Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in Dallas, United States

Name: Digital portfolio advisors 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 57 companies tracked

RevenueBase identified 57 digital portfolio advisors headquartered in Dallas, United States as of September 2026 and tracks 742 professional contacts across them, including 447 with verified work emails. New York is the largest hub.

This list covers digital portfolio advisors 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

57Companies

742Contacts tracked

447Verified emails

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The 25 largest digital portfolio advisors based in Dallas, United States

Ranked by team size

Top 25 of 57 digital portfolio advisors 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 digital portfolio advisors: 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	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
2	Digital Ascension Group DAG	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	25 contacts →
	Partial evidence “DAG is a specialized multi-family office that bridges traditional services with the digital asset ecosystem.” Source: RevenueBase Database · checked Sep 19, 2026
3	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
4	Beacon Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 19, 2026
5	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 19, 2026
6	Triumph Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 19, 2026
7	Delos Capital Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 19, 2026
8	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 19, 2026
9	Fluent Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026
10	Lindus Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 19, 2026
11	Familywealth Advisers	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Source: RevenueBase Database · checked Sep 19, 2026
12	Theorem Wealth An Mforce Capital Partner	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 19, 2026
13	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
14	360 Wealth Planners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach…” Source: RevenueBase Database · checked Sep 19, 2026
15	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: RevenueBase Database · checked Sep 19, 2026
16	Smith, Frank & Partners, L.L.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
17	Capital Advisory Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: RevenueBase Database · checked Sep 19, 2026
18	Sparrow Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Source: RevenueBase Database · checked Sep 19, 2026
19	Level III Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Level Capital is a digital asset investment manager.” Source: RevenueBase Database · checked Sep 19, 2026
20	Collins Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Collins Financial is a comprehensive wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
21	International Research Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Source: RevenueBase Database · checked Sep 19, 2026
22	Reflective Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Our services are designed to help you own your time and maximize the quality of your life.” Source: RevenueBase Database · checked Sep 19, 2026
23	Sloan Investment Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…” Source: RevenueBase Database · checked Sep 19, 2026
24	Harvester Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Harvester Wealth, LLC is a registered investment advisor in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
25	Womack Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” 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: digital portfolio advisors. 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 digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. 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 57 digital portfolio advisors based in Dallas, United States

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Digital portfolio advisors based in Dallas, United States at a glance

As of Sep 19, 2026

60.2%Verified-email coverage

13.0Average contacts per company

1-10Median size (employees)

352.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 57 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 digital portfolio advisors, 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 “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 447 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.

Digital portfolio advisors 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 digital portfolio advisors, 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 digital portfolio advisors are there based in Dallas, United States?

RevenueBase identified 57 digital portfolio advisors 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?

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

Which city has the most digital portfolio advisors?

New York leads with 201 headquartered companies, followed by Chicago (79) and San Francisco (69).

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 447 verified decision-maker contacts tracked across these 57 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.