Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Dallas, United States

Name: Financial advisory platforms 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 137 companies tracked

RevenueBase identified 137 financial advisory platforms headquartered in Dallas, United States as of September 2026 and tracks 2,427 professional contacts across them, including 1,282 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Dallas has 137.

This list covers financial advisory platforms 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

137Companies

2,427Contacts tracked

1,282Verified emails

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The 25 largest financial advisory platforms based in Dallas, United States

Ranked by team size

Top 25 of 137 financial advisory platforms 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 advisory platforms: 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	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	135 contacts →
	Partial evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 28, 2026
4	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
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	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
8	VRGL	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “VRGL is the Growth Platform for Wealth Management Firms.” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	Finalysiz	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.” Source: RevenueBase Database · checked Sep 28, 2026
11	J.K. Financial, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	21 contacts →
	Partial evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	Turtle Creek Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fusion Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Source: RevenueBase Database · checked Sep 28, 2026
14	4impactdata	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “4impactdata is a SOC 2 certified decision intelligence platform that gives CPA firms and outsourced accounting teams clear visibility across their entire book of business.” Source: RevenueBase Database · checked Sep 28, 2026
15	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
16	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	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
19	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
20	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
21	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 28, 2026
22	Stonewater Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Source: RevenueBase Database · checked Sep 28, 2026
23	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fortune Wealth Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 28, 2026
25	Integrated Advisors Network	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “Integrated’s “Everything but the Client” Advisor Solutions Platform delivers all the technology, services, and support for financial advisors to operate a successful and compliant…” 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 advisory platforms. 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 advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 137 financial advisory platforms based in Dallas, United States

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Financial advisory platforms based in Dallas, United States at a glance

As of Sep 28, 2026

52.8%Verified-email coverage

17.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 137 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 advisory platforms, 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 advisory platforms”. 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 advisory platforms), 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 advisory platforms, 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, 1,282 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 advisory platforms 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 advisory platforms, 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 advisory platforms are there based in Dallas, United States?

RevenueBase identified 137 financial advisory platforms 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?

Apex Fintech Solutions, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most financial advisory platforms?

New York leads the United States with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159). Dallas has 137.

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 1,282 verified decision-maker contacts tracked across these 137 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.