Company lists · Data refreshed September 2026

Top 24 Investment advisory platforms based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 70 companies tracked

RevenueBase identified 70 investment advisory platforms headquartered in Dallas, United States as of September 2026 and tracks 435 professional contacts across them, including 182 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

70Companies

435Contacts tracked

182Verified emails

Unlock all 70 companies Free signup · no credit card · 500 free credits

The 24 largest investment advisory platforms based in Dallas, United States

Ranked by team size

Top 24 of 70 investment advisory platforms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	ISC Group, INCIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	51-200	53
	“At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: company website · checked Sep 4, 2026
2	Digital Wealth PartnersPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	11-50	26
	“Digital Wealth Partners: Your Gateway to Digital Investments.” Source: company website · checked Sep 4, 2026
3	Fusion Capital ManagementPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	11-50	18
	“Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Source: company website · checked Sep 4, 2026
4	Lear Investment ManagementPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	11
	“Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: company website · checked Sep 4, 2026
5	Fontana Financial PlanningIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	10
	“Fontana Financial Planning - Simplifying Your Financial Success.” Source: company website · checked Sep 4, 2026
6	Triumph Financial GroupStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	11-50	9
	“Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: company website · checked Sep 4, 2026
7	BFS Advisory GroupPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	9
	“BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: company website · checked Sep 4, 2026
8	Fortune Wealth Management, LLCPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	8
	“As independent professional advisors, we offer you a personalized financial strategy.” Source: company website · checked Sep 4, 2026
9	Integrated Advisors NetworkStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	11-50	7
	“Integrated’s “Everything but the Client” Advisor Solutions Platform delivers all the technology, services, and support for financial advisors to operate a successful and compliant…” Source: company website · checked Sep 4, 2026
10	Riggs Asset Management CO INCIndirect evidence	Dallas, PA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Your worth transcends generations.” Source: company website · checked Sep 4, 2026
11	Chessman Wealth StrategiesIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
12	Brookmont Capital Management, LLCStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.” Source: company website · checked Sep 4, 2026
13	Privus FinancialStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	5
	“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: company website · checked Sep 4, 2026
14	Clare Market Investments, LLCIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“Independent.” Source: company website · checked Sep 4, 2026
15	BBAEIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	11-50	4
	“BBAE: Exclusive content, data, and insights to empower informed investing decisions.” Source: company website · checked Sep 4, 2026
16	Smart KXIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	4
	“At SmartKx, we streamline revenue management for RIAs by uniting three critical components: fee documentation, billing calculations, and revenue reporting into one seamless…” Source: company website · checked Sep 4, 2026
17	Belvin, Cleveland, & AssociatesIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: company website · checked Sep 4, 2026
18	360 Wealth PlannersIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach…” Source: company website · checked Sep 4, 2026
19	Mpact Financial GroupIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: company website · checked Sep 4, 2026
20	Capital Advisory Group, INCPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: company website · checked Sep 4, 2026
21	ZehnlabsPartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Zehnlabs is a financial technology company on a mission to democratize institutional-grade investment strategies for sophisticated retail investors.” Source: company website · checked Sep 4, 2026
22	Patton Fund Management, INCIndirect evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	Source: company website · checked Sep 4, 2026
23	Harvester WealthStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“Harvester Wealth, LLC is a registered investment advisor in Dallas, Texas.” Source: company website · checked Sep 4, 2026
24	Brown Ruth AdvisorsStrong evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Source: company website · checked Sep 4, 2026

Showing 24 of 70 investment advisory platforms based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 182 reachable decision-makers.

Free signup · no credit card

See all 70 companies

Investment advisory platforms based in Dallas, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 70 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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 182 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 4, 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 platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Dallas, United States?

RevenueBase identified 70 investment advisory platforms 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?

ISC Group, INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 182 verified decision-maker contacts tracked across these 70 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 70 investment advisory platforms based in Dallas, United States. Start with a free account, no credit card.

Get the full list

Related lists

Investment advisory platforms by geography

Browse the directory

Browse: Companies home · Investment advisory platforms in United States · All United States lists · All Investment advisory platforms lists · New lists

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.