Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Dallas, United States

Name: Personal finance consultants 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 99 companies tracked

RevenueBase identified 99 personal finance consultants headquartered in Dallas, United States as of September 2026 and tracks 1,080 professional contacts across them, including 489 with verified work emails. New York is the largest hub.

This list covers personal finance consultants 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

99Companies

1,080Contacts tracked

489Verified emails

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The 25 largest personal finance consultants based in Dallas, United States

Ranked by team size

Top 25 of 99 personal finance consultants 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 personal finance consultants: 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	Spectrum Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Partial 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 20, 2026
2	Bluecrest Financial Alliances	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	81 contacts →
	Partial evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 20, 2026
3	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial 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 20, 2026
4	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
5	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 20, 2026
6	Spectrum Wealth Strategies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 20, 2026
7	Arkapital Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	11 contacts →
	Partial evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 20, 2026
8	Perryman Financial Advisory, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
9	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
10	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial 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 20, 2026
11	Triumph Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial 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 20, 2026
12	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
13	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 20, 2026
14	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
15	Delos Capital Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 20, 2026
16	Fortune Wealth Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 20, 2026
17	TNA Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Helping individuals, families, and businesses become debt-free, retire with dignity, get money when you need it most, secure your income and build wealth.” Source: RevenueBase Database · checked Sep 20, 2026
18	Paradigm Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “At Paradigm Advisors we know that you want to be financially prepared.” Source: RevenueBase Database · checked Sep 20, 2026
19	Budgetdog	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “We help the average person become financially free.” Source: RevenueBase Database · checked Sep 20, 2026
20	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
21	Lindus Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 20, 2026
22	EQ Wealth Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Source: RevenueBase Database · checked Sep 20, 2026
23	Chessman Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…” Source: RevenueBase Database · checked Sep 20, 2026
24	Nexus Advisors LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 20, 2026
25	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Partial 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

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: personal finance consultants. 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 personal finance consultants.
Partial evidence: Its own public description names part of personal finance consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance consultants. 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 99 personal finance consultants based in Dallas, United States

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Personal finance consultants based in Dallas, United States at a glance

As of Sep 20, 2026

45.3%Verified-email coverage

10.9Average contacts per company

1-10Median size (employees)

181.8%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 99 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 personal finance consultants, 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 “personal finance consultants”. 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 personal finance consultants), 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 personal finance consultants, 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, 489 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.

Personal finance consultants 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 personal finance consultants, 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 personal finance consultants are there based in Dallas, United States?

RevenueBase identified 99 personal finance consultants 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?

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

Which city has the most personal finance consultants?

New York leads with 180 headquartered companies, followed by Atlanta (129) and Houston (122).

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 489 verified decision-maker contacts tracked across these 99 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.

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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.