Company lists · Data refreshed September 2026

Top 20 Financial strategy consulting firms based in Fort Worth, United States

RevenueBase identified 41 financial strategy consulting firms headquartered in Fort Worth, United States as of September 2026 and tracks 127 professional contacts across them, including 70 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Fort Worth has 41.

This list covers financial strategy consulting firms headquartered in Fort Worth, 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 30, 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 30, 2026 86% judged on-target in blind review
41Companies
127Contacts tracked
70Verified emails
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The 20 largest financial strategy consulting firms based in Fort Worth, United States

Ranked by team size
Top 20 of 41 financial strategy consulting firms based in Fort Worth, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: 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 evidenceFort Worth, TX, United StatesHQ checked Sep 30, 202611-5027 contacts →

Partial evidence

“The financial and economic landscapes are constantly shifting.”

Source: RevenueBase Database · checked Sep 30, 2026
2Strong evidenceFort Worth, TX, United StatesHQ checked Sep 30, 202611-5011 contacts →

Strong evidence

“Cathcap provides strategic financial advice to drive profit.”

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-107 contacts →

Indirect evidence

“Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.”

Source: RevenueBase Database · checked Sep 30, 2026
4Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-107 contacts →

Partial evidence

“After spending a combined 30+ years with large firms, we realized there was a glaring issue with traditional “big box” financial planning.”

Source: RevenueBase Database · checked Sep 30, 2026
6Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-105 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
7Strong evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-105 contacts →

Strong evidence

“At the end of the day, Riverfront Capital Strategies, based in Fort Worth, Texas has one goal at heart, you’re financial success!”

Source: RevenueBase Database · checked Sep 30, 2026
8Strong evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.”

Source: RevenueBase Database · checked Sep 30, 2026
9Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-103 contacts →

Partial evidence

“PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“It takes time, dedication, and skill.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Bender CFO Services provides outsourced CFO and financial business advisory services for SMBs, service firms, and marketing agencies, focused on increasing your business’ income…”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Innovative Business Strategies Benefits | Deferred Compensation | Succession and Exit Planning We help you protect your business on every level, from insurance coverage to…”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Lifelong Financial Guidance When you work with our team, we get to know who you are and where you want to go in life.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“For nearly a decade, business owners have trusted my counsel to help them achieve a higher level of success.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Utilizing our experience as tenured finance and accounting professionals, we provide targeted consulting to small and medium sized businesses, aiding them in tackling management…”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Our business was built to serve you.”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“We are a middle market financial advisory & investment banking practice serving middle market private companies, franchises and Fortune 500 companies.”

Source: RevenueBase Database · checked Sep 30, 2026
19Strong evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Strong evidence

“James Hill Consulting is a boutique advisory firm with over two decades of experience in real estate, corporate finance, and strategic planning.”

Source: RevenueBase Database · checked Sep 30, 2026
20Partial evidenceFort Worth, TX, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Brain Partners brings strategic CFO and mortgage brokerage services to business owners, real estate operators, and multi-generational families.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 20 of 41 financial strategy consulting firms based in Fort Worth, United States

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Financial strategy consulting firms based in Fort Worth, United States at a glance

As of Sep 30, 2026
55.1%Verified-email coverage
3.1Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
7
51-200
1

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 41 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 strategy consulting firms, 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 Fort Worth, United States whose own description of what they do matches “financial strategy consulting firms”. 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 strategy consulting firms), 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 strategy consulting firms, and records with no verified work email. Companies headquartered outside Fort Worth 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, 70 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 30, 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 strategy consulting firms 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 strategy consulting firms, 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 strategy consulting firms are there based in Fort Worth, United States?

RevenueBase identified 41 financial strategy consulting firms headquartered in Fort Worth, 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?

Wpwealth, headquartered in Fort Worth, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Fort Worth has 41.

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 70 verified decision-maker contacts tracked across these 41 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 30, 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.