Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Dallas, United States

Name: Financial services 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 95 companies tracked

RevenueBase identified 95 financial services consultancies headquartered in Dallas, United States as of September 2026 and tracks 1,484 professional contacts across them, including 729 with verified work emails. Across the United States, New York is the largest hub for this category (405 companies); Dallas has 95.

This list covers financial services 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

95Companies

1,484Contacts tracked

729Verified emails

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

Ranked by team size

Top 25 of 95 financial services 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 services 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	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” 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	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: RevenueBase Database · checked Sep 28, 2026
4	Skyview Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Source: RevenueBase Database · checked Sep 28, 2026
5	Vizipp	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Founded in 2017, Vizipp Inc.” Source: RevenueBase Database · checked Sep 28, 2026
6	Primed Business Consulting LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 28, 2026
7	3w INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “3W inc is a leading financial services consulting firm specializing in field examinations and other due diligence special procedures for national, regional and local asset-based…” Source: RevenueBase Database · checked Sep 28, 2026
8	FSI Consulting	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect 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
9	Garris Horn LLP	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Garris Horn was formed by Richard Horn, the former CFPB senior counsel and special advisor who led the CFPB's TRID rule and the design of the TRID forms, and Troy Garris, industry…” Source: RevenueBase Database · checked Sep 28, 2026
10	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
11	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial 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
12	Endurance Advisory Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At Endurance Advisory Partners, we specialize in guiding financial institutions through the complexities of capital markets, regulatory challenges, compliance, and digital…” Source: RevenueBase Database · checked Sep 28, 2026
13	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 28, 2026
14	Everett Advisory Partners, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 28, 2026
15	Compliability Solutions LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
16	TSG Financial Strategies, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Source: RevenueBase Database · checked Sep 28, 2026
17	Hifin Technology	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “We provide best in class engineering and consulting services that can enhance your institutions entire digital banking and financial technology lifecycles.” Source: RevenueBase Database · checked Sep 28, 2026
18	Worth Financial Group INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
19	The CCG Agency, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Elevate your business journey with The CCG Agency.” Source: RevenueBase Database · checked Sep 28, 2026
20	Finhive Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We empower financial services firms to harness the power of data and technology so that they can enhance their sales and marketing strategies and drive growth.” Source: RevenueBase Database · checked Sep 28, 2026
21	MG Capital Advisory Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Founded in 1995, MG Capital is a privately held financial services firm specializing in closing complex, high value transactions.” Source: RevenueBase Database · checked Sep 28, 2026
22	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
23	APG Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Source: RevenueBase Database · checked Sep 28, 2026
24	Cenex Consulting	Indirect evidence	Dallas, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Cenex Consulting is an innovative consulting agency.” Source: RevenueBase Database · checked Sep 28, 2026
25	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

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 services 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 services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services 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 95 financial services consultancies based in Dallas, United States

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

As of Sep 28, 2026

49.1%Verified-email coverage

15.6Average 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

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 95 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 services 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 services 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 services 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 services 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, 729 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 services 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 services 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 services consultancies are there based in Dallas, United States?

RevenueBase identified 95 financial services 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?

Hilltop Securities INC, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, followed by Chicago (113) and Houston (98). Dallas has 95.

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 729 verified decision-maker contacts tracked across these 95 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.