Company lists · Data refreshed September 2026

Top 22 Wealth transfer specialists based in Dallas, United States

Name: Wealth transfer specialists 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 45 companies tracked

RevenueBase identified 45 wealth transfer specialists headquartered in Dallas, United States as of September 2026 and tracks 560 professional contacts across them, including 351 with verified work emails. New York is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review

45Companies

560Contacts tracked

351Verified emails

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The 22 largest wealth transfer specialists based in Dallas, United States

Ranked by team size

Top 22 of 45 wealth transfer specialists based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 22, 2026
2	True North Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 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 22, 2026
3	Wealth Partners Alliance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	37 contacts →
	Partial 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 22, 2026
4	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	22 contacts →
	Partial 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 22, 2026
5	Sharpe LAW Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 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 22, 2026
6	Strata Wealth Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Partial 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 22, 2026
7	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	51-200	13 contacts →
	Partial evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 22, 2026
8	Requisite Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	11 contacts →
	Partial evidence “Requisite Capital Management is a complete wealth management firm.” Source: RevenueBase Database · checked Sep 22, 2026
9	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 22, 2026
10	Hartmann Taylor Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Source: RevenueBase Database · checked Sep 22, 2026
11	LGT Financial Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 22, 2026
12	Lexington Hill	Partial evidence	Dallas, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Source: RevenueBase Database · checked Sep 22, 2026
13	Firefly Capital Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Personalized Wealth Management and Legacy Planning for A Texas Family Office” Source: RevenueBase Database · checked Sep 22, 2026
14	Advisors Equity Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Indirect evidence “Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…” Source: RevenueBase Database · checked Sep 22, 2026
15	Optima Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 22, 2026
16	S. LEE Riffe, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “We provide tax, accounting and consulting services for high net worth individuals and closely held businesses.” Source: RevenueBase Database · checked Sep 22, 2026
17	Innovative Estate Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Source: RevenueBase Database · checked Sep 22, 2026
18	BFG Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “We help individuals, families, business owners, and real estate investors design portfolios that actually work in real life.” Source: RevenueBase Database · checked Sep 22, 2026
19	LAW Offices Of Lustig And Hyman, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “About The Firm: The Law Offices of Lustig and Hyman is a North Dallas Estate Planning Law Firm that has been representing High-Net-Worth clients since 1990 in creating Trusts that…” Source: RevenueBase Database · checked Sep 22, 2026
20	Capital Advisory Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Source: RevenueBase Database · checked Sep 22, 2026
21	Paratus Financial, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement…” Source: RevenueBase Database · checked Sep 22, 2026
22	Halcyon Global Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “Halcyon is a boutique, family office that specializes in providing highly personalized and proactive financial planning and investment management services to business owners…” Source: RevenueBase Database · checked Sep 22, 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 transfer specialists. 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 transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 22 of 45 wealth transfer specialists based in Dallas, United States

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Wealth transfer specialists based in Dallas, United States at a glance

As of Sep 22, 2026

62.7%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

215.6%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 45 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 transfer specialists, 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 transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 351 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 22, 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 transfer specialists 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 transfer specialists, 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 transfer specialists are there based in Dallas, United States?

RevenueBase identified 45 wealth transfer specialists 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?

Tolleson Wealth Management, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

New York leads with 97 headquartered companies, followed by San Diego (56) and Atlanta (54).

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 351 verified decision-maker contacts tracked across these 45 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 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 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.