Company lists · Data refreshed September 2026

Top 25 Investment firms based in Dallas, United States

Name: Investment 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 14, 2026 281 companies tracked

RevenueBase identified 281 investment firms headquartered in Dallas, United States as of September 2026 and tracks 3,402 professional contacts across them, including 1,504 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Dallas has 281.

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, 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

281Companies

3,402Contacts tracked

1,504Verified emails

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The 25 largest investment firms based in Dallas, United States

Ranked by team size

Top 25 of 281 investment firms 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 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	Maverick Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	513 contacts →
	Strong evidence “Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.” Source: RevenueBase Database · checked Sep 14, 2026
2	Westwood Holdings Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	166 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
3	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 14, 2026
4	Barrow Hanley Global Investors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	151 contacts →
	Strong evidence “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Source: RevenueBase Database · checked Sep 14, 2026
5	Level Four Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	201-500	136 contacts →
	Indirect evidence “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: RevenueBase Database · checked Sep 14, 2026
6	Comerica Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	5,001-10,000	130 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
7	Texas Capital Securities	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
8	Arctos	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	96 contacts →
	Indirect evidence “Arctos seeks to partner with exceptional leaders in sports and private markets to help them grow and unlock their vision.” Source: RevenueBase Database · checked Sep 14, 2026
9	Bonanza Capital	Strong evidence	Dallas, United StatesHQ checked Sep 14, 2026	n/a	94 contacts →
	Strong evidence “Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 14, 2026
10	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
11	LEE Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	44 contacts →
	Indirect evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 14, 2026
12	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 14, 2026
13	Disruptive	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	38 contacts →
	Strong evidence “Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.” Source: RevenueBase Database · checked Sep 14, 2026
14	Sole Source Capital LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	37 contacts →
	Indirect evidence “Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors.” Source: RevenueBase Database · checked Sep 14, 2026
15	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	33 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
16	VWH Capital Management, LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	33 contacts →
	Strong evidence “VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.” Source: RevenueBase Database · checked Sep 14, 2026
17	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 14, 2026
18	Carter Financial Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Indirect evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 14, 2026
19	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	22 contacts →
	Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 14, 2026
20	Regan Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Strong evidence “Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 14, 2026
21	J.K. Financial, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	1-10	21 contacts →
	Indirect evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 14, 2026
22	Ashford Securities LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “Ashford Securities LLC is a managing broker/dealer (Member FINRA/SIPC).” Source: RevenueBase Database · checked Sep 14, 2026
23	Elysian Capital, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	18 contacts →
	Indirect evidence “Elysian Capital Inc.” Source: RevenueBase Database · checked Sep 14, 2026
24	Frontier Investment Management Company	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	51-200	13 contacts →
	Strong evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 14, 2026
25	Vanguard Real Estate Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 14, 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 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 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 firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 281 investment firms based in Dallas, United States

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Investment firms based in Dallas, United States at a glance

As of Sep 14, 2026

44.2%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

200

11-50

51-200

201-500

501-1,000

5,001-10,000

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 281 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 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 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 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 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, 1,504 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 firms 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 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 firms are there based in Dallas, United States?

RevenueBase identified 281 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 in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281).

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 1,504 verified decision-maker contacts tracked across these 281 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.