Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Dallas, United States

Name: Portfolio management 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 29, 2026 202 companies tracked

RevenueBase identified 202 portfolio management consultants headquartered in Dallas, United States as of September 2026 and tracks 3,044 professional contacts across them, including 1,559 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Dallas has 202.

This list covers portfolio management consultants headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

202Companies

3,044Contacts tracked

1,559Verified emails

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The 25 largest portfolio management consultants based in Dallas, United States

Ranked by team size

Top 25 of 202 portfolio management consultants based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hilltop Securities INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	501-1,000	785 contacts →
	Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 29, 2026
2	Westwood Holdings Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	166 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
3	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 29, 2026
4	Barrow Hanley Global Investors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	151 contacts →
	Partial evidence “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Source: RevenueBase Database · checked Sep 29, 2026
5	Level Four Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	201-500	136 contacts →
	Indirect evidence “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: RevenueBase Database · checked Sep 29, 2026
6	Spectrum Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	135 contacts →
	Indirect evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 29, 2026
7	Quotient Wealth Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	62 contacts →
	Partial evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 29, 2026
8	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	53 contacts →
	Indirect evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 29, 2026
9	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
10	Wealth Partners Alliance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Partial evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
11	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Indirect evidence “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: RevenueBase Database · checked Sep 29, 2026
12	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
13	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 29, 2026
14	Hamptonrock	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Partial evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
15	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Partial evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 29, 2026
16	Regan Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence “Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 29, 2026
17	J.K. Financial, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	21 contacts →
	Partial evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 29, 2026
18	3e Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Sep 29, 2026
19	RTB Advisors	Indirect evidence	Dallas, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 29, 2026
20	CD Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
21	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	13 contacts →
	Partial evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 29, 2026
22	Vanguard Real Estate Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	13 contacts →
	Indirect evidence “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Source: RevenueBase Database · checked Sep 29, 2026
23	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 29, 2026
24	Requisite Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Partial evidence “Requisite Capital Management is a complete wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026
25	Arkapital Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	11 contacts →
	Indirect evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 202 portfolio management consultants based in Dallas, United States

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Portfolio management consultants based in Dallas, United States at a glance

As of Sep 29, 2026

51.2%Verified-email coverage

15.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

141

11-50

51-200

201-500

501-1,000

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 202 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 portfolio management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Dallas, United States whose own description of what they do matches “portfolio management consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio management consultants, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,559 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 29, 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.

Portfolio management consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio management consultants are there based in Dallas, United States?

RevenueBase identified 202 portfolio management consultants headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Hilltop Securities INC, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Dallas has 202.

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 1,559 verified decision-maker contacts tracked across these 202 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 29, 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.