Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Dallas, United States

Name: Financial advisor recruitment firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 140 companies tracked

RevenueBase identified 140 financial advisor recruitment firms headquartered in Dallas, United States as of September 2026 and tracks 1,567 professional contacts across them, including 678 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Dallas has 140.

This list covers financial advisor recruitment firms 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 28, 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 28, 2026 86% judged on-target in blind review

140Companies

1,567Contacts tracked

678Verified emails

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The 25 largest financial advisor recruitment firms based in Dallas, United States

Ranked by team size

Top 25 of 140 financial advisor recruitment firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment firms: 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 28, 2026	51-200	162 contacts →
	Strong evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
2	Workway	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	129 contacts →
	Indirect evidence “Workway is a specialty staffing company, working with organizations across the country in search of exceptional candidates.” Source: RevenueBase Database · checked Sep 28, 2026
3	Bluecrest Financial Alliances	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Partial evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 28, 2026
4	High Profile, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	59 contacts →
	Indirect evidence “High Profile Staffing is a woman-owned staffing and recruiting firm based in Dallas, Texas, specializing in administrative, accounting & finance, and human resources placements.” Source: RevenueBase Database · checked Sep 28, 2026
5	ISC Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	53 contacts →
	Partial evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 28, 2026
6	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
7	Financial Additions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Partial evidence “Financial Additions, founded in has become a leading provider of searching and staffing services for accounting and finance professionals.” Source: RevenueBase Database · checked Sep 28, 2026
8	Smith Anglin Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	J MAR & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “With more than 30 years of experience, J MAR & Associates has built a reputation for delivering recruiting excellence since 1994.” Source: RevenueBase Database · checked Sep 28, 2026
10	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
11	Financial Professionals	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Financial Professionals is a bank and accounting staffing agency in Dallas, TX.” Source: RevenueBase Database · checked Sep 28, 2026
12	Hamptonrock	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
13	Dallas Employment Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Join our Talent Network by visiting our website and clicking the "Join our Talent Network" button.” Source: RevenueBase Database · checked Sep 28, 2026
14	RTB Advisors	Strong evidence	Dallas, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 28, 2026
15	Arkapital Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	11 contacts →
	Partial evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 28, 2026
16	Fontana Financial Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 28, 2026
17	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
18	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
19	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 28, 2026
20	Spectrum Search Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Spectrum Search Group is an executive recruiting firm providing end-to-end recruiting services in Accounting, Finance, Tax and Investment Banking for the DFW and Houston areas.” Source: RevenueBase Database · checked Sep 28, 2026
21	The ODA Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “The ODA Group is a staffing firm specializing in recruiting finance and accounting, technology, engineering, and sales and marketing professionals for all industries and company…” Source: RevenueBase Database · checked Sep 28, 2026
22	Benchmark Search	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “When a high-growth Dallas-based middle-market company needed a Controller within 30 days, they came to us.” Source: RevenueBase Database · checked Sep 28, 2026
23	Apeiron Planning Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “The financial planning process we've developed helps families simplify their wealth journey.” Source: RevenueBase Database · checked Sep 28, 2026
24	LGT Financial Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 28, 2026
25	Nexus Advisors LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 28, 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: financial advisor recruitment firms. 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 financial advisor recruitment firms.
Partial evidence: Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor recruitment firms. 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 140 financial advisor recruitment firms based in Dallas, United States

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Financial advisor recruitment firms based in Dallas, United States at a glance

As of Sep 28, 2026

43.3%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 140 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 financial advisor recruitment firms, 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 “financial advisor recruitment firms”. 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 financial advisor recruitment firms), 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 financial advisor recruitment firms, 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, 678 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 28, 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.

Financial advisor recruitment firms 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 financial advisor recruitment firms, 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 financial advisor recruitment firms are there based in Dallas, United States?

RevenueBase identified 140 financial advisor recruitment firms 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 in the United States has the most financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Dallas has 140.

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 678 verified decision-maker contacts tracked across these 140 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 28, 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 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.