Company lists · Data refreshed September 2026

Top 17 Investment firms based in Fort Worth, United States

RevenueBase identified 48 investment firms headquartered in Fort Worth, United States as of September 2026 and tracks 197 professional contacts across them, including 87 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Fort Worth, 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
48Companies
197Contacts tracked
87Verified emails
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The 17 largest investment firms based in Fort Worth, United States

Ranked by team size
Top 17 of 48 investment firms based in Fort Worth, 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
WpwealthIndirect evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 202611-5028

“The financial and economic landscapes are constantly shifting.”

Source: company website · checked Sep 4, 2026
2Fort Worth, TX, United StatesHQ checked Sep 4, 202611-5023

“Crossvine A Financial Planning Firm provides comprehensive and holistic financial planning to our clients by integrating insurance, investments, retirement income distribution…”

Source: company website · checked Sep 4, 2026
3
Mforce CapitalIndirect evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 20261-1012

“mFORCE Capital is an independent wealth management firm, founded in 2021 by Bradley G.”

Source: company website · checked Sep 4, 2026
4Fort Worth, TX, United StatesHQ checked Sep 4, 20261-107

“Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.”

Source: company website · checked Sep 4, 2026
5
Symonds Wealth ManagementIndirect evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 202611-506

“Symonds Wealth Management is a boutique wealth management firm based in Fort Worth, Texas, with approximately $2.7 billion in assets under advisement.”

Source: company website · checked Sep 4, 2026
6Fort Worth, TX, United StatesHQ checked Sep 4, 20261-106

“Thirteen Twenty-Two Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives.”

Source: company website · checked Sep 4, 2026
7
Stanford Wealth ManagementIndirect evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 20261-105

“The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial…”

Source: company website · checked Sep 4, 2026
8Fort Worth, TX, United StatesHQ checked Sep 4, 20261-105

“Whether you’re beginning your investment journey, re-imagining your retirement, or anything in between, you need a professional in your corner.”

Source: company website · checked Sep 4, 2026
9Fort Worth, TX, United StatesHQ checked Sep 4, 20261-105

“Summit Peak Investments, LLC leverages the extensive knowledge, experience and processes developed as institutional investors and focuses on investing in niche private investments…”

Source: company website · checked Sep 4, 2026
10Fort Worth, TX, United StatesHQ checked Sep 4, 20261-105

“At the end of the day, Riverfront Capital Strategies, based in Fort Worth, Texas has one goal at heart, you’re financial success!”

Source: company website · checked Sep 4, 2026
11Fort Worth, TX, United StatesHQ checked Sep 4, 20261-103

“MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.”

Source: company website · checked Sep 4, 2026
12Fort Worth, TX, United StatesHQ checked Sep 4, 20261-102

“Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser.”

Source: company website · checked Sep 4, 2026
13Fort Worth, TX, United StatesHQ checked Sep 4, 20261-102

“Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.”

Source: company website · checked Sep 4, 2026
14Fort Worth, TX, United StatesHQ checked Sep 4, 20261-101

“We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.”

Source: company website · checked Sep 4, 2026
15
NEW Century InvestmentsStrong evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 20261-101

“New Century Investments provides investment and financial services to the Individual, Family, and Business Owner.”

Source: company website · checked Sep 4, 2026
16Fort Worth, TX, United StatesHQ checked Sep 4, 20261-101

“Our business was built to serve you.”

Source: company website · checked Sep 4, 2026
17
CF FinancialIndirect evidence
Fort Worth, TX, United StatesHQ checked Sep 4, 20261-101

“CF Financial LLC offers bespoke financial services to individuals and small businesses.”

Source: company website · checked Sep 4, 2026

Showing 17 of 48 investment firms based in Fort Worth, United States

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Investment firms based in Fort Worth, 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
36
11-50
9
51-200
2
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 Fort Worth, over 48 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 Fort Worth, 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 Fort Worth 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, 87 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 Fort Worth, United States?

RevenueBase identified 48 investment firms headquartered in Fort Worth, 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?

Wpwealth, headquartered in Fort Worth, 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 87 verified decision-maker contacts tracked across these 48 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.