Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Dallas, United States

Name: Wealth management consulting 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 29, 2026 254 companies tracked

RevenueBase identified 254 wealth management consulting firms headquartered in Dallas, United States as of September 2026 and tracks 3,092 professional contacts across them, including 1,605 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Dallas has 254.

This list covers wealth management consulting 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 29, 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 29, 2026 86% judged on-target in blind review

254Companies

3,092Contacts tracked

1,605Verified emails

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The 25 largest wealth management consulting firms based in Dallas, United States

Ranked by team size

Top 25 of 254 wealth management consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting 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	M Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	201-500	285 contacts →
	Indirect evidence “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Source: RevenueBase Database · checked Sep 29, 2026
2	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 29, 2026
3	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 29, 2026
4	Spectrum Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	135 contacts →
	Indirect evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 29, 2026
5	Comerica Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	5,001-10,000	130 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
6	Texas Financial Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	108 contacts →
	Indirect evidence “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Source: RevenueBase Database · checked Sep 29, 2026
7	Beaird Harris	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	81 contacts →
	Strong evidence “Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” Source: RevenueBase Database · checked Sep 29, 2026
8	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 29, 2026
9	True North Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	80 contacts →
	Partial evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 29, 2026
10	Quotient Wealth Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	62 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
11	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 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 29, 2026
12	LEE Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	44 contacts →
	Strong evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
13	Wealth Partners Alliance	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Strong evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
14	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	35 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
15	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
16	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
17	WWA Integrated Wealth Strategy Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses.” Source: RevenueBase Database · checked Sep 29, 2026
18	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 29, 2026
19	Hamptonrock	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Strong evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
20	HFS Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Strong evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 29, 2026
21	Sharpe LAW Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 29, 2026
22	Strata Wealth Advisors, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	21 contacts →
	Strong evidence “Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: RevenueBase Database · checked Sep 29, 2026
23	J.K. Financial, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	1-10	21 contacts →
	Strong evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 29, 2026
24	Turtle Creek Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 29, 2026
25	RTB Advisors	Indirect evidence	Dallas, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 29, 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: wealth management consulting 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 wealth management consulting firms.
Partial evidence: Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management consulting 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 254 wealth management consulting firms based in Dallas, United States

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Wealth management consulting firms based in Dallas, United States at a glance

As of Sep 29, 2026

51.9%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

174

11-50

51-200

201-500

501-1,000

1,001-5,000

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 254 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 wealth management consulting 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 “wealth management consulting 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 wealth management consulting 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 wealth management consulting 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, 1,605 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 29, 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.

Wealth management consulting firms by metro in the United States

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 wealth management consulting 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 wealth management consulting firms are there based in Dallas, United States?

RevenueBase identified 254 wealth management consulting 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?

M Financial Group, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most wealth management consulting firms?

New York leads the United States with 624 headquartered companies, followed by Atlanta (279) and Houston (265). Dallas has 254.

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 1,605 verified decision-maker contacts tracked across these 254 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 29, 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.