Company lists · Data refreshed September 2026

Top 25 Stock portfolio companies based in Dallas, United States

Name: Stock portfolio companies based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 67 companies tracked

RevenueBase identified 67 stock portfolio companies headquartered in Dallas, United States as of September 2026 and tracks 993 professional contacts across them, including 552 with verified work emails. New York is the largest hub.

This list covers stock portfolio companies 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 19, 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 19, 2026 86% judged on-target in blind review

67Companies

993Contacts tracked

552Verified emails

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The 25 largest stock portfolio companies based in Dallas, United States

Ranked by team size

Top 25 of 67 stock portfolio companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to stock portfolio companies: 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	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
2	Barrow Hanley Global Investors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	151 contacts →
	Indirect evidence “Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.” Source: RevenueBase Database · checked Sep 19, 2026
3	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 19, 2026
4	Hodges Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Hodges Capital is a 100% employee-owned, research-driven investment manager founded in 1989 by Don and Craig Hodges and headquartered in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
5	J.K. Financial, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Indirect evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
6	Beacon Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 19, 2026
7	Meridiem Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Founded in 2021, Meridiem Capital Partners LP (“Meridiem”) employs a low-net equity strategy through sector-focused portfolio management teams.” Source: RevenueBase Database · checked Sep 19, 2026
8	Lear Investment Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Lear Investment Management assists individuals, families and foundations with achieving their purpose.” Source: RevenueBase Database · checked Sep 19, 2026
9	Fontana Financial Planning	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 19, 2026
10	Apexium Financial LP	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect 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 19, 2026
11	Triumph Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 19, 2026
12	Mcgowangroup Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 19, 2026
13	Hudson WAY Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
14	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 19, 2026
15	Socorro Asset Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Socorro Asset Management is a fundamental, long-only investment management firm based in Dallas, Texas that was founded in 2019.” Source: RevenueBase Database · checked Sep 19, 2026
16	Lindus Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Lindus Advisors Inc.” Source: RevenueBase Database · checked Sep 19, 2026
17	Chessman Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the…” Source: RevenueBase Database · checked Sep 19, 2026
18	Theorem Wealth An Mforce Capital Partner	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Source: RevenueBase Database · checked Sep 19, 2026
19	Brookmont Capital Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Brookmont Capital is a Registered Investment Advisory firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
20	Probity Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 19, 2026
21	Annandale Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Annandale is an independent investment advisor delivering global investment solutions.” Source: RevenueBase Database · checked Sep 19, 2026
22	Service Academy Capital Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Service Academy Capital Management, LLC is an investment management company based out of 3838 Oak Lawn Dr, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 19, 2026
23	Miller Global Investments	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “MGI offers investment management and financial planning services to private investors.” Source: RevenueBase Database · checked Sep 19, 2026
24	Patton Fund Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	Echt Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Echt Capital, LLC is an investment management firm headquartered in Dallas, TX, on the Old Parkland campus.” Source: RevenueBase Database · checked Sep 19, 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: stock portfolio companies. 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 stock portfolio companies.
Partial evidence: Its own public description names part of stock portfolio companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name stock portfolio companies. 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 67 stock portfolio companies based in Dallas, United States

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Stock portfolio companies based in Dallas, United States at a glance

As of Sep 19, 2026

55.6%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

350.7%Largest-city concentration · New York

Sep 19, 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 67 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 stock portfolio companies, 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 “stock portfolio companies”. 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 stock portfolio companies), 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 stock portfolio companies, 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, 552 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 19, 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.

Stock portfolio companies by metro in the United States

Stock portfolio companies in New York235
Stock portfolio companies in Chicago70
Stock portfolio companies in Boston68
Stock portfolio companies in Dallas67
Stock portfolio companies in San Francisco64
Stock portfolio companies in Atlanta59
Stock portfolio companies in Miami50
Stock portfolio companies in San Diego48
Stock portfolio companies in Houston45
Stock portfolio companies in Austin44
Stock portfolio companies in Los Angeles42
Stock portfolio companies in Portland40
Stock portfolio companies in Scottsdale37
Stock portfolio companies in Charlotte36
Stock portfolio companies in Denver33
Stock portfolio companies in Seattle32
Stock portfolio companies in Tampa28
Stock portfolio companies in Newport Beach27
Stock portfolio companies in Birmingham25
Stock portfolio companies in Las Vegas25
Stock portfolio companies in Minneapolis25
Stock portfolio companies in Pittsburgh25
Stock portfolio companies in San Antonio25

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 stock portfolio companies, 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 stock portfolio companies are there based in Dallas, United States?

RevenueBase identified 67 stock portfolio companies 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 stock portfolio companies?

New York leads with 235 headquartered companies, followed by Chicago (70) and Boston (68).

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 552 verified decision-maker contacts tracked across these 67 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 19, 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.