Falists

Texas · 43 advisers

Financial Advisors in Southlake, Texas

Looking for a financial advisor in Southlake, Texas? Falists indexes 43 SEC-registered and state-registered investment advisers in Southlake — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 33 firms list a website you can visit directly. Firms in this directory manage up to $3.39B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

43

With website

33

Largest AUM

$3.39B

Financial planning

14

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth27Planning14Trusts18Retirement7Institutional10

Top advisors in Southlake

Ranked by AUM · Fees, team & specialties at a glance

View all 43 →
View all 43 advisors in Southlake

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

How many financial advisors are in Southlake, Texas?
43 registered investment advisers are listed in our Southlake directory, sourced from public SEC filings.
What types of advisors are in Southlake?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Southlake?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.