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 low-cost investment advisors headquartered in Dallas, United States as of September 2026 and tracks 610 professional contacts across them, including 347 with verified work emails. New York is the largest hub.

This list covers low-cost investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

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 low-cost investment advisors based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 20, 2026
2	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
3	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 20, 2026
4	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
5	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
6	Fortune Wealth Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 20, 2026
7	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 20, 2026
8	Chessman Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
9	Theorem Wealth An Mforce Capital Partner	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 20, 2026
10	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
11	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 20, 2026
12	Clare Market Investments, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Independent.” Source: RevenueBase Database · checked Sep 20, 2026
13	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: RevenueBase Database · checked Sep 20, 2026
14	Mpact Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 20, 2026
15	Miller Global Investments	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “MGI offers investment management and financial planning services to private investors.” Source: RevenueBase Database · checked Sep 20, 2026
16	Caviness Wealth Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
17	International Research Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Source: RevenueBase Database · checked Sep 20, 2026
18	Duke Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Reflective Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Our services are designed to help you own your time and maximize the quality of your life.” Source: RevenueBase Database · checked Sep 20, 2026
20	Brown Ruth Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Source: RevenueBase Database · checked Sep 20, 2026
21	APG Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Source: RevenueBase Database · checked Sep 20, 2026
22	The Advancement Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “The Advancement Group, LLC has been creating successful high yield returns consistently for over two decades.” Source: RevenueBase Database · checked Sep 20, 2026
23	Womack Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Source: RevenueBase Database · checked Sep 20, 2026
24	Concorde Investment Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Prestonwood Capital Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…” Source: RevenueBase Database · checked Sep 20, 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: low-cost investment advisors. 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 low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment advisors. 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 56 low-cost investment advisors based in Dallas, United States

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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)

166.1%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among low-cost investment advisors, 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 “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 347 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 20, 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.

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

RevenueBase identified 56 low-cost investment advisors 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?

Bluecrest Financial Alliances, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 347 verified decision-maker contacts tracked across these 56 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 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 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.