Top 10 advisors in Southlake
We’ve curated a list of the best financial advisors in Southlake, take a look at it below
Find an advisor in Southlake1. Gauge Capital
Assets under management
$2,241,740,385
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING, TRANSACTION AND OTHER COMPENSATION FROM PORTFOLIO CO
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Insight Equity Management Company LLC
Assets under management
$1,061,257,078
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Clintsman Financial Planning
Assets under management
$508,599,590
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
4. Trinity Investors Fund Advisors, LLC
Assets under management
$399,205,092
Fee structure
A percentage of assets under your management
PROJECT LEVEL CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Trinity Portfolio Advisors, LLC
Assets under management
$290,353,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Consulting
6. Prophet Equity Management Ii LLC
Assets under management
$283,252,660
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Tl Private Wealth
Assets under management
$266,809,928
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Mills Wealth Advisors, LLC
Assets under management
$254,615,340
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Consulting
9. Orser Capital Management LLC
Assets under management
$234,683,077
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Corps Capital Advisors, LLC
Assets under management
$130,696,500
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
How we came up with this list
To generate our top financial advisors list in Southlake, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Southlake. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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