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Insights

Wealth Advisory Potential Dallas-based Perryman Financial Advisory is a mid-sized financial planning and investment firm with a clear focus on wealth accumulation, preservation, and transfer, signaling opportunities for advanced financial products, tax optimization strategies, and estate planning services.

Mid-Market Focus With 11-50 employees and revenue in the 25-50 million range, the firm operates in the mid-market segment, suggesting a need for scalable enterprise solutions, fiduciary compliance tools, and outsourced investment operations support.

Tech Stack Fit Current tech usage includes WordPress, Office 365, and integration tools, indicating openness to modernization, client portal enhancements, cybersecurity enhancements, CRM/financial planning platforms, and integrated marketing automation.

Growth Signals Revenue size and regional presence imply potential expansion plans or succession planning needs; opportunities exist to offer multi-family office services, advisory succession kits, and scalable back-office solutions.

Competitive Benchmark Comparables show peers with large staff and multi-billion revenue; positioning a value proposition around personalized service, fiduciary standards, and nimble decision-making could resonate for high-net-worth clients seeking tailored attention.

Similar companies to Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc. Tech Stack

Perryman Financial Advisory, Inc. uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore Perryman Financial Advisory, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Twemoji
    Font Scripts
  • UPS
    Logistics
  • Office 365
    Office Suites
  • X-Content-Type-Options
    Web & Portal Technology
  • ShareThis
    Widgets

Perryman Financial Advisory, Inc.'s Email Address Formats

Perryman Financial Advisory, Inc. uses at least 2 email formats:
Perryman Financial Advisory, Inc. Email FormatsExamplePercentage
FLast@billperryman.comJDoe@billperryman.com
83%
Last@billperryman.comDoe@billperryman.com
17%

Frequently Asked Questions

What is Perryman Financial Advisory, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Perryman Financial Advisory, Inc.'s main corporate office by phone at
+1-972-770-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Perryman Financial Advisory, Inc.'s official website and social media links?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc.'s official website is billperryman.com and has social profiles on LinkedIn.

How much revenue does Perryman Financial Advisory, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Perryman Financial Advisory, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Perryman Financial Advisory, Inc.'s NAICS code?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Perryman Financial Advisory, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, Perryman Financial Advisory, Inc. has approximately 15 employees across 1 continents, including North America. Key team members include Financial Advisor And Investment Manager: J. G. and Operations: A. L. Explore Perryman Financial Advisory, Inc.'s employee directory with LeadIQ.

What industry does Perryman Financial Advisory, Inc. belong to?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. operates in the Financial Services industry.

What technology does Perryman Financial Advisory, Inc. use?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc.'s tech stack includes WordPress, oEmbed, Shopify, Twemoji, UPS, Office 365, X-Content-Type-Options and ShareThis.

What is Perryman Financial Advisory, Inc.'s email format?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc.'s email format typically follows the pattern of FLast@billperryman.com. Find more Perryman Financial Advisory, Inc. email formats with LeadIQ.
Perryman Financial Advisory, Inc. logo

Perryman Financial Advisory, Inc.

Financial ServicesTexas, United States11-50 Employees

Perryman Financial Advisory, Inc. is a financial planning and investment firm based in Dallas, Texas. It serves a selective clientele that includes individuals, families, and business clients, helping them accumulate, preserve, and transfer wealth. The firm relies on a team of credentialed professionals to support clients in pursuing growth while considering tax implications.

Within the financial services industry, the practice positions itself as a local advisory resource that combines planning and investment management to meet clients' wealth needs. Described as a mid-sized firm, it focuses on delivering personalized guidance and tailored wealth management. The information indicates a focus on customized financial planning and investment advice for its clients.

Section iconCompany Overview

Phone number
+1-972-770-****
Website
billperryman.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Perryman Financial Advisory, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Financial Advisor And Investment Manager at Perryman Financial Advisory, Inc.
    J. G.
    Financial Advisor And Investment Manager
    Mobile Phone
  • Operations at Perryman Financial Advisory, Inc.
    A. L.
    Operations
    Mobile Phone

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