Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Dallas, United States

Name: Millennial wealth management companies based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 70 companies tracked

RevenueBase identified 70 millennial wealth management companies headquartered in Dallas, United States as of September 2026 and tracks 802 professional contacts across them, including 456 with verified work emails. New York is the largest hub.

This list covers millennial wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

70Companies

802Contacts tracked

456Verified emails

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The 25 largest millennial wealth management companies based in Dallas, United States

Ranked by team size

Top 25 of 70 millennial wealth management companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 17, 2026
2	Comerica Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	5,001-10,000	130 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
3	True North Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	80 contacts →
	Partial evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 17, 2026
4	Quotient Wealth Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	62 contacts →
	Strong evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 17, 2026
5	LEE Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	44 contacts →
	Strong evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
6	HFS Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Strong evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 17, 2026
7	Frontier Investment Management Company	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
8	Beacon Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 17, 2026
9	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 17, 2026
10	IVY Wealth	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 17, 2026
11	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
12	Delos Capital Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 17, 2026
13	Mcgowangroup Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 17, 2026
14	Hartmann Taylor Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Source: RevenueBase Database · checked Sep 17, 2026
15	Fluent Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Strong evidence “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Source: RevenueBase Database · checked Sep 17, 2026
16	Lindus Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 17, 2026
17	Lexington Hill	Strong evidence	Dallas, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Source: RevenueBase Database · checked Sep 17, 2026
18	EQ Wealth Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Source: RevenueBase Database · checked Sep 17, 2026
19	Theorem Wealth An Mforce Capital Partner	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
20	Burford Brothers, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 17, 2026
21	Optima Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 17, 2026
22	Wisniewski Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “Wisniewski Wealth Management is a leader in Wealth Management Solutions.” Source: RevenueBase Database · checked Sep 17, 2026
23	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
24	Blue Fountain Capital Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Source: RevenueBase Database · checked Sep 17, 2026
25	Roserock Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Source: RevenueBase Database · checked Sep 17, 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: millennial wealth management companies. 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. 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 70 millennial wealth management companies based in Dallas, United States

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Millennial wealth management companies based in Dallas, United States at a glance

As of Sep 17, 2026

56.9%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

291.4%Largest-city concentration · New York

Sep 17, 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 70 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 456 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 17, 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.

Millennial wealth management companies 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 millennial wealth management companies, 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 millennial wealth management companies are there based in Dallas, United States?

RevenueBase identified 70 millennial wealth management companies 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?

Tolleson Wealth Management, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

New York leads with 204 headquartered companies, followed by Atlanta (103) and Houston (83).

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 456 verified decision-maker contacts tracked across these 70 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 17, 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.