Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Houston, United States

Name: Senior financial planning firms based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 258 companies tracked

RevenueBase identified 258 company matches for senior financial planning firms associated with Houston, United States as of September 2026 and tracks 1,965 professional contacts across them, including 650 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Houston follows with 258.

This list covers company matches for senior financial planning 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 22, 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 22, 2026 How this list was built

258Companies

1,965Contacts tracked

650Verified emails

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The 25 largest senior financial planning firms based in Houston, United States

Ranked by team size

Top 25 of 258 company matches for senior financial planning firms based in Houston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	AIG Retirement Services	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	1,001-5,000	264 contacts →
	Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Next Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	IMG Financial Group, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	90 contacts →
	Exact match “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	51-200	72 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Willis Johnson & Associates	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	54 contacts →
	Exact match “We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Linscomb Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	51-200	53 contacts →
	Exact match “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	OAK Harvest Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	44 contacts →
	Exact match “Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	FCA Corp	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	39 contacts →
	Exact match “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	RIA Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	Wealth Development Strategies, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Totus Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	1-10	26 contacts →
	Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Financial Synergies Wealth Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
15	Goodman Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
16	Bentley, Bratcher, & Associates, PC	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Sunbelt Securties, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
18	Tanglewood Total Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	17 contacts →
	Exact match “Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Haven Wealth Group, LLC	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	1-10	15 contacts →
	Exact match “We were founded upon the belief that personal attention is paramount to success – ours and our clients’.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Concenture Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Manske Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	1-10	14 contacts →
	Exact match “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Mid-Continent Companies, LTD	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	Heritage Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	1-10	13 contacts →
	Exact match “At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 258 senior financial planning firms based in Houston, United States

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Senior financial planning firms based in Houston, United States at a glance

As of Sep 22, 2026

33.1%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

194

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 258 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 “senior financial planning 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 650 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 22, 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.

Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Houston, United States?

RevenueBase identified 258 company matches for senior financial planning 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?

AIG Retirement Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256).

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 650 professional contacts with verified work emails tracked across these 258 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 22, 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.