Company lists · Data refreshed September 2026

Top 25 Brokerage firms based in Dallas, United States

Name: Brokerage 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 82 companies tracked

RevenueBase identified 82 company matches for brokerage firms associated with Dallas, United States as of September 2026 and tracks 1,476 professional contacts across them, including 768 with verified work emails. Across the United States, New York is the largest hub for this category (288 companies); Dallas has 82.

This list covers company matches for brokerage 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

82Companies

1,476Contacts tracked

768Verified emails

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The 25 largest brokerage firms based in Dallas, United States

Ranked by team size

Top 25 of 82 company matches for brokerage 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	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
2	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
3	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
4	Texas Capital Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	125 contacts →
	Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	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
6	CAPIS	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	66 contacts →
	Exact match “Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Futu Clearing INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	62 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	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
9	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
10	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
11	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	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 · Sep 19, 2026 · View company records in RevenueBase
12	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	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
14	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	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 · Sep 19, 2026 · View company records in RevenueBase
15	Coquest Energy Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “Coquest is a full-service brokerage firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Riggs Asset Management CO INC	Exact match	Dallas, PA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	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 · Sep 19, 2026 · View company records in RevenueBase
18	Worth Financial Group INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	TSG Financial Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Loop Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	BBAE	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “BBAE: Exclusive content, data, and insights to empower informed investing decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	IBB	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Whether you are looking to take your business to the next level, exit, or acquire a company that fits your investment requirements, IBB's professional business brokers and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Valhalla Business M&a Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Valhalla Business Brokers, our mission is to offer professional expertise and reliable service to our clients in the areas of Buying and Selling privately held businesses…” 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 “brokerage 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 82 brokerage firms based in Dallas, United States

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Brokerage firms based in Dallas, United States at a glance

As of Sep 19, 2026

52.0%Verified-email coverage

18.0Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

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 82 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 “brokerage 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 768 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.

Brokerage 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 “brokerage firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many brokerage firms are there based in Dallas, United States?

RevenueBase identified 82 company matches for brokerage 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?

ALM First 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 brokerage firms?

New York leads the United States with 288 company records, followed by Chicago (111) and Dallas (82).

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 768 professional contacts with verified work emails tracked across these 82 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.