHBIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	13
	“Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Source: company website · checked Sep 5, 2026
21	Heritage Wealth ManagementIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	13
	“At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Source: company website · checked Sep 5, 2026
22	Callahan Advisors, LLCPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	13
	“Callahan Advisors is an investment advisory firm based in Houston, Texas.” Source: company website · checked Sep 5, 2026
23	Paul Comstock PartnersIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	11
	“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Source: company website · checked Sep 5, 2026
24	Adell, Harriman & Carpenter, INCIndirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	11-50	10
	Source: company website · checked Sep 5, 2026
25	Segment Wealth Management, LLCPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	1-10	10
	“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: company website · checked Sep 5, 2026

Showing 25 of 187 private equity advisors based in Houston, United States

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Private equity advisors based in Houston, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

130

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 this city, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 187 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private equity advisors, 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 an evidence 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, 466 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Houston, United States?

RevenueBase identified 187 private equity advisors 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 private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 466 verified decision-maker contacts tracked across these 187 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 5, 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.