Financial advisers in Southlake, TX
19 registered investment adviser firms in Southlake managing $9.5B in assets, based on public SEC Form ADV filings.
Gauge Capital
Southlake, TX · Est. 2015
- AUM
- $3.4B
- Per adviser
- $56M
- Advisers
- 61
No reported disclosures
Insight Equity Management Company LLC
Southlake, TX · Est. 2012
- AUM
- $886M
- Per adviser
- $59M
- Advisers
- 15
No reported disclosures
St. James Investment Company, LLC
Southlake, TX · Est. 2003
- AUM
- $661M
- Per adviser
- $330M
- Advisers
- 2
No reported disclosures
Trinity Investors Fund Advisors, LLC
Southlake, TX · Est. 2023
- AUM
- $607M
- Per adviser
- $152M
- Advisers
- 4
No reported disclosures
Mills Wealth Advisors, LLC
Southlake, TX · Est. 2017
- AUM
- $549M
- Per adviser
- $91M
- Advisers
- 6
No reported disclosures
Trinity Portfolio Advisors, LLC
Southlake, TX · Est. 2009
- AUM
- $531M
- Per adviser
- $59M
- Advisers
- 9
No reported disclosures
Ancor Capital Partners
Southlake, TX · Est. 2021
- AUM
- $458M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
Tl Private Wealth
Southlake, TX · Est. 2017
- AUM
- $364M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Openair Financial, LLC
Southlake, TX · Est. 2023
- AUM
- $318M
- Per adviser
- $45M
- Advisers
- 7
No reported disclosures
Orser Capital Management LLC
Southlake, TX · Est. 2014
- AUM
- $290M
- Per adviser
- $290M
- Advisers
- 1
No reported disclosures
Planguide Financial
Southlake, TX · Est. 2026
- AUM
- $277M
- Per adviser
- $277M
- Advisers
- 1
No reported disclosures
Corps Capital Advisors, LLC
Southlake, TX · Est. 2019
- AUM
- $270M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Kingfish Capital Partners LLC
Southlake, TX · Est. 2020
- AUM
- $232M
- Per adviser
- $6M
- Advisers
- 36
No reported disclosures
Solutions 4 Wealth
Southlake, TX · Est. 2021
- AUM
- $189M
- Per adviser
- $38M
- Advisers
- 5
No reported disclosures
Prophet Equity Management II LLC
Southlake, TX · Est. 2014
- AUM
- $171M
- Per adviser
- $24M
- Advisers
- 7
No reported disclosures
Prestige Wealth Management
Southlake, TX · Est. 2025
- AUM
- $148M
- Per adviser
- $30M
- Advisers
- 5
No reported disclosures
Double Eagle Capital Management LP
Southlake, TX · Est. 2007
- AUM
- $133M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Tabernacle Equity Management LLC
Southlake, TX · Est. 2025
- AUM
- $42M
- Per adviser
- $6M
- Advisers
- 7
No reported disclosures
Prophet Equity Management LLC
Southlake, TX · Est. 2012
- AUM
- —
- Per adviser
- —
- Advisers
- 7
No reported disclosures