Company lists · Data refreshed October 2026

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

Name: Investment management law 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 140 companies tracked

RevenueBase identified 140 company matches for investment management law firms associated with Dallas, United States as of October 2026 and tracks 2,164 professional contacts across them, including 1,209 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Dallas has 140.

This list covers company matches for investment management law 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

140Companies

2,164Contacts tracked

1,209Verified emails

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

Ranked by team size

Top 25 of 140 company matches for investment management law 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	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	201-500	206 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” 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	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
4	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
5	Scheef & Stone, LLP	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	124 contacts →
	Exact match “Scheef & Stone, L.L.P.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Brewer, Attorneys & Counselors	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	114 contacts →
	Exact match “Founded in 1984, Brewer, Attorneys & Counselors has earned a reputation as one of the most successful law firms in the United States practicing exclusively in the field of complex…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Meadows Collier	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	71 contacts →
	Exact match “While our origins are in tax planning and tax litigation practice, we also provide counsel to clients with a variety of other specialized legal needs, including business and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Hallett & Perrin, P.C	Exact match	Dallas, United StatesHQ recorded Oct 1, 2026	51-200	69 contacts →
	Exact match “When It Comes To Achieving Your Goals, We're All In.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Settlepou	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	51-200	54 contacts →
	Exact match “Values That Drive Us Our clients depend on our legal expertise to navigate complex business issues and provide aggressive courtroom support.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	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
11	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Calhoun, Bhella & Sechrest, LLP	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	30 contacts →
	Exact match “With offices coast to coast, Calhoun, Bhella & Sechrest, LLP is a boutique law firm made up of a national team of lawyers trained at some of the biggest firms in the country.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	The Milestone Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “The Milestone Group is a private real estate investment management firm with strong expertise and presence in major metropolitan markets throughout the United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Atwood & Mccall, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “We Listen.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	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
16	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
17	Mcguire, Craddock & Strother, P.C	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Cook Keith & Davis	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	17 contacts →
	Exact match “At Cook Keith & Davis, our primary job is maximizing the client’s wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Holmes Firm PC	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	1-10	15 contacts →
	Exact match “When it matters, Holmes Firm PC is your law firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	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
21	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
22	Ranger Capital Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Ranger Capital Group affiliated investment managers offer investors a variety of traditional and alternative investment products.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Walls Landry Baker & Oliver Pllc	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Walls Landry Baker & Oliver PLLC is a commercial real estate law firm based in Dallas and Austin, serving clients across Texas and the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Ninety9 Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Ninety9 Capital is a leading name in the world of real estate investing, focused on making the process easy and rewarding for investors.” 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 management law 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 140 investment management law firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,209 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

55.9%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 140 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 management law 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 1,209 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 management law 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 management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 140 company matches for investment management law 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?

Tolleson Wealth Management 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 management law firms?

New York leads the United States with 589 company records, followed by Chicago (193) and Miami (142). Dallas has 140.

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 1,209 professional contacts with verified work emails tracked across these 140 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.