Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Dallas, United States

Name: Association financial advisory firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 148 companies tracked

RevenueBase identified 148 company matches for association financial advisory firms associated with Dallas, United States as of September 2026 and tracks 3,371 professional contacts across them, including 1,620 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Dallas has 148.

This list covers company matches for association financial advisory 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 September 19, 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 Sep 19, 2026 How this list was built

148Companies

3,371Contacts tracked

1,620Verified emails

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The 25 largest association financial advisory firms based in Dallas, United States

Ranked by team size

Top 25 of 148 company matches for association financial advisory firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 StatesHQ recorded Sep 19, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	339 contacts →
	Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	201-500	285 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	144 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	201-500	136 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	135 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Prospera Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	201-500	119 contacts →
	Exact match “Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	The HFW Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	501-1,000	54 contacts →
	Exact match “The HFW Companies, a professional services company founded in 2020, is a premier, best-in-class, national network of AE companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	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 · Sep 19, 2026 · View company records in RevenueBase
12	Capital Alliance Corporation	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	41 contacts →
	Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	35 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Momentum Independent Network	Exact match	Dallas, United StatesHQ recorded Sep 19, 2026	501-1,000	28 contacts →
	Exact match “Momentum Independent Network is a broker-dealer serving a national network of independent financial advisors and their clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	26 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 · Sep 19, 2026 · View company records in RevenueBase
18	Alliance Of M&a Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	23 contacts →
	Exact match “The Alliance of Merger & Acquisition Advisors® (AM & AA) is the Premiere International Organization serving the educational and transactional support needs of more than 1,100…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Summit Alliance Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	19 contacts →
	Exact match “Summit Alliance Companies Summit Alliance Financial is a 50 year old Life Insurance and Annuity brokerage general agency that maintains outstanding relationships with over 20 life…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 19, 2026	11-50	15 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 · Sep 19, 2026 · View company records in RevenueBase
22	CD Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	14 contacts →
	Exact match “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Transworld Business Advisors Of Dallas Fort Worth Central	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Transworld Business Advisors - Dallas / Fort Worth Central is a sister office to Transworld - Colorado, the #1 global franchise office out of 225+ franchises worldwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 19, 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 “association financial advisory 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 148 association financial advisory firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,620 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Association financial advisory firms based in Dallas, United States at a glance

As of Sep 19, 2026

48.1%Verified-email coverage

22.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

101

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 148 companies.

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 “association financial advisory 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 1,620 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 September 19, 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.

Association financial advisory 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 “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there based in Dallas, United States?

RevenueBase identified 148 company matches for association financial advisory firms associated with Dallas, United States as of September 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 association financial advisory firms?

New York leads the United States with 307 company records, followed by Atlanta (196) and Houston (169). Dallas has 148.

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 1,620 professional contacts with verified work emails tracked across these 148 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 September 19, 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.