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 company matches for personal finance consultants associated with Dallas, United States as of September 2026 and tracks 1,080 professional contacts across them, including 489 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Dallas has 99.

This list covers company matches for personal finance consultants 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

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 company matches for personal finance consultants 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	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	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
5	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	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
10	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	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
13	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	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
15	Delos Capital Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Fortune Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “As independent professional advisors, we offer you a personalized financial strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	TNA Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Helping individuals, families, and businesses become debt-free, retire with dignity, get money when you need it most, secure your income and build wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Paradigm Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Paradigm Advisors we know that you want to be financially prepared.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Budgetdog	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We help the average person become financially free.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	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
21	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
22	EQ Wealth Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At EQ, our goal is to remove all the burdens of wealth management-emotional, mental, and logistical.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Chessman Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	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

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 “personal finance consultants”. 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 99 personal finance consultants based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 489 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 “personal finance consultants” 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 489 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 99 company matches for personal finance consultants 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?

Spectrum Financial Group 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Dallas has 99.

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 489 professional contacts with verified work emails tracked across these 99 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.