Perryman Financial Advisory
Perryman Financial Advisory is an independent financial planning and investment advisory firm based in Dallas, United States, operating with 11-50 employees as a for-profit private entity serving the wealth management segment.
- Company typePrivate
- Founded-
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Perryman Financial Advisory does
Perryman Financial Advisory is an independent financial planning and investment advisory firm based in Dallas, United States. According to the available firmographic data, it operates as a for-profit private entity with a headcount in the 11-50 range and a web presence at billperryman.com. The firm positions itself within the independent RIA segment of the wealth management industry, a category typically characterized by fee-based fiduciary advisory services to individuals, families, and potentially small institutional clients.
The source data provides no further operational detail. The company website returned only a security verification/loading placeholder rather than substantive content, so there is no documentation of specific service offerings (e.g., financial planning, portfolio management, retirement planning, tax planning), fee structure, assets under management, client segmentation, technology stack, or regulatory registrations. There is also no information on leadership, partnerships, certifications, funding, revenue model, or pricing mechanics.
As a result, the business model, go-to-market approach, and revenue mechanics cannot be characterized from the available input. The firm should be presumed to operate on a standard RIA fee-based model (assets-under-management-based fees, flat fees, or hourly fees) common to the segment, but this is an industry-default assumption rather than a sourced fact. No products, technology platforms, or proprietary systems are documented.
Perryman Financial Advisory firmographics
Firmographics- Name
- Perryman Financial Advisory
- Website
- https://billperryman.com
- Company type
- Private
- Headcount range
- 11–50 employees
- Short description
- Perryman Financial Advisory is an independent financial planning and investment advisory firm based in Dallas, United States, operating with 11-50 employees as a for-profit private entity serving the wealth management segment.
- Ownership category
- akta.pro rank
Perryman Financial Advisory industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Fee-Only Advisory (FSAEAAAL), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Perryman Financial Advisory is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Markets served
Perryman Financial Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Perryman Financial Advisory product offering
Product offeringCore offering
Perryman Financial Advisory is an independent financial planning and investment advisory firm that delivers personalized financial planning and investment advisory services. The firm is based in Dallas, United States, and serves clients through one-on-one advisory engagements.
Differentiator
Problem solved
Functional benefit
Companies that use Perryman Financial Advisory
Customer profileIdeal customer profiles1 record
Perryman Financial Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Perryman Financial Advisory competitors and assessment
Company assessmentDirect peers
- Kovack Advisors: Independent advisory firm providing wealth management and financial planning with a personal-advisor model. Comparable boutique RIA model targeting similar client segments as Perryman.
- Ronald Blue Trust: Faith-aligned, fee-only RIA offering comprehensive financial planning and investment advisory to HNW clients. Closely comparable to Perryman in independent, fee-only, planning-centric operating philosophy.
- Mercer Advisors: National RIA providing comprehensive wealth planning and investment management, with notable Texas operations. Comparable to Perryman in offering fiduciary, planning-led advisory services to HNW households.
- Wealth Enhancement Group: Independent wealth management firm offering financial planning, investment advisory, and tax services through a national network of advisors. Comparable business model and target clients to Perryman, with a stronger consolidation and acquisition strategy.
- Carson Group: Nebraska-headquartered independent wealth management firm supporting advisors and serving HNW clients through planning-led engagements. Comparable to Perryman as an independent, planning-centric advisory platform competing for similar client profiles.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive financial planning and investment advisory services across the U.S., with significant Texas presence. Directly comparable to Perryman as a fee-based, planning-led independent advisory firm serving HNW clients.
- Creative Planning: Kansas City-based independent RIA providing holistic financial planning and wealth management. Comparable in service model (planning-led, fee-based) and serves similar HNW and mass-affluent client segments as Perryman.
Broad incumbents
- Fisher Investments: Large independent investment management firm serving HNW clients, including retirees and corporate executives. Comparable in independent, fee-based investment advisory orientation, though materially larger and more institutionally scaled than Perryman.
- Edelman Financial Engines: One of the largest U.S. independent RIAs offering financial planning and investment advisory at scale. Comparable service mix but significantly larger and more diversified, representing the incumbent scaled independent model Perryman competes against.
Emerging players
- Facet Wealth: Digital-first RIA combining technology with CFP-led advice for mass-affluent and HNW clients. Comparable planning and advisory offering, but delivered via a hybrid digital model that contrasts with Perryman's traditional in-person advisory approach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Perryman Financial Advisory social profiles
Digital presencePerryman Financial Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Perryman Financial Advisory leadership team
Management profileNumber of profiles
Perryman Financial Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Perryman Financial Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Perryman Financial Advisory
What does Perryman Financial Advisory do?
Perryman Financial Advisory is an independent financial planning and investment advisory firm that delivers personalized financial planning and investment advisory services. The firm is based in Dallas, United States, and serves clients through one-on-one advisory engagements.
When was Perryman Financial Advisory founded?
Perryman Financial Advisory was founded in -1. It employs 11 to 50 people.
Where is Perryman Financial Advisory based?
Perryman Financial Advisory is headquartered in Dallas, United States, in the North America region.
Who are Perryman Financial Advisory's main competitors?
Direct peers on record are Kovack Advisors, Ronald Blue Trust, Mercer Advisors, Wealth Enhancement Group, Carson Group, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Fisher Investments and Edelman Financial Engines. Facet Wealth is listed as an emerging player.
Does Perryman Financial Advisory have an API?
No public API is recorded for Perryman Financial Advisory.
What industry is Perryman Financial Advisory in?
Perryman Financial Advisory's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.