Company lists · Data refreshed October 2026

Top 20 Elder care financial services based in Dallas, United States

Name: Elder care financial services based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 57 companies tracked

RevenueBase identified 57 company matches for elder care financial services associated with Dallas, United States as of October 2026 and tracks 344 professional contacts across them, including 87 with verified work emails. Across the United States, Houston is the largest hub for this category (80 companies); Dallas has 57.

This list covers company matches for elder care financial services 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 October 11, 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 Oct 11, 2026 How this list was built

57Companies

344Contacts tracked

87Verified emails

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The 20 largest elder care financial services based in Dallas, United States

Ranked by team size

Top 20 of 57 company matches for elder care financial services based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	11-50	29 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 · Oct 11, 2026 · View company records in RevenueBase
2	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	11-50	23 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	11-50	13 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 · Oct 11, 2026 · View company records in RevenueBase
5	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	TNA Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	6 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 · Oct 11, 2026 · View company records in RevenueBase
8	Apeiron Planning Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “The financial planning process we've developed helps families simplify their wealth journey.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
10	Innovative Estate Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	11-50	4 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 · Oct 11, 2026 · View company records in RevenueBase
13	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 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 · Oct 11, 2026 · View company records in RevenueBase
14	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Evos Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Evos Financial was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Duke Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Momentum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Blue Fountain Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Principia Wealth Advisory, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	First Dallas Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 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 “elder care financial services”. 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 20 of 57 elder care financial services based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 87 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Elder care financial services based in Dallas, United States at a glance

As of Oct 11, 2026

25.3%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 57 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 “elder care financial services” 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 87 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 October 11, 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.

Elder care financial services 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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many elder care financial services are there based in Dallas, United States?

RevenueBase identified 57 company matches for elder care financial services associated with Dallas, United States as of October 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?

Martin Financial Group 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 elder care financial services?

Houston leads the United States with 80 company records, followed by New York (70) and Scottsdale (66). Dallas has 57.

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 87 professional contacts with verified work emails tracked across these 57 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 October 11, 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.