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 business finance consulting firms headquartered in 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 (560 companies); Dallas has 174.

This list covers business finance consulting 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 28, 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 28, 2026 86% judged on-target in blind review

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 business finance consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to business finance consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 28, 2026
2	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 28, 2026
3	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
4	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	135 contacts →
	Partial evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 28, 2026
5	Merit Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	128 contacts →
	Partial evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 28, 2026
6	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
8	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 28, 2026
9	Sleeper Sewell Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	25 contacts →
	Partial evidence “Sleeper Sewell Insurance provides financial and risk management services with consistent goals of protecting our client's balance sheet, earning ability, public image, employee…” Source: RevenueBase Database · checked Sep 28, 2026
10	Finalysiz	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Dynamic Support Solutions	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Dynamic Support Solutions (DSS) is a professional finance and accounting consulting firm serving public schools and non-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026
12	Primed Business Consulting LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 28, 2026
13	Till CFO	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 28, 2026
15	FSI Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	Infinity Management Dallas	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 28, 2026
17	Fontana Financial Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 28, 2026
18	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 28, 2026
19	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
20	Everett Advisory Partners, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 28, 2026
21	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 28, 2026
22	Isagani Yorke Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Source: RevenueBase Database · checked Sep 28, 2026
23	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial 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 28, 2026
24	Safewater Capital Advisors LLC	Indirect evidence	Dallas, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
25	The CCG Agency, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Elevate your business journey with The CCG Agency.” Source: RevenueBase Database · checked Sep 28, 2026

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: business finance consulting 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 business finance consulting firms.
Partial evidence: Its own public description names part of business finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name business finance consulting 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business finance consulting 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 “business finance consulting 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 business finance consulting 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 business finance consulting 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, 1,814 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 28, 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.

Business finance consulting firms by metro in the United States

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

RevenueBase identified 174 business finance consulting 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?

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

Which city in the United States has the most business finance consulting firms?

New York leads the United States with 560 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,814 verified decision-maker contacts tracked across these 174 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 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 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.