Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Dallas, United States

Name: Advisor-led investment platforms 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 138 companies tracked

RevenueBase identified 138 advisor-led investment platforms headquartered in Dallas, United States as of September 2026 and tracks 2,269 professional contacts across them, including 1,182 with verified work emails. New York is the largest hub.

This list covers advisor-led investment platforms 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

138Companies

2,269Contacts tracked

1,182Verified emails

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The 25 largest advisor-led investment platforms based in Dallas, United States

Ranked by team size

Top 25 of 138 advisor-led investment platforms 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 advisor-led investment platforms: 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	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 27, 2026
2	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 27, 2026
3	Level Four Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	201-500	136 contacts →
	Indirect evidence “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: RevenueBase Database · checked Sep 27, 2026
4	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 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 27, 2026
5	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	35 contacts →
	Indirect evidence “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Source: RevenueBase Database · checked Sep 27, 2026
6	VRGL	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	31 contacts →
	Partial evidence “VRGL is the Growth Platform for Wealth Management Firms.” Source: RevenueBase Database · checked Sep 27, 2026
7	J.K. Financial, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	21 contacts →
	Indirect evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 27, 2026
8	Fusion Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Source: RevenueBase Database · checked Sep 27, 2026
9	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	51-200	13 contacts →
	Partial evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 27, 2026
10	Beacon Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Indirect evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 27, 2026
11	Faith Investor Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Source: RevenueBase Database · checked Sep 27, 2026
12	Lear Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	11 contacts →
	Partial evidence “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: RevenueBase Database · checked Sep 27, 2026
13	Perryman Financial Advisory, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	10 contacts →
	Strong evidence “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 27, 2026
14	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 27, 2026
15	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Strong evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 27, 2026
16	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 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 27, 2026
17	IVY Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Indirect evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 27, 2026
18	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 27, 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 27, 2026
19	Delos Capital Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Strong evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 27, 2026
20	Fortune Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 27, 2026
21	Mcgowangroup Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 27, 2026
22	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 27, 2026
23	Fluent Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Partial evidence “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Source: RevenueBase Database · checked Sep 27, 2026
24	Lindus Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 27, 2026
25	Familywealth Advisers	Partial evidence	Dallas, TX, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Partial evidence “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” 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: advisor-led investment platforms. 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 advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. 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 138 advisor-led investment platforms based in Dallas, United States

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Advisor-led investment platforms based in Dallas, United States at a glance

As of Sep 27, 2026

52.1%Verified-email coverage

16.4Average contacts per company

1-10Median size (employees)

268.1%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 138 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 advisor-led investment platforms, 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 “advisor-led investment platforms”. 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 advisor-led investment platforms), 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 advisor-led investment platforms, 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, 1,182 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.

Advisor-led investment platforms 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 advisor-led investment platforms, 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 advisor-led investment platforms are there based in Dallas, United States?

RevenueBase identified 138 advisor-led investment platforms 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?

Apex Fintech Solutions, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

New York leads with 370 headquartered companies, followed by Atlanta (150) and Chicago (143).

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 1,182 verified decision-maker contacts tracked across these 138 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.