Company lists · Data refreshed September 2026

Top 25 Accounting firm strategic planning consultants based in Dallas, United States

Name: Accounting firm strategic planning consultants based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 261 companies tracked

RevenueBase identified 261 accounting firm strategic planning consultants headquartered in Dallas, United States as of September 2026 and tracks 3,124 professional contacts across them, including 1,764 with verified work emails. Across the United States, New York is the largest hub for this category (689 companies); Dallas has 261.

This list covers accounting firm strategic planning consultants 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 27, 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 27, 2026 86% judged on-target in blind review

261Companies

3,124Contacts tracked

1,764Verified emails

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The 25 largest accounting firm strategic planning consultants based in Dallas, United States

Ranked by team size

Top 25 of 261 accounting firm strategic planning consultants based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm strategic planning consultants: 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 27, 2026
2	Saville Cpas & Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	217 contacts →
	Indirect evidence “Established in 1965, Saville was created with humble beginnings and supported by the strong values of our two industrious founders, John Saville and Allen Dodgen.” Source: RevenueBase Database · checked Sep 27, 2026
3	Lane Gorman Trubitt, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	164 contacts →
	Partial evidence “Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston.” Source: RevenueBase Database · checked Sep 27, 2026
4	Merit Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	128 contacts →
	Indirect evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 27, 2026
5	Hm&m, A Springline Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	127 contacts →
	Partial evidence “HM & M, a Springline company, is a full-service accounting firm with four offices in the DFW Metroplex.” Source: RevenueBase Database · checked Sep 27, 2026
6	BVWD	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	86 contacts →
	Indirect evidence “Bodwell Vasek Wells DeSimone LLP, BVWD, is a full service, registered CPA firm offering audit, tax, and consulting services.” Source: RevenueBase Database · checked Sep 27, 2026
7	Bright Balance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	60 contacts →
	Partial evidence “Bright Balance is a globally recognized fractional accounting and finance firm with a diverse leadership team of professionals with extensive experience across a variety of…” Source: RevenueBase Database · checked Sep 27, 2026
8	Springline Advisory	Partial evidence	Dallas, United StatesHQ checked Sep 27, 2026	1,001-5,000	59 contacts →
	Partial evidence “Springline Advisory is the big, small firm architecting the future of middle market accounting and advisory.” Source: RevenueBase Database · checked Sep 27, 2026
9	Viaone Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	53 contacts →
	Indirect evidence “A COLLECTION OF INDUSTRY EXPERTS Accelerate your business performance with guidance from specialists in your industry At ViaOne Services, we bring our clients knowledge drawn from…” Source: RevenueBase Database · checked Sep 27, 2026
10	Turner, Stone & Company, L.L.P	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	34 contacts →
	Partial evidence “Turner, Stone & Company, LLP is an accounting company based out of 12700 PARK CENTRAL DR, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 27, 2026
11	Daniels & Erickson, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	33 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
12	Sigma Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	28 contacts →
	Indirect evidence “At Sigma Financial, we understand entrepreneurs and the challenges they face when building a company.” Source: RevenueBase Database · checked Sep 27, 2026
13	Fox, Byrd & Company, P.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	27 contacts →
	Strong evidence “With over 60 years in Dallas, Fox, Byrd & Company is a CPA firm offering a full range of services, including accounting, assurance, consulting, and tax planning and compliance for…” Source: RevenueBase Database · checked Sep 27, 2026
14	Gurian Cpa, Pllc	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	24 contacts →
	Partial evidence “Gurian PLLC, a Dallas CPA firm, provides exceptional accounting and CPA services to individuals and business owners with varying financial needs.” Source: RevenueBase Database · checked Sep 27, 2026
15	Dynamic Support Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “Dynamic Support Solutions (DSS) is a professional finance and accounting consulting firm serving public schools and non-profit organizations.” Source: RevenueBase Database · checked Sep 27, 2026
16	Candy & Schonwald, Pllc	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	19 contacts →
	Indirect evidence “Candy & Schonwald was formed in May 1976, by Jerry A.” Source: RevenueBase Database · checked Sep 27, 2026
17	Primed Business Consulting LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	19 contacts →
	Indirect evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 27, 2026
18	CMH Advisors, Pllc	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	17 contacts →
	Indirect evidence “At CMH Advisors, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 27, 2026
19	L&h Cpas Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	17 contacts →
	Partial evidence “The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs.” Source: RevenueBase Database · checked Sep 27, 2026
20	Biel Fisette Iacono, LLP	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	16 contacts →
	Indirect evidence “Biel Fisette Iacono LLP started with the idea to provide small business owners impactful interactions with CPA professionals.” Source: RevenueBase Database · checked Sep 27, 2026
21	Frozen Fire	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	15 contacts →
	Indirect evidence “At Frozen Fire, we help uncover and solve the root problems holding your business back.” Source: RevenueBase Database · checked Sep 27, 2026
22	On The Mark Strategies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Strong evidence “On The Mark Strategies is a consulting firm specializing in branding and planning.” Source: RevenueBase Database · checked Sep 27, 2026
23	FSI Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	14 contacts →
	Partial evidence “Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…” Source: RevenueBase Database · checked Sep 27, 2026
24	Infinity Management Dallas	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	14 contacts →
	Indirect evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 27, 2026
25	GEX Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Source: RevenueBase Database · checked Sep 27, 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: accounting firm strategic planning consultants. 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 accounting firm strategic planning consultants.
Partial evidence: Its own public description names part of accounting firm strategic planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting firm strategic planning consultants. 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 261 accounting firm strategic planning consultants based in Dallas, United States

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Accounting firm strategic planning consultants based in Dallas, United States at a glance

As of Sep 27, 2026

56.5%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

192

11-50

51-200

1,001-5,000

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 261 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 accounting firm strategic planning consultants, 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 “accounting firm strategic planning consultants”. 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 accounting firm strategic planning consultants), 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 accounting firm strategic planning consultants, 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, 1,764 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 27, 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.

Accounting firm strategic planning consultants 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 accounting firm strategic planning consultants, 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 accounting firm strategic planning consultants are there based in Dallas, United States?

RevenueBase identified 261 accounting firm strategic planning consultants 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?

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

Which city in the United States has the most accounting firm strategic planning consultants?

New York leads the United States with 689 headquartered companies, followed by Houston (399) and Chicago (383). Dallas has 261.

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 1,764 verified decision-maker contacts tracked across these 261 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 27, 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.