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Find The Best Financial Advisors in Southlake, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Southlake, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Southlake, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and non-vetted financial advisors in Southlake, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Southlake, Texas have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Southlake, Texas

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George Cattat

Four Oaks Financial LLC

727-272-7249

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Glen Smith

GDS Wealth Management

469-212-8072

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Zach Allen

Disciplined Advisors Group

214-545-3305

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John Kvale

J.K. Financial, Inc.

214-706-4300

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

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Jeffrey M. Garton

JMG Wealth Management

214-542-0809

Top Financial Advisor Firms in Southlake, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GAUGE CAPITAL
1256 Main Street, Suite 256
Southlake, TX, 76092
169890 $2,241,740,385 6 A Percentage of AUM, Performance Based, Other (MONITORING, TRANSACTION AND OTHER COMPENSATION FROM PORTFOLIO CO)
INSIGHT EQUITY MANAGEMENT COMPANY LLC
1400 Civic Place, Suite 250
Southlake, TX, 76092
157092 $1,061,257,078 14 A Percentage of AUM, Performance Based
TRINITY INVESTORS FUND ADVISORS, LLC
2102 E State Hwy 114, Suite 300
Southlake, TX, 76092
314603 $399,205,092 33 A Percentage of AUM, Other (PROJECT LEVEL CARRIED INTEREST)
TRINITY PORTFOLIO ADVISORS, LLC
121 Countryside Court, Suite 140
Southlake, TX, 76092
151721 $380,503,525 1017 A Percentage of AUM, Fixed Fees
MILLS WEALTH ADVISORS, LLC
1207 S. White Chapel Blvd, Suite 150
Southlake, TX, 76092
159251 $287,610,565 1397 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
PROPHET EQUITY MANAGEMENT II LLC
1460 Main Street, Suite 200
Southlake, TX, 76092
170614 $283,252,660 1 A Percentage of AUM, Performance Based
TL PRIVATE WEALTH
165 S Kimball Ave, Suite 120
Southlake, TX, 76092
167818 $266,809,928 606 A Percentage of AUM
ORSER CAPITAL MANAGEMENT LLC
566 North Kimball Avenue, Suite 100
Southlake, TX, 76092
144847 $223,517,825 310 A Percentage of AUM
ANCOR CAPITAL PARTNERS
2720 E. State Hwy 114,
Southlake, TX, 76092
210524 $192,355,676 18 Performance Based, Other (TRANSACTION FEES AND MANAGEMENT SERVICE FEES)
CORPS CAPITAL ADVISORS, LLC
1900 W Kirkwood Blvd., Suite 1400b
Southlake, TX, 76092
304643 $171,697,500 33 A Percentage of AUM, Hourly charges
OPENAIR FINANCIAL, LLC
165 S. Kimball Avenue,
Southlake, TX, 76092
300362 $151,000,000 732 A Percentage of AUM, Fixed Fees
SOLUTIONS 4 WEALTH
566 North Kimball Ave, Suite 120
Southlake, TX, 76092
143248 $119,614,937 632 A Percentage of AUM, Fixed Fees
DOUBLE EAGLE CAPITAL MANAGEMENT LP
1422 Main Street, Suite 274
Southlake, TX, 76092
135522 $106,971,151 3 A Percentage of AUM, Performance Based
PROVIDENT FINANCIAL PLANNING, LLC
1560 E. Southlake Blvd, Ste. 100
Southlake, TX, 76092
291830 $102,634,730 289 Hourly charges, Fixed Fees
PROPHET EQUITY MANAGEMENT LLC
1460 Main Street, Suite 200
Southlake, TX, 76092
163214 $94,737,379 1 A Percentage of AUM, Performance Based

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