Company lists · Data refreshed September 2026

Top 16 Financial services consultants based in Fort Worth, United States

Name: Financial services consultants based in Fort Worth, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 35 companies tracked

RevenueBase identified 35 company matches for financial services consultants associated with Fort Worth, United States as of September 2026 and tracks 122 professional contacts across them, including 58 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Fort Worth has 35.

This list covers company matches for financial services consultants associated with Fort Worth, 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 16, 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 16, 2026 How this list was built

35Companies

122Contacts tracked

58Verified emails

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The 16 largest financial services consultants based in Fort Worth, United States

Ranked by team size

Top 16 of 35 company matches for financial services consultants based in Fort Worth, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Wpwealth	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	11-50	27 contacts →
	Exact match “The financial and economic landscapes are constantly shifting.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	The Walton Group, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Overridge Wealth Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Purewater Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “After spending a combined 30+ years with large firms, we realized there was a glaring issue with traditional “big box” financial planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Stanford Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Growco Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “We are a full service investment firm specializing in business management, consulting, and real estate development.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Moffatt Financial Strategies, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	PM Squared Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Chandelle Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “It takes time, dedication, and skill.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Strategic Legacy Partners	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Innovative Business Strategies Benefits \| Deferred Compensation \| Succession and Exit Planning We help you protect your business on every level, from insurance coverage to…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Ruddell Financial Services	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Lifelong Financial Guidance When you work with our team, we get to know who you are and where you want to go in life.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Regency Wealth Advisors, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	DVS CFO	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “For nearly a decade, business owners have trusted my counsel to help them achieve a higher level of success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Three Bear Capital Of Raymond James	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Our business was built to serve you.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	NEW Century Investments	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “New Century Investments provides investment and financial services to the Individual, Family, and Business Owner.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	James Hill Consulting	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “James Hill Consulting is a boutique advisory firm with over two decades of experience in real estate, corporate finance, and strategic planning.” Recorded in the RevenueBase company graph · Sep 16, 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 services 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 16 of 35 financial services consultants based in Fort Worth, United States

See the full list, filter by size, metro and specialty, and access 58 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Fort Worth, United States at a glance

As of Sep 16, 2026

47.5%Verified-email coverage

3.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Fort Worth, so it is reported there. Company counts and contact totals on this page are exact for Fort Worth, over 35 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 Fort Worth, United States whose business descriptions match “financial services 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 58 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 16, 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 services 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Fort Worth, United States?

RevenueBase identified 35 company matches for financial services consultants associated with Fort Worth, 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?

Wpwealth 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Fort Worth has 35.

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 58 professional contacts with verified work emails tracked across these 35 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 16, 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.