Company lists · Data refreshed October 2026

Top 25 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 Oct 1, 2026 74 companies tracked

RevenueBase identified 74 company matches for investment advisory platforms associated with Dallas, United States as of October 2026 and tracks 1,612 professional contacts across them, including 901 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Dallas has 74.

This list covers company matches for investment advisory platforms 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 1, 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 1, 2026 How this list was built

74Companies

1,612Contacts tracked

901Verified emails

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The 25 largest investment advisory platforms based in Dallas, United States

Ranked by team size

Top 25 of 74 company matches for investment advisory platforms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	501-1,000	911 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	VRGL	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	31 contacts →
	Exact match “VRGL is the Growth Platform for Wealth Management Firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Fusion Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Lear Investment Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	BFS Advisory Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Fortune Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “As independent professional advisors, we offer you a personalized financial strategy.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Integrated Advisors Network	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Riggs Asset Management CO INC	Exact match	Dallas, PA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Familywealth Advisers	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Chessman Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Brookmont Capital Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Clare Market Investments, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	BBAE	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “BBAE: Exclusive content, data, and insights to empower informed investing decisions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Smart KX	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At SmartKx, we streamline revenue management for RIAs by uniting three critical components: fee documentation, billing calculations, and revenue reporting into one seamless…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	360 Wealth Planners	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 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 1, 2026 · View company records in RevenueBase
21	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Capital Advisory Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Zehnlabs	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Zehnlabs is a financial technology company on a mission to democratize institutional-grade investment strategies for sophisticated retail investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Sparrow Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Miller Global Investments	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “MGI offers investment management and financial planning services to private investors.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment advisory platforms”. 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 74 investment advisory platforms based in Dallas, United States

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

As of Oct 1, 2026

55.9%Verified-email coverage

21.8Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 74 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 “investment advisory platforms” 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 901 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 1, 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.

Investment advisory platforms 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 74 company matches for investment advisory platforms 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?

Apex Fintech Solutions 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 investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Dallas has 74.

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 901 professional contacts with verified work emails tracked across these 74 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 1, 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.