Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in Dallas, United States

Name: Minority-owned investment managers 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 87 companies tracked

RevenueBase identified 87 company matches for minority-owned investment managers associated with Dallas, United States as of September 2026 and tracks 1,064 professional contacts across them, including 654 with verified work emails. Across the United States, New York is the largest hub for this category (253 companies); Dallas has 87.

This list covers company matches for minority-owned investment managers 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

87Companies

1,064Contacts tracked

654Verified emails

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The 25 largest minority-owned investment managers based in Dallas, United States

Ranked by team size

Top 25 of 87 company matches for minority-owned investment managers 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	Westwood Holdings Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	166 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	Tria Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “We support visionary RIA leaders with minority capital, a collaborative style and decades of expertise in all facets of operating and evolving wealth management firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Penn Davis Mcfarland, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Delos Capital Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Mcgowangroup Asset Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Hudson WAY Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Riggs Asset Management CO INC	Exact match	Dallas, PA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Hartmann Taylor Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Fluent Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
17	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	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
19	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
20	Annandale Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Annandale is an independent investment advisor delivering global investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Optima Asset Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
22	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
23	360 Wealth Planners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Blue Fountain Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
25	Smith, Frank & Partners, L.L.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” 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 “minority-owned investment managers”. 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 87 minority-owned investment managers based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 654 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Minority-owned investment managers based in Dallas, United States at a glance

As of Sep 20, 2026

61.5%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 87 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 “minority-owned investment managers” 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 654 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.

Minority-owned investment managers 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 “minority-owned investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many minority-owned investment managers are there based in Dallas, United States?

RevenueBase identified 87 company matches for minority-owned investment managers 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?

Westwood Holdings Group, INC 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 minority-owned investment managers?

New York leads the United States with 253 company records, followed by Chicago (107) and Atlanta (101). Dallas has 87.

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 654 professional contacts with verified work emails tracked across these 87 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.