Company lists · Data refreshed November 2026

Top 23 Fee-based advisors based in Dallas, United States

RevenueBase identified 129 company matches for fee-based advisors associated with Dallas, United States as of November 2026 and tracks 1,036 professional contacts across them, including 511 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Dallas has 129.

This list covers company matches for fee-based 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 November 6, 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 Nov 6, 2026 How this list was built
129Companies
1,036Contacts tracked
511Verified emails
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The 23 largest fee-based advisors based in Dallas, United States

Ranked by team size
Top 23 of 129 company matches for fee-based advisors based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 202651-200179 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-20082 contacts →

Exact match

“Register for Bluecrest Financial Forum: &…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-20055 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202611-5035 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 · Nov 6, 2026 · View company records in RevenueBase
5Exact matchDallas, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202611-5026 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 · Nov 6, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-1021 contacts →

Exact match

“Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchDallas, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-1013 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-20011 contacts →

Exact match

“We are a financial services firm specializing in serving high achieving professionals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Fontana Financial Planning - Simplifying Your Financial Success.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-1010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202611-509 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“At Ivy Wealth, we help clients with their wealth management and financial planning needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“As independent professional advisors, we offer you a personalized financial strategy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-108 contacts →

Exact match

“We provide fee only, comprehensive wealth management strategies including in-depth financial planning and investment portfolio management with a fiduciary promise to always act in…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-108 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 · Nov 6, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Nov 6, 202651-2008 contacts →

Exact match

“As a boutique broker-dealer, we provide commitment and agility to entrepreneurial financial advisors and emphasize independence, flexibility and support.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“The financial planning process we've developed helps families simplify their wealth journey.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-107 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 · Nov 6, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Lindus Advisors Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Nexus Advisors connects your life’s work with your family’s future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 23 of 129 fee-based advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 511 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fee-based advisors based in Dallas, United States at a glance

As of Nov 6, 2026
49.3%Verified-email coverage
8.0Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
100
11-50
17
51-200
9
201-500
1
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 129 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 “fee-based 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 511 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 November 6, 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.

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

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

RevenueBase identified 129 company matches for fee-based advisors associated with Dallas, United States as of November 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?

ALM First 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 fee-based advisors?

New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Dallas has 129.

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 511 professional contacts with verified work emails tracked across these 129 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 November 6, 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.