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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 20 vetted financial advisors and 16 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 21 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
727-272-7249
Top Financial Advisor Firms in Southlake, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GAUGE CAPITAL 1256 Main Street, Suite 256 Southlake, TX, 76092 | 169890 | $3,343,926,877 | 8 | 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 | $1,147,543,811 | 17 | A percentage of AUM, Performance Based |
| ST. JAMES INVESTMENT COMPANY, LLC 535 S. Kimball Avenue, Suite 140 Southlake, TX, 76092 | 124777 | $661,939,121 | 1288 | A percentage of AUM |
| TRINITY INVESTORS FUND ADVISORS, LLC 2102 E State Hwy 114, Suite 300 Southlake, TX, 76092 | 314603 | $492,220,173 | 40 | A percentage of AUM, Other (PROJECT LEVEL CARRIED INTEREST) |
| TRINITY PORTFOLIO ADVISORS, LLC 121 Countryside Court, Suite 140 Southlake, TX, 76092 | 151721 | $452,649,116 | 945 | A percentage of AUM, Fixed fees |
| MILLS WEALTH ADVISORS, LLC 1207 S. White Chapel Blvd, Suite 150 Southlake, TX, 76092 | 159251 | $346,240,660 | 1537 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| TL PRIVATE WEALTH 165 S Kimball Ave, Suite 120 Southlake, TX, 76092 | 167818 | $311,139,891 | 614 | A percentage of AUM |
| ORSER CAPITAL MANAGEMENT LLC 566 North Kimball Avenue, Suite 100 Southlake, TX, 76092 | 144847 | $288,538,612 | 333 | A percentage of AUM |
| OPENAIR FINANCIAL, LLC 280 Miron Drive, Southlake, TX, 76092 | 300362 | $280,800,000 | 1024 | A percentage of AUM, Fixed fees |
| PROPHET EQUITY MANAGEMENT II LLC 1460 Main Street, Suite 200 Southlake, TX, 76092 | 170614 | $249,672,605 | 1 | A percentage of AUM, Performance Based |
| KINGFISH CAPITAL PARTNERS LLC 950 E. State Highway 114, Suite 160, #1018 Southlake, TX, 76092 | 283489 | $239,111,724 | 15 | A percentage of AUM, Performance Based |
| ANCOR CAPITAL PARTNERS 2720 E. State Hwy 114, Southlake, TX, 76092 | 210524 | $181,067,784 | 15 | Performance Based, Other (TRANSACTION FEES AND MANAGEMENT SERVICE FEES) |
| CORPS CAPITAL ADVISORS, LLC 1900 W Kirkwood Blvd., Suite 1400b Southlake, TX, 76092 | 304643 | $174,910,744 | 27 | A percentage of AUM, Hourly charges |
| SOLUTIONS 4 WEALTH 566 North Kimball Ave, Suite 120 Southlake, TX, 76092 | 143248 | $141,888,912 | 546 | A percentage of AUM, Fixed fees |
| DOUBLE EAGLE CAPITAL MANAGEMENT LP 1422 Main Street, Suite 274 Southlake, TX, 76092 | 135522 | $107,453,019 | 3 | A percentage of AUM, Performance Based |
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