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 20, 2026 59 companies tracked

RevenueBase identified 59 company matches for fee-only financial advisors associated with Dallas, United States as of September 2026 and tracks 766 professional contacts across them, including 484 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); Dallas has 59.

This list covers company matches for fee-only financial 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

59Companies

766Contacts tracked

484Verified emails

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

Ranked by team size

Top 25 of 59 company matches for fee-only financial 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 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
2	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	26 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 · Sep 20, 2026 · View company records in RevenueBase
4	J.K. Financial, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	21 contacts →
	Exact match “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	BFS Advisory Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 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
10	Murphy & Sylvest Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 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 · Sep 20, 2026 · View company records in RevenueBase
11	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Fortune Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “As independent professional advisors, we offer you a personalized financial strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 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 · Sep 20, 2026 · View company records in RevenueBase
15	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Clare Market Investments, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	360 Wealth Planners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Promus Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Promus Advisors, a Dallas-based SEC registered investment adviser and subsidiary of Bellwether Investment Management USA Inc, provides award-winning, financial wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Paragon Private Wealth Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Sparrow Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Miller Global Investments	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “MGI offers investment management and financial planning services to private investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Caviness Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	GM Wealth Group LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	International Research Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fee-only financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 59 fee-only financial advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 484 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

63.2%Verified-email coverage

13.0Average contacts per company

1-10Median size (employees)

Sep 20, 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

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-only financial 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 484 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.

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

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

RevenueBase identified 59 company matches for fee-only financial 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?

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-only financial advisors?

New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). Dallas has 59.

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 484 professional contacts with verified work emails tracked across these 59 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.

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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.