RIAs in Southlake, TX
30 RIAs based in Southlake, Texas managing a combined $10B.
Gauge Capital
RIASouthlake, TX
AUM $3.4BTEAM 67REPS 6
Insight Equity Management Company LLC
RIASouthlake, TX
AUM $886MTEAM 21REPS 4
ST. James Investment Company, LLC
RIASouthlake, TX
AUM $661MTEAM 6REPS 5
Trinity Investors Fund Advisors, LLC
RIASouthlake, TX
AUM $607MTEAM 4REPS 2
Mills Wealth Advisors, LLC
RIASouthlake, TX
AUM $549MTEAM 8REPS 6
Trinity Portfolio Advisors, LLC
RIASouthlake, TX
AUM $531MTEAM 13REPS 10
Ancor Capital Partners
RIASouthlake, TX
AUM $458MTEAM 9REPS 3
TL Private Wealth
RIASouthlake, TX
AUM $364MTEAM 4REPS 4
Openair Financial, LLC
RIASouthlake, TX
AUM $318MTEAM 7REPS 7
Orser Capital Management LLC
RIASouthlake, TX
AUM $290MTEAM 2REPS 3
Planguide Financial
RIASouthlake, TX
AUM $277MTEAM 1REPS 1
Corps Capital Advisors, LLC
RIASouthlake, TX
AUM $270MTEAM 9REPS 3
Kingfish Capital Partners LLC
RIASouthlake, TX
AUM $232MTEAM 36REPS 3
Solutions 4 Wealth
RIASouthlake, TX
AUM $189MTEAM 5REPS 5
Prophet Equity Management II LLC
RIASouthlake, TX
AUM $171MTEAM 8REPS 2
Prestige Wealth Management
RIASouthlake, TX
AUM $148MTEAM 9REPS 5
Double Eagle Capital Management LP
RIASouthlake, TX
AUM $133MTEAM 2REPS 2
Stranberg Capital LLC
RIASouthlake, TX
AUM $95.2MTEAM 2REPS 1
KPC Financial Solutions, LLC
RIASouthlake, TX
AUM $75.5MTEAM 8REPS 4
Pro Capital LLC
RIASouthlake, TX
AUM $64MTEAM 3REPS 3
One Xvi Wealth
RIASouthlake, TX
AUM $52.9MTEAM 1REPS 1
Tabernacle Equity Management LLC
RIASouthlake, TX
AUM $41.5MTEAM 8REPS 2
Aspen Creek Wealth Management, LLC
RIASouthlake, TX
AUM $38.5MTEAM 11REPS 10
Much Wealth Management, Inc.
RIASouthlake, TX
AUM $37.1MTEAM 3REPS 2
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