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 company matches for corporate financial planning firms associated with Dallas, United States as of September 2026 and tracks 1,798 professional contacts across them, including 966 with verified work emails. Across the United States, New York is the largest hub for this category (206 companies); Dallas has 76.

This list covers company matches for corporate financial planning 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 19, 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 19, 2026 How this list was built

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 company matches for corporate financial planning firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
2	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
4	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	Sleeper Sewell Insurance	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
9	Infinity Management Dallas	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	14 contacts →
	Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Stonewater Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Strategic Wealth Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
17	TNA Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Helping individuals, families, and businesses become debt-free, retire with dignity, get money when you need it most, secure your income and build wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Apeiron Planning Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “The financial planning process we've developed helps families simplify their wealth journey.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	C3 Financial Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Worth Financial Group INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Johnson Financial Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Johnson Financial Strategies, we understand that every client is unique.” Recorded in the RevenueBase company graph · Sep 19, 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 “corporate financial planning 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 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)

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

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 “corporate financial planning 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 966 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 19, 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.

Corporate financial planning 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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 76 company matches for corporate financial planning 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?

Hilltop Securities INC 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 corporate financial planning firms?

New York leads the United States with 206 company records, followed by Houston (109) and Atlanta (104). Dallas has 76.

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 966 professional contacts with verified work emails tracked across these 76 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 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 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.