Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Dallas, United States

Name: Low-cost investment advisors based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 56 companies tracked

RevenueBase identified 56 company matches for low-cost investment advisors associated with Dallas, United States as of September 2026 and tracks 610 professional contacts across them, including 347 with verified work emails. Across the United States, New York is the largest hub for this category (93 companies); Dallas has 56.

This list covers company matches for low-cost investment advisors 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 September 20, 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 Sep 20, 2026 How this list was built

56Companies

610Contacts tracked

347Verified emails

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The 25 largest low-cost investment advisors based in Dallas, United States

Ranked by team size

Top 25 of 56 company matches for low-cost investment advisors based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
3	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Fortune Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “As independent professional advisors, we offer you a personalized financial strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Paradigm Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Paradigm Advisors we know that you want to be financially prepared.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Chessman Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Theorem Wealth An Mforce Capital Partner	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Probity Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Clare Market Investments, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Miller Global Investments	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “MGI offers investment management and financial planning services to private investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Caviness Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Caviness Wealth Management, LLC, is a Texas-based Registered Investment Advisor, serving a select group of individuals, families, and businesses both locally and around the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	International Research Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Duke Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Reflective Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our services are designed to help you own your time and maximize the quality of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Brown Ruth Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	APG Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	The Advancement Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The Advancement Group, LLC has been creating successful high yield returns consistently for over two decades.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Womack Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Concorde Investment Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Prestonwood Capital Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…” Recorded in the RevenueBase company graph · Sep 20, 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 “low-cost investment advisors”. 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 56 low-cost investment advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 347 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Low-cost investment advisors based in Dallas, United States at a glance

As of Sep 20, 2026

56.9%Verified-email coverage

10.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 56 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 “low-cost investment advisors” 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 347 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 September 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in Dallas, United States?

RevenueBase identified 56 company matches for low-cost investment advisors associated with Dallas, United States as of September 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?

Bluecrest Financial Alliances 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 low-cost investment advisors?

New York leads the United States with 93 company records, followed by Houston (72) and San Diego (65). Dallas has 56.

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 347 professional contacts with verified work emails tracked across these 56 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 September 20, 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.