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:
TRINITY PORTFOLIO ADVISORS, LLC
CRD#: 151721
Address: 121 Countryside Court Suite 140, Southlake, TX 76092
Clients: 616
Average Clients per Advisor: 77
AUM: $ 488M
MILLS WEALTH ADVISORS, LLC
CRD#: 159251
Address: 1207 S. White Chapel Blvd Suite 150, Southlake, TX 76092
Clients: 248
Average Clients per Advisor: 49
AUM: $ 440M
TL PRIVATE WEALTH
CRD#: 167818
Address: 165 S Kimball Ave Suite 120, Southlake, TX 76092
Clients: 134
Average Clients per Advisor: 26
AUM: $ 328M
OPENAIR FINANCIAL, LLC
CRD#: 300362
Address: 280 Miron Drive, Southlake, TX 76092
Clients: 925
Average Clients per Advisor: 132
AUM: $ 281M
SOLUTIONS 4 WEALTH
CRD#: 143248
Address: 566 North Kimball Ave Suite 120, Southlake, TX 76092
Clients: 147
Average Clients per Advisor: 24
AUM: $ 174M
CORPS CAPITAL ADVISORS, LLC
CRD#: 304643
Address: 1900 W Kirkwood Blvd. Suite 1400b, Southlake, TX 76092
AUM: $ 148M
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
Robert Harley Berg
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Vickie Sue Wise
Registered Affiliation(s):HILLTOP SECURITIES INC.
William Lloyd Mixdorf
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Henry Keith Wallace
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Wendy Sue Edwards
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Harry Charles Loftus
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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