Top Investment Underwriting and Family Office Advisors in Dallas, TX

Family office and endowment-style OCIO firm with a Dallas office at 2626 Cole Avenue, opened in 2025 under Head of Texas Olivia Newell. Provides outsourced chief investment officer solutions, private markets mandates and co-investment access across private equity, real estate and private debt for family offices, endowments, foundations and private clients. Founded in 2001; states it passes global-scale fee benefits directly to clients.

Texas-founded CPA and advisory firm headquartered in Fort Worth since 1983 (640 Taylor Street), with a separate Dallas office at 8343 Douglas Avenue. Its Deal Advisory practice, led by partners Daniel Boarder and Duke Deen, provides buy-side and sell-side Quality of Earnings analysis, financial and tax due diligence, IT due diligence and post-transaction advisory for private equity firms and business owners across the DFW middle market.

Texas-based accounting and advisory firm with a two-floor Fort Worth office at 2821 West 7th Street. Weaver's Transaction Advisory practice, led by partner Brian A. Reed, provides financial due diligence, Quality of Earnings analysis, tax and IT due diligence, purchase price allocations and post-merger integration support for Fortune 500 companies, private equity firms and privately held businesses.

National CPA and advisory firm founded in 1947, with a Dallas office at 2200 Ross Avenue and a second Texas location in Plano. Cherry Bekaert's Deal Advisory team provides financial diligence, Quality of Earnings analysis, transaction tax services, IT and cybersecurity due diligence, valuation and post-merger integration for private equity funds, family offices, investment banks and corporate buyers and sellers. Firm-wide headcount exceeds 3,400 employees.

Atlanta-founded CPA and advisory firm with a dedicated Dallas office at 5495 Belt Line Road in Addison, which the firm's own site describes as especially strong in transaction advisory and Quality of Earnings work. The Dallas team, led by partner Dane Harris alongside partners Joy Goldblatt and Hiral Shah, provides buy-side and sell-side Quality of Earnings, financial due diligence, tax diligence and purchase price accounting for private equity investors and operating companies.

Houston-headquartered energy and business advisory consultancy whose own site confirms a Dallas office under the oversight of partner Randy L. Hill. The Dallas practice focuses on M&A transaction evaluation and due diligence, corporate governance matters, financial statement analysis, complex GAAP and PCAOB accounting issues, and SEC registration and capital markets support for corporate and private equity clients.

Dallas-based boutique accounting and advisory firm at 6250 LBJ Freeway offering buy-side and sell-side financial due diligence and Quality of Earnings analysis. Services include net working capital analysis, tax due diligence, post-transaction purchase price allocation, ERP implementation support and outsourced accounting for business owners and investors working through a sale or acquisition. States it has decades of experience with due diligence engagements.

Independent multi-family office headquartered at 3001 Maple Avenue in Dallas, serving 12 core family clients with more than $2.8 billion in assets under management as of December 31, 2025. Legacy Knight Capital Partners provides outsourced chief investment officer services, investment strategy and legacy planning through a 23-person family office team, describing itself as free of corporate or significant family-shareholder ownership.