Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in Dallas, United States

Name: Pension and retirement consulting firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 88 companies tracked

RevenueBase identified 88 pension and retirement consulting firms headquartered in Dallas, United States as of September 2026 and tracks 1,029 professional contacts across them, including 477 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Dallas has 88.

This list covers pension and retirement consulting firms 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 29, 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 29, 2026 86% judged on-target in blind review

88Companies

1,029Contacts tracked

477Verified emails

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The 25 largest pension and retirement consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 88 pension and retirement consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement consulting firms: 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	Summit Financial Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	144 contacts →
	Partial evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 29, 2026
2	Spectrum Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	135 contacts →
	Indirect evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 29, 2026
3	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Indirect evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
4	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Indirect evidence “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: RevenueBase Database · checked Sep 29, 2026
5	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
6	Spectrum Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 29, 2026
7	Tanya Boyd & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “Tanya Boyd & Associates is built upon the belief that small businesses are the heart of our country, and we make it our priority to help them grow.” Source: RevenueBase Database · checked Sep 29, 2026
8	Apexium Financial LP	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 29, 2026
9	Triumph Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 29, 2026
10	IVY Wealth	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 29, 2026
11	Strategic Wealth Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect 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 29, 2026
12	Munn Gray & Associates	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial 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 29, 2026
13	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 29, 2026
14	Howell Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Source: RevenueBase Database · checked Sep 29, 2026
15	Paradigm Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 29, 2026
16	Theorem Wealth An Mforce Capital Partner	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 29, 2026
17	Nexus Advisors LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 29, 2026
18	Probity Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Indirect 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 29, 2026
19	Privus Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial 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 29, 2026
20	Burford Brothers, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 29, 2026
21	America's 401k, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	4 contacts →
	Strong evidence “America’s 401k is now Definiti, a national retirement services firm delivering 401(k) plan design and administration, recordkeeping, actuarial consulting and pension outsourcing…” Source: RevenueBase Database · checked Sep 29, 2026
22	Johnson Financial Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “At Johnson Financial Strategies, we understand that every client is unique.” Source: RevenueBase Database · checked Sep 29, 2026
23	Cloud Wealth Strategies, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Caleb Loud, with Cloud Wealth, provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Source: RevenueBase Database · checked Sep 29, 2026
24	Belvin, Cleveland, & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect 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 29, 2026
25	Innovative Estate Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Source: RevenueBase Database · checked Sep 29, 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: pension and retirement consulting firms. 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 pension and retirement consulting firms.
Partial evidence: Its own public description names part of pension and retirement consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension and retirement consulting firms. 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 88 pension and retirement consulting firms based in Dallas, United States

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Pension and retirement consulting firms based in Dallas, United States at a glance

As of Sep 29, 2026

46.4%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

Sep 29, 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 88 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 pension and retirement consulting firms, 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 “pension and retirement consulting firms”. 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 pension and retirement consulting firms), 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 pension and retirement consulting firms, 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, 477 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 29, 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.

Pension and retirement consulting firms 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 pension and retirement consulting firms, 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 pension and retirement consulting firms are there based in Dallas, United States?

RevenueBase identified 88 pension and retirement consulting firms 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?

Summit Financial Group, INC, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most pension and retirement consulting firms?

New York leads the United States with 160 headquartered companies, followed by Houston (128) and Atlanta (101). Dallas has 88.

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 477 verified decision-maker contacts tracked across these 88 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 29, 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 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.