Company lists · Data refreshed September 2026

Top 25 Enterprise financial consulting companies based in Dallas, United States

Name: Enterprise financial consulting companies based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 127 companies tracked

RevenueBase identified 127 enterprise financial consulting companies headquartered in Dallas, United States as of September 2026 and tracks 2,952 professional contacts across them, including 1,712 with verified work emails. Across the United States, New York is the largest hub for this category (447 companies); Dallas has 127.

This list covers enterprise financial consulting 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 29, 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 29, 2026 86% judged on-target in blind review

127Companies

2,952Contacts tracked

1,712Verified emails

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The 25 largest enterprise financial consulting companies based in Dallas, United States

Ranked by team size

Top 25 of 127 enterprise financial consulting companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to enterprise financial consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 29, 2026
2	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 29, 2026
3	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 29, 2026
4	Merit Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	128 contacts →
	Partial evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 29, 2026
5	Viaone Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	53 contacts →
	Indirect evidence “A COLLECTION OF INDUSTRY EXPERTS Accelerate your business performance with guidance from specialists in your industry At ViaOne Services, we bring our clients knowledge drawn from…” Source: RevenueBase Database · checked Sep 29, 2026
6	Redsalsa Technologies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	53 contacts →
	Indirect evidence “Established in 1993 RedSalsa Technologies, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
7	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Partial evidence “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: RevenueBase Database · checked Sep 29, 2026
8	Skyview Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Source: RevenueBase Database · checked Sep 29, 2026
9	Finalysiz	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Partial evidence “At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.” Source: RevenueBase Database · checked Sep 29, 2026
10	Primed Business Consulting LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 29, 2026
11	FSI Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	14 contacts →
	Partial evidence “Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…” Source: RevenueBase Database · checked Sep 29, 2026
12	Infinity Management Dallas	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	14 contacts →
	Indirect evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 29, 2026
13	GEX Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Source: RevenueBase Database · checked Sep 29, 2026
14	Endurance Advisory Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “At Endurance Advisory Partners, we specialize in guiding financial institutions through the complexities of capital markets, regulatory challenges, compliance, and digital…” Source: RevenueBase Database · checked Sep 29, 2026
15	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 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 29, 2026
16	Compliability Solutions LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Source: RevenueBase Database · checked Sep 29, 2026
17	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 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 29, 2026
18	The CCG Agency, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Elevate your business journey with The CCG Agency.” Source: RevenueBase Database · checked Sep 29, 2026
19	Smith, Frank & Partners, L.L.C	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial 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 29, 2026
20	Uprise Acquisitions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
21	Bower And Associates, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Bower & Associates was formed to help business owners capitalize on wealth by employing strategies created over the partners’ many years of experience in this area.” Source: RevenueBase Database · checked Sep 29, 2026
22	Adjunct Partners, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Source: RevenueBase Database · checked Sep 29, 2026
23	Crosslake Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Founded in 2003, The Crosslake Group specializes in guiding Aerospace & Defense businesses to new heights of success.” Source: RevenueBase Database · checked Sep 29, 2026
24	Cenex Consulting	Partial evidence	Dallas, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Cenex Consulting is an innovative consulting agency.” Source: RevenueBase Database · checked Sep 29, 2026
25	Aviv Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	2 contacts →
	Partial evidence “Since 2017 Aviv has been influential in the consulting industry in guiding clients to reach their long term goals of increasing profitability.” Source: RevenueBase Database · checked Sep 29, 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: enterprise financial consulting companies. 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 enterprise financial consulting companies.
Partial evidence: Its own public description names part of enterprise financial consulting companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name enterprise financial consulting companies. 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 127 enterprise financial consulting companies based in Dallas, United States

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Enterprise financial consulting companies based in Dallas, United States at a glance

As of Sep 29, 2026

58.0%Verified-email coverage

23.2Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 127 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 enterprise financial consulting 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 “enterprise financial consulting 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 enterprise financial consulting 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 enterprise financial consulting 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, 1,712 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 29, 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.

Enterprise financial consulting companies 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 enterprise financial consulting 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 enterprise financial consulting companies are there based in Dallas, United States?

RevenueBase identified 127 enterprise financial consulting 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?

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

Which city in the United States has the most enterprise financial consulting companies?

New York leads the United States with 447 headquartered companies, followed by Atlanta (173) and Chicago (171). Dallas has 127.

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 1,712 verified decision-maker contacts tracked across these 127 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 29, 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.