Southlake, TX

Popular Cities

Southlake, TX
Join as a Pro

Best Financial Advisors in Southlake, TX

22 firms listed · all 22 in Southlake · 2 open weekends · 16 rated 4.5+

Data verified October 15, 2026

Book onlineBook
Badii Group Private Wealth Management

Badii Group Private Wealth Management

5.0 53 reviews
“As a business owner, finding the right financial advisor is critical, and working with Kirk Badii at Badii Group Private Wealth Management in Southlake, Texas has been an outstanding experience.”
Since 2018
550 Reserve St Suite 250
Featured

Are you a natural saver, someone who often hesitates to spend even on things you genuinely need or want? You're not alone. Many conscientious savers find it challenging to switch gears from saving to spending. This is where a financial advisor can make a real difference.nnA good advisor recognizes the psychological barriers that prevent you from enjoying your hard-earned money. They appreciate your saving habits while also understanding the importance of enjoying life’s pleasures.nnWhether it’s a dream vacation, a new car, or a home renovation, they can show you how these fit into your financial plan without derailing your long-term goals.

i
Mills Wealth Advisors

Mills Wealth Advisors

5.0 39 reviews
“I have been a client of Mills Wealth Advisors for more than 20 years and have always been extremely pleased with the level of service and guidance they provide.”
Since 2015
1207 S White Chapel Blvd #150
i
Foundation Wealth Partners

Foundation Wealth Partners

5.0 23 reviews
“Not only investment expertise, Brian also advises and assists with tax planning, estate planning, budgeting, Medicare and long term modeling”
Since 2017
700 N Carroll Ave Suite 120
i
Sullivan Financial Partners

Sullivan Financial Partners

4.9 33 reviews
“They have been able to provide sound advice and information that I can understand.”
2530 E State Hwy 114 Suite 120
i
Virtus Wealth Management

Virtus Wealth Management

5.0 10 reviews
“Consistent long term good results with responsible investment management and complete financial life assistance.”
Free consultationVirtual consultationsServes Argyle, Arlington +21Since 2001Prices online
2535 E Southlake Blvd # 100
i
KPC Financial Solutions

KPC Financial Solutions

4.7 16 reviews
“They work within your budget, help with long term income planning and are just very nice trustworthy people.”
Since 2016
300 Morrison Park Dr Ste 130
i

The 22 firms listed for Southlake, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Southlake, TX

All 22 firms we list here are in Southlake itself. We have 27 firms in Southlake on file; this page shows the highest-rated 22. 18 of the firms on this page have a rating, from 1.0 to 5.0 across 274 reviews; 3 have 50 or more reviews and 16 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), retirement planning (3), financial planning (2), investment management (2) and risk management (2). 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 22 of the firms on this page; 15 publish a contact page; 16 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Southlake take financial planning bookings online?

6 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Tower View Wealth Mangement

Tower View Wealth Mangement

5.0 15 reviews
“Randi Harrison and Warren Waters have guided us smoothly through the complexities of managing our finances, investments, and the transition into retirement.”
Since 2023
300 Morrison Park Dr ste 110
i
Prosperity Wealth Management

Prosperity Wealth Management

5.0 3 reviews
“Matthew listens to my input, assessed my risk level to advise what's best for me, and happily shares perspective on various financial topics.”
Since 2015
1500 Corporate Cir Ste #6
i
Buban Financial Services

Buban Financial Services

5.0 1 review
“She does her due diligence to make sure she has done everything possible to ensure she is doing what's best for her clients.”
Since 2005
​250 W Southlake Blvd #118
i
Bering Financial

Bering Financial

5.0 5 reviews
“Patrick and his team have been instrumental as we developed a stratigic investment plan that included Roth converison and other strategies to avoid tax exposure for our assets.”
Since 2010
1500 Corporate Cir #11
i
Prestige Wealth Management

Prestige Wealth Management

5.0 4 reviews
“They took the time to understand my financial goals, current situation, and long-term plans, and then developed a clear, customized strategy to help me move forward with confidence.”
Since 2016
3120 Sabre Dr Ste 160
i
Schneider Wealth Management

Schneider Wealth Management

5.0 1 review
Since 2011
530 Silicon Dr #103
i
Solutions 4 Wealth

Solutions 4 Wealth

Since 2000
566 Kimball Ave #120
i
Vivid Financial Group

Vivid Financial Group

4.3 7 reviews
“The team at Vivid Financial really took the time to listen to my needs and develop a financial plan that aligned with my longterm goals.”
420 N Carroll Ave Ste 160
i
Alternative Wealth Partners

Alternative Wealth Partners

5.0 1 review
“I truly didn't know how to invest beyond traditional stocks and my IRA but AWP guided me.”
Since 2020
950 E State Hwy 114 STE 160 Office #131
i
Waters Financial Planning

Waters Financial Planning

5.0 1 review
1312 Powder River Trail
i
Noble Private Wealth

Noble Private Wealth

5.0 1 review
Since 2019
1207 S White Chapel Blvd Ste 240
i
Four Oaks Financial

Four Oaks Financial

Since 2015
180 State St Suite 225
i
Anchory

Anchory

Since 2015
550 Reserve St Ste 190
i
Mattox Wealth Management

Mattox Wealth Management

Since 2020
550 Reserve St Ste 190
i
Riley Private Client

Riley Private Client

Since 2020
700 N Carroll Ave #110
i
Trinity Portfolio Advisors

Trinity Portfolio Advisors

Since 2009
121 Countryside Ct Ste 140
i
HomeWealth Management AdvisorsTexasSouthlake, TX

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Southlake

Popular in Southlake

, TX
Back To Top