Company lists · Data refreshed September 2026

Top 25 Financial management consultants based in Dallas, United States

Name: Financial management consultants 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 company matches for financial management consultants associated with Dallas, United States as of September 2026 and tracks 1,575 professional contacts across them, including 1,080 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Dallas has 71.

This list covers company matches for financial management consultants associated with Dallas, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

71Companies

1,575Contacts tracked

1,080Verified emails

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

Ranked by team size

Top 25 of 71 company matches for financial management consultants based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Till CFO	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “A true partner in the C-Suite, Till CFO offers top-tier financial leadership, day-to-day financial management, and advisory to Founders, CEOs, and Operators of early-stage and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	FSI Consulting	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Infinity Management Dallas	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Strategic Wealth Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Smith, Frank & Partners, L.L.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Adjunct Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Crosslake Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Founded in 2003, The Crosslake Group specializes in guiding Aerospace & Defense businesses to new heights of success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	GM Wealth Group LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Smith, Jackson, Boyer & Bovard, P.L.L.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Mylyfe Productions	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Welcome to MyLyfe Productions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Momentum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Middle Market Advisory, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Advising & guiding companies needing financial assistance who have large international footprints.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Jenny Williams Financial Services LLC	Exact match	Dallas, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Teakwood Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	1 contacts →
	Exact match “Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “Provides consulting services including financial advice, strategy and investing information.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Stonewall Insights	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Stonewall Insights offers a comprehensive suite of services designed to help middle-market businesses achieve operational excellence, strategic clarity, and robust financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	COX Consulting Business Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “As professional management consultants, we help corporate clients plan and implement practical, cost-effective solutions to treasury and payment processing problems.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Brandt Financial Services LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Mocata LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Mocata LLC provides financial advisory and consulting services to public and private companies.” 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 management consultants”. 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 25 of 71 financial management consultants based in Dallas, United States

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

As of Sep 28, 2026

68.6%Verified-email coverage

22.2Average 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

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 Dallas, United States whose business descriptions match “financial management consultants” 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 1,080 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 management consultants by metro in the United States

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 management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management consultants are there based in Dallas, United States?

RevenueBase identified 71 company matches for financial management consultants associated with Dallas, 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?

Riveron 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 management consultants?

New York leads the United States with 222 company records, followed by Atlanta (98) and Houston (98). Dallas has 71.

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 1,080 professional contacts with verified work emails tracked across these 71 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.

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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 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.