Top Financial Advisors in Southlake, Texas
Finding the right financial advisor in Southlake is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Southlake, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Southlake, TX.
Find the Best Financial Advisor Firms in Southlake:
CLINTSMAN FINANCIAL PLANNING
CRD#: 120293
Address: 1900 W. Kirkwood Blvd. Suite 2500c, Southlake, TX 76092
Clients: 98
Average Clients per Advisor: 12
AUM: $ 509M
TRINITY PORTFOLIO ADVISORS, LLC
CRD#: 151721
Address: 121 Countryside Court Suite 140, Southlake, TX 76092
Clients: 684
Average Clients per Advisor: 68
AUM: $ 381M
MILLS WEALTH ADVISORS, LLC
CRD#: 159251
Address: 1207 S. White Chapel Blvd Suite 150, Southlake, TX 76092
Clients: 207
Average Clients per Advisor: 41
AUM: $ 288M
TL PRIVATE WEALTH
CRD#: 167818
Address: 165 S Kimball Ave Suite 120, Southlake, TX 76092
Clients: 118
Average Clients per Advisor: 29
AUM: $ 251M
CORPS CAPITAL ADVISORS, LLC
CRD#: 304643
Address: 535 Silicon Drive Suite 100, Southlake, TX 76092
Clients: 11
Average Clients per Advisor: 3
AUM: $ 172M
SOLUTIONS 4 WEALTH
CRD#: 143248
Address: 566 North Kimball Ave Suite 120, Southlake, TX 76092
Clients: 127
Average Clients per Advisor: 21
AUM: $ 120M
How We Chose the Top Financial Advisors in Southlake, Texas
To create this list of top financial advisor firms in Southlake, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Southlake has to offer.
Search Financial Advisors in Southlake, Texas
Steven Edward Kalmus
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Lee Blankenship
Registered Affiliation(s):HERITAGE FINANCIAL PLANNING
Gerald Ray Pierce
Registered Affiliation(s):EDWARD JONES
Richard Wayne Kelly II
Registered Affiliation(s):EDWARD JONES
Zeph Andrew Rouquette
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Arthur Simpson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian Ray Bogard
Registered Affiliation(s):EDWARD JONES
Amber Koop Seale
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Chad J Williams
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Derek Lorin Vaughn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Theresa Montya
Registered Affiliation(s):EDWARD JONES
Zachary Gilbert Swain
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tre Ledon Carruthers
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
George Howard Price
Registered Affiliation(s):EDWARD JONES
Rebecca Bryant Dickerson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Milton Banks
Registered Affiliation(s):EDWARD JONES
Deborah Elaine Federick
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan Hood
Registered Affiliation(s):EDWARD JONES
Robert G Black
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rita Karl
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dan Joseph Sklar
Registered Affiliation(s):FOURSTAR WEALTH ADVISORS, LLC
Mitchel J. Malaby JR.
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Daniel Daesung Son
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Stephen Jeffrey Kaye
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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