Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Dallas, United States

Name: Philanthropic advisory firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 81 companies tracked

RevenueBase identified 81 company matches for philanthropic advisory firms associated with Dallas, United States as of September 2026 and tracks 921 professional contacts across them, including 591 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Dallas has 81.

This list covers company matches for philanthropic advisory firms 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

81Companies

921Contacts tracked

591Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest philanthropic advisory firms based in Dallas, United States

Ranked by team size

Top 25 of 81 company matches for philanthropic advisory firms 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	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	True North Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	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
3	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	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
5	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
6	CD Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
7	Track15	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
8	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
9	Dallas Jewish Community Foundation	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
10	Vaquero Private Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	BFS Advisory Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	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
13	Riggs Asset Management CO INC	Exact match	Dallas, PA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Your worth transcends generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	LGT Financial Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
15	Fundraising Beyond Borders	Exact match	Dallas, United StatesHQ recorded Sep 20, 2026	1-10	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
16	C3 Financial Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	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
17	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
18	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
19	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
20	Optima Asset Management, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
21	Family Dynasty, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	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
22	Palmetto Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Palmetto Capital was founded on a simple belief: that Texas family offices deserve institutional-grade investment management delivered with personal high-touch partnership and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Belvin, Cleveland, & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Promus Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Promus Advisors, a Dallas-based SEC registered investment adviser and subsidiary of Bellwether Investment Management USA Inc, provides award-winning, financial wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Vail Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Vail Capital Management serves as CFO for our clients and provides a family office experience with bespoke strategies and solutions to address their complex wealth management…” 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 advisory firms”. 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 81 philanthropic advisory firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 591 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Philanthropic advisory firms based in Dallas, United States at a glance

As of Sep 20, 2026

64.2%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 81 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 advisory firms” 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 591 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 advisory firms 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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisory firms are there based in Dallas, United States?

RevenueBase identified 81 company matches for philanthropic advisory firms 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?

ALM First 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 advisory firms?

New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Dallas has 81.

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 591 professional contacts with verified work emails tracked across these 81 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 81 philanthropic advisory firms based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Philanthropic advisory firms by geography

Browse the directory

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.