Top 10 Southlake
Financial Advisors
Ranked by credentials, fiduciary status, team depth, and client satisfaction. Fiduciary and fee-only advisors are weighted higher as their incentives align with client interests. No paid placements.
#1 – #3
#1 Overall
Mills Wealth Advisors
Mills Wealth Advisors, LLC
"Southlake-based RIA with 7-advisor team. Lead advisor Mike Mills holds CFP®, CEPA®, and AIF® designations. Fee-only fiduciary. Multiple CFPs on staff including CPA credentials. 5.0 Google rating."
#2 Overall
OpenAir Financial
OpenAir Financial, LLC
"Southlake-based independent RIA. Multiple CFP® and CRPC® advisors. 7-person team including JD-credentialed advisor. Fiduciary standard. Located in the heart of Southlake."
#3 Overall
TL Private Wealth
TL Private Wealth
"Southlake-based private wealth firm. Two CFP® advisors and one CRPC® advisor. Fiduciary standard. Specializes in high-net-worth families in the Southlake area."
#4 – #10
Solutions 4 Wealth
Solutions 4 Wealth
Corps Capital Advisors
Corps Capital Advisors, LLC
Keener Financial Planning
Keener Financial Planning
Edward Jones — Bertrand Pinard
Edward Jones
Merrill Lynch Wealth Management
Merrill Lynch — Southlake
Fidelity Investments — Southlake
Fidelity Investments
GDS Wealth Management
GDS Wealth Management