Find a Financial Advisor in Southlake, TX

 

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We did the hard work of finding trustworthy partners in Southlake, TX.

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We Only Work With The Best Southlake Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Southlake, TX


  • Financial Advisor Close to Southlake, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Southlake, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Southlake, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Southlake financial advisors.
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How Retirement-Friendly is Southlake, TX?

  • Population: 31,292
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $689,100
  • Average Monthly Housing Cost: $3,243
  • Average Household Income: $299,637
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Southlake, TX

 

PROPHET EQUITY MANAGEMENT LLC

Website

(817) 898-1500

1460 Main Street
Suite 200
Southlake, TX 76092

SEC#: 801-76092
Years in Business: 9 years

PROPHET EQUITY MANAGEMENT II LLC

Website

(817) 898-1500

1460 Main Street
Suite 200
Southlake, TX 76092

SEC#: 801-79453
Years in Business: 7 years

CORPS CAPITAL ADVISORS, LLC

Website

(214) 452-2300

535 Silicon Drive
Suite 100
Southlake, TX 76092

SEC#: 801-116949
Years in Business: 2 years

TRINITY PORTFOLIO ADVISORS, LLC

Website

(817) 416-7227

121 Countryside Court
Suite 140
Southlake, TX 76092

SEC#: 801-70663
Years in Business: 12 years

CLINTSMAN FINANCIAL PLANNING

Website

(817) 410-8200

660 N. Carroll Ave
Suite 140
Southlake, TX 76092

SEC#: 801-79101
Years in Business: 7 years

TL PRIVATE WEALTH

Website

(682) 831-1048

165 S Kimball Ave
Suite 120
Southlake, TX 76092

SEC#: 801-110449
Years in Business: 4 years

MILLS WEALTH ADVISORS, LLC

Website

(817) 416-7300

1207 S. White Chapel Blvd
Suite 150
Southlake, TX 76092

SEC#: 801-110251
Years in Business: 4 years

RILEY WEALTH ADVISORS, LLC

Website

(817) 870-4680

700 North Carroll Avenue
Suite 110
Southlake, TX 76092

SEC#: 801-68657
Years in Business: 13 years

ORSER CAPITAL MANAGEMENT LLC

Website

(817) 697-2385

566 North Kimball Avenue
Suite 100
Southlake, TX 76092

SEC#: 801-80081
Years in Business: 7 years

 


Southlake, TX Financial Advisor FAQs

Financial advisors can be paid either on an hourly basis, a percentage of the assets they manage, or both.
Many people believe they can manage their money on their own. However, doing this is not only time consuming but more importantly risky. Just remember that investment strategies are not created equal and you might find yourself scrambling to fix any issues if something does go wrong.
The easiest way to find such an advisor might be asking friends and family which advisors they trust. Another effective approach would be online search engines like LinkedIn - input the type of service you're looking for, your location, and if possible a preferred price point/accessibility range.
There are three ways to find a financial advisor. The simplest way is to ask your company’s human resources representative who they recommend, you can also ask your friends and family for recommendations.