Firms by city
Registered investment advisers in Southlake, TX
17 SEC-registered advisers headquartered in Southlake, listed by regulatory assets under management as reported on Form ADV.
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17 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gauge Capital | Southlake, TX | $3.39B |
| Insight Equity Management | Southlake, TX | $886M |
| St. James Investment | Southlake, TX | $661M |
| Trinity Investors Fund Advisors | Southlake, TX | $607M |
| Mills Wealth Advisors | Southlake, TX | $549M |
| Trinity Portfolio Advisors | Southlake, TX | $531M |
| Ancor Holdings | Southlake, TX | $458M |
| TL Private Wealth | Southlake, TX | $364M |
| Openair Financial | Southlake, TX | $318M |
| Orser Capital Management | Southlake, TX | $290M |
| PlanGuide Financial | Southlake, TX | $277M |
| Corps Capital Advisors | Southlake, TX | $270M |
| Kingfish Capital Partners | Southlake, TX | $232M |
| Solutions 4 Wealth | Southlake, TX | $189M |
| Prophet Equity Management II | Southlake, TX | $171M |
| Prestige Wealth Management | Southlake, TX | $148M |
| Double Eagle Capital Management | Southlake, TX | $133M |
- Headquarters
- Southlake, TX
- Regulatory AUM
- $3.39B
- Headquarters
- Southlake, TX
- Regulatory AUM
- $886M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $661M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $607M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $549M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $531M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $458M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $364M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $318M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $290M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $277M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $270M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $232M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $189M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $171M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $148M
- Headquarters
- Southlake, TX
- Regulatory AUM
- $133M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Southlake on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.