Company lists · Data refreshed September 2026
Top 25 Benefit plan accounting firms based in Dallas, United States
RevenueBase identified 51 benefit plan accounting firms headquartered in Dallas, United States as of September 2026 and tracks 6,764 professional contacts across them, including 4,066 with verified work emails and 3,563 with mobile numbers. New York is the largest hub.
This list covers benefit plan accounting 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 September 1, 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 benefit plan accounting firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,357 contacts → | ||||
Indirect evidence “CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 2 | 117 contacts → | ||||
Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 3 | 58 contacts → | ||||
Partial evidence “Springline Advisory is the big, small firm architecting the future of middle market accounting and advisory.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Partial evidence “With over 60 years in Dallas, Fox, Byrd & Company is a CPA firm offering a full range of services, including accounting, assurance, consulting, and tax planning and compliance for…” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Indirect evidence “Biel Fisette Iacono LLP started with the idea to provide small business owners impactful interactions with CPA professionals.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Partial evidence “EmployerAdvocates is a full-service employee benefits, risk management and HR consulting firm with a strong emphasis in innovative, custom, actively-managed strategies.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “Built on a 67+ year tradition of integrity, industry leadership and excellence, George Belcher Evans & Wilmer is committed to delivering creative solutions to the business…” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Partial evidence “Payne & Smith, LLC (P&S) is a full service accounting firm.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Partial evidence “CLS Partners is a leading provider of employee benefits, risk management, retirement, and technology consulting services.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect 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 1, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Pulliam & Cable, P.C.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “Advisors of Complex Tax, Accounting and Financial Matters The Burns Firm, Ltd.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “Accounting and people advisory.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Our ultimate goal is to offer better brokerage services.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Scroggins CPAs offer tax, accounting, and consulting services for both individuals and businesses.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Wilson Benefits, a leading employee benefits brokerage and consulting firm, has been dedicated to bringing the utmost in services and solutions to its clients since 1993.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “SMITH, JACKSON, BOYER & BOVARD, P.L.L.C is a full service firm that includes financial professionals encompassing a wide range of the requisite skills and breadth of experience to…” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Full service Accounting, Auditing, Tax Preparation & Management Consulting Firm.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Golden, Dellinges & Redd L.P.” Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 1, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 1, 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: benefit plan accounting 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 benefit plan accounting firms.
- Partial evidence
- Its own public description names part of benefit plan accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name benefit plan accounting 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 51 benefit plan accounting firms based in Dallas, United States
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Benefit plan accounting firms based in Dallas, United States at a glance
As of Sep 1, 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 benefit plan accounting 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 “benefit plan accounting 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 benefit plan accounting 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 benefit plan accounting 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, 4,066 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 1, 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.
Benefit plan accounting firms by metro in the United States
- Benefit plan accounting firms in New York70
- Benefit plan accounting firms in Houston41
- Benefit plan accounting firms in Atlanta41
- Benefit plan accounting firms in Los Angeles26
- Benefit plan accounting firms in Chicago26
- Benefit plan accounting firms in San Diego26
- Benefit plan accounting firms in Dallas25
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 benefit plan accounting 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 benefit plan accounting firms are there based in Dallas, United States?
RevenueBase identified 51 benefit plan accounting firms 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?
CBIZ, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most benefit plan accounting firms?
New York leads with 70 headquartered companies, followed by Houston (41) and Atlanta (41).
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 4,066 verified decision-maker contacts tracked across these 51 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 1, 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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