Company lists · Data refreshed October 2026

Top 25 Independent investment banks based in Dallas, United States

Name: Independent investment banks based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 169 companies tracked

RevenueBase identified 169 company matches for independent investment banks associated with Dallas, United States as of October 2026 and tracks 3,393 professional contacts across them, including 1,439 with verified work emails. Across the United States, New York is the largest hub for this category (942 companies); Dallas has 169.

This list covers company matches for independent investment banks 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 14, 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 14, 2026 How this list was built

169Companies

3,393Contacts tracked

1,439Verified emails

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The 25 largest independent investment banks based in Dallas, United States

Ranked by team size

Top 25 of 169 company matches for independent investment banks based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	501-1,000	824 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	51-200	315 contacts →
	Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	201-500	293 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
5	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	51-200	142 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Texas Capital Securities	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	139 contacts →
	Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	201-500	133 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Logan Growth Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	51-200	71 contacts →
	Exact match “Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Capital Alliance Corporation	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	42 contacts →
	Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Allegiance Capital Corporation	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	37 contacts →
	Exact match “Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Hext Financial Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	35 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	Hamptonrock	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	32 contacts →
	Exact match “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Skytale Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
14	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	29 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Skyview Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	27 contacts →
	Exact match “Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	27 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	The Vant Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	20 contacts →
	Exact match “We understand your business transfer goals, opportunities and concerns from the inside because we have bought and sold many companies of our own-and continue to do so.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	3e Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	19 contacts →
	Exact match “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	O7capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	18 contacts →
	Exact match “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	Estrada Hinojosa & Company, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	16 contacts →
	Exact match “About Us Estrada Hinojosa has built a strong track record in 30 years in Public Finance by providing creative solutions to help clients finance all types of projects.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Pinecrest Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	16 contacts →
	Exact match “Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23	Lombard Global, Incorporated	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	1-10	15 contacts →
	Exact match “Lombard Global, Incorporated is a rapidly growing technology investment bank focusing on sell-side and buy-side M&A advisory services with surging middle-market technology firms…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	GEX Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	11-50	14 contacts →
	Exact match “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 14, 2026	51-200	12 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Oct 14, 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 “independent investment banks”. 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 169 independent investment banks based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,439 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Independent investment banks based in Dallas, United States at a glance

As of Oct 14, 2026

42.4%Verified-email coverage

20.1Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

201-500

501-1,000

1,001-5,000

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 169 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 “independent investment banks” 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 1,439 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 14, 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.

Independent investment banks 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 “independent investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent investment banks are there based in Dallas, United States?

RevenueBase identified 169 company matches for independent investment banks 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?

Hilltop Securities INC 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 independent investment banks?

New York leads the United States with 942 company records, followed by Chicago (213) and Los Angeles (184). Dallas has 169.

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 1,439 professional contacts with verified work emails tracked across these 169 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 14, 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.