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 nonprofit financial advisory companies headquartered in Dallas, United States as of September 2026 and tracks 442 professional contacts across them, including 283 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisory companies headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

55Companies

442Contacts tracked

283Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 55 nonprofit financial advisory companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisory companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	ALM First	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Strong evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
2	SST Accountants & Consultants	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	74 contacts →
	Partial evidence “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026
3	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 20, 2026
4	Spectrum Wealth Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 20, 2026
5	Faith Investor Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Source: RevenueBase Database · checked Sep 20, 2026
6	Track15	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Source: RevenueBase Database · checked Sep 20, 2026
7	Fontana Financial Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 20, 2026
8	Stonewater Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Source: RevenueBase Database · checked Sep 20, 2026
9	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Source: RevenueBase Database · checked Sep 20, 2026
10	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
11	Apeiron Planning Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “The financial planning process we've developed helps families simplify their wealth journey.” Source: RevenueBase Database · checked Sep 20, 2026
12	Lindus Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 20, 2026
13	C3 Financial Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 20, 2026
14	Isagani Yorke Capital Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Source: RevenueBase Database · checked Sep 20, 2026
15	Probity Advisors, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
16	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 20, 2026
17	Burford Brothers, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 20, 2026
18	Soupmobile INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “Soupmobile Inc is a nonprofit organization management company based out of 2423 S Good Latimer Expy, Dallas, TX, United States.” Source: RevenueBase Database · checked Sep 20, 2026
19	Johnson Financial Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “At Johnson Financial Strategies, we understand that every client is unique.” Source: RevenueBase Database · checked Sep 20, 2026
20	Evos Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Evos Financial was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
21	Belvin, Cleveland, & Associates	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Source: RevenueBase Database · checked Sep 20, 2026
22	Mpact Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 20, 2026
23	Share Financial Services, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “Share Financial Services has been specializing in church and non-profit finance since 1970.” Source: RevenueBase Database · checked Sep 20, 2026
24	International Research Securities	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Source: RevenueBase Database · checked Sep 20, 2026
25	Rylander Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Create Synergy.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisory companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names nonprofit financial advisory companies.
Partial evidence: Its own public description names part of nonprofit financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 55 nonprofit financial advisory companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 283 reachable decision-makers.

Free signup · no credit card

View the full list →

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)

225.5%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit financial advisory companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Dallas, United States whose own description of what they do matches “nonprofit financial advisory companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names nonprofit financial advisory companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among nonprofit financial advisory companies, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 283 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Nonprofit financial advisory companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names nonprofit financial advisory companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 55 nonprofit financial advisory companies headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most nonprofit financial advisory companies?

New York leads with 124 headquartered companies, followed by Chicago (83) and Atlanta (72).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 283 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 55 nonprofit financial advisory companies based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit financial advisory companies by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.