Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisors based in Dallas, United States
RevenueBase identified 44 company matches for nonprofit financial advisors associated with Dallas, United States as of September 2026 and tracks 332 professional contacts across them, including 227 with verified work emails. Across the United States, New York is the largest hub for this category (101 companies); Dallas has 44.
This list covers company matches for nonprofit financial 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.
The 25 largest nonprofit financial advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 26 contacts → | ||||
Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 6 contacts → | ||||
Exact match “The financial planning process we've developed helps families simplify their wealth journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 4 contacts → | ||||
Exact match “At Johnson Financial Strategies, we understand that every client is unique.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 3 contacts → | ||||
Exact match “Evos Financial was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 2 contacts → | ||||
Exact match “NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 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 | |||||
| 21 | 2 contacts → | ||||
Exact match “Create Synergy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “I help non-profits and business owners maximize their funding and operational impact, by helping them to streamline and manage their financial operations” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match Recorded description not available. 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 “nonprofit financial 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 44 nonprofit financial advisors based in Dallas, United States
See the full list, filter by size, metro and specialty, and access 227 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit financial advisors based in Dallas, United States at a glance
As of Sep 20, 2026Companies by employee count
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 44 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 “nonprofit financial 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 227 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.
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in San Francisco35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
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 “nonprofit financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit financial advisors are there based in Dallas, United States?
RevenueBase identified 44 company matches for nonprofit financial 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?
ALM First 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 nonprofit financial advisors?
New York leads the United States with 101 company records, followed by Chicago (73) and Atlanta (62). Dallas has 44.
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 227 professional contacts with verified work emails tracked across these 44 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.
Ready to reach these companies? Verified emails and direct dials for all 44 nonprofit financial advisors based in Dallas, United States. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit financial advisors by geography
- Nonprofit financial advisors based in Mumbai, India
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- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
- Nonprofit financial advisors based in Cincinnati, United States
- Nonprofit financial advisors based in Denver, United States
- Nonprofit financial advisors based in Houston, United States
- Nonprofit financial advisors based in Indianapolis, United States
- Nonprofit financial advisors based in Los Angeles, United States
- Nonprofit financial advisors based in Louisville, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
Company intelligence · public preview
Top 25 nonprofit financial advisors based in Dallas, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 44 matching company records for nonprofit financial advisors based in Dallas, United States, with 332 tracked contacts and 227 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit financial advisors based in Dallas, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Carter Financial Managementcarterwealth.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 26 contacts → |
“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Spectrum Wealth Strategiesspectrumwealthstrategies.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 12 contacts → |
“Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Faith Investor Servicesfaithinvestorservices.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Track15track15.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Stonewater Financial Groupstonewaterplanning.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Strategic Wealth Planningawealthplan.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Munn Gray & Associatesmunngray.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Apeiron Planning Partnersapeironplanning.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“The financial planning process we've developed helps families simplify their wealth journey.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lindus Advisors, INClindusadvisors.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Lindus Advisors Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  C3 Financial Partnersc3fp.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Probity Advisors, INCprobityadvisors.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 5 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Burford Brothers, INCburfordbrothers.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Privus Financialprivusfinancial.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Johnson Financial Strategiesjfstrategies.netHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“At Johnson Financial Strategies, we understand that every client is unique.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Belvin, Cleveland, & Associatesbca.nm.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Evos Financialevosfinancial.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Evos Financial was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mpact Financial Groupmpactfinancial.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  National Christian Foundation North Texasncfgiving.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  International Research Securitiesintlrs.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Rylander Associatesrylanderassociates.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Create Synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Porter Williams Groupporterwilliamsgroup.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“I help non-profits and business owners maximize their funding and operational impact, by helping them to streamline and manage their financial operations” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Jenny Williams Financial Services LLCjennywilliamsfinancial.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alliance Fundraisingalliancefundraising.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | First Dallas Financial Groupfirstdallasfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 44 company matches
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Nonprofit financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 44 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in San Francisco35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
Questions about this company list
What does Exact match mean for nonprofit financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit financial advisors did RevenueBase find based in Dallas, United States?
The saved snapshot records 44 matching company records, 332 tracked contacts and 227 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Nonprofit financial advisors by geography
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
- Nonprofit financial advisors based in Cincinnati, United States
- Nonprofit financial advisors based in Denver, United States
- Nonprofit financial advisors based in Houston, United States
- Nonprofit financial advisors based in Indianapolis, United States
- Nonprofit financial advisors based in Los Angeles, United States
- Nonprofit financial advisors based in Louisville, United States
Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisors based in Dallas, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
Company intelligence · public preview
Top 25 nonprofit financial advisors based in Dallas, United States
RevenueBase records 44 matching company records for nonprofit financial advisors based in Dallas, United States, with 332 tracked contacts and 227 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit financial advisors based in Dallas, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Carter Financial Managementcarterwealth.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 26 contacts → |
“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Spectrum Wealth Strategiesspectrumwealthstrategies.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 12 contacts → |
“Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Faith Investor Servicesfaithinvestorservices.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Track15track15.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Stonewater Financial Groupstonewaterplanning.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Strategic Wealth Planningawealthplan.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Munn Gray & Associatesmunngray.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Apeiron Planning Partnersapeironplanning.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“The financial planning process we've developed helps families simplify their wealth journey.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lindus Advisors, INClindusadvisors.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Lindus Advisors Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | C3 Financial Partnersc3fp.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Probity Advisors, INCprobityadvisors.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 5 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Burford Brothers, INCburfordbrothers.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Privus Financialprivusfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Johnson Financial Strategiesjfstrategies.net HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“At Johnson Financial Strategies, we understand that every client is unique.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Belvin, Cleveland, & Associatesbca.nm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Evos Financialevosfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Evos Financial was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mpact Financial Groupmpactfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | National Christian Foundation North Texasncfgiving.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | International Research Securitiesintlrs.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Rylander Associatesrylanderassociates.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Create Synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Porter Williams Groupporterwilliamsgroup.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“I help non-profits and business owners maximize their funding and operational impact, by helping them to streamline and manage their financial operations” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Jenny Williams Financial Services LLCjennywilliamsfinancial.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alliance Fundraisingalliancefundraising.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | First Dallas Financial Groupfirstdallasfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 44 company matches
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Nonprofit financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 44 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in San Francisco35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
Questions about this company list
What does Exact match mean for nonprofit financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit financial advisors did RevenueBase find based in Dallas, United States?
The saved snapshot records 44 matching company records, 332 tracked contacts and 227 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisors based in Dallas, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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