Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in Dallas, United States

Name: Nonprofit financial advisory 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 20, 2026 55 companies tracked

RevenueBase identified 55 company matches for nonprofit financial advisory companies associated with Dallas, United States as of September 2026 and tracks 442 professional contacts across them, including 283 with verified work emails. Across the United States, New York is the largest hub for this category (124 companies); Dallas has 55.

This list covers company matches for nonprofit financial advisory 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 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

55Companies

442Contacts tracked

283Verified emails

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The 25 largest nonprofit financial advisory companies based in Dallas, United States

Ranked by team size

Top 25 of 55 company matches for nonprofit financial advisory companies 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	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
2	SST Accountants & Consultants	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	74 contacts →
	Exact match “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
4	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
5	Faith Investor Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
6	Track15	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
7	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Stonewater Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
9	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Strategic Wealth Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
11	Apeiron Planning Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
12	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
13	C3 Financial Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
14	Isagani Yorke Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	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
16	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
17	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Soupmobile INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Soupmobile Inc is a nonprofit organization management company based out of 2423 S Good Latimer Expy, Dallas, TX, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Johnson Financial Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
20	Evos Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
21	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
22	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
23	Share Financial Services, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Share Financial Services has been specializing in church and non-profit finance since 1970.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	International Research Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
25	Rylander Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Create Synergy.” 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 advisory 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 55 nonprofit financial advisory companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 283 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisory companies based in Dallas, United States at a glance

As of Sep 20, 2026

64.0%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 55 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 advisory 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 283 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 advisory 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 “nonprofit financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisory companies are there based in Dallas, United States?

RevenueBase identified 55 company matches for nonprofit financial advisory 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?

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 advisory companies?

New York leads the United States with 124 company records, followed by Chicago (83) and Atlanta (72). Dallas has 55.

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 283 professional contacts with verified work emails tracked across these 55 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.