Investment adviser firms in SOUTHLAKE, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
19 firms · Source months shown: August 2026
- ANCOR HOLDINGS, LPCRD 210524 · SOUTHLAKE, TX$458,419,453.00Regulatory AUM · August 2026
- CORPS CAPITAL ADVISORS, LLCCRD 304643 · SOUTHLAKE, TX$270,311,000.00Regulatory AUM · August 2026
- DOUBLE EAGLE CAPITAL MANAGEMENT LPCRD 135522 · SOUTHLAKE, TX$133,217,451.00Regulatory AUM · August 2026
- GAUGE CAPITAL LLCCRD 169890 · SOUTHLAKE, TX$3,394,073,589.00Regulatory AUM · August 2026
- INSIGHT EQUITY MANAGEMENT COMPANY LLCCRD 157092 · SOUTHLAKE, TX$885,942,920.00Regulatory AUM · August 2026
- KINGFISH CAPITAL PARTNERS LLCCRD 283489 · SOUTHLAKE, TX$231,788,411.00Regulatory AUM · August 2026
- MILLS WEALTH ADVISORS, LLCCRD 159251 · SOUTHLAKE, TX$548,737,909.00Regulatory AUM · August 2026
- OPENAIR FINANCIAL, LLCCRD 300362 · SOUTHLAKE, TX$318,000,000.00Regulatory AUM · August 2026
- ORSER CAPITAL MANAGEMENT LLCCRD 144847 · SOUTHLAKE, TX$289,781,292.00Regulatory AUM · August 2026
- PLANGUIDE FINANCIAL LLCCRD 329089 · SOUTHLAKE, TX$277,250,000.00Regulatory AUM · August 2026
- PRESTIGE WEALTH MANAGEMENT, INC.CRD 336264 · SOUTHLAKE, TX$148,381,816.00Regulatory AUM · August 2026
- PROPHET EQUITY MANAGEMENT II LLCCRD 170614 · SOUTHLAKE, TX$171,407,407.00Regulatory AUM · August 2026
- PROPHET EQUITY MANAGEMENT LLCCRD 163214 · SOUTHLAKE, TXNot availableRegulatory AUM · August 2026
- SOLUTIONS 4 WEALTH, LTDCRD 143248 · SOUTHLAKE, TX$189,447,995.00Regulatory AUM · August 2026
- ST. JAMES INVESTMENT COMPANY, LLCCRD 124777 · SOUTHLAKE, TX$660,558,672.00Regulatory AUM · August 2026
- TABERNACLE EQUITY MANAGEMENT LLCCRD 336248 · SOUTHLAKE, TX$41,502,378.00Regulatory AUM · August 2026
- TL PRIVATE WEALTH LLCCRD 167818 · SOUTHLAKE, TX$364,481,906.00Regulatory AUM · August 2026
- TRINITY INVESTORS FUND ADVISORS, LLCCRD 314603 · SOUTHLAKE, TX$606,610,094.00Regulatory AUM · August 2026
- TRINITY PORTFOLIO ADVISORS, LLCCRD 151721 · SOUTHLAKE, TX$530,536,813.00Regulatory AUM · August 2026