Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms based in Dallas, United States
RevenueBase identified 110 asset management consulting firms headquartered in 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. 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. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed August 31, 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.
The 25 largest asset management consulting firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 798 contacts → | ||||
Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 2 | 162 contacts → | ||||
Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 4 | 25 contacts → | ||||
Partial 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Strong evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Indirect evidence “Planet Advisory is a subsidiary of Planet Home, LLC focused on residential, commercial, and consumer loan portfolios.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Indirect 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence “Vanguard Real Estate Advisors ("VREA") is a boutique investment advisory firm that leverages in-depth capital markets expertise along with extensive knowledge of property…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Partial 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Partial evidence “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Strong 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Annandale is an independent investment advisor delivering global investment solutions.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
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: asset management consulting firms. 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 asset management consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. 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 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, 2026Companies by employee count
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 asset management consulting firms, 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 “asset management consulting firms”. 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 asset management consulting firms), 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 asset management consulting firms, 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, 809 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 August 31, 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.
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
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 asset management consulting firms, 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 asset management consulting firms are there based in Dallas, United States?
RevenueBase identified 110 asset management consulting firms headquartered in Dallas, United States as of August 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?
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 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 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.
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