Company lists · Data refreshed September 2026

Top 25 Business finance consulting firms based in Dallas, United States

Name: Business finance consulting 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 28, 2026 174 companies tracked

RevenueBase identified 174 company matches for business finance consulting firms associated with Dallas, United States as of September 2026 and tracks 3,136 professional contacts across them, including 1,814 with verified work emails. Across the United States, New York is the largest hub for this category (602 companies); Dallas has 174.

This list covers company matches for business finance consulting 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 28, 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 28, 2026 How this list was built

174Companies

3,136Contacts tracked

1,814Verified emails

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The 25 largest business finance consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 174 company matches for business finance consulting firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
4	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
5	Merit Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	128 contacts →
	Exact match “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
7	Hext Financial Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
9	Sleeper Sewell Insurance	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	25 contacts →
	Exact match “Sleeper Sewell Insurance provides financial and risk management services with consistent goals of protecting our client's balance sheet, earning ability, public image, employee…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Finalysiz	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Dynamic Support Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Dynamic Support Solutions (DSS) is a professional finance and accounting consulting firm serving public schools and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Primed Business Consulting LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Till CFO	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “A true partner in the C-Suite, Till CFO offers top-tier financial leadership, day-to-day financial management, and advisory to Founders, CEOs, and Operators of early-stage and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	FSI Consulting	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Infinity Management Dallas	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Strategic Wealth Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Everett Advisory Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Paradigm Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “At Paradigm Advisors we know that you want to be financially prepared.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Isagani Yorke Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
24	Safewater Capital Advisors LLC	Exact match	Dallas, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “SafeWater Capital Advisors LLC is a “special situations” advisory firm focused on M&A, capital raising and restructuring for the middle and lower-middle market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	The CCG Agency, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Elevate your business journey with The CCG Agency.” Recorded in the RevenueBase company graph · Sep 28, 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 “business finance consulting 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 174 business finance consulting firms based in Dallas, United States

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Business finance consulting firms based in Dallas, United States at a glance

As of Sep 28, 2026

57.8%Verified-email coverage

18.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

122

11-50

51-200

501-1,000

1,001-5,000

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 174 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 “business finance consulting 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 1,814 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 28, 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.

Business finance consulting 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 “business finance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many business finance consulting firms are there based in Dallas, United States?

RevenueBase identified 174 company matches for business finance consulting 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?

Riveron 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 business finance consulting firms?

New York leads the United States with 602 company records, followed by Atlanta (236) and Chicago (220). Dallas has 174.

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 1,814 professional contacts with verified work emails tracked across these 174 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 28, 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.