Fiduciary advisors in Southlake, TX

18 registered advisers

Southlake is a Fort Worth suburb with some of the highest household incomes in the Dallas-Fort Worth metro, and 18 SEC-registered fiduciary firms serve local investors. Roughly 94% of registered fiduciary firms here are fee-only, totaling 17 practices.

ANCOR CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #210524
Typical Fee--
AUM$328M
Minimum--
Clients11

CORPS CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #304643
Typical Fee2.00%
AUM$148M
Minimum--
Clients31

DOUBLE EAGLE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #135522
Typical Fee--
AUM$117M
Minimum--
Clients3

GAUGE CAPITAL

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #169890
Typical Fee--
AUM$3.4B
Minimum--
Clients8

INSIGHT EQUITY MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #157092
Typical Fee--
AUM$1.1B
Minimum--
Clients18

KINGFISH CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #283489
Typical Fee--
AUM$212M
Minimum--
Clients10

MILLS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #159251
Typical Fee--
AUM$440M
Minimum--
Clients1,691

OPENAIR FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #300362
Typical Fee--
AUM$281M
Minimum--
Clients1,024

ORSER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #144847
Typical Fee--
AUM$290M
Minimum--
Clients345

PRESTIGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #336264
Typical Fee--
AUM$148M
Minimum--
Clients881

PROPHET EQUITY MANAGEMENT II LLC

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #170614
Typical Fee--
AUM$237M
Minimum--
Clients1

PROPHET EQUITY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #163214
Typical Fee--
AUM$57M
Minimum--
Clients1

SOLUTIONS 4 WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #143248
Typical Fee--
AUM$174M
Minimum--
Clients661

ST. JAMES INVESTMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #124777
Typical Fee--
AUM$595M
Minimum--
Clients1,105

TABERNACLE EQUITY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #336248
Typical Fee--
AUM$49M
Minimum--
Clients1

TL PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #167818
Typical Fee--
AUM$328M
Minimum--
Clients662

TRINITY INVESTORS FUND ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Southlake, TexasCRD #314603
Typical Fee--
AUM$572M
Minimum--
Clients48

TRINITY PORTFOLIO ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #151721
Typical Fee--
AUM$488M
Minimum--
Clients1,268
Fiduciary Advisors in Southlake, Texas | FiduciaryListings