Company lists · Data refreshed September 2026

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

RevenueBase identified 89 company matches for financial planning staffing companies associated with Dallas, United States as of September 2026 and tracks 678 professional contacts across them, including 109 with verified work emails. Across the United States, New York is the largest hub for this category (226 companies); Dallas has 89.

This list covers company matches for financial planning staffing companies 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
89Companies
678Contacts tracked
109Verified emails
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The 25 largest financial planning staffing companies based in Dallas, United States

Ranked by team size
Top 25 of 89 company matches for financial planning staffing companies 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Sep 28, 2026201-500129 contacts →

Exact match

“Workway is a specialty staffing company, working with organizations across the country in search of exceptional candidates.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5059 contacts →

Exact match

“High Profile Staffing is a woman-owned staffing and recruiting firm based in Dallas, Texas, specializing in administrative, accounting & finance, and human resources placements.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5043 contacts →

Exact match

“Financial Additions, founded in has become a leading provider of searching and staffing services for accounting and finance professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5033 contacts →

Exact match

“With more than 30 years of experience, J MAR & Associates has built a reputation for delivering recruiting excellence since 1994.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“Colvin Resources Group (CRG) is a personnel services company specializing in placing accounting and finance professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5018 contacts →

Exact match

“RightStaff is a nationwide professional services and staffing solutions partner.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“Join our Talent Network by visiting our website and clicking the "Join our Talent Network" button.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202651-20014 contacts →

Exact match

“Varstaff is WBENC/WBE/WOSB certified and has become a well-known recruitment service and staffing agency in the U.S.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202651-20012 contacts →

Exact match

“Technical Resource Group (TRG) was established in 1989 and subsequently experienced an average of 43% annual growth in its first 10 years.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“Prodigy Placements’ Philosophy We believe in working with professionals who possess integrity and a commitment to act as a true business partner for both our clients and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202651-20011 contacts →

Exact match

“We are a financial services firm specializing in serving high achieving professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Spectrum Search Group is an executive recruiting firm providing end-to-end recruiting services in Accounting, Finance, Tax and Investment Banking for the DFW and Houston areas.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“When a high-growth Dallas-based middle-market company needed a Controller within 30 days, they came to us.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“The ODA Group is a staffing firm specializing in recruiting finance and accounting, technology, engineering, and sales and marketing professionals for all industries and company…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-506 contacts →

Exact match

“Everest Search Partners is a Dallas, Texas based search firm specialized in serving clients with advanced staffing needs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Equity Search Partners is dedicated to serving the accounting, financial, and tax recruiting needs of leading private equity firms, hedge funds, and asset management firms, as…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202611-505 contacts →

Exact match

“Our model at Necomitt is based on the balance that has helped us tailor unique solutions to the candidates that trust us to vet the right employers for them and the employers who…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-104 contacts →

Exact match

“C Three Partners is a recruiting and staffing firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Our approach is different from the norm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Sep 28, 2026201-5003 contacts →

Exact match

“A new division within a 20-year-old staffing agency, we're building a practice around accounting and financial talent acquisition by using a relationships-first approach.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“There's a new answer for private equity groups and privately held companies looking for executive talent.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“People First is dedicated to helping business find qualified talent.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Veritas Consulting Group is a search firm that specializes in the recruitment and placement of some of the most sought after Accounting, Audit, Forensics, Tax and HR Professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 89 financial planning staffing companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 109 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026
16.1%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
58
11-50
21
51-200
7
201-500
2
1,001-5,000
1

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 89 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 staffing companies” 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 109 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.

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

How many financial planning staffing companies are there based in Dallas, United States?

RevenueBase identified 89 company matches for financial planning staffing companies 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?

Workway 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 staffing companies?

New York leads the United States with 226 company records, followed by Houston (96) and Atlanta (91). Dallas has 89.

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 109 professional contacts with verified work emails tracked across these 89 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.