Company lists · Data refreshed September 2026

Top 25 Research and advisory firms based in Dallas, United States

Name: Research and advisory 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 21, 2026 101 companies tracked

RevenueBase identified 101 research and advisory firms headquartered in Dallas, United States as of September 2026 and tracks 861 professional contacts across them, including 392 with verified work emails. New York is the largest hub.

This list covers research and advisory 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 21, 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 21, 2026 86% judged on-target in blind review

101Companies

861Contacts tracked

392Verified emails

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The 25 largest research and advisory firms based in Dallas, United States

Ranked by team size

Top 25 of 101 research and advisory firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to research and advisory 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	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 21, 2026
2	LP Analyst	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	114 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 21, 2026
3	Viaone Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	53 contacts →
	Indirect evidence “A COLLECTION OF INDUSTRY EXPERTS Accelerate your business performance with guidance from specialists in your industry At ViaOne Services, we bring our clients knowledge drawn from…” Source: RevenueBase Database · checked Sep 21, 2026
4	Strategic Insight Group SIG	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	24 contacts →
	Partial evidence “Strategic Insight Group (SIG) is a private intelligence agency offering next-generation research and advanced trans-disciplinary analytical services to an international client…” Source: RevenueBase Database · checked Sep 21, 2026
5	Stonegate Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	20 contacts →
	Partial evidence “Stonegate is a leading independent research and investor outreach firm.” Source: RevenueBase Database · checked Sep 21, 2026
6	Strop Insights	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	20 contacts →
	Partial evidence “Strop is a customer and market insights consultancy that combines strategic business expertise with advanced research methodologies - transforming business challenges into…” Source: RevenueBase Database · checked Sep 21, 2026
7	Verify Markets	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Partial evidence “Verify Markets is a Research Firm specializing in Consumer Products, Industrial, Environmental, Energy and Water markets.” Source: RevenueBase Database · checked Sep 21, 2026
8	3e Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Sep 21, 2026
9	O7capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: RevenueBase Database · checked Sep 21, 2026
10	Residential Strategies, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	15 contacts →
	Partial evidence “At Residential Strategies Inc.(RSI), we are a leading provider of market research, data analysis, and strategic consulting for the Texas housing industry.” Source: RevenueBase Database · checked Sep 21, 2026
11	Trialta Advisory, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial evidence “Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.” Source: RevenueBase Database · checked Sep 21, 2026
12	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 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 21, 2026
13	Everett Advisory Partners, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Partial evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 21, 2026
14	Kane & Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Kane & Company is a boutique consultancy focused on helping investors make strong investment decisions.” Source: RevenueBase Database · checked Sep 21, 2026
15	Silverado Interests	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	51-200	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
16	The Flamingo Project	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “At The Flamingo Project, we help Architecture, Engineering, and Construction (AEC) firms stand out from the flock with research-driven strategies that drive measurable growth.” Source: RevenueBase Database · checked Sep 21, 2026
17	Aperio Insights	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “Growing a business depends on a constant stream of ideas and innovation - ideas that can open new markets or grow existing ones.” Source: RevenueBase Database · checked Sep 21, 2026
18	Intellz Competitive Intelligence Strategy	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “Political Research + Strategy Intellz provides you with actionable data and facts and explains how to use them properly.” Source: RevenueBase Database · checked Sep 21, 2026
19	Witten Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
20	Insights Advisors Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “Through our distinctive blend of business and research acumen, we deliver high-value, actionable insights that equip you to optimize business growth, profitability, and long-term…” Source: RevenueBase Database · checked Sep 21, 2026
21	Pointe Bello	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Pointe Bello is a strategic intelligence firm, capable thinkers with a bias towards action.” Source: RevenueBase Database · checked Sep 21, 2026
22	APG Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Source: RevenueBase Database · checked Sep 21, 2026
23	Cenex Consulting	Indirect evidence	Dallas, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Cenex Consulting is an innovative consulting agency.” Source: RevenueBase Database · checked Sep 21, 2026
24	Spark 180	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Spark 180 provides the “spark” companies need to move their analyst relations in the right direction, whether they're just a little off-track or need to execute a complete 180.” Source: RevenueBase Database · checked Sep 21, 2026
25	Anthroconsulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “An integrated approach to business problem solving in a global economy: Customer Research Employee Research Focus Group Moderation Brainstorming Sessions Teambuilding Events /…” Source: RevenueBase Database · checked Sep 21, 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: research and advisory 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 research and advisory firms.
Partial evidence: Its own public description names part of research and advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name research and advisory 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 101 research and advisory firms based in Dallas, United States

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Research and advisory firms based in Dallas, United States at a glance

As of Sep 21, 2026

45.5%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

856.4%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 101 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 research and advisory 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 “research and advisory 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 research and advisory 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 research and advisory 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, 392 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 21, 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.

Research and advisory firms by metro in the United States

Research and advisory firms in New York865
Research and advisory firms in Washington376
Research and advisory firms in Chicago196
Research and advisory firms in Los Angeles171
Research and advisory firms in Boston159
Research and advisory firms in Atlanta148
Research and advisory firms in San Francisco130
Research and advisory firms in Miami115
Research and advisory firms in Austin112
Research and advisory firms in Dallas101
Research and advisory firms in Houston95
Research and advisory firms in Seattle77
Research and advisory firms in Arlington76
Research and advisory firms in San Diego68
Research and advisory firms in Denver67
Research and advisory firms in New York City61
Research and advisory firms in Minneapolis60
Research and advisory firms in Charlotte59
Research and advisory firms in Philadelphia47
Research and advisory firms in Alexandria46
Research and advisory firms in Phoenix44
Research and advisory firms in Las Vegas42
Research and advisory firms in Orlando41
Research and advisory firms in Portland41
Research and advisory firms in Tampa37
Research and advisory firms in Irvine35
Research and advisory firms in Wilmington35
Research and advisory firms in San Jose33
Research and advisory firms in Pittsburgh32
Research and advisory firms in Columbus31
Research and advisory firms in Raleigh30
Research and advisory firms in Cincinnati29
Research and advisory firms in Mclean29
Research and advisory firms in Nashville29
Research and advisory firms in Boca Raton28
Research and advisory firms in San Antonio28
Research and advisory firms in Bethesda27
Research and advisory firms in Cambridge26
Research and advisory firms in Reston26
Research and advisory firms in Princeton25
Research and advisory firms in Richmond25

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 research and advisory 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 research and advisory firms are there based in Dallas, United States?

RevenueBase identified 101 research and advisory 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 research and advisory firms?

New York leads with 865 headquartered companies, followed by Washington (376) and Chicago (196).

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 392 verified decision-maker contacts tracked across these 101 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 21, 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.