Company lists · Data refreshed September 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 Sep 14, 2026 74 companies tracked

RevenueBase identified 74 investment advisory platforms headquartered in Dallas, United States as of September 2026 and tracks 1,612 professional contacts across them, including 901 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review

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 investment advisory platforms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	501-1,000	911 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
2	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
3	VRGL	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	31 contacts →
	Partial evidence “VRGL is the Growth Platform for Wealth Management Firms.” Source: RevenueBase Database · checked Sep 14, 2026
4	Fusion Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 14, 2026
5	Lear Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Partial evidence “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: RevenueBase Database · checked Sep 14, 2026
6	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 14, 2026
7	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
8	BFS Advisory Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
9	Fortune Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Partial evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 14, 2026
10	Integrated Advisors Network	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
11	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 14, 2026
12	Familywealth Advisers	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
13	Chessman Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
14	Brookmont Capital Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong evidence “Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 14, 2026
15	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
16	Clare Market Investments, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Independent.” Source: RevenueBase Database · checked Sep 14, 2026
17	BBAE	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “BBAE: Exclusive content, data, and insights to empower informed investing decisions.” Source: RevenueBase Database · checked Sep 14, 2026
18	Smart KX	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “At SmartKx, we streamline revenue management for RIAs by uniting three critical components: fee documentation, billing calculations, and revenue reporting into one seamless…” Source: RevenueBase Database · checked Sep 14, 2026
19	360 Wealth Planners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
20	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: RevenueBase Database · checked Sep 14, 2026
21	Mpact Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 14, 2026
22	Capital Advisory Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 14, 2026
23	Zehnlabs	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “Zehnlabs is a financial technology company on a mission to democratize institutional-grade investment strategies for sophisticated retail investors.” Source: RevenueBase Database · checked Sep 14, 2026
24	Sparrow Advisors, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	2 contacts →
	Strong 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 14, 2026
25	Miller Global Investments	Partial evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “MGI offers investment management and financial planning services to private investors.” Source: RevenueBase Database · checked Sep 14, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 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 Sep 14, 2026

55.9%Verified-email coverage

21.8Average contacts per company

1-10Median size (employees)

329.7%Largest-city concentration · New York

Sep 14, 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

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 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 platforms”. 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 platforms), 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 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 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, 901 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 14, 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

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 platforms, 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 platforms are there based in Dallas, United States?

RevenueBase identified 74 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?

Apex Fintech Solutions, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 244 headquartered companies, followed by San Francisco (102) and Chicago (91).

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 901 verified decision-maker contacts tracked across these 74 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 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 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.