Investment advisers in Southlake, TX
19 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Gauge Capital | $3.39 billion | 67 | 0 |
| Insight Equity Management Company LLC | $885.9 million | 21 | 0 |
| St. James Investment Company, LLC | $660.6 million | 6 | 0 |
| Trinity Investors Fund Advisors, LLC | $606.6 million | 4 | 0 |
| Mills Wealth Advisors, LLC | $548.7 million | 8 | 0 |
| Trinity Portfolio Advisors, LLC | $530.5 million | 13 | 0 |
| Ancor Capital Partners | $458.4 million | 9 | 0 |
| Tl Private Wealth | $364.5 million | 4 | 0 |
| Openair Financial, LLC | $318.0 million | 7 | 0 |
| Orser Capital Management LLC | $289.8 million | 2 | 0 |
| Planguide Financial | $277.2 million | 1 | 0 |
| Corps Capital Advisors, LLC | $270.3 million | 9 | 0 |
| Kingfish Capital Partners LLC | $231.8 million | 36 | 0 |
| Solutions 4 Wealth | $189.4 million | 5 | 0 |
| Prophet Equity Management Ii LLC | $171.4 million | 8 | 0 |
| Prestige Wealth Management | $148.4 million | 9 | 0 |
| Double Eagle Capital Management LP | $133.2 million | 2 | 0 |
| Tabernacle Equity Management LLC | $41.5 million | 8 | 0 |
| Prophet Equity Management LLC | $0 | 8 | 0 |