Company lists · Data refreshed September 2026

Top 25 Fee-only financial advisors based in Dallas, United States

Name: Fee-only financial advisors 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 59 companies tracked

RevenueBase identified 59 fee-only financial advisors headquartered in Dallas, United States as of September 2026 and tracks 766 professional contacts across them, including 484 with verified work emails. New York is the largest hub.

This list covers fee-only financial advisors 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

59Companies

766Contacts tracked

484Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fee-only financial advisors based in Dallas, United States

Ranked by team size

Top 25 of 59 fee-only financial advisors 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 fee-only financial advisors: 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	ALM First	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Strong evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
2	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect 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
3	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
4	J.K. Financial, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Strong evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
5	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 19, 2026
6	Fontana Financial Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 19, 2026
7	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong 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 19, 2026
8	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 19, 2026
9	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 19, 2026
10	Murphy & Sylvest Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
11	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fortune Wealth Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lindus Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 19, 2026
14	Probity Advisors, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong 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 19, 2026
15	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 19, 2026
16	Clare Market Investments, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Independent.” Source: RevenueBase Database · checked Sep 19, 2026
17	360 Wealth Planners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach…” Source: RevenueBase Database · checked Sep 19, 2026
18	Promus Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Promus Advisors, a Dallas-based SEC registered investment adviser and subsidiary of Bellwether Investment Management USA Inc, provides award-winning, financial wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
19	Mpact Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 19, 2026
20	Paragon Private Wealth Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Paragon Private Wealth Group was created to deliver a fiduciary, fee-only investment firm focused solely on their clients and not share-holder’s profits.” Source: RevenueBase Database · checked Sep 19, 2026
21	Sparrow Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial 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 19, 2026
22	Miller Global Investments	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “MGI offers investment management and financial planning services to private investors.” Source: RevenueBase Database · checked Sep 19, 2026
23	Caviness Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Caviness Wealth Management, LLC, is a Texas-based Registered Investment Advisor, serving a select group of individuals, families, and businesses both locally and around the…” Source: RevenueBase Database · checked Sep 19, 2026
24	GM Wealth Group LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives.” Source: RevenueBase Database · checked Sep 19, 2026
25	International Research Securities	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” 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: fee-only financial advisors. 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 fee-only financial advisors.
Partial evidence: Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fee-only financial advisors. 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 59 fee-only financial advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 484 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 19, 2026

63.2%Verified-email coverage

13.0Average contacts per company

1-10Median size (employees)

139.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 59 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 484 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.

Fee-only financial advisors 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 fee-only financial advisors, 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 fee-only financial advisors are there based in Dallas, United States?

RevenueBase identified 59 fee-only financial advisors 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?

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

Which city has the most fee-only financial advisors?

New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).

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 484 verified decision-maker contacts tracked across these 59 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.

Ready to reach these companies? Verified emails and direct dials for all 59 fee-only financial advisors based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fee-only financial advisors by geography

Browse the directory

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.