Company lists · Data refreshed October 2026

Top 25 Healthcare financial advisory firms based in Dallas, United States

Name: Healthcare financial advisory firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 115 companies tracked

RevenueBase identified 115 company matches for healthcare financial advisory firms associated with Dallas, United States as of October 2026 and tracks 3,367 professional contacts across them, including 1,426 with verified work emails. Across the United States, New York is the largest hub for this category (318 companies); Dallas has 115.

This list covers company matches for healthcare financial advisory firms 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 October 13, 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 Oct 13, 2026 How this list was built

115Companies

3,367Contacts tracked

1,426Verified emails

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The 25 largest healthcare financial advisory firms based in Dallas, United States

Ranked by team size

Top 25 of 115 company matches for healthcare financial advisory firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1,001-5,000	1,226 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	VMG Health	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	201-500	382 contacts →
	Exact match “At VMG Health, we’re more than just a team of experts; we’re trusted partners in the business of healthcare.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	51-200	175 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	Compass Professional Health Services	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	n/a	63 contacts →
	Exact match “Compass Professional Health Services is now Alight – please follow us at” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	34 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Skytale Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	30 contacts →
	Exact match “Skytale Group is a leading investment banking, management consulting, and private capital firm serving healthcare and consumer markets.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Havencrest Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	28 contacts →
	Exact match “Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	Pharos Capital Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	26 contacts →
	Exact match “Based in Dallas and Nashville, Pharos Capital Group is a physician-founded investment firm focused on growing healthcare companies which aim to lower the total cost of care…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9	Till CFO	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	20 contacts →
	Exact match “A true partner in the C-Suite, Till CFO offers top-tier financial leadership, day-to-day financial management, and advisory to Founders, CEOs, and Operators of early-stage and…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Edwards & Associates, PC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	20 contacts →
	Exact match “We are much more than an accounting firm.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	SWK Holdings Corporation	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	16 contacts →
	Exact match “SWK Holdings Corporation is a Nasdaq-listed (SWKH) specialized finance company with a focus on the global healthcare sector.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Oct 13, 2026	11-50	14 contacts →
	Exact match “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	Walnut Hill Medical	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	13 contacts →
	Exact match “With 40+ years of combined experience in the medical device industry, we know the commercialization process inside and out.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	Trialta Advisory, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	11 contacts →
	Exact match “Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	11 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Martin Golden Lyons Watts Morgan	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	10 contacts →
	Exact match “Martin Golden Lyons Watts Morgan PLLC is a law firm that partners with clients in the financial services and healthcare industries to bring experienced and future forward thinking…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Fivesix Healthcare, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	10 contacts →
	Exact match “Our mission is to help private equity backed platform practices gain acquisition integration velocity and facilitate greater returns on investment by realizing synergies more…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18	Healthcare Reimbursement Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	10 contacts →
	Exact match “Healthcare Reimbursement Partners LLC is a Dallas based healthcare reimbursement consulting firm that assists healthcare providers throughout the nation with a wide range of…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	IPS Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	8 contacts →
	Exact match “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Paradigm Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	6 contacts →
	Exact match “Paradigm Advisors is a fee-only, fiduciary financial planning and investment management firm serving clients nationally and with offices in DFW and Northwest Arkansas.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Pinecrest Consulting	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	51-200	5 contacts →
	Exact match “Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22	Smithconway	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	5 contacts →
	Exact match “SmithConway is located in Dallas, Texas and services clients nationwide.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	11-50	4 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	DBG Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	4 contacts →
	Exact match “DBG Advisors exists to give Business Owners confidence in their financial future.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	1-10	4 contacts →
	Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Oct 13, 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 “healthcare financial advisory firms”. 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 25 of 115 healthcare financial advisory firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,426 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Healthcare financial advisory firms based in Dallas, United States at a glance

As of Oct 13, 2026

42.4%Verified-email coverage

29.3Average contacts per company

1-10Median size (employees)

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

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 115 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 “healthcare financial advisory firms” 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 1,426 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 October 13, 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.

Healthcare financial advisory firms 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 “healthcare financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many healthcare financial advisory firms are there based in Dallas, United States?

RevenueBase identified 115 company matches for healthcare financial advisory firms associated with Dallas, United States as of October 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?

Riveron 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 healthcare financial advisory firms?

New York leads the United States with 318 company records, followed by Chicago (147) and Atlanta (128). Dallas has 115.

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 1,426 professional contacts with verified work emails tracked across these 115 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 October 13, 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.