Company lists · Data refreshed September 2026

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

Name: Investment banking advisory 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 17, 2026 110 companies tracked

RevenueBase identified 110 investment banking advisory firms headquartered in Dallas, United States as of September 2026 and tracks 2,728 professional contacts across them, including 1,350 with verified work emails. New York is the largest hub.

This list covers investment banking advisory 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 17, 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 17, 2026 86% judged on-target in blind review

110Companies

2,728Contacts tracked

1,350Verified emails

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

Ranked by team size

Top 25 of 110 investment banking advisory firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking advisory 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 17, 2026
2	Sellside Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	339 contacts →
	Indirect evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 17, 2026
3	Southwest Securities, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	501-1,000	297 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
4	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
5	Texas Capital Securities	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	125 contacts →
	Strong evidence “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Source: RevenueBase Database · checked Sep 17, 2026
6	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	41 contacts →
	Indirect evidence “We create value for the operators, buyers and sellers of privately held companies.” Source: RevenueBase Database · checked Sep 17, 2026
7	Allegiance Capital Corporation	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	35 contacts →
	Partial evidence “Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.” Source: RevenueBase Database · checked Sep 17, 2026
8	Hext Financial Group, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Strong evidence “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: RevenueBase Database · checked Sep 17, 2026
9	Estrada Hinojosa & Company, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect evidence “About Us Estrada Hinojosa has built a strong track record in 30 years in Public Finance by providing creative solutions to help clients finance all types of projects.” Source: RevenueBase Database · checked Sep 17, 2026
10	Hamptonrock	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Strong evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
11	The Vant Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Indirect evidence “We understand your business transfer goals, opportunities and concerns from the inside because we have bought and sold many companies of our own-and continue to do so.” Source: RevenueBase Database · checked Sep 17, 2026
12	Lombard Global, Incorporated	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	17 contacts →
	Strong evidence “Lombard Global, Incorporated is a rapidly growing technology investment bank focusing on sell-side and buy-side M&A advisory services with surging middle-market technology firms…” Source: RevenueBase Database · checked Sep 17, 2026
13	Vanguard Real Estate Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Strong evidence “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Source: RevenueBase Database · checked Sep 17, 2026
14	Trialta Advisory, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	11 contacts →
	Partial evidence “Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.” Source: RevenueBase Database · checked Sep 17, 2026
15	Pinecrest Capital Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.” Source: RevenueBase Database · checked Sep 17, 2026
16	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 17, 2026
17	ONE Private Equity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	10 contacts →
	Partial evidence “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 17, 2026
18	Endurance Advisory Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “At Endurance Advisory Partners, we specialize in guiding financial institutions through the complexities of capital markets, regulatory challenges, compliance, and digital…” Source: RevenueBase Database · checked Sep 17, 2026
19	MHT Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Source: RevenueBase Database · checked Sep 17, 2026
20	Transitus Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 17, 2026
21	Everett Advisory Partners, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 17, 2026
22	Energy Capital Solutions	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Energy Capital Solutions, LP (“ECS”) is an investment banking firm focused on raising private capital and providing merger and acquisition advisory services to public and private…” Source: RevenueBase Database · checked Sep 17, 2026
23	Optima Mergers & Acquisitions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Optima M&A is a leading middle-market transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S.” Source: RevenueBase Database · checked Sep 17, 2026
24	Merger Partners Incorporated	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Founded in 1995, Merger Partners Incorporated (MPI) is a boutique investment bank headquartered in Dallas, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
25	Waterview Investment Banking, INC	Indirect evidence	Dallas, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Waterview provides merger and acquisition, capital raising, and valuation services to middle-market companies with sales between $10 and $250 million.” Source: RevenueBase Database · checked Sep 17, 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 banking advisory 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 banking advisory firms.
Partial evidence: Its own public description names part of investment banking advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking advisory 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 110 investment banking advisory firms based in Dallas, United States

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

As of Sep 17, 2026

49.5%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

706.4%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 110 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 banking advisory 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 banking advisory 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 banking advisory 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 banking advisory 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, 1,350 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 17, 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 banking advisory firms by metro in the United States

Investment banking advisory firms in New York777
Investment banking advisory firms in Chicago165
Investment banking advisory firms in Los Angeles146
Investment banking advisory firms in Atlanta125
Investment banking advisory firms in Miami113
Investment banking advisory firms in Houston111
Investment banking advisory firms in Dallas110
Investment banking advisory firms in San Francisco97
Investment banking advisory firms in Boston86
Investment banking advisory firms in Austin72
Investment banking advisory firms in Charlotte67
Investment banking advisory firms in Washington62
Investment banking advisory firms in Denver53
Investment banking advisory firms in Tampa49
Investment banking advisory firms in San Diego47
Investment banking advisory firms in New York City43
Investment banking advisory firms in Newport Beach42
Investment banking advisory firms in Minneapolis40
Investment banking advisory firms in Scottsdale39
Investment banking advisory firms in Boca Raton32
Investment banking advisory firms in Irvine31
Investment banking advisory firms in Phoenix29
Investment banking advisory firms in Philadelphia28
Investment banking advisory firms in Nashville27
Investment banking advisory firms in Santa Monica27
Investment banking advisory firms in Seattle27
Investment banking advisory firms in Fort Lauderdale25
Investment banking advisory firms in Raleigh25

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 banking advisory 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 banking advisory firms are there based in Dallas, United States?

RevenueBase identified 110 investment banking advisory 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?

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

Which city has the most investment banking advisory firms?

New York leads with 777 headquartered companies, followed by Chicago (165) and Los Angeles (146).

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 1,350 verified decision-maker contacts tracked across these 110 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 17, 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.