Company lists · Data refreshed September 2026

Top 25 Financial management consultancies based in Dallas, United States

Name: Financial management consultancies 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 71 companies tracked

RevenueBase identified 71 financial management consultancies headquartered in Dallas, United States as of September 2026 and tracks 1,568 professional contacts across them, including 1,070 with verified work emails. Across the United States, New York is the largest hub for this category (224 companies); Dallas has 71.

This list covers financial management consultancies 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

71Companies

1,568Contacts tracked

1,070Verified emails

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The 25 largest financial management consultancies based in Dallas, United States

Ranked by team size

Top 25 of 71 financial management consultancies 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 management consultancies: 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 28, 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 28, 2026
2	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
3	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial 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
4	FSI Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…” Source: RevenueBase Database · checked Sep 28, 2026
5	Infinity Management Dallas	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	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
8	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Source: RevenueBase Database · checked Sep 28, 2026
9	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Smith, Frank & Partners, L.L.C	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
11	Adjunct Partners, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Source: RevenueBase Database · checked Sep 28, 2026
12	Crosslake Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Founded in 2003, The Crosslake Group specializes in guiding Aerospace & Defense businesses to new heights of success.” Source: RevenueBase Database · checked Sep 28, 2026
13	GM Wealth Group LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives.” Source: RevenueBase Database · checked Sep 28, 2026
14	Smith, Jackson, Boyer & Bovard, P.L.L.C	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “SMITH, JACKSON, BOYER & BOVARD, P.L.L.C is a full service firm that includes financial professionals encompassing a wide range of the requisite skills and breadth of experience to…” Source: RevenueBase Database · checked Sep 28, 2026
15	Mylyfe Productions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to MyLyfe Productions.” Source: RevenueBase Database · checked Sep 28, 2026
16	Momentum Wealth Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion.” Source: RevenueBase Database · checked Sep 28, 2026
17	Middle Market Advisory, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Advising & guiding companies needing financial assistance who have large international footprints.” Source: RevenueBase Database · checked Sep 28, 2026
18	Peak Franchise Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Peak Franchise Capital is a boutique advisory firm focused on providing a variety of financial consulting services primarily to the restaurant and retail industries.” Source: RevenueBase Database · checked Sep 28, 2026
19	Jenny Williams Financial Services LLC	Partial evidence	Dallas, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Source: RevenueBase Database · checked Sep 28, 2026
20	Teakwood Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	1 contacts →
	Partial evidence “Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Source: RevenueBase Database · checked Sep 28, 2026
21	Mpact Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Provides consulting services including financial advice, strategy and investing information.” Source: RevenueBase Database · checked Sep 28, 2026
22	COX Consulting Business Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “As professional management consultants, we help corporate clients plan and implement practical, cost-effective solutions to treasury and payment processing problems.” Source: RevenueBase Database · checked Sep 28, 2026
23	Mocata LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Mocata LLC provides financial advisory and consulting services to public and private companies.” Source: RevenueBase Database · checked Sep 28, 2026
24	Brandt Financial Services LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Enlightened Accounting LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “We were founded to help business owners power their finances through unbeatable service offerings & trainings with a strong focus on managing cash flow, increasing profitability…” 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 management consultancies. 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 management consultancies.
Partial evidence: Its own public description names part of financial management consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial management consultancies. 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 71 financial management consultancies based in Dallas, United States

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Financial management consultancies based in Dallas, United States at a glance

As of Sep 28, 2026

68.2%Verified-email coverage

22.1Average 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

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 71 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 management consultancies, 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 management consultancies”. 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 management consultancies), 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 management consultancies, 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, 1,070 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 management consultancies 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 management consultancies, 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 management consultancies are there based in Dallas, United States?

RevenueBase identified 71 financial management consultancies 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 management consultancies?

New York leads the United States with 224 headquartered companies, followed by Houston (104) and Atlanta (100). Dallas has 71.

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 1,070 verified decision-maker contacts tracked across these 71 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.