Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Dallas, United States

Name: 401k plan advisors based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 77 companies tracked

RevenueBase identified 77 401k plan advisors headquartered in Dallas, United States as of September 2026 and tracks 1,017 professional contacts across them, including 568 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Dallas, 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 19, 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 19, 2026 86% judged on-target in blind review

77Companies

1,017Contacts tracked

568Verified emails

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The 25 largest 401k plan advisors based in Dallas, United States

Ranked by team size

Top 25 of 77 401k plan advisors based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: 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	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
2	Summit Financial Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	144 contacts →
	Partial evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 19, 2026
3	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 19, 2026
4	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: RevenueBase Database · checked Sep 19, 2026
5	Carter Financial Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 19, 2026
6	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 19, 2026
7	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 19, 2026
8	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 19, 2026
9	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 19, 2026
10	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Source: RevenueBase Database · checked Sep 19, 2026
11	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 19, 2026
12	Cecilco 401k Managed Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Where Retirement Plan Performance Is Measurable CecilCo 401(k) Managed Solutions is a well-established leader in providing customized solutions, passionately delivered and powered…” Source: RevenueBase Database · checked Sep 19, 2026
13	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 19, 2026
14	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 19, 2026
15	Privus Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 19, 2026
16	Burford Brothers, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 19, 2026
17	America's 401k, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Strong evidence “America’s 401k is now Definiti, a national retirement services firm delivering 401(k) plan design and administration, recordkeeping, actuarial consulting and pension outsourcing…” Source: RevenueBase Database · checked Sep 19, 2026
18	Johnson Financial Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At Johnson Financial Strategies, we understand that every client is unique.” Source: RevenueBase Database · checked Sep 19, 2026
19	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: RevenueBase Database · checked Sep 19, 2026
20	Smith, Frank & Partners, L.L.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
21	Capital Advisory Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: RevenueBase Database · checked Sep 19, 2026
22	Solutions 2 Retirement LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “This firm was formed to help people get more out of their assets than what most experience.” Source: RevenueBase Database · checked Sep 19, 2026
23	International Research Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Source: RevenueBase Database · checked Sep 19, 2026
24	Duke Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Source: RevenueBase Database · checked Sep 19, 2026
25	Brown Ruth Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Source: RevenueBase Database · checked Sep 19, 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: 401k plan advisors. 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 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. 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 77 401k plan advisors based in Dallas, United States

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401k plan advisors based in Dallas, United States at a glance

As of Sep 19, 2026

55.9%Verified-email coverage

13.2Average contacts per company

1-10Median size (employees)

163.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 77 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 401k plan advisors, 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 Dallas, United States whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Dallas 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, 568 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 19, 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.

401k plan advisors 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 401k plan advisors, 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 401k plan advisors are there based in Dallas, United States?

RevenueBase identified 77 401k plan advisors headquartered in Dallas, 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?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

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 568 verified decision-maker contacts tracked across these 77 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 19, 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.