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 company matches for fiduciary services companies associated with Dallas, United States as of September 2026 and tracks 694 professional contacts across them, including 270 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Dallas has 69.

This list covers company matches for fiduciary services companies 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

69Companies

694Contacts tracked

270Verified emails

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

Ranked by team size

Top 25 of 69 company matches for fiduciary services companies 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	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	5,001-10,000	130 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Prospera Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	201-500	119 contacts →
	Exact match “Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	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
4	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	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
6	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	13 contacts →
	Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	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
11	Saddock Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	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
13	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
14	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 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 · Sep 20, 2026 · View company records in RevenueBase
15	Theorem Wealth An Mforce Capital Partner	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Turtle Creek Management , LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	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
18	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
19	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
20	Innovative Estate Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	J.E. Simmons And Company P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We are an independent, fiduciary, and fee-only advisory firm dedicated to helping dentists and business owners with tax and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	LAW Offices Of Lustig And Hyman, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	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
24	Capital Advisory Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	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

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 “fiduciary services companies”. 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 69 fiduciary services companies based in Dallas, United States

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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)

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

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 “fiduciary services companies” 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 270 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 69 company matches for fiduciary services companies 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?

Comerica Wealth Management 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Dallas has 69.

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 270 professional contacts with verified work emails tracked across these 69 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.