Company lists · Data refreshed September 2026
Top 25 Philanthropic advisors based in Dallas, United States
RevenueBase identified 64 philanthropic advisors headquartered in Dallas, United States as of September 2026 and tracks 354 professional contacts across them, including 168 with verified work emails. New York is the largest hub.
This list covers philanthropic advisors 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.
The 25 largest philanthropic advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80 contacts → | ||||
Partial evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 26 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Partial evidence “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Indirect evidence “Track15 helps nonprofit organizations grow fundraising revenue by strengthening the relationships that make giving possible.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative strategies designed to build, strengthen, and promote planned giving programs for nonprofits.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Partial evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Family Dynasty, LLC offers families consultation and educational services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “NCF North Texas exists to help advisors, business owners, and entrepreneurs in the Dallas-Fort Worth area do more with their generosity.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Partner with The NonProfit Group, and together, we’ll create a lasting impact that extends far beyond your organization.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Our services are designed to help you own your time and maximize the quality of your life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Create Synergy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “We are a multi-generational advisory team dedicated to delivering a superior investment experience to each of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “ANIMAL GRANTMAKERS INC is a nonprofit organization management company based out of 5566 CARUTH HAVEN LN, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Alliance Fundraising partners with nonprofits nationwide in providing customizable service models to assess, support, and grow your development efforts and strategic planning…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: philanthropic advisors. 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 philanthropic advisors.
- Partial evidence
- Its own public description names part of philanthropic advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name philanthropic advisors. 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 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among philanthropic advisors, 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 “philanthropic advisors”. 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 philanthropic advisors), 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 philanthropic advisors, 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, 168 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.
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 Dallas64
- 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 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 philanthropic advisors, 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 philanthropic advisors are there based in Dallas, United States?
RevenueBase identified 64 philanthropic advisors 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?
True North Advisors, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most philanthropic advisors?
New York leads with 215 headquartered companies, followed by Chicago (113) and Washington (102).
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 168 verified decision-maker contacts tracked across these 64 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.
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