Company lists · Data refreshed September 2026

Top 23 Portfolio management consultants based in Fort Worth, United States

RevenueBase identified 50 portfolio management consultants headquartered in Fort Worth, United States as of September 2026 and tracks 223 professional contacts across them, including 85 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Fort Worth has 50.

This list covers portfolio management consultants headquartered in Fort Worth, 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
50Companies
223Contacts tracked
85Verified emails
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The 23 largest portfolio management consultants based in Fort Worth, United States

Ranked by team size
Top 23 of 50 portfolio management consultants based in Fort Worth, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 202611-5027 contacts →

Indirect evidence

“The financial and economic landscapes are constantly shifting.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-1019 contacts →

Partial evidence

“Located in the heart of Fort Worth, Texas, we are an independent financial planning and investment management firm specializing in high-net-worth clients and business owners.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-1015 contacts →

Partial evidence

“Redwood Financial is a independent investment planning and management firm focused on helping you build and protect wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-1014 contacts →

Partial evidence

“mFORCE Capital is an independent wealth management firm, founded in 2021 by Bradley G.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 202611-506 contacts →

Partial evidence

“Symonds Wealth Management is a boutique wealth management firm based in Fort Worth, Texas, with approximately $2.7 billion in assets under advisement.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Thirteen Twenty-Two Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial…”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“At the end of the day, Riverfront Capital Strategies, based in Fort Worth, Texas has one goal at heart, you’re financial success!”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Green Investment Management (“GIM”) has a 38-year history of tactically managing global asset allocations and focused investment strategies using a rigorous risk management…”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“It takes time, dedication, and skill.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Point Bridge Capital was founded in 2013 to provide entrepreneurs, family offices, foundations, nonprofit organizations, and high-net-worth individuals customized investment…”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“A fee-only registered investment advisory firm based in Fort Worth, TX.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Lifelong Financial Guidance When you work with our team, we get to know who you are and where you want to go in life.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Our mission is to guide clients in creating a wealth management strategy that effectively addresses their unique financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Our business was built to serve you.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“CF Financial LLC offers bespoke financial services to individuals and small businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“New Century Investments provides investment and financial services to the Individual, Family, and Business Owner.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“James Hill Consulting is a boutique advisory firm with over two decades of experience in real estate, corporate finance, and strategic planning.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 23 of 50 portfolio management consultants based in Fort Worth, United States

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Portfolio management consultants based in Fort Worth, United States at a glance

As of Sep 29, 2026
38.1%Verified-email coverage
4.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
9
51-200
1

Email recency for this list is measured across the whole United States list rather than for Fort Worth, so it is reported there. Company counts and contact totals on this page are exact for Fort Worth, over 50 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 Fort Worth, 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 Fort Worth 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, 85 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 Fort Worth, United States?

RevenueBase identified 50 portfolio management consultants headquartered in Fort Worth, 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?

Wpwealth, headquartered in Fort Worth, 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). Fort Worth has 50.

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 85 verified decision-maker contacts tracked across these 50 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.