Company lists · Data refreshed September 2026

Top 25 Direct indexing companies based in Dallas, United States

RevenueBase identified 49 direct indexing companies headquartered in Dallas, United States as of September 2026 and tracks 535 professional contacts across them, including 300 with verified work emails. New York is the largest hub.

This list covers direct indexing companies 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
49Companies
535Contacts tracked
300Verified emails
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The 25 largest direct indexing companies based in Dallas, United States

Ranked by team size
Top 25 of 49 direct indexing companies 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 direct indexing companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-20053 contacts →

Indirect 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
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1021 contacts →

Indirect evidence

“Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“Lear Investment Management assists individuals, families and foundations with achieving their purpose.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect 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
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“As independent professional advisors, we offer you a personalized financial strategy.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceDallas, PA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Your worth transcends generations.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Socorro Asset Management is a fundamental, long-only investment management firm based in Dallas, Texas that was founded in 2019.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Annandale is an independent investment advisor delivering global investment solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“MGI offers investment management and financial planning services to private investors.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“International Research Securities provides impactful, dynamic, client-first financial planning for long term success.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 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
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Single Family Wealth Management Firm”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 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
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“The Advancement Group, LLC has been creating successful high yield returns consistently for over two decades.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Uptown Capital Advisors is a Registered Investment Advisor in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceDallas, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Phlox (pronounced "flocks") is an independent investment and financial planning firm helping individuals, families, and small businesses build wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Parker Prescott Capital Management is a North Dallas, Texas based independent Registered Investment Advisory firm that has a diversified, value-oriented approach with a focus on…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Xponify specializes in financial planning and advice for both individual investors and independent business owners looking for long-term investment solutions tailored to meet…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 49 direct indexing companies based in Dallas, United States

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Direct indexing companies based in Dallas, United States at a glance

As of Sep 19, 2026
56.1%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
277.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
9
51-200
4

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 49 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 direct indexing companies, 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 “direct indexing companies”. 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 direct indexing companies), 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 direct indexing companies, 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, 300 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.

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 direct indexing companies, 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 direct indexing companies are there based in Dallas, United States?

RevenueBase identified 49 direct indexing companies 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?

ISC Group, INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most direct indexing companies?

New York leads with 136 headquartered companies, followed by Chicago (62) and Boston (54).

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 300 verified decision-maker contacts tracked across these 49 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.