Company lists · Data refreshed September 2026

Top 25 Wealth management marketing agencies based in Dallas, United States

Name: Wealth management marketing agencies 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 187 companies tracked

RevenueBase identified 187 company matches for wealth management marketing agencies associated with Dallas, United States as of September 2026 and tracks 1,661 professional contacts across them, including 738 with verified work emails. Across the United States, New York is the largest hub for this category (512 companies); Dallas has 187.

This list covers company matches for wealth management marketing agencies 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 29, 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 29, 2026 How this list was built

187Companies

1,661Contacts tracked

738Verified emails

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The 25 largest wealth management marketing agencies based in Dallas, United States

Ranked by team size

Top 25 of 187 company matches for wealth management marketing agencies based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
2	Commerce House	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	n/a	160 contacts →
	Exact match “We are an advertising agency that builds brands by taking what clients do best and making it matter most.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
4	True North Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
5	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6	Camelot Strategic Marketing & Media	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	51-200	46 contacts →
	Exact match “PMG acquired Camelot Strategic Marketing & Media in late 2023.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
9	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	Miller AD Agency	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Dallas-based Miller Ad Agency is a premium stop in the advertising business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Hamptonrock	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Strata Wealth Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	J.K. Financial, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	1-10	21 contacts →
	Exact match “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Lagrande Marketing	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “We help law firms get high-quality clients, profitably.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	The Uptown Agency	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “Founded in 2017, The Uptown Agency is a Dallas-based brand, creative, and media partner built for modern growth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
18	CD Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
19	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
21	Requisite Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “Requisite Capital Management is a complete wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Ashlar Projects	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “Ashlar Projects, co-founded by Brooke Hollis Hortenstine and Missy Wyszynski in 2014, provides branding and marketing services with a dedicated focus on the commercial real…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
24	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
25	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 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 “wealth management marketing agencies”. 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 187 wealth management marketing agencies based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 738 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management marketing agencies based in Dallas, United States at a glance

As of Sep 29, 2026

44.4%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

130

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 187 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 “wealth management marketing agencies” 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 738 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 29, 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.

Wealth management marketing agencies 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 “wealth management marketing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management marketing agencies are there based in Dallas, United States?

RevenueBase identified 187 company matches for wealth management marketing agencies 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?

Tolleson Wealth Management 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 wealth management marketing agencies?

New York leads the United States with 512 company records, followed by Atlanta (223) and Houston (218). Dallas has 187.

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 738 professional contacts with verified work emails tracked across these 187 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 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 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.