Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Dallas, United States

Name: Financial planning 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 30, 2026 213 companies tracked

RevenueBase identified 213 company matches for financial planning consulting firms associated with Dallas, United States as of September 2026 and tracks 1,798 professional contacts across them, including 912 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Dallas has 213.

This list covers company matches for financial planning consulting firms 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 30, 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 30, 2026 How this list was built

213Companies

1,798Contacts tracked

912Verified emails

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

Ranked by team size

Top 25 of 213 company matches for financial planning consulting firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
2	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	135 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Beaird Harris	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	81 contacts →
	Exact match “Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	WWA Integrated Wealth Strategy Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Edwards & Associates, PC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	23 contacts →
	Exact match “We are much more than an accounting firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	21 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	L&h Cpas Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	17 contacts →
	Exact match “The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
17	Infinity Management Dallas	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	14 contacts →
	Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Cohesion	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	12 contacts →
	Exact match “At Cohesion, we redefine accounting and finance, together with our clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	12 contacts →
	Exact match “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
24	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	BFS Advisory Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Recorded in the RevenueBase company graph · Sep 30, 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 planning consulting 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 25 of 213 financial planning consulting firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 912 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 30, 2026

50.7%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

161

11-50

51-200

201-500

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 213 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 planning consulting 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 912 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 30, 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 planning consulting firms 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 planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Dallas, United States?

RevenueBase identified 213 company matches for financial planning consulting firms 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?

ALM First 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 planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Dallas has 213.

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 912 professional contacts with verified work emails tracked across these 213 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 30, 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.