Company lists · Data refreshed September 2026

Top 25 Brokerage firms based in Dallas, United States

RevenueBase identified 82 brokerage firms headquartered in Dallas, United States as of September 2026 and tracks 1,476 professional contacts across them, including 768 with verified work emails. New York is the largest hub.

This list covers brokerage 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 19, 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 19, 2026 86% judged on-target in blind review
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 brokerage firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to brokerage firms: 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 19, 202651-200162 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-200144 contacts →

Indirect evidence

“The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 2026201-500136 contacts →

Indirect evidence

“Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-50125 contacts →

Indirect evidence

“Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20081 contacts →

Indirect evidence

“Register for Bluecrest Financial Forum: &…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20066 contacts →

Indirect evidence

“Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20062 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20053 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 Sep 19, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20035 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceDallas, United StatesHQ checked Sep 19, 2026501-1,00028 contacts →

Indirect evidence

“Momentum Independent Network is a broker-dealer serving a national network of independent financial advisors and their clients.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Fontana Financial Planning - Simplifying Your Financial Success.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect 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 Sep 19, 2026
15Strong evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-509 contacts →

Strong evidence

“Coquest is a full-service brokerage firm based in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceDallas, PA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Your worth transcends generations.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect 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 19, 2026
18Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“At TSG, our goal is for clients to be confident about their finances, no matter what life brings.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“BBAE: Exclusive content, data, and insights to empower informed investing decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026

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)
351.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
23
51-200
9
201-500
1
501-1,000
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among brokerage 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 “brokerage 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 brokerage 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 brokerage 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, 768 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 19, 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 brokerage 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 brokerage firms are there based in Dallas, United States?

RevenueBase identified 82 brokerage 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?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most brokerage firms?

New York leads with 288 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 768 verified decision-maker contacts tracked across these 82 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 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 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.