Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies based in Houston, United States

Name: Wealth management staffing agencies based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 192 companies tracked

RevenueBase identified 192 wealth management staffing agencies headquartered in Houston, United States as of September 2026 and tracks 4,763 professional contacts across them, including 667 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Houston follows with 192.

This list covers wealth management staffing agencies 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 29, 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 29, 2026 86% judged on-target in blind review

192Companies

4,763Contacts tracked

667Verified emails

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

The 25 largest wealth management staffing agencies based in Houston, United States

Ranked by team size

Top 25 of 192 wealth management staffing agencies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing agencies: 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	SELF	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	n/a	1,431 contacts →
	Indirect evidence “We are a Full Service Solutions Company specializing in placements of professionals in Information Technology, Finance/Accounting, Energy (front, mid and back office)…” Source: RevenueBase Database · checked Sep 29, 2026
2	Primary Services	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	n/a	766 contacts →
	Indirect evidence “Primary Services provides job opportunities for Accounting/Financial, Information Technology, HR, Recruiting, Marketing, Procurement, Call Center and Administrative professionals.” Source: RevenueBase Database · checked Sep 29, 2026
3	Burnett Specialists Staffing Recruiting	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	51-200	454 contacts →
	Partial evidence “We are Texas’ largest employee-owned staffing & placement agency set apart by our award-winning and innovative services, outstanding staff tenure, multiple skill specializations…” Source: RevenueBase Database · checked Sep 29, 2026
4	Banorte Wealth Management	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
5	Next Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
6	Richard, Wayne & Roberts	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	51-200	134 contacts →
	Indirect evidence “When Richard, Wayne & Roberts began in 1978, our goal was to operate on a level of professionalism commensurate with that of the companies we serve.” Source: RevenueBase Database · checked Sep 29, 2026
7	LKJ Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
8	Taylor Smith Consulting, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	501-1,000	81 contacts →
	Indirect evidence “Taylor Smith Consulting is a leading technical, service, and staff resource provider.” Source: RevenueBase Database · checked Sep 29, 2026
9	Americana Partners	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
10	Linscomb Wealth	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
11	Legacy Trust Company, N.A	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
12	Houston Trust Company	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
13	Sentinel Trust Company, LBA	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
14	Intrua Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
15	FCA Corp	Strong evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
16	Alltech Systems, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	51-200	34 contacts →
	Indirect evidence “AllTech Systems Inc.” Source: RevenueBase Database · checked Sep 29, 2026
17	Adroit Partners, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Indirect evidence “At Adroit Partners, we are driven to provide the talent our clients require to exceed their objectives through a personal approach.” Source: RevenueBase Database · checked Sep 29, 2026
18	NRT Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	n/a	33 contacts →
	Indirect evidence “NRT Group is committed to helping you find top sales individuals in your industry.” Source: RevenueBase Database · checked Sep 29, 2026
19	Totus Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	1-10	26 contacts →
	Indirect evidence “A totality is a whole and superior to its elements.” Source: RevenueBase Database · checked Sep 29, 2026
20	Icon Wealth Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “Significant wealth creates additional complexity, requiring the proper investments.” Source: RevenueBase Database · checked Sep 29, 2026
21	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 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 29, 2026
22	Search Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	51-200	23 contacts →
	Partial evidence “Through its four divisions: Search Finance, Search Technology, Search Support, and Search AI, Search Services is firmly established as the premier recruiting and staffing agency…” Source: RevenueBase Database · checked Sep 29, 2026
23	Extreme Technologies, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “Extreme Technologies, Inc.(ETI) began our success in the Houston market in 1998.” Source: RevenueBase Database · checked Sep 29, 2026
24	Hiring Source	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	1-10	20 contacts →
	Indirect evidence “The right people make all the difference.” Source: RevenueBase Database · checked Sep 29, 2026
25	Contemporary Recruiting	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Indirect evidence “We are a recruiting firm specialized in delivering best-fit job placements by spending in depth one-on-one time with each candidate to ensure their success as well as providing…” Source: RevenueBase Database · checked Sep 29, 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 staffing agencies. 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 staffing agencies.
Partial evidence: Its own public description names part of wealth management staffing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing agencies. 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 192 wealth management staffing agencies based in Houston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 667 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management staffing agencies based in Houston, United States at a glance

As of Sep 29, 2026

14.0%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

122

11-50

51-200

501-1,000

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 192 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 staffing agencies, 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 staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 667 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 29, 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 staffing agencies 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 staffing agencies, 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 staffing agencies are there based in Houston, United States?

RevenueBase identified 192 wealth management staffing agencies 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?

SELF, headquartered in Houston, tops this list with the largest team on record.

Which city in the United States has the most wealth management staffing agencies?

New York leads the United States with 530 headquartered companies, followed by Houston (192) and Atlanta (191).

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 667 verified decision-maker contacts tracked across these 192 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 192 wealth management staffing agencies based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management staffing agencies 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.