Company lists · Data refreshed 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 Data refreshed Aug 31, 2026 110 companies tracked

RevenueBase identified 110 company matches for asset management consulting firms associated with Dallas, United States as of August 2026 and tracks 1,573 professional contacts across them, including 809 with verified work emails and 776 with mobile numbers. Across the United States, New York is the largest hub for this category (949 companies); Dallas has 306.

This list covers company matches for asset management consulting firms associated with Dallas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed August 31, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Aug 31, 2026 How this list was built

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 company matches for asset management consulting firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Aug 31, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Hilltop Securities INC	Exact match	Dallas, TX, United States	501-1,000	798 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
2	ALM First	Exact match	Dallas, TX, United States	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
3	ISC Group, INC	Exact match	Dallas, TX, United States	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
4	Carter Financial Management	Exact match	Dallas, TX, United States	11-50	25 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
5	3e Management, LLC	Exact match	Dallas, TX, United States	11-50	20 contacts →
	Exact match “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
6	O7capital	Exact match	Dallas, TX, United States	11-50	19 contacts →
	Exact match “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
7	Planet Advisory	Exact match	Dallas, TX, United States	11-50	17 contacts →
	Exact match “Planet Advisory is a subsidiary of Planet Home, LLC focused on residential, commercial, and consumer loan portfolios.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
8	RTB Advisors	Exact match	Dallas, United States	11-50	16 contacts →
	Exact match “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
9	Vanguard Real Estate Advisors	Exact match	Dallas, TX, United States	1-10	13 contacts →
	Exact match “Vanguard Real Estate Advisors ("VREA") is a boutique investment advisory firm that leverages in-depth capital markets expertise along with extensive knowledge of property…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
10	Beacon Financial Group	Exact match	Dallas, TX, United States	11-50	12 contacts →
	Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
11	Fontana Financial Planning	Exact match	Dallas, TX, United States	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
12	Triumph Financial Group	Exact match	Dallas, TX, United States	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
13	Optimum Investment Advisors	Exact match	Dallas, TX, United States	11-50	9 contacts →
	Exact match “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
14	BFS Advisory Group	Exact match	Dallas, TX, United States	1-10	9 contacts →
	Exact match “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
15	Delos Capital Advisors	Exact match	Dallas, TX, United States	1-10	8 contacts →
	Exact match “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
16	Mcgowangroup Asset Management, INC	Exact match	Dallas, TX, United States	1-10	8 contacts →
	Exact match “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
17	Fortune Wealth Management, LLC	Exact match	Dallas, TX, United States	1-10	8 contacts →
	Exact match “As independent professional advisors, we offer you a personalized financial strategy.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
18	Hudson WAY Capital Management	Exact match	Dallas, TX, United States	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
19	Theorem Wealth An Mforce Capital Partner	Exact match	Dallas, TX, United States	1-10	7 contacts →
	Exact match “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
20	Riggs Asset Management CO INC	Exact match	Dallas, PA, United States	1-10	7 contacts →
	Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
21	Fluent Financial	Exact match	Dallas, TX, United States	11-50	6 contacts →
	Exact match “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
22	Messett Financial	Exact match	Dallas, TX, United States	1-10	6 contacts →
	Exact match “There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
23	Chessman Wealth Strategies	Exact match	Dallas, TX, United States	1-10	6 contacts →
	Exact match “Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
24	Probity Advisors, INC	Exact match	Dallas, TX, United States	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
25	Annandale Capital	Exact match	Dallas, TX, United States	1-10	5 contacts →
	Exact match “Annandale is an independent investment advisor delivering global investment solutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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 31, 2026

51.4%Verified-email coverage

49.3%Mobile-number coverage

14.3Average contacts per company

1-10Median size (employees)

Aug 31, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Dallas, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 809 professional contacts with verified work emails across the full matched dataset. 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 August 31, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 110 company matches for asset management consulting firms associated with Dallas, United States as of August 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Hilltop Securities INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 949 company records, followed by Chicago (339) and Houston (334). Dallas has 306.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 809 professional contacts with verified work emails tracked across these 110 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 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 SmartSearch, 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.