Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Dallas, United States

Name: Financial consulting 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 12, 2026 283 companies tracked

RevenueBase identified 283 financial consulting firms headquartered in Dallas, United States as of September 2026 and tracks 5,381 professional contacts across them, including 2,930 with verified work emails and 2,609 with mobile numbers. Across the United States, New York is the largest hub for this category (741 companies); Dallas has 277.

This list covers financial consulting 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 12, 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 12, 2026 86% judged on-target in blind review

283Companies

5,381Contacts tracked

2,930Verified emails

2,609Mobile numbers

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The 25 largest financial consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 283 financial consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial consulting 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 12, 2026
2	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 12, 2026
3	M Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	201-500	285 contacts →
	Partial evidence “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Source: RevenueBase Database · checked Sep 12, 2026
4	Tolleson Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	201-500	206 contacts →
	Partial evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 12, 2026
5	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 12, 2026
6	Summit Financial Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	144 contacts →
	Indirect evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 12, 2026
7	Level Four Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	201-500	136 contacts →
	Partial evidence “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: RevenueBase Database · checked Sep 12, 2026
8	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 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 12, 2026
9	Comerica Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	5,001-10,000	130 contacts →
	Indirect evidence “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: RevenueBase Database · checked Sep 12, 2026
10	Merit Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	128 contacts →
	Partial evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 12, 2026
11	Texas Financial Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	108 contacts →
	Partial evidence “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Source: RevenueBase Database · checked Sep 12, 2026
12	Bluecrest Financial Alliances	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	81 contacts →
	Partial evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 12, 2026
13	Quotient Wealth Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	62 contacts →
	Indirect evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 12, 2026
14	ISC Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 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 12, 2026
15	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 12, 2026
16	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	37 contacts →
	Indirect evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 12, 2026
17	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	51-200	35 contacts →
	Indirect evidence “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Source: RevenueBase Database · checked Sep 12, 2026
18	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	33 contacts →
	Partial 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 12, 2026
19	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	31 contacts →
	Partial evidence “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: RevenueBase Database · checked Sep 12, 2026
20	Martin Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	31 contacts →
	Partial evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 12, 2026
21	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 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 12, 2026
22	Hamptonrock	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	22 contacts →
	Indirect 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 12, 2026
23	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	22 contacts →
	Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 12, 2026
24	Primed Business Consulting LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	19 contacts →
	Partial evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 12, 2026
25	Turtle Creek Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 12, 2026	11-50	18 contacts →
	Partial 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 12, 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 consulting 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 consulting firms.
Partial evidence: Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial consulting 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 283 financial consulting firms based in Dallas, United States

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Financial consulting firms based in Dallas, United States at a glance

As of Sep 12, 2026

54.5%Verified-email coverage

48.5%Mobile-number coverage

19.0Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

195

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

2,4380–30

46631–60

1961–90

190–180

6180+

Company record updated

Median 50.0d

00–30

3,10631–60

1,57161–90

38890–180

316180+

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 consulting 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 consulting 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 consulting 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 consulting 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, 2,930 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 12, 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 consulting 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 consulting 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 consulting firms are there based in Dallas, United States?

RevenueBase identified 283 financial consulting 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?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most financial consulting firms?

New York leads the United States with 741 headquartered companies, followed by Atlanta (321) and Houston (313). Dallas has 277.

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 2,930 verified decision-maker contacts tracked across these 283 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 12, 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.