Company lists · Data refreshed September 2026

Top 25 Institutional asset managers based in Dallas, United States

RevenueBase identified 57 institutional asset managers headquartered in Dallas, United States as of September 2026 and tracks 1,244 professional contacts across them, including 742 with verified work emails. New York is the largest hub.

This list covers institutional asset managers 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 20, 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 20, 2026 86% judged on-target in blind review
57Companies
1,244Contacts tracked
742Verified emails
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The 25 largest institutional asset managers based in Dallas, United States

Ranked by team size
Top 25 of 57 institutional asset managers based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional asset managers: 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
1Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 2026501-1,000477 contacts →

Strong evidence

“Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200166 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200162 contacts →

Indirect evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200151 contacts →

Partial evidence

“Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-1021 contacts →

Partial evidence

“Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“Ranger Capital Group affiliated investment managers offer investors a variety of traditional and alternative investment products.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-1011 contacts →

Strong evidence

“Willow Hill Partners, LLC is an alternative asset manager with focused verticals across public equities, real estate, credit, and tactical opportunities.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“Lear Investment Management assists individuals, families and foundations with achieving their purpose.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-509 contacts →

Partial 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 20, 2026
12Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-108 contacts →

Strong evidence

“McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceDallas, PA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Your worth transcends generations.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-505 contacts →

Strong evidence

“For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Annandale is an independent investment advisor delivering global investment solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Service Academy Capital Management, LLC is an investment management company based out of 3838 Oak Lawn Dr, Dallas, Texas, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-502 contacts →

Indirect 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 20, 2026
20Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“MGI offers investment management and financial planning services to private investors.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Echt Capital, LLC is an investment management firm headquartered in Dallas, TX, on the Old Parkland campus.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-502 contacts →

Partial evidence

“Single Family Wealth Management Firm”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Holbrook Management, LLC is an asset management firm which has the flexibility to invest across asset classes, geographies, and industries.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“ST.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 57 institutional asset managers based in Dallas, United States

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Institutional asset managers based in Dallas, United States at a glance

As of Sep 20, 2026
59.6%Verified-email coverage
21.8Average contacts per company
1-10Median size (employees)
529.8%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
15
51-200
5
501-1,000
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 57 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 institutional asset managers, 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 “institutional asset managers”. 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 institutional asset managers), 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 institutional asset managers, 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, 742 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 20, 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 institutional asset managers, 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 institutional asset managers are there based in Dallas, United States?

RevenueBase identified 57 institutional asset managers 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?

Hudson Advisors L.P, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most institutional asset managers?

New York leads with 302 headquartered companies, followed by Chicago (94) and Boston (82).

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 742 verified decision-maker contacts tracked across these 57 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 20, 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.