Company lists · Data refreshed September 2026
Top 14 Financial advisor recruitment firms based in Frisco, United States
RevenueBase identified 25 company matches for financial advisor recruitment firms associated with Frisco, United States as of September 2026 and tracks 95 professional contacts across them, including 46 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Frisco has 25.
This list covers company matches for financial advisor recruitment firms associated with Frisco, 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 28, 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.
The 14 largest financial advisor recruitment firms based in Frisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 18 contacts → | ||||
Exact match “EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 8 contacts → | ||||
Exact match “We are a boutique firm that values long-term client relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 7 contacts → | ||||
Exact match “Founded in 1979, Bell Financial Group is independently owned and operated.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 6 contacts → | ||||
Exact match “We are an independent financial advisory firm powered by seasoned advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 5 contacts → | ||||
Exact match “Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “We’re an independent, Texas-based financial advisory firm proudly serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “At MRM, we’re your advisor, not just your CPA or wealth advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Welcome to Final Element Staffing Solutions!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Pugh Executive Search is a boutique recruiting firm specializing in the placement of Accounting and Finance Professionals, in permanent or contract roles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “For us, everything begins with a personal discussion about your mission.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “We are a full-service Registered Investment Advisory firm with 20+ years of experience in helping individuals and families retire well.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Gordon Private Wealth is a wealth management company created to serve families, executive leaders, athletes, and business owners who have accumulated wealth through either a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “At Wealth Evolution Group, we are redefining the definition of wealth.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisor recruitment firms”. 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 14 of 25 financial advisor recruitment firms based in Frisco, United States
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Financial advisor recruitment firms based in Frisco, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Frisco, so it is reported there. Company counts and contact totals on this page are exact for Frisco, over 25 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 Frisco, United States whose business descriptions match “financial advisor recruitment firms” 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 46 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 28, 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.
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York443
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in St. Louis62
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
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 “financial advisor recruitment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisor recruitment firms are there based in Frisco, United States?
RevenueBase identified 25 company matches for financial advisor recruitment firms associated with Frisco, 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?
EBB Group 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 financial advisor recruitment firms?
New York leads the United States with 443 company records, followed by Atlanta (164) and Chicago (162). Frisco has 25.
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 46 professional contacts with verified work emails tracked across these 25 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 25 financial advisor recruitment firms based in Frisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial advisor recruitment firms by geography
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- Financial advisor recruitment firms based in Montreal, Canada
- Financial advisor recruitment firms based in Toronto, Canada
- Financial advisor recruitment firms based in Vancouver, Canada
- Financial advisor recruitment firms based in Paris, France
- Financial advisor recruitment firms based in Ahmedabad, India
- Financial advisor recruitment firms based in Bangalore, India
- Financial advisor recruitment firms based in Chennai, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisor recruitment firms based in Brisbane, Australia
- Financial advisor recruitment firms based in Melbourne, Australia
- Financial advisor recruitment firms based in Sydney, Australia
- Financial advisor recruitment firms based in Sao Paulo, Brazil
- Financial advisor recruitment firms based in Calgary, Canada
- Financial advisor recruitment firms based in Montreal, Canada
Company intelligence · public preview
Top 14 financial advisor recruitment firms based in Frisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 25 matching company records for financial advisor recruitment firms based in Frisco, United States, with 95 tracked contacts and 46 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 financial advisor recruitment firms based in Frisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 18 contacts → |
“EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 8 contacts → |
“We are a boutique firm that values long-term client relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bell Financial Groupbellfinancialgroup.com HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1979, Bell Financial Group is independently owned and operated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are an independent financial advisory firm powered by seasoned advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 5 contacts → |
“Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Frisco, United StatesReported employees: 1-10 | Frisco, United States | 1-10 | Exact match | 5 contacts → |
“We’re an independent, Texas-based financial advisory firm proudly serving clients nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 4 contacts → |
“At MRM, we’re your advisor, not just your CPA or wealth advisor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 3 contacts → |
“STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 3 contacts → |
“Welcome to Final Element Staffing Solutions!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 3 contacts → |
“Pugh Executive Search is a boutique recruiting firm specializing in the placement of Accounting and Finance Professionals, in permanent or contract roles.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“For us, everything begins with a personal discussion about your mission.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“We are a full-service Registered Investment Advisory firm with 20+ years of experience in helping individuals and families retire well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“Gordon Private Wealth is a wealth management company created to serve families, executive leaders, athletes, and business owners who have accumulated wealth through either a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Frisco, CO, United StatesReported employees: 1-10 | Frisco, CO, United States | 1-10 | Exact match | 1 contacts → |
“At Wealth Evolution Group, we are redefining the definition of wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
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Financial advisor recruitment firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Frisco, so it is reported there. Company counts and contact totals on this page are exact for Frisco, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York443
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in St. Louis62
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
Questions about this company list
What does Exact match mean for financial advisor recruitment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisor recruitment firms did RevenueBase find based in Frisco, United States?
