Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Dallas, United States

Name: Fiduciary services companies 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 69 companies tracked

RevenueBase identified 69 fiduciary services companies headquartered in Dallas, United States as of September 2026 and tracks 694 professional contacts across them, including 270 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review

69Companies

694Contacts tracked

270Verified emails

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

The 25 largest fiduciary services companies based in Dallas, United States

Ranked by team size

Top 25 of 69 fiduciary services companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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	Comerica Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
2	Prospera Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	201-500	119 contacts →
	Indirect evidence “Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values.” Source: RevenueBase Database · checked Sep 20, 2026
3	Wealth Partners Alliance	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	37 contacts →
	Strong 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 20, 2026
4	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
5	Carter Financial Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect 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 20, 2026
6	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect 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 20, 2026
7	Sharpe LAW Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 20, 2026
8	J.K. Financial, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
9	Frontier Investment Management Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	13 contacts →
	Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 20, 2026
10	BFS Advisory Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 20, 2026
11	Saddock Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.” Source: RevenueBase Database · checked Sep 20, 2026
12	Murphy & Sylvest Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
13	IVY Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 20, 2026
14	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
15	Theorem Wealth An Mforce Capital Partner	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 20, 2026
16	Turtle Creek Management , LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer.” Source: RevenueBase Database · checked Sep 20, 2026
17	Probity Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect 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 20, 2026
18	Privus Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect 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 20, 2026
19	Promus Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect 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 20, 2026
20	Innovative Estate Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
21	J.E. Simmons And Company P.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “We are an independent, fiduciary, and fee-only advisory firm dedicated to helping dentists and business owners with tax and financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
22	LAW Offices Of Lustig And Hyman, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “About The Firm: The Law Offices of Lustig and Hyman is a North Dallas Estate Planning Law Firm that has been representing High-Net-Worth clients since 1990 in creating Trusts that…” Source: RevenueBase Database · checked Sep 20, 2026
23	Paragon Private Wealth Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
24	Capital Advisory Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: RevenueBase Database · checked Sep 20, 2026
25	Sparrow Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect 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 20, 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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 69 fiduciary services companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 270 reachable decision-makers.

Free signup · no credit card

View the full list →

Fiduciary services companies based in Dallas, United States at a glance

As of Sep 20, 2026

38.9%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

178.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 69 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 270 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 20, 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.

Fiduciary services companies 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 fiduciary services companies, 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 fiduciary services companies are there based in Dallas, United States?

RevenueBase identified 69 fiduciary services companies 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?

Comerica Wealth Management, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 270 verified decision-maker contacts tracked across these 69 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 69 fiduciary services companies based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fiduciary services companies 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.