Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Dallas, United States

Name: Chartered financial planners 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 216 companies tracked

RevenueBase identified 216 chartered financial planners headquartered in Dallas, United States as of September 2026 and tracks 3,425 professional contacts across them, including 1,663 with verified work emails. New York is the largest hub.

This list covers chartered financial planners 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

216Companies

3,425Contacts tracked

1,663Verified emails

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The 25 largest chartered financial planners based in Dallas, United States

Ranked by team size

Top 25 of 216 chartered financial planners 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 chartered financial planners: 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	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
2	Tolleson Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	206 contacts →
	Partial evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
3	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
4	Level Four Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	136 contacts →
	Partial 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
5	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
6	Comerica Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	5,001-10,000	130 contacts →
	Indirect evidence “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: RevenueBase Database · checked Sep 19, 2026
7	Texas Financial Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	108 contacts →
	Partial evidence “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Source: RevenueBase Database · checked Sep 19, 2026
8	Bluecrest Financial Alliances	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	81 contacts →
	Partial evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 19, 2026
9	Quotient Wealth Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	62 contacts →
	Indirect evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 19, 2026
10	ISC Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Partial 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
11	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
12	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	35 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
14	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
15	Martin Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
16	WWA Integrated Wealth Strategy Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.” Source: RevenueBase Database · checked Sep 19, 2026
17	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
18	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 19, 2026
19	J.K. Financial, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Partial evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
20	Turtle Creek Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 19, 2026
21	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 19, 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 19, 2026
22	CD Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Source: RevenueBase Database · checked Sep 19, 2026
23	Frontier Investment Management Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	13 contacts →
	Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 19, 2026
24	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 19, 2026
25	Spectrum Wealth Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 19, 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: chartered financial planners. 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 chartered financial planners.
Partial evidence: Its own public description names part of chartered financial planners, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name chartered financial planners. 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 216 chartered financial planners based in Dallas, United States

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Chartered financial planners based in Dallas, United States at a glance

As of Sep 19, 2026

48.6%Verified-email coverage

15.9Average contacts per company

1-10Median size (employees)

171.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

156

11-50

51-200

201-500

501-1,000

5,001-10,000

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 216 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 chartered financial planners, 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 “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, 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, 1,663 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.

Chartered financial planners 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 chartered financial planners, 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 chartered financial planners are there based in Dallas, United States?

RevenueBase identified 216 chartered financial planners 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?

Hilltop Securities INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most chartered financial planners?

New York leads with 371 headquartered companies, followed by Atlanta (248) and Houston (244).

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 1,663 verified decision-maker contacts tracked across these 216 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.