Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Dallas, United States

Name: Corporate financial planning 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 76 companies tracked

RevenueBase identified 76 corporate financial planning firms headquartered in Dallas, United States as of September 2026 and tracks 1,798 professional contacts across them, including 966 with verified work emails. New York is the largest hub.

This list covers corporate financial planning 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

76Companies

1,798Contacts tracked

966Verified emails

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The 25 largest corporate financial planning firms based in Dallas, United States

Ranked by team size

Top 25 of 76 corporate financial planning 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 corporate financial planning 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	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	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
3	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
4	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
5	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
6	Carter Financial Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Strong 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
7	Sleeper Sewell Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
8	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
9	Infinity Management Dallas	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 19, 2026
10	Spectrum Wealth Strategies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 19, 2026
11	Arkapital Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	11 contacts →
	Partial evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fontana Financial Planning	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 19, 2026
13	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong 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 19, 2026
14	Stonewater Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Source: RevenueBase Database · checked Sep 19, 2026
15	IVY Wealth	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
16	Strategic Wealth Planning	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong 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 19, 2026
17	TNA Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Helping individuals, families, and businesses become debt-free, retire with dignity, get money when you need it most, secure your income and build wealth.” Source: RevenueBase Database · checked Sep 19, 2026
18	Apeiron Planning Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “The financial planning process we've developed helps families simplify their wealth journey.” Source: RevenueBase Database · checked Sep 19, 2026
19	C3 Financial Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 19, 2026
20	Nexus Advisors LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 19, 2026
21	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
22	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 19, 2026
23	Burford Brothers, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 19, 2026
24	Worth Financial Group INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	Johnson Financial Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “At Johnson Financial Strategies, we understand that every client is unique.” 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: corporate financial planning 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning 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 76 corporate financial planning firms based in Dallas, United States

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Corporate financial planning firms based in Dallas, United States at a glance

As of Sep 19, 2026

53.7%Verified-email coverage

23.7Average contacts per company

1-10Median size (employees)

271.1%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 76 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 corporate financial planning 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 “corporate financial planning 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 corporate financial planning 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 corporate financial planning 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, 966 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.

Corporate financial planning 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 corporate financial planning 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 corporate financial planning firms are there based in Dallas, United States?

RevenueBase identified 76 corporate financial planning 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?

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

Which city has the most corporate financial planning firms?

New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).

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 966 verified decision-maker contacts tracked across these 76 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.