Company lists · Data refreshed September 2026

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

RevenueBase identified 60 asset management consulting services headquartered in Dallas, United States as of September 2026 and tracks 2,129 professional contacts across them, including 1,135 with verified work emails. New York is the largest hub.

This list covers asset management consulting services 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 21, 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 21, 2026 86% judged on-target in blind review
60Companies
2,129Contacts tracked
1,135Verified emails
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The 25 largest asset management consulting services based in Dallas, United States

Ranked by team size
Top 25 of 60 asset management consulting services based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 2026501-1,000785 contacts →

Indirect evidence

“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.”

Source: RevenueBase Database · checked Sep 21, 2026
2Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 2026501-1,000477 contacts →

Strong evidence

“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 2026501-1,000379 contacts →

Partial evidence

“Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 202651-200162 contacts →

Indirect evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 21, 2026
5Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-5019 contacts →

Strong evidence

“3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-1014 contacts →

Strong 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 21, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-5012 contacts →

Partial evidence

“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-508 contacts →

Partial evidence

“Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…”

Source: RevenueBase Database · checked Sep 21, 2026
9Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-108 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 Sep 21, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-506 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 21, 2026
12Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-106 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 Sep 21, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-505 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 Sep 21, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Annandale is an independent investment advisor delivering global investment solutions.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“We empower financial services firms to harness the power of data and technology so that they can enhance their sales and marketing strategies and drive growth.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-502 contacts →

Indirect evidence

“Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.”

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceDallas, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Cenex Consulting is an innovative consulting agency.”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Real Estate Investment & Management Consulting Services”

Source: RevenueBase Database · checked Sep 21, 2026
21Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Holbrook Management, LLC is an asset management firm which has the flexibility to invest across asset classes, geographies, and industries.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
23Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 202611-501 contacts →

Partial evidence

“Provides consulting services including financial advice, strategy and investing information.”

Source: RevenueBase Database · checked Sep 21, 2026
24Strong evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“We provide value-added advice, services, and asset management tailored to each client’s particular situation.”

Source: RevenueBase Database · checked Sep 21, 2026
25Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 60 asset management consulting services based in Dallas, United States

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

As of Sep 21, 2026
53.3%Verified-email coverage
35.5Average contacts per company
1-10Median size (employees)
523.3%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
19
51-200
3
501-1,000
3

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 60 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 asset management consulting services, 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 services”. 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 services), 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 services, 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, 1,135 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 21, 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.

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 services, 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 services are there based in Dallas, United States?

RevenueBase identified 60 asset management consulting services 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?

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

Which city has the most asset management consulting services?

New York leads with 314 headquartered companies, followed by Chicago (99) and Miami (71).

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 1,135 verified decision-maker contacts tracked across these 60 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 21, 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.