Best Financial Advisors in SOUTHLAKE, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SOUTHLAKE
ST. JAMES INVESTMENT COMPANY, LLC
SOUTHLAKE, TX · Since 2003
ORSER CAPITAL MANAGEMENT LLC
SOUTHLAKE, TX · Since 2014
TRINITY PORTFOLIO ADVISORS, LLC
SOUTHLAKE, TX · Since 2009
TL PRIVATE WEALTH
SOUTHLAKE, TX · Since 2017
OPENAIR FINANCIAL, LLC
SOUTHLAKE, TX · Since 2023
CORPS CAPITAL ADVISORS, LLC
SOUTHLAKE, TX · Since 2019
PLANGUIDE FINANCIAL
SOUTHLAKE, TX · Since 2026
PRESTIGE WEALTH MANAGEMENT
SOUTHLAKE, TX · Since 2025
DOUBLE EAGLE CAPITAL MANAGEMENT LP
SOUTHLAKE, TX · Since 2007
SOLUTIONS 4 WEALTH
SOUTHLAKE, TX · Since 2021
MILLS WEALTH ADVISORS, LLC
SOUTHLAKE, TX · Since 2017
PROPHET EQUITY MANAGEMENT LLC
SOUTHLAKE, TX · Since 2012
GAUGE CAPITAL
SOUTHLAKE, TX · Since 2015
PROPHET EQUITY MANAGEMENT II LLC
SOUTHLAKE, TX · Since 2014
KINGFISH CAPITAL PARTNERS LLC
SOUTHLAKE, TX · Since 2020
TABERNACLE EQUITY MANAGEMENT LLC
SOUTHLAKE, TX · Since 2025
ANCOR CAPITAL PARTNERS
SOUTHLAKE, TX · Since 2021
INSIGHT EQUITY MANAGEMENT COMPANY LLC
SOUTHLAKE, TX · Since 2012
TRINITY INVESTORS FUND ADVISORS, LLC
SOUTHLAKE, TX · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SOUTHLAKE?
The median advisory fee in SOUTHLAKE, TX is 0.95% of assets under management per year, based on Form ADV filings from 19 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.