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 company matches for millennial wealth management companies associated with Dallas, United States as of September 2026 and tracks 802 professional contacts across them, including 456 with verified work emails. Across the United States, New York is the largest hub for this category (204 companies); Dallas has 70.

This list covers company matches for millennial wealth management companies 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 17, 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 17, 2026 How this list was built

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 company matches for millennial wealth management companies based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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 Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
2	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
3	True North Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	80 contacts →
	Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	62 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
6	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
7	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
8	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
9	Vaquero Private Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Delos Capital Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Mcgowangroup Asset Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Hartmann Taylor Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Fluent Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Lexington Hill	Exact match	Dallas, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	EQ Wealth Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Theorem Wealth An Mforce Capital Partner	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
20	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Optima Asset Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Wisniewski Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Wisniewski Wealth Management is a leader in Wealth Management Solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
24	Blue Fountain Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Roserock Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Recorded in the RevenueBase company graph · Sep 17, 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 “millennial wealth management companies”. 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 70 millennial wealth management companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 456 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 “millennial wealth management companies” 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 456 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 17, 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 70 company matches for millennial wealth management companies 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?

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 millennial wealth management companies?

New York leads the United States with 204 company records, followed by Atlanta (103) and Houston (83). Dallas has 70.

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 456 professional contacts with verified work emails tracked across these 70 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 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 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.