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
John Robert Thane
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Glen David Smith
Registered Affiliation(s):GDS WEALTH MANAGEMENT
Kyle A. Nayfa
Registered Affiliation(s):EDWARD JONES
Joseph Michael Mentesana
Registered Affiliation(s):EDWARD JONES
Jackson S Alexander
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Wayne Dick
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Stanley Stevenson
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Andrew James Kelch
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Kristopher Cawthon
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Robert K Moran
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Emily Krivacek
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Sonja W Blumoff
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Katie Ward Brewer
Registered Affiliation(s):YOUR RICHEST LIFE
Samantha L Hendricks
Registered Affiliation(s):EDWARD JONES
Denise Reanne Dorbritz
Registered Affiliation(s):EDWARD JONES
Aaron L Gutierrez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Robles
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bruce Buchanan Dieterlen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jason Dinsmore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Milan Smado
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jean Elizabeth Keener
Registered Affiliation(s):KEENER FINANCIAL PLANNING
Frank Rattan Jr
Registered Affiliation(s):EDWARD JONES
Benjamin Robert Bigler
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Cepeda
Registered Affiliation(s):FISHER INVESTMENTS
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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