Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Dallas, United States

Name: Endowment management consulting 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 28, 2026 56 companies tracked

RevenueBase identified 56 endowment management consulting firms headquartered in Dallas, United States as of September 2026 and tracks 1,034 professional contacts across them, including 575 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Dallas has 56.

This list covers endowment management consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review

56Companies

1,034Contacts tracked

575Verified emails

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The 25 largest endowment management consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 56 endowment management consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: 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	Realfoundations	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	379 contacts →
	Partial evidence “Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…” Source: RevenueBase Database · checked Sep 28, 2026
2	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 28, 2026
3	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
4	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
5	Wealth Partners Alliance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
6	Strata Wealth Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: RevenueBase Database · checked Sep 28, 2026
7	3e Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Sep 28, 2026
8	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	13 contacts →
	Partial evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 28, 2026
9	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 28, 2026
10	Vaquero Private Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 28, 2026
11	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 28, 2026
12	Mcgowangroup Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial 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 28, 2026
13	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 28, 2026
14	Theorem Wealth An Mforce Capital Partner	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial 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 28, 2026
15	Smithconway	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “SmithConway is located in Dallas, Texas and services clients nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
16	Optima Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 28, 2026
17	Smith, Frank & Partners, L.L.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
18	Sparrow Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect 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 28, 2026
19	Nexadvisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “NexAdvisors is a privately owned, independent wealth manager located in Dallas, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
20	International Research Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
21	Sloan Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial 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 28, 2026
22	Limitless Life	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to Limitless Life, your partner in comprehensive estate planning.” Source: RevenueBase Database · checked Sep 28, 2026
23	Mpact Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Provides consulting services including financial advice, strategy and investing information.” Source: RevenueBase Database · checked Sep 28, 2026
24	Benchmark Private Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.* At Benchmark Private Wealth Management, we pride ourselves on…” Source: RevenueBase Database · checked Sep 28, 2026
25	Fundamental Advisory Services, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “We provide value-added advice, services, and asset management tailored to each client’s particular situation.” Source: RevenueBase Database · checked Sep 28, 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: endowment management consulting firms. 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 endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. 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 56 endowment management consulting firms based in Dallas, United States

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Endowment management consulting firms based in Dallas, United States at a glance

As of Sep 28, 2026

55.6%Verified-email coverage

18.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 56 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 endowment management consulting firms, 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 “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 575 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 28, 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.

Endowment management consulting firms 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 endowment management consulting firms, 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 endowment management consulting firms are there based in Dallas, United States?

RevenueBase identified 56 endowment management consulting firms 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?

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

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). Dallas has 56.

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 575 verified decision-maker contacts tracked across these 56 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 28, 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.