The saved snapshot records 25 matching company records, 95 tracked contacts and 46 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisor recruitment firms by geography
- Financial advisor recruitment firms based in Brisbane, Australia
- Financial advisor recruitment firms based in Melbourne, Australia
- Financial advisor recruitment firms based in Sydney, Australia
- Financial advisor recruitment firms based in Sao Paulo, Brazil
- Financial advisor recruitment firms based in Calgary, Canada
- Financial advisor recruitment firms based in Montreal, Canada
- Financial advisor recruitment firms based in Toronto, Canada
- Financial advisor recruitment firms based in Vancouver, Canada
- Financial advisor recruitment firms based in Paris, France
- Financial advisor recruitment firms based in Ahmedabad, India
- Financial advisor recruitment firms based in Bangalore, India
- Financial advisor recruitment firms based in Chennai, India
Cite this list
RevenueBase Data Team. Top 14 financial advisor recruitment firms based in Frisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisor-recruitment-firms/united-states/frisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisor recruitment firms based in Brisbane, Australia
- Financial advisor recruitment firms based in Melbourne, Australia
- Financial advisor recruitment firms based in Sydney, Australia
- Financial advisor recruitment firms based in Sao Paulo, Brazil
- Financial advisor recruitment firms based in Calgary, Canada
- Financial advisor recruitment firms based in Montreal, Canada
Company intelligence · public preview
Top 14 financial advisor recruitment firms based in Frisco, United States
RevenueBase records 25 matching company records for financial advisor recruitment firms based in Frisco, United States, with 95 tracked contacts and 46 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 financial advisor recruitment firms based in Frisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 18 contacts → |
“EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 8 contacts → |
“We are a boutique firm that values long-term client relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bell Financial Groupbellfinancialgroup.com HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1979, Bell Financial Group is independently owned and operated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are an independent financial advisory firm powered by seasoned advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 5 contacts → |
“Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Frisco, United StatesReported employees: 1-10 | Frisco, United States | 1-10 | Exact match | 5 contacts → |
“We’re an independent, Texas-based financial advisory firm proudly serving clients nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 4 contacts → |
“At MRM, we’re your advisor, not just your CPA or wealth advisor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 3 contacts → |
“STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 3 contacts → |
“Welcome to Final Element Staffing Solutions!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 3 contacts → |
“Pugh Executive Search is a boutique recruiting firm specializing in the placement of Accounting and Finance Professionals, in permanent or contract roles.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“For us, everything begins with a personal discussion about your mission.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“We are a full-service Registered Investment Advisory firm with 20+ years of experience in helping individuals and families retire well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Frisco, TX, United StatesReported employees: 1-10 | Frisco, TX, United States | 1-10 | Exact match | 1 contacts → |
“Gordon Private Wealth is a wealth management company created to serve families, executive leaders, athletes, and business owners who have accumulated wealth through either a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Frisco, CO, United StatesReported employees: 1-10 | Frisco, CO, United States | 1-10 | Exact match | 1 contacts → |
“At Wealth Evolution Group, we are redefining the definition of wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
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Financial advisor recruitment firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Frisco, so it is reported there. Company counts and contact totals on this page are exact for Frisco, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York443
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in St. Louis62
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
Questions about this company list
What does Exact match mean for financial advisor recruitment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisor recruitment firms did RevenueBase find based in Frisco, United States?
The saved snapshot records 25 matching company records, 95 tracked contacts and 46 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 14 financial advisor recruitment firms based in Frisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisor-recruitment-firms/united-states/frisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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