GAUGE CAPITAL
Southlake, TX
AUM
$3.39B
Wealth Mgmt
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
682-334-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX, SOUTHLAKE
27 advisers found
INSIGHT EQUITY MANAGEMENT COMPANY LLC
Southlake, TX
AUM
$885.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-488-7775
ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
TRINITY INVESTORS FUND ADVISORS, LLC
Southlake, TX
AUM
$606.6M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT LEVEL CARRIED INTEREST
817-310-2900
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
ANCOR CAPITAL PARTNERS
Southlake, TX
AUM
$458.4M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Performance-based fees; TRANSACTION FEES AND MANAGEMENT SERVICE FEES
(817) 877-4458
TL PRIVATE WEALTH
Southlake, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
682-831-1048
OPENAIR FINANCIAL, LLC
Southlake, TX
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-233-6059
ORSER CAPITAL MANAGEMENT LLC
Southlake, TX
AUM
$289.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
817- 697-2385
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
CORPS CAPITAL ADVISORS, LLC
Southlake, TX
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(214) 452-2300
KINGFISH CAPITAL PARTNERS LLC
Southlake, TX
AUM
$231.8M
Wealth Mgmt
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-980-0200
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
PROPHET EQUITY MANAGEMENT II LLC
Southlake, TX
AUM
$171.4M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
817-898-1500
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
DOUBLE EAGLE CAPITAL MANAGEMENT LP
Southlake, TX
AUM
$133.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972.869.6880
KPC FINANCIAL SOLUTIONS, LLC
Southlake, TX
AUM
$75.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
877-572-7526
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
ASPEN CREEK WEALTH MANAGEMENT, LLC
Southlake, TX
AUM
$38.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
817-400-9905
MUCH WEALTH MANAGEMENT, INC.
Southlake, TX
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 677-1600
ARCON WEALTH MANAGEMENT
Southlake, TX
AUM
$33.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-224-2224
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-301-5190
HOOVER CAPITAL MANAGEMENT, LLC
Southlake, TX
AUM
$8.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8172593100
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