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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
277Companies
217,261Contacts tracked
85,395Verified emails
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The 22 largest investment firms based in Dallas, United States

Ranked by team size
Top 22 of 277 investment firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Maverick CapitalStrong evidence
Dallas, TX, United StatesHQ checked Sep 4, 202651-200514

“Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.”

Source: company website · checked Sep 4, 2026
2
ALM FirstIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202651-200162

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: company website · checked Sep 4, 2026
3Dallas, TX, United StatesHQ checked Sep 4, 202651-200154

“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, 2026
4
Level Four GroupIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 2026201-500138

“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, 2026
5
Comerica Wealth ManagementIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 20265,001-10,000134

“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, 2026
6
Texas Capital SecuritiesStrong evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-50128

“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, 2026
7
ArctosStrong evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5094

“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, 2026
8
Bonanza CapitalStrong evidence
Dallas, United StatesHQ checked Sep 4, 2026n/a94

“Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.”

Source: company website · checked Sep 4, 2026
9
ISC Group, INCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202651-20053

“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, 2026
10
LEE FinancialIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5042

“Lee Financial is an independent wealth management firm based in Dallas, Texas.”

Source: company website · checked Sep 4, 2026
11Dallas, TX, United StatesHQ checked Sep 4, 202611-5041

“We create value for the operators, buyers and sellers of privately held companies.”

Source: company website · checked Sep 4, 2026
12
Sole Source Capital LLCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5037

“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, 2026
13
DisruptiveStrong evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5036

“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, 2026
14
Smith Anglin FinancialIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5033

“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, 2026
15Dallas, TX, United StatesHQ checked Sep 4, 202611-5032

“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, 2026
16
Martin Financial GroupIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5031

“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, 2026
17
Carter Financial ManagementIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5025

“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, 2026
18
Regan CapitalStrong evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5022

“Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.”

Source: company website · checked Sep 4, 2026
19
HFS Wealth ManagementIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5022

“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, 2026
20
J.K. Financial, INCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 20261-1021

“Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.”

Source: company website · checked Sep 4, 2026
21
Ashford Securities LLCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202611-5019

“Ashford Securities LLC is a managing broker/dealer (Member FINRA/SIPC).”

Source: company website · checked Sep 4, 2026
22
Elysian Capital, INCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 4, 202651-20018

“Elysian Capital Inc.”

Source: company website · checked Sep 4, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
200
11-50
58
51-200
15
201-500
1
5,001-10,000
1
10001+
1

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

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.