Company lists · Data refreshed September 2026

Top 20 Stock brokerages based in Houston, United States

RevenueBase identified 40 stock brokerages headquartered in Houston, United States as of September 2026 and tracks 647 professional contacts across them, including 126 with verified work emails. New York is the largest hub.

This list covers stock brokerages 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 22, 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 22, 2026 86% judged on-target in blind review
40Companies
647Contacts tracked
126Verified emails
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The 20 largest stock brokerages based in Houston, United States

Ranked by team size
Top 20 of 40 stock brokerages based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to stock brokerages: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 2026n/a205 contacts →

Indirect evidence

“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 2026n/a166 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 22, 2026
3Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5080 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 22, 2026
4Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5038 contacts →

Indirect evidence

“Alterna Securities is registered with the Securities Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5025 contacts →

Indirect evidence

“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-1013 contacts →

Indirect evidence

“Callahan Advisors is an investment advisory firm based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-1010 contacts →

Indirect 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 22, 2026
9Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-507 contacts →

Indirect evidence

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-105 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 22, 2026
11Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“At FCMI, our investment advisers take a holistic approach to carefully understand your individual needs, risk tolerance, and goals, and partner with you to create custom…”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning…”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“At Bayou City Financial Advisors, relationships and confidence are paramount.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Netshares is a Securities Exchange Commission (SEC) registered broker-dealer and a Financial Industry Regulatory Authority (FINRA) member firm providing investment banking and…”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Penney Financial provides an alternative to the sales-driven financial services industry, so that all people - regardless of their net worth - have access to professional…”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“DPH Financial provides financial advice tailored to each client's unique situation through the use of personalized financial planning and investment planning services.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“With an astute attention to detail and tenacious focus harnessed by long-term objectives, TWP investment strategies offer clients unparalleled financial flexibility, transparency…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 20 of 40 stock brokerages based in Houston, United States

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Stock brokerages based in Houston, United States at a glance

As of Sep 22, 2026
19.5%Verified-email coverage
16.2Average contacts per company
1-10Median size (employees)
632.5%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
10

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 40 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 stock brokerages, 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 “stock brokerages”. 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 stock brokerages), 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 stock brokerages, 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, 126 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 22, 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.

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 stock brokerages, 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 stock brokerages are there based in Houston, United States?

RevenueBase identified 40 stock brokerages 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?

Banorte Wealth Management, headquartered in Houston, tops this list with the largest team on record.

Which city has the most stock brokerages?

New York leads with 253 headquartered companies, followed by Chicago (82) and Miami (51).

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 126 verified decision-maker contacts tracked across these 40 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 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 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.