Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in Dallas, United States

Name: Employee-owned 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 12, 2026 80 companies tracked

RevenueBase identified 80 company matches for employee-owned financial services associated with Dallas, United States as of October 2026 and tracks 4,781 professional contacts across them, including 2,393 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Dallas follows with 80.

This list covers company matches for employee-owned 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 12, 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 12, 2026 How this list was built

80Companies

4,781Contacts tracked

2,393Verified emails

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The 25 largest employee-owned financial services based in Dallas, United States

Ranked by team size

Top 25 of 80 company matches for employee-owned financial services based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,203 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	824 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	201-500	293 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	175 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	142 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	201-500	133 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	74 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	11-50	34 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 · Oct 12, 2026 · View company records in RevenueBase
10	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
11	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	11-50	27 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 · Oct 12, 2026 · View company records in RevenueBase
12	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
13	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	12 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
17	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Theorem Wealth An Mforce Capital Partner	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
20	TSG Financial Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
22	Worth Financial Group INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Cloud Wealth Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Caleb Loud, with Cloud Wealth, provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	International Research Securities	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned 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 25 of 80 employee-owned financial services based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 2,393 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in Dallas, United States at a glance

As of Oct 12, 2026

50.1%Verified-email coverage

59.8Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 80 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 “employee-owned 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 2,393 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 12, 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.

Employee-owned 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Dallas, United States?

RevenueBase identified 80 company matches for employee-owned 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?

Texas Capital 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69).

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 2,393 professional contacts with verified work emails tracked across these 80 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 12, 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.