RIAs in SOUTHLAKE, TX
30 RIAs based in SOUTHLAKE, Texas managing a combined $10B.
GAUGE CAPITAL
RIASOUTHLAKE, TX
AUM $3.4BTEAM 67REPS 6
INSIGHT EQUITY MANAGEMENT COMPANY LLC
RIASOUTHLAKE, TX
AUM $886MTEAM 21REPS 4
ST. JAMES INVESTMENT COMPANY, LLC
RIASOUTHLAKE, TX
AUM $661MTEAM 6REPS 5
TRINITY INVESTORS FUND ADVISORS, LLC
RIASOUTHLAKE, TX
AUM $607MTEAM 4REPS 2
MILLS WEALTH ADVISORS, LLC
RIASOUTHLAKE, TX
AUM $549MTEAM 8REPS 6
TRINITY PORTFOLIO ADVISORS, LLC
RIASOUTHLAKE, TX
AUM $531MTEAM 13REPS 10
ANCOR CAPITAL PARTNERS
RIASOUTHLAKE, TX
AUM $458MTEAM 9REPS 3
TL PRIVATE WEALTH
RIASOUTHLAKE, TX
AUM $364MTEAM 4REPS 4
OPENAIR FINANCIAL, LLC
RIASOUTHLAKE, TX
AUM $318MTEAM 7REPS 7
ORSER CAPITAL MANAGEMENT LLC
RIASOUTHLAKE, TX
AUM $290MTEAM 2REPS 3
PLANGUIDE FINANCIAL
RIASOUTHLAKE, TX
AUM $277MTEAM 2REPS 1
CORPS CAPITAL ADVISORS, LLC
RIASOUTHLAKE, TX
AUM $270MTEAM 9REPS 3
KINGFISH CAPITAL PARTNERS LLC
RIASOUTHLAKE, TX
AUM $232MTEAM 36REPS 3
SOLUTIONS 4 WEALTH
RIASOUTHLAKE, TX
AUM $189MTEAM 5REPS 5
PROPHET EQUITY MANAGEMENT II LLC
RIASOUTHLAKE, TX
AUM $171MTEAM 8REPS 2
PRESTIGE WEALTH MANAGEMENT
RIASOUTHLAKE, TX
AUM $148MTEAM 9REPS 5
DOUBLE EAGLE CAPITAL MANAGEMENT LP
RIASOUTHLAKE, TX
AUM $133MTEAM 2REPS 2
STRANBERG CAPITAL LLC
RIASOUTHLAKE, TX
AUM $95.2MTEAM 2REPS 1
KPC FINANCIAL SOLUTIONS, LLC
RIASOUTHLAKE, TX
AUM $75.5MTEAM 9REPS 5
PRO CAPITAL LLC
RIASOUTHLAKE, TX
AUM $64MTEAM 2REPS 3
ONE XVI WEALTH
RIASOUTHLAKE, TX
AUM $52.9MTEAM 1REPS 1
TABERNACLE EQUITY MANAGEMENT LLC
RIASOUTHLAKE, TX
AUM $41.5MTEAM 8REPS 2
ASPEN CREEK WEALTH MANAGEMENT, LLC
RIASOUTHLAKE, TX
AUM $38.5MTEAM 11REPS 10
MUCH WEALTH MANAGEMENT, INC.
RIASOUTHLAKE, TX
AUM $37.1MTEAM 3REPS 2
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