Company lists · Data refreshed September 2026

Top 21 Financial services security advisors based in Dallas, United States

RevenueBase identified 48 financial services security advisors headquartered in Dallas, United States as of September 2026 and tracks 554 professional contacts across them, including 316 with verified work emails. Across the United States, New York is the largest hub for this category (74 companies); Dallas has 48.

This list covers financial services security advisors 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
48Companies
554Contacts tracked
316Verified emails
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The 21 largest financial services security advisors based in Dallas, United States

Ranked by team size
Top 21 of 48 financial services security advisors 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 security advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 202651-20081 contacts →

Partial evidence

“Register for Bluecrest Financial Forum: &…”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-5033 contacts →

Strong 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
3Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Fontana Financial Planning - Simplifying Your Financial Success.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-509 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
5Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Nexus Advisors connects your life’s work with your family’s future.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-105 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
7Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 2026201-5004 contacts →

Strong evidence

“Securities offered through Level Four Financial, LLC Member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“Birch Cline is a Dallas, Texas-based cybersecurity firm that specializes in protecting highly regulated environments and government agencies.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“With decades of combined experience in system and application architecture, Black Arc Security's team of veteran certified security experts can quickly evaluate and mitigate risks…”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Harvester Wealth, LLC is a registered investment advisor in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong 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
17Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-501 contacts →

Partial evidence

“The Hargrave Financial Group provides Protection, Growth, & Peace of Mind through independent and unbiased financial advice to individuals and business owners who are focused on…”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Securities and advisory services offered through LPL Financial, a registered investment advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We help clients realize financial freedom, prepare for a secure retirement and experience peace of mind.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 48 financial services security advisors based in Dallas, United States

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Financial services security advisors based in Dallas, United States at a glance

As of Sep 28, 2026
57.0%Verified-email coverage
11.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
11
51-200
2
201-500
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 48 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 security advisors, 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 security advisors”. 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 security advisors), 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 security advisors, 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, 316 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.

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 security advisors, 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 security advisors are there based in Dallas, United States?

RevenueBase identified 48 financial services security advisors 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?

Bluecrest Financial Alliances, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most financial services security advisors?

New York leads the United States with 74 headquartered companies, followed by Houston (59) and Atlanta (50). Dallas has 48.

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 316 verified decision-maker contacts tracked across these 48 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.