Company lists · Data refreshed September 2026

Top 25 Family offices based in Dallas, United States

Name: Family offices based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 251 companies tracked

RevenueBase identified 251 family offices headquartered in Dallas, United States as of September 2026 and tracks 2,638 professional contacts across them, including 1,224 with verified work emails. New York is the largest hub.

This list covers family offices 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 19, 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 19, 2026 86% judged on-target in blind review

251Companies

2,638Contacts tracked

1,224Verified emails

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The 25 largest family offices based in Dallas, United States

Ranked by team size

Top 25 of 251 family offices based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: 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	M Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	285 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
2	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
3	Behringer	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	n/a	161 contacts →
	Indirect evidence “Behringer is a Dallas-based commercial real estate investment and asset management firm focused on creating value through the acquisition, operation, and strategic repositioning…” Source: RevenueBase Database · checked Sep 19, 2026
4	Comerica Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	5,001-10,000	130 contacts →
	Indirect evidence “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: RevenueBase Database · checked Sep 19, 2026
5	Texas Financial Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	108 contacts →
	Indirect evidence “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Source: RevenueBase Database · checked Sep 19, 2026
6	Bonanza Capital	Indirect evidence	Dallas, United StatesHQ checked Sep 19, 2026	n/a	94 contacts →
	Indirect evidence “Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
7	Beaird Harris	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	81 contacts →
	Partial evidence “Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” Source: RevenueBase Database · checked Sep 19, 2026
8	True North Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	80 contacts →
	Strong evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 19, 2026
9	Quotient Wealth Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	62 contacts →
	Indirect evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 19, 2026
10	RFP Homes	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	54 contacts →
	Partial evidence “RFP Homes is a single-family investment real estate brokerage built to simplify the path to generational wealth.” Source: RevenueBase Database · checked Sep 19, 2026
11	The Arnold Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	47 contacts →
	Strong evidence “TAC – The Arnold Companies is a family office investment and holding company with a diversified portfolio of investment in private and public companies.” Source: RevenueBase Database · checked Sep 19, 2026
12	LEE Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Indirect evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
13	Wealth Partners Alliance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
14	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 19, 2026
16	Crow Family INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	Digital Ascension Group DAG	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	25 contacts →
	Strong evidence “DAG is a specialized multi-family office that bridges traditional services with the digital asset ecosystem.” Source: RevenueBase Database · checked Sep 19, 2026
18	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 19, 2026
19	Strata Wealth Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect 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 19, 2026
20	J.K. Financial, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Indirect evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
21	O7capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: RevenueBase Database · checked Sep 19, 2026
22	August Real Estate CO	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
23	Dalfort Capital Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “DalFort is a Dallas-based investment firm focused on the lower middle market.” Source: RevenueBase Database · checked Sep 19, 2026
24	Junonia Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Junonia specializes in providing tailored back office solutions to managers of hedge funds, private equity funds, and hybrid funds.” Source: RevenueBase Database · checked Sep 19, 2026
25	SPI Advisory, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “SPI Advisory, LLC is a Dallas based private equity firm with over $1.3 Billion in current Assets Under Management that is transforming the way high net worth investors identify…” Source: RevenueBase Database · checked Sep 19, 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: family offices. 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 family offices.
Partial evidence: Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices. 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 251 family offices based in Dallas, United States

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Family offices based in Dallas, United States at a glance

As of Sep 19, 2026

46.4%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

280.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

176

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 251 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 1,224 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 19, 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.

Family offices 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 family offices, 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 family offices are there based in Dallas, United States?

RevenueBase identified 251 family offices 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?

M Financial Group, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 1,224 verified decision-maker contacts tracked across these 251 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 19, 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.