Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Dallas, United States

Name: Portfolio management 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 116 companies tracked

RevenueBase identified 116 portfolio management firms headquartered in Dallas, United States as of September 2026 and tracks 1,252 professional contacts across them, including 666 with verified work emails. New York is the largest hub.

This list covers portfolio management firms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

116Companies

1,252Contacts tracked

666Verified emails

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

Ranked by team size

Top 25 of 116 portfolio management firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management firms: 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	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
2	Barrow Hanley Global Investors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
3	Comerica Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	5,001-10,000	130 contacts →
	Partial evidence “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: RevenueBase Database · checked Sep 20, 2026
4	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
5	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
6	J.K. Financial, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
7	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
8	Beacon Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 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 20, 2026
9	Requisite Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Requisite Capital Management is a complete wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
10	Lear Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: RevenueBase Database · checked Sep 20, 2026
11	Perryman Financial Advisory, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
12	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 20, 2026
13	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 20, 2026
14	Triumph Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 20, 2026
15	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 20, 2026
16	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Source: RevenueBase Database · checked Sep 20, 2026
17	Delos Capital Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 20, 2026
18	Fortune Wealth Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “As independent professional advisors, we offer you a personalized financial strategy.” Source: RevenueBase Database · checked Sep 20, 2026
19	Mcgowangroup Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 20, 2026
20	Hudson WAY Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
21	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 20, 2026
22	Hartmann Taylor Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Source: RevenueBase Database · checked Sep 20, 2026
23	Fluent Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
24	Lindus Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 20, 2026
25	Theorem Wealth An Mforce Capital Partner	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 20, 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 firms. 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 firms.
Partial evidence: Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management firms. 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 116 portfolio management firms based in Dallas, United States

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

As of Sep 20, 2026

53.2%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

282.8%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

5,001-10,000

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 116 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 firms, 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 firms”. 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 firms), 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 firms, 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, 666 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.

Portfolio management firms 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 firms, 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 firms are there based in Dallas, United States?

RevenueBase identified 116 portfolio management firms 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?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most portfolio management firms?

New York leads with 328 headquartered companies, followed by Chicago (146) and Atlanta (119).

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 666 verified decision-maker contacts tracked across these 116 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.