Company lists · Data refreshed September 2026
Top 15 Private equity advisors based in Plano, United States
RevenueBase identified 25 private equity advisors headquartered in Plano, United States as of September 2026 and tracks 169 professional contacts across them, including 88 with verified work emails. New York is the largest hub.
This list covers private equity advisors headquartered in Plano, 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 15 largest private equity advisors based in Plano, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 66 | ||||
“Founded in 1974, BVA is a boutique litigation, valuation, and financial advisory firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Money Matters With KEN MoraifPartial evidence | 20 | |||
“This page is a publication of MMWKM Advisors, LLC (d/b/a Retirement Planners of America.) Retirement Planners of America manages over $4.7 billion for over clients.* Our…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Exit PartnersIndirect evidence | 13 | |||
“The Right Firm To Get The Right Results.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | Legacy Consulting GroupIndirect evidence | 11 | |||
“Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | TFR Wealth Management, LLCIndirect evidence | 9 | |||
“TFR Wealth Management provides complete wealth management and investment advice.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 | ||||
“No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 | ||||
“Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Katapult Wealth Partners LLCIndirect evidence | 3 | |||
“Katapult Wealth Partners is a boutique wealth management firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Willow Bend Wealth ManagementIndirect evidence | 3 | |||
“Our goal is to help you take a proactive approach to your personal financial situation.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strategic Wealth PartnersIndirect evidence | 3 | |||
“Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Bell & Valente Wealth ServicesIndirect evidence | 2 | |||
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | Sunny DAY FinancialIndirect evidence | 2 | |||
“Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | Tyme AdvisorsPartial evidence | 2 | |||
“We are a value oriented boutique wealth advisory and consulting firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Willis & Smith CapitalStrong evidence | 2 | |||
“Willis & Smith Capital was founded by Co-Founders Eric Willis and Terry Smith to create a private equity firm focused on partnering with successful business owners and management…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Valeo Capital Advisors LLCPartial evidence | 1 | |||
“Valeo Capital Advisors LLC is a company based out of 5960 W.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 25 private equity advisors based in Plano, United States
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Private equity advisors based in Plano, 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 Plano, over 25 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 Plano, 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 Plano 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, 88 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 Plano, United States?
RevenueBase identified 25 private equity advisors headquartered in Plano, 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?
BVA Group, headquartered in Plano, 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 88 verified decision-maker contacts tracked across these 25 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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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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