Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Dallas, United States

Name: Specialist investment managers based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 234 companies tracked

RevenueBase identified 234 company matches for specialist investment managers associated with Dallas, United States as of September 2026 and tracks 4,718 professional contacts across them, including 2,468 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Dallas has 234.

This list covers company matches for specialist investment managers 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 22, 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 22, 2026 How this list was built

234Companies

4,718Contacts tracked

2,468Verified emails

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The 25 largest specialist investment managers based in Dallas, United States

Ranked by team size

Top 25 of 234 company matches for specialist investment managers based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Maverick Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	513 contacts →
	Exact match “Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Hudson Advisors L.P	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	501-1,000	477 contacts →
	Exact match “Hudson Advisors (“Hudson”) is the dedicated asset management and execution partner to the Lone Star Funds.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Crow Holdings	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	501-1,000	292 contacts →
	Exact match “Crow Holdings is a privately owned real estate investment and development firm with over 75 years of history,$33 billion of assets under management, and an established platform…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	HBK Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	209 contacts →
	Exact match “HBK Capital Management is an alternative investment firm managing approximately $6.8 billion in assets, as of July 31, 2023.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	201-500	206 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Stronghold Investment Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	180 contacts →
	Exact match “Stronghold Investment Management is an investment manager, focused on energy and natural resources, fortified by an experienced operating and technical team.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Westwood Holdings Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	166 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
9	Barrow Hanley Global Investors	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	151 contacts →
	Exact match “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	5,001-10,000	130 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Nexpoint	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	127 contacts →
	Exact match “NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Texas Financial Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	108 contacts →
	Exact match “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Ashford INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	102 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Bonanza Capital	Exact match	Dallas, United StatesHQ recorded Sep 22, 2026	n/a	94 contacts →
	Exact match “Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	True North Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	80 contacts →
	Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	51-200	62 contacts →
	Exact match “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Carlson Capital, L.P	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	55 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Satori Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	51 contacts →
	Exact match “Satori Capital is a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	P10, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	33 contacts →
	Exact match “P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	Sycamore Tree Capital Partners, L.P	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Hamptonrock	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	22 contacts →
	Exact match “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 234 specialist investment managers based in Dallas, United States

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Specialist investment managers based in Dallas, United States at a glance

As of Sep 22, 2026

52.3%Verified-email coverage

20.2Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

151

11-50

51-200

201-500

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 234 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 “specialist investment managers” 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 2,468 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in Dallas, United States?

RevenueBase identified 234 company matches for specialist investment managers 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?

Maverick Capital 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Dallas has 234.

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 2,468 professional contacts with verified work emails tracked across these 234 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 22, 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.