Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Houston, United States

Name: Wealth management 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 16, 2026 251 companies tracked

RevenueBase identified 251 wealth management firms headquartered in Houston, United States as of September 2026 and tracks 2,562 professional contacts across them, including 910 with verified work emails. New York is the largest hub.

This list covers wealth management firms 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 16, 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 16, 2026 86% judged on-target in blind review

251Companies

2,562Contacts tracked

910Verified emails

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The 25 largest wealth management firms based in Houston, United States

Ranked by team size

Top 25 of 251 wealth management firms based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: 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	AIG Retirement Services	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1,001-5,000	264 contacts →
	Indirect evidence “AIG Retirement Services is now Corebridge Financial.” Source: RevenueBase Database · checked Sep 16, 2026
2	Banorte Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	n/a	205 contacts →
	Strong 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 16, 2026
3	Next Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	n/a	166 contacts →
	Partial evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 16, 2026
4	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	90 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
5	LKJ Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	n/a	86 contacts →
	Strong evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 16, 2026
6	Sanders Morris	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 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 16, 2026
7	Americana Partners	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	74 contacts →
	Strong evidence “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Source: RevenueBase Database · checked Sep 16, 2026
8	Strategic Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	51-200	72 contacts →
	Indirect evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 16, 2026
9	Linscomb Wealth	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	51-200	53 contacts →
	Strong evidence “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Source: RevenueBase Database · checked Sep 16, 2026
10	Legacy Trust Company, N.A	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	52 contacts →
	Indirect evidence “As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984.” Source: RevenueBase Database · checked Sep 16, 2026
11	Houston Trust Company	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	44 contacts →
	Partial evidence “Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in…” Source: RevenueBase Database · checked Sep 16, 2026
12	Sentinel Trust Company, LBA	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Indirect evidence “At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic…” Source: RevenueBase Database · checked Sep 16, 2026
13	Intrua Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	41 contacts →
	Strong evidence “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Source: RevenueBase Database · checked Sep 16, 2026
14	FCA Corp	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	39 contacts →
	Strong evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 16, 2026
15	Chilton Capital Management LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	37 contacts →
	Partial evidence “Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.” Source: RevenueBase Database · checked Sep 16, 2026
16	RIA Advisors	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	30 contacts →
	Partial 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 16, 2026
17	Ytterberg Deery Knull LLP	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Source: RevenueBase Database · checked Sep 16, 2026
18	Wealth Development Strategies, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	27 contacts →
	Partial 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 16, 2026
19	Mosaic	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond…” Source: RevenueBase Database · checked Sep 16, 2026
20	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 16, 2026
21	Financial Synergies Wealth Advisors	Strong evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Strong evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 16, 2026
22	Icon Wealth Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	24 contacts →
	Partial evidence “Significant wealth creates additional complexity, requiring the proper investments.” Source: RevenueBase Database · checked Sep 16, 2026
23	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 16, 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 16, 2026
24	Goodman Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 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 16, 2026
25	Presidio Wealth Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations.” Source: RevenueBase Database · checked Sep 16, 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: wealth management firms. 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 wealth management firms.
Partial evidence: Its own public description names part of wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management firms. 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 251 wealth management firms based in Houston, United States

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Wealth management firms based in Houston, United States at a glance

As of Sep 16, 2026

35.5%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

213.9%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

177

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 251 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 wealth management firms, 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 “wealth management firms”. 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 wealth management firms), 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 wealth management firms, 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, 910 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 16, 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.

Wealth management firms 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 wealth management firms, 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 wealth management firms are there based in Houston, United States?

RevenueBase identified 251 wealth management firms 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?

AIG Retirement Services, headquartered in Houston, tops this list with the largest team on record.

Which city has the most wealth management firms?

New York leads with 537 headquartered companies, followed by Atlanta (256) and Houston (251).

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 910 verified decision-maker contacts tracked across these 251 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 16, 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.