Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Dallas, United States

Name: Financial planning outsourcing companies 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 141 companies tracked

RevenueBase identified 141 financial planning outsourcing companies headquartered in Dallas, United States as of September 2026 and tracks 1,319 professional contacts across them, including 622 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); Dallas has 141.

This list covers financial planning outsourcing companies 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

141Companies

1,319Contacts tracked

622Verified emails

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The 25 largest financial planning outsourcing companies based in Dallas, United States

Ranked by team size

Top 25 of 141 financial planning outsourcing companies 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 planning outsourcing companies: 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	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
2	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
3	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
4	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
5	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
6	Martin Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
7	WWA Integrated Wealth Strategy Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.” Source: RevenueBase Database · checked Sep 28, 2026
8	Carter Financial Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong 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
9	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
10	L&h Cpas Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Strong evidence “The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	Cohesion	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “At Cohesion, we redefine accounting and finance, together with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
13	Spectrum Wealth Strategies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	Fontana Financial Planning	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Strong evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 28, 2026
16	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
17	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
18	BFS Advisory Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 28, 2026
19	Stonewater Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong 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
20	IVY Wealth	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 28, 2026
21	Strategic Wealth Planning	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong 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
22	Munn Gray & Associates	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Source: RevenueBase Database · checked Sep 28, 2026
23	Fortune Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 28, 2026
24	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 28, 2026
25	Apeiron Planning Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “The financial planning process we've developed helps families simplify their wealth journey.” 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 planning outsourcing companies. 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 planning outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. 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 141 financial planning outsourcing companies based in Dallas, United States

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Financial planning outsourcing companies based in Dallas, United States at a glance

As of Sep 28, 2026

47.2%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

103

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 141 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 planning outsourcing companies, 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 planning outsourcing companies”. 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 planning outsourcing companies), 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 planning outsourcing companies, 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, 622 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 planning outsourcing companies 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 planning outsourcing companies, 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 planning outsourcing companies are there based in Dallas, United States?

RevenueBase identified 141 financial planning outsourcing companies 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?

Spectrum Financial Group, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most financial planning outsourcing companies?

New York leads the United States with 238 headquartered companies, followed by Houston (176) and Atlanta (161). Dallas has 141.

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 622 verified decision-maker contacts tracked across these 141 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.