Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Dallas, United States

RevenueBase identified 123 company matches for esop advisors associated with Dallas, United States as of September 2026 and tracks 1,416 professional contacts across them, including 546 with verified work emails. Across the United States, New York is the largest hub for this category (414 companies); Dallas has 123.

This list covers company matches for esop advisors 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 September 20, 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 Sep 20, 2026 How this list was built
123Companies
1,416Contacts tracked
546Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest esop advisors based in Dallas, United States

Ranked by team size
Top 25 of 123 company matches for esop advisors based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-200339 contacts →

Exact match

“Selling a business is one of the most important financial decisions you'll ever make.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-200162 contacts →

Exact match

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-200144 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 · Sep 20, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-200114 contacts →

Exact match

“LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-20053 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 · Sep 20, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-5041 contacts →

Exact match

“We create value for the operators, buyers and sellers of privately held companies.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-5033 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 · Sep 20, 2026 · View company records in RevenueBase
8Exact matchDallas, United StatesHQ recorded Sep 20, 2026501-1,00028 contacts →

Exact match

“Momentum Independent Network is a broker-dealer serving a national network of independent financial advisors and their clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“A consultative, financially astute, and legally sound approach to estate planning and asset protection.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“We understand your business transfer goals, opportunities and concerns from the inside because we have bought and sold many companies of our own-and continue to do so.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“Transworld Business Advisors - Dallas / Fort Worth Central is a sister office to Transworld - Colorado, the #1 global franchise office out of 225+ franchises worldwide.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-1011 contacts →

Exact match

“Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“IMcP earns the trust of our clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Fontana Financial Planning - Simplifying Your Financial Success.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-508 contacts →

Exact match

“Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Optima M&A is a leading middle-market transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202651-2006 contacts →

Exact match

“Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchDallas, TX, United StatesHQ recorded Sep 20, 202611-504 contacts →

Exact match

“We are a premier boutique Mergers & Acquisitions and Investment Banking solutions company that services privately held businesses, high net worth individuals, and start-up…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 123 esop advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 546 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Esop advisors based in Dallas, United States at a glance

As of Sep 20, 2026
38.6%Verified-email coverage
11.5Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
89
11-50
24
51-200
8
501-1,000
1

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 123 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 “esop advisors” 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 546 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 September 20, 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.

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 “esop advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many esop advisors are there based in Dallas, United States?

RevenueBase identified 123 company matches for esop advisors associated with Dallas, United States as of September 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?

Sellside Group, LLC 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 esop advisors?

New York leads the United States with 414 company records, followed by Chicago (158) and Atlanta (154). Dallas has 123.

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 546 professional contacts with verified work emails tracked across these 123 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 September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 123 esop advisors based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.