Company lists · Data refreshed September 2026
Top 25 Philanthropic advisors based in Dallas, United States
RevenueBase identified 64 company matches for philanthropic advisors associated with Dallas, United States as of September 2026 and tracks 354 professional contacts across them, including 168 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Dallas has 64.
This list covers company matches for philanthropic advisors 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.
The 25 largest philanthropic advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80 contacts → | ||||
Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 14 contacts → | ||||
Exact match “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 10 contacts → | ||||
Exact match “Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Fundraising Beyond Borders was created to help nonprofits of all sizes, in all countries, build the a healthy donor database and funds they need to thrive.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 4 contacts → | ||||
Exact match “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Family Dynasty, LLC offers families consultation and educational services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Partner with The NonProfit Group, and together, we’ll create a lasting impact that extends far beyond your organization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Our services are designed to help you own your time and maximize the quality of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Create Synergy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “ANIMAL GRANTMAKERS INC is a nonprofit organization management company based out of 5566 CARUTH HAVEN LN, Dallas, Texas, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Fortuna Consulting, based in Dallas, Texas, was founded in the summer of 2019 to serve as a boutique fundraising and consulting firm for a new generation of leaders and causes.” 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 “philanthropic advisors”. 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 64 philanthropic advisors based in Dallas, United States
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Philanthropic advisors based in Dallas, United States at a glance
As of Sep 20, 2026Companies by employee count
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 64 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 “philanthropic advisors” 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 168 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.
Philanthropic advisors by metro in the United States
- Philanthropic advisors in New York215
- Philanthropic advisors in Chicago113
- Philanthropic advisors in Washington102
- Philanthropic advisors in Boston81
- Philanthropic advisors in San Francisco81
- Philanthropic advisors in Los Angeles80
- Philanthropic advisors in Atlanta72
- Philanthropic advisors in Denver57
- Philanthropic advisors in Seattle51
- Philanthropic advisors in Houston48
- Philanthropic advisors in Austin47
- Philanthropic advisors in San Diego43
- Philanthropic advisors in Indianapolis41
- Philanthropic advisors in Minneapolis40
- Philanthropic advisors in Philadelphia40
- Philanthropic advisors in Portland32
- Philanthropic advisors in Charlotte30
- Philanthropic advisors in Phoenix27
- Philanthropic advisors in Miami26
- Philanthropic advisors in Scottsdale26
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 “philanthropic advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisors are there based in Dallas, United States?
RevenueBase identified 64 company matches for philanthropic advisors 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?
True North Advisors 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 philanthropic advisors?
New York leads the United States with 215 company records, followed by Chicago (113) and Washington (102). Dallas has 64.
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 168 professional contacts with verified work emails tracked across these 64 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.
Ready to reach these companies? Verified emails and direct dials for all 64 philanthropic advisors based in Dallas, United States. Start with a free account, no credit card.
Download this list →Related lists
Philanthropic advisors by geography
- Philanthropic advisors based in Atlanta, United States
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- Philanthropic advisors based in Boston, United States
- Philanthropic advisors based in Charlotte, United States
- Philanthropic advisors based in Chicago, United States
- Philanthropic advisors based in Denver, United States
- Philanthropic advisors based in Houston, United States
- Philanthropic advisors based in Indianapolis, United States
- Philanthropic advisors based in Los Angeles, United States
- Philanthropic advisors based in Miami, United States
- Philanthropic advisors based in Minneapolis, United States
- Philanthropic advisors based in New York, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisors based in Atlanta, United States
- Philanthropic advisors based in Austin, United States
- Philanthropic advisors based in Boston, United States
- Philanthropic advisors based in Charlotte, United States
- Philanthropic advisors based in Chicago, United States
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Company intelligence · public preview
Top 25 philanthropic advisors based in Dallas, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 64 matching company records for philanthropic advisors based in Dallas, United States, with 354 tracked contacts and 168 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisors based in Dallas, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  True North Advisorstruenorthadvisors.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 80 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Carter Financial Managementcarterwealth.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 26 contacts → |
“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CD Wealth Managementcdwealth.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 14 contacts → |
“CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Track15track15.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 10 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Caswell Zachry Grizzardczg.netHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 10 contacts → |
“Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Riggs Asset Management CO INCriggsadvisors.comHQ: Dallas, PA, United StatesReported employees: 1-10 | Dallas, PA, United States | 1-10 | Exact match | 7 contacts → |
“Your worth transcends generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  LGT Financial Advisorslgt-fa.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fundraising Beyond Bordersfundraisingbeyondborders.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 6 contacts → |
“Fundraising Beyond Borders was created to help nonprofits of all sizes, in all countries, build the a healthy donor database and funds they need to thrive.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  C3 Financial Partnersc3fp.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Privus Financialprivusfinancial.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Burford Brothers, INCburfordbrothers.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Optima Asset Management, INCoptimaassetmgt.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Family Dynasty, LLCfamilydynasty.coHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Family Dynasty, LLC offers families consultation and educational services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capital Advisory Group, INCcapitaladvisorygroup.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sparrow Advisors, LLCsparrow-advisors.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  National Christian Foundation North Texasncfgiving.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  The Nonprofit Groupthenpg.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Partner with The NonProfit Group, and together, we’ll create a lasting impact that extends far beyond your organization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Reflective Wealthreflectivewealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Our services are designed to help you own your time and maximize the quality of your life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rylander Associatesrylanderassociates.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Create Synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Brown Ruth Advisorsbrownruth.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Womack Financialwomackfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Animal Grantmakers INCanimalgrantmakers.orgHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“ANIMAL GRANTMAKERS INC is a nonprofit organization management company based out of 5566 CARUTH HAVEN LN, Dallas, Texas, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alliance Fundraisingalliancefundraising.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fortuna Consulting, LLCfortunafundraising.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Fortuna Consulting, based in Dallas, Texas, was founded in the summer of 2019 to serve as a boutique fundraising and consulting firm for a new generation of leaders and causes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Philanthropic advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 64 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisors by metro in the United States
- Philanthropic advisors in New York215
- Philanthropic advisors in Chicago113
- Philanthropic advisors in Washington102
- Philanthropic advisors in Boston81
- Philanthropic advisors in San Francisco81
- Philanthropic advisors in Los Angeles80
- Philanthropic advisors in Atlanta72
- Philanthropic advisors in Denver57
- Philanthropic advisors in Seattle51
- Philanthropic advisors in Houston48
- Philanthropic advisors in Austin47
- Philanthropic advisors in San Diego43
- Philanthropic advisors in Indianapolis41
- Philanthropic advisors in Minneapolis40
- Philanthropic advisors in Philadelphia40
- Philanthropic advisors in Portland32
- Philanthropic advisors in Charlotte30
- Philanthropic advisors in Phoenix27
- Philanthropic advisors in Miami26
- Philanthropic advisors in Scottsdale26
Questions about this company list
What does Exact match mean for philanthropic advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisors did RevenueBase find based in Dallas, United States?
