Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Dallas, United States

Name: Investment management consulting 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 21, 2026 146 companies tracked

RevenueBase identified 146 investment management consulting firms headquartered in Dallas, United States as of September 2026 and tracks 3,460 professional contacts across them, including 2,126 with verified work emails. New York is the largest hub.

This list covers investment management consulting 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 21, 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 21, 2026 86% judged on-target in blind review

146Companies

3,460Contacts tracked

2,126Verified emails

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The 25 largest investment management consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 146 investment management consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 21, 2026
2	Hilltop Securities INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	501-1,000	785 contacts →
	Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 21, 2026
3	Westwood Holdings Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	166 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
4	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 21, 2026
5	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 21, 2026
6	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 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 21, 2026
7	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 21, 2026
8	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 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 21, 2026
9	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	26 contacts →
	Partial 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 21, 2026
10	Hamptonrock	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	22 contacts →
	Strong evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
11	3e Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Strong evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Sep 21, 2026
12	O7capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: RevenueBase Database · checked Sep 21, 2026
13	FSI Consulting	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	14 contacts →
	Strong evidence “Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…” Source: RevenueBase Database · checked Sep 21, 2026
14	GEX Management, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	14 contacts →
	Strong evidence “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Source: RevenueBase Database · checked Sep 21, 2026
15	Frontier Investment Management Company	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 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 21, 2026
16	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 21, 2026
17	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 21, 2026
18	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	9 contacts →
	Strong evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 21, 2026
19	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	9 contacts →
	Strong evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 21, 2026
20	BFS Advisory Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Source: RevenueBase Database · checked Sep 21, 2026
21	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 21, 2026
22	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 21, 2026
23	Everett Advisory Partners, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 21, 2026
24	Compliability Solutions LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Source: RevenueBase Database · checked Sep 21, 2026
25	Fortune Wealth Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 21, 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 management consulting 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 management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting 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 146 investment management consulting firms based in Dallas, United States

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Investment management consulting firms based in Dallas, United States at a glance

As of Sep 21, 2026

61.4%Verified-email coverage

23.7Average contacts per company

1-10Median size (employees)

466.4%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 146 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 management consulting 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 management consulting 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 management consulting 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 management consulting 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, 2,126 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 21, 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 management consulting 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 management consulting 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 management consulting firms are there based in Dallas, United States?

RevenueBase identified 146 investment management consulting 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?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 2,126 verified decision-maker contacts tracked across these 146 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 21, 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.