Company lists · Data refreshed September 2026

Top 25 Retirement planning services based in Dallas, United States

Name: Retirement planning services 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 188 companies tracked

RevenueBase identified 188 company matches for retirement planning services associated with Dallas, United States as of September 2026 and tracks 1,970 professional contacts across them, including 908 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Dallas has 188.

This list covers company matches for retirement planning services associated with Dallas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

188Companies

1,970Contacts tracked

908Verified emails

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The 25 largest retirement planning services based in Dallas, United States

Ranked by team size

Top 25 of 188 company matches for retirement planning services based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	201-500	136 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	135 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	35 contacts →
	Exact match “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	WWA Integrated Wealth Strategy Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	29 contacts →
	Exact match “Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	21 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	RTB Advisors	Exact match	Dallas, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	CD Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	13 contacts →
	Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Benchmark Income Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Benchmark Income Group™ is a group of financial professionals, financial advisors, and wealth managers who believe that capital is freedom.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Faith Investor Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Fontana Financial Planning	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 188 retirement planning services based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 908 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning services based in Dallas, United States at a glance

As of Sep 21, 2026

46.1%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

138

11-50

51-200

201-500

501-1,000

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 188 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Dallas, United States whose business descriptions match “retirement planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 908 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning services are there based in Dallas, United States?

RevenueBase identified 188 company matches for retirement planning services associated with Dallas, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

ALM First tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning services?

New York leads the United States with 307 company records, followed by Houston (217) and Atlanta (211). Dallas has 188.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 908 professional contacts with verified work emails tracked across these 188 companies; direct dials are available where recorded.

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 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.