Company lists · Data refreshed September 2026
Top 22 Investment firms based in Dallas, United States
RevenueBase identified 277 investment firms headquartered in Dallas, United States as of September 2026 and tracks 217,261 professional contacts across them, including 85,395 with verified work emails. New York is the largest hub.
This list covers investment 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, 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.
The 22 largest investment firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Maverick CapitalStrong evidence | 514 | |||
“Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 162 | ||||
“ALM First is a leading, trusted strategic partner for financial advisory services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 154 | ||||
“Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Level Four GroupIndirect evidence | 138 | |||
“Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 134 | ||||
“Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Texas Capital SecuritiesStrong evidence | 128 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 94 | ||||
“Arctos is a private investment firm focused on creating valuable solutions to complex problems in partnership with sophisticated owners of premium franchises in the markets we…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Bonanza CapitalStrong evidence | 94 | |||
“Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | LEE FinancialIndirect evidence | 42 | |||
“Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 41 | ||||
“We create value for the operators, buyers and sellers of privately held companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Sole Source Capital LLCIndirect evidence | 37 | |||
“Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 36 | ||||
“Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Smith Anglin FinancialIndirect evidence | 33 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | VWH Capital Management, LPStrong evidence | 32 | |||
“VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Martin Financial GroupIndirect evidence | 31 | |||
“Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 25 | ||||
“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Regan CapitalStrong evidence | 22 | |||
“Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 22 | ||||
“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 | ||||
“Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 | ||||
“Ashford Securities LLC is a managing broker/dealer (Member FINRA/SIPC).” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 | ||||
“Elysian Capital Inc.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 22 of 277 investment firms based in Dallas, United States
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Investment firms based in Dallas, United States at a glance
As of Sep 4, 2026Companies by employee count
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 277 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 firms, 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 firms”. 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 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 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, 85,395 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 firms by metro in the United States
- Investment firms in New York1002
- Investment firms in Chicago301
- Investment firms in Dallas277
- Investment firms in Atlanta227
- Investment firms in Houston226
- Investment firms in Miami208
- Investment firms in Boston195
- Investment firms in San Francisco189
- Investment firms in Los Angeles179
- Investment firms in Austin174
- Investment firms in San Diego151
- Investment firms in Denver138
- Investment firms in Charlotte136
- Investment firms in Scottsdale114
- Investment firms in Tampa112
- Investment firms in Newport Beach96
- Investment firms in Portland92
- Investment firms in Boca Raton86
- Investment firms in Indianapolis82
- Investment firms in Minneapolis82
- Investment firms in Irvine80
- Investment firms in Seattle74
- Investment firms in Cincinnati73
- Investment firms in Overland Park70
- Investment firms in Columbus69
- Investment firms in San Antonio69
- Investment firms in Omaha68
- Investment firms in Birmingham67
- Investment firms in Phoenix67
- Investment firms in Las Vegas66
- Investment firms in Naples63
- Investment firms in Pittsburgh63
- Investment firms in Raleigh62
- Investment firms in Richmond60
- Investment firms in Washington58
- Investment firms in Nashville54
- Investment firms in Columbia53
- Investment firms in Greenville53
- Investment firms in Bellevue51
- Investment firms in Greenwich51
- Investment firms in Greenwood Village49
- Investment firms in Philadelphia49
- Investment firms in Salt Lake City49
- Investment firms in Fort Worth48
- Investment firms in Grand Rapids48
- Investment firms in Memphis48
- Investment firms in Wilmington48
- Investment firms in Louisville47
- Investment firms in Orlando47
- Investment firms in Sarasota46
- Investment firms in Fort Lauderdale43
- Investment firms in Madison43
- Investment firms in Rochester43
- Investment firms in Colorado Springs42
- Investment firms in Pasadena42
- Investment firms in Tucson42
- Investment firms in New York City40
- Investment firms in Stamford40
- Investment firms in Jacksonville39
- Investment firms in Lexington39
- Investment firms in Tulsa39
- Investment firms in Springfield38
- Investment firms in Baton Rouge37
- Investment firms in Coral Gables37
- Investment firms in Bethesda36
- Investment firms in Kansas City36
- Investment firms in Plano36
- Investment firms in Troy36
- Investment firms in Walnut Creek36
- Investment firms in Cleveland35
- Investment firms in St Louis35
- Investment firms in Westport35
- Investment firms in Alpharetta34
- Investment firms in Palo Alto34
- Investment firms in Melville33
- Investment firms in Virginia Beach33
- Investment firms in Mclean32
- Investment firms in St. Louis32
- Investment firms in Ann Arbor31
- Investment firms in Lake Oswego31
- Investment firms in Oklahoma City31
- Investment firms in Baltimore30
- Investment firms in Beverly Hills30
- Investment firms in Brentwood30
- Investment firms in Carmel30
- Investment firms in Charleston30
- Investment firms in Lincoln30
- Investment firms in Milwaukee30
- Investment firms in Boise29
- Investment firms in Palm Beach Gardens29
- Investment firms in Red Bank29
- Investment firms in Westlake Village29
- Investment firms in West Des Moines28
- Investment firms in Boulder27
- Investment firms in Little Rock27
- Investment firms in Wayne27
- Investment firms in West Palm Beach27
- Investment firms in Albuquerque26
- Investment firms in Greensboro26
- Investment firms in Jackson26
- Investment firms in Knoxville26
- Investment firms in Lafayette26
- Investment firms in Reston26
- Investment firms in Santa Monica26
- Investment firms in West Chester26
- Investment firms in Bloomfield Hills25
- Investment firms in Buffalo25
- Investment firms in Charlottesville25
- Investment firms in Clearwater25
- Investment firms in El Segundo25
- Investment firms in Franklin25
- Investment firms in Frisco25
- Investment firms in Lancaster25
- Investment firms in Princeton25
- Investment firms in Sacramento25
Frequently asked
How many investment firms are there based in Dallas, United States?
RevenueBase identified 277 investment 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?
Maverick Capital, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most investment firms?
New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).
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 85,395 verified decision-maker contacts tracked across these 277 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.
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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.