Company lists · Data refreshed October 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 Oct 1, 2026 281 companies tracked

RevenueBase identified 281 company matches for investment firms associated with Dallas, United States as of October 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 (1,039 companies); Dallas has 281.

This list covers company matches for investment firms associated with Dallas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

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 company matches for investment firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Maverick Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	513 contacts →
	Exact match “Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Westwood Holdings Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	166 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Barrow Hanley Global Investors	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	151 contacts →
	Exact match “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	201-500	136 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	5,001-10,000	130 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Texas Capital Securities	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	125 contacts →
	Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Arctos	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	96 contacts →
	Exact match “Arctos seeks to partner with exceptional leaders in sports and private markets to help them grow and unlock their vision.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Bonanza Capital	Exact match	Dallas, United StatesHQ recorded Oct 1, 2026	n/a	94 contacts →
	Exact match “Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Capital Alliance Corporation	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	41 contacts →
	Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Disruptive	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	38 contacts →
	Exact match “Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Sole Source Capital LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	37 contacts →
	Exact match “Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	VWH Capital Management, LP	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Regan Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	J.K. Financial, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	21 contacts →
	Exact match “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Ashford Securities LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “Ashford Securities LLC is a managing broker/dealer (Member FINRA/SIPC).” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Elysian Capital, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	18 contacts →
	Exact match “Elysian Capital Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	13 contacts →
	Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Vanguard Real Estate Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 281 investment firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,504 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Dallas, United States at a glance

As of Oct 1, 2026

44.2%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

Oct 1, 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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Dallas, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,504 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Dallas, United States?

RevenueBase identified 281 company matches for investment firms associated with Dallas, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Maverick Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment firms?

New York leads the United States with 1,039 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,504 professional contacts with verified work emails tracked across these 281 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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.