Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in Dallas, United States
RevenueBase identified 200 private equity advisors headquartered in Dallas, United States as of September 2026 and tracks 2,061 professional contacts across them, including 1,030 with verified work emails. New York is the largest hub.
This list covers private equity 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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.
The 25 largest private equity advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 162 | ||||
“ALM First is a leading, trusted strategic partner for financial advisory services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | NexpointPartial evidence | 127 | |||
“NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | LP AnalystIndirect evidence | 114 | |||
“LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | Bonanza CapitalPartial evidence | 94 | |||
“Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Trinity Hunt PartnersStrong evidence | 80 | |||
“Trinity Hunt Partners is a growth-oriented private equity firm with over $2.3 billion of assets under management focused on partnering with business owners to build world-class…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | LEE FinancialIndirect evidence | 44 | |||
“Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 41 | ||||
“We create value for the operators, buyers and sellers of privately held companies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 | ||||
“Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | VWH Capital Management, LPStrong evidence | 33 | |||
“VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Smith Anglin FinancialPartial evidence | 33 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Hext Financial Group, LLCPartial evidence | 31 | |||
“Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 29 | ||||
“Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 26 | ||||
“CenterOak Partners LLC is a Dallas, Texas based private equity firm managing $2.5 billion of equity capital commitments with a focus on making control-oriented investments in…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Riata Capital GroupStrong evidence | 25 | |||
“RCG is a leading Dallas-based private equity investment firm that partners with seasoned management teams to invest in growing, profitable, privately held companies with a focus…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Renovo Capital, LLCStrong evidence | 25 | |||
“Renovo Capital is a Dallas, TX – based lower middle market private equity firm comprised of seasoned operating and investing professionals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | HamptonrockPartial evidence | 22 | |||
“HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | Rosewood Private InvestmentsStrong evidence | 19 | |||
“Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a family-backed yet institutional firm with diverse worldwide operations and investments.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 19 | ||||
“3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 19 | ||||
“O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 | ||||
“Broadwing is a Dallas-based private equity firm building resilient platform companies in essential sectors utilizing our expertise working with family- and operator-owned…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | Shedd CapitalPartial evidence | 15 | |||
“Shedd Capital is a boutique investment and advisory firm focused on the aerospace, defense, and industrial markets.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | SPI Advisory, LLCStrong evidence | 15 | |||
“SPI Advisory, LLC is a Dallas based private equity firm with over $1.3 Billion in current Assets Under Management that is transforming the way high net worth investors identify…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | Vanguard Real Estate AdvisorsPartial evidence | 13 | |||
“Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 | ||||
“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | FPG PartnersPartial evidence | 12 | |||
“FPG Partners is a global fund placement, advisory, and investor-relations firm dedicated exclusively to raising institutional capital for select alternative investment managers.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 200 private equity advisors based in Dallas, United States
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Private equity advisors based in Dallas, United States at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 200 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among private equity 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 an evidence 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, 1,030 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in Dallas, United States?
RevenueBase identified 200 private equity 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?
ALM First, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most private equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (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 1,030 verified decision-maker contacts tracked across these 200 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 5, 2026.
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Private equity advisors by geography
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- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
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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 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.
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