Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 118 companies tracked

RevenueBase identified 118 investment advisory law firms headquartered in Dallas, United States as of September 2026 and tracks 1,067 professional contacts across them, including 612 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Dallas has 118.

This list covers investment advisory law firms 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

118Companies

1,067Contacts tracked

612Verified emails

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The 25 largest investment advisory law firms based in Dallas, United States

Ranked by team size

Top 25 of 118 investment advisory law firms 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 investment advisory law 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
2	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	53 contacts →
	Indirect evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 28, 2026
3	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
4	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial 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
5	Carter Financial Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 28, 2026
6	Regan Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 28, 2026
7	CD Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Source: RevenueBase Database · checked Sep 28, 2026
8	Lear Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: RevenueBase Database · checked Sep 28, 2026
9	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 28, 2026
10	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 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
11	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 28, 2026
12	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 28, 2026
13	Murphy & Sylvest Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “We provide fee only, comprehensive wealth management strategies including in-depth financial planning and investment portfolio management with a fiduciary promise to always act in…” Source: RevenueBase Database · checked Sep 28, 2026
14	Penn Davis Mcfarland, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
15	Fortune Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 28, 2026
16	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 28, 2026
17	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 28, 2026
18	LGT Financial Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 28, 2026
19	Chessman Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…” Source: RevenueBase Database · checked Sep 28, 2026
20	Turtle Creek Management , LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer.” Source: RevenueBase Database · checked Sep 28, 2026
21	Brookmont Capital Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
22	Nexus Advisors LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 28, 2026
23	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial 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 28, 2026
24	TSG Financial Strategies, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 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
25	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 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

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory law firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 118 investment advisory law firms based in Dallas, United States

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Investment advisory law firms based in Dallas, United States at a glance

As of Sep 28, 2026

57.4%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 118 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 investment advisory law 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 Dallas, United States whose own description of what they do matches “investment advisory law 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 investment advisory law 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 investment advisory law firms, 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, 612 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.

Investment advisory law 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 investment advisory law 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 investment advisory law firms are there based in Dallas, United States?

RevenueBase identified 118 investment advisory law firms 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?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most investment advisory law firms?

New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Dallas has 118.

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 612 verified decision-maker contacts tracked across these 118 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.