Company lists · Data verified August 2026

Top 25 Asset management consulting firms based in Dallas, United States

Name: Asset management consulting firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 110 companies tracked

There are 110 asset management consulting firms headquartered in Dallas, United States (RevenueBase, August 2026). RevenueBase tracks 1,573 professional contacts across them, including 809 with verified work emails and 776 with mobile numbers. New York is the largest hub.

This list covers asset management consulting firms headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Data current as of August 28, 2026.

110Companies

1,573Contacts tracked

809Verified emails

776Mobile numbers

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The 25 largest asset management consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 110 asset management consulting firms based in Dallas, United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	Hilltop Securities INC	Dallas, TX	501-1,000	798	464
2	ALM First	Dallas, TX	51-200	162	126
3	ISC Group, INC	Dallas, TX	51-200	53	22
4	Carter Financial Management	Dallas, TX	11-50	25	15
5	3e Management, LLC	Dallas, TX	11-50	20	7
6	O7capital	Dallas, TX	11-50	19	1
7	Planet Advisory	Dallas, TX	11-50	17	1
8	RTB Advisors	Dallas	11-50	16	7
9	Vanguard Real Estate Advisors	Dallas, TX	1-10	13	11
10	Beacon Financial Group	Dallas, TX	11-50	12	9
11	Fontana Financial Planning	Dallas, TX	1-10	10	3
12	Triumph Financial Group	Dallas, TX	11-50	9	8
13	Optimum Investment Advisors	Dallas, TX	11-50	9	7
14	BFS Advisory Group	Dallas, TX	1-10	9	5
15	Delos Capital Advisors	Dallas, TX	1-10	8	4
16	Mcgowangroup Asset Management, INC	Dallas, TX	1-10	8	3
17	Fortune Wealth Management, LLC	Dallas, TX	1-10	8	3
18	Hudson WAY Capital Management	Dallas, TX	11-50	7	4
19	Theorem Wealth An Mforce Capital Partner	Dallas, TX	1-10	7	4
20	Riggs Asset Management CO INC	Dallas, PA	1-10	7	3
21	Fluent Financial	Dallas, TX	11-50	6	5
22	Messett Financial	Dallas, TX	1-10	6	4
23	Chessman Wealth Strategies	Dallas, TX	1-10	6	4
24	Probity Advisors, INC	Dallas, TX	11-50	5	4
25	Annandale Capital	Dallas, TX	1-10	5	4

Showing 25 of 110 asset management consulting firms based in Dallas, United States

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Asset management consulting firms based in Dallas, United States at a glance

As of Aug 28, 2026

1-10Median size (employees)

New YorkLargest hub · 949 HQs

776Contacts with mobile numbers

5Emails re-verified in last 30 days

Companies by employee count

1-10

11-50

51-200

501-1,000

Asset management consulting firms by metro in the United States

Metro	Companies
Asset management consulting firms in New York	949
Asset management consulting firms in Chicago	339
Asset management consulting firms in Houston	334
Asset management consulting firms in Atlanta	327
Asset management consulting firms in Dallas	306
Asset management consulting firms in Miami	270
Asset management consulting firms in San Diego	233
Asset management consulting firms in Los Angeles	231

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “asset management consulting firms”, with match quality audited by blind human judging, and headquartered in Dallas, United States.
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: Contact records re-verify on a rolling cadence; 5 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many asset management consulting firms are there based in Dallas, United States?

There are 110 asset management consulting firms headquartered in Dallas, United States as of August 2026 (RevenueBase).

What is the largest company on this list?

Hilltop Securities INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 949 headquartered companies, followed by Chicago (339) and Houston (334).

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 809 verified decision-maker contacts tracked across these 110 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.