The saved snapshot records 64 matching company records, 354 tracked contacts and 168 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Philanthropic advisors based in Atlanta, United States
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- Philanthropic advisors based in Boston, United States
- Philanthropic advisors based in Charlotte, United States
- Philanthropic advisors based in Chicago, United States
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- Philanthropic advisors based in Houston, United States
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- Philanthropic advisors based in Los Angeles, United States
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Cite this list
RevenueBase Data Team. Top 25 philanthropic advisors based in Dallas, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisors/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 philanthropic advisors based in Dallas, United States
RevenueBase records 64 matching company records for philanthropic advisors based in Dallas, United States, with 354 tracked contacts and 168 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisors based in Dallas, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | True North Advisorstruenorthadvisors.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 80 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Carter Financial Managementcarterwealth.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 26 contacts → |
“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CD Wealth Managementcdwealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 14 contacts → |
“CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Track15track15.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 10 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Caswell Zachry Grizzardczg.net HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 10 contacts → |
“Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Riggs Asset Management CO INCriggsadvisors.com HQ: Dallas, PA, United StatesReported employees: 1-10 | Dallas, PA, United States | 1-10 | Exact match | 7 contacts → |
“Your worth transcends generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | LGT Financial Advisorslgt-fa.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fundraising Beyond Bordersfundraisingbeyondborders.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 6 contacts → |
“Fundraising Beyond Borders was created to help nonprofits of all sizes, in all countries, build the a healthy donor database and funds they need to thrive.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | C3 Financial Partnersc3fp.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Privus Financialprivusfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Burford Brothers, INCburfordbrothers.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Optima Asset Management, INCoptimaassetmgt.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Family Dynasty, LLCfamilydynasty.co HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Family Dynasty, LLC offers families consultation and educational services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capital Advisory Group, INCcapitaladvisorygroup.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sparrow Advisors, LLCsparrow-advisors.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | National Christian Foundation North Texasncfgiving.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Nonprofit Groupthenpg.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Partner with The NonProfit Group, and together, we’ll create a lasting impact that extends far beyond your organization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Reflective Wealthreflectivewealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Our services are designed to help you own your time and maximize the quality of your life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rylander Associatesrylanderassociates.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Create Synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Brown Ruth Advisorsbrownruth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Womack Financialwomackfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Animal Grantmakers INCanimalgrantmakers.org HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“ANIMAL GRANTMAKERS INC is a nonprofit organization management company based out of 5566 CARUTH HAVEN LN, Dallas, Texas, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alliance Fundraisingalliancefundraising.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fortuna Consulting, LLCfortunafundraising.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Fortuna Consulting, based in Dallas, Texas, was founded in the summer of 2019 to serve as a boutique fundraising and consulting firm for a new generation of leaders and causes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Philanthropic advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 64 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisors by metro in the United States
- Philanthropic advisors in New York215
- Philanthropic advisors in Chicago113
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- Philanthropic advisors in Boston81
- Philanthropic advisors in San Francisco81
- Philanthropic advisors in Los Angeles80
- Philanthropic advisors in Atlanta72
- Philanthropic advisors in Denver57
- Philanthropic advisors in Seattle51
- Philanthropic advisors in Houston48
- Philanthropic advisors in Austin47
- Philanthropic advisors in San Diego43
- Philanthropic advisors in Indianapolis41
- Philanthropic advisors in Minneapolis40
- Philanthropic advisors in Philadelphia40
- Philanthropic advisors in Portland32
- Philanthropic advisors in Charlotte30
- Philanthropic advisors in Phoenix27
- Philanthropic advisors in Miami26
- Philanthropic advisors in Scottsdale26
Questions about this company list
What does Exact match mean for philanthropic advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisors did RevenueBase find based in Dallas, United States?
The saved snapshot records 64 matching company records, 354 tracked contacts and 168 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 philanthropic advisors based in Dallas, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisors/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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