City
Wealth management firms in Southlake, Texas
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Southlake, Texas reported $3.3 billion in regulatory assets under management; the largest by assets was Mills Wealth Advisors, LLC, with $548.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $125.5 million
- SEC-registered, of those listed
- 8 of 26 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mills Wealth Advisors, LLC | SEC | $548.7 million | 1,877 |
| 2 | Trinity Portfolio Advisors, LLC | SEC | $530.5 million | 1,422 |
| 3 | TL Private Wealth | SEC | $364.5 million | 682 |
| 4 | Openair Financial, LLC | SEC | $318.0 million | 1,212 |
| 5 | Orser Capital Management LLC | SEC | $289.8 million | 345 |
| 6 | Corps Capital Advisors, LLC | SEC | $270.3 million | 184 |
| 7 | Solutions 4 Wealth | SEC | $189.4 million | 649 |
| 8 | Prestige Wealth Management | SEC | $148.4 million | 881 |
| 9 | Stranberg Capital LLC | State | $103.0 million | 51 |
| 10 | Combs Capital Partners | State | $91.4 million | 188 |
| 11 | KPC Financial Solutions, LLC | State | $75.5 million | 777 |
| 12 | Pro Capital LLC | State | $64.0 million | 124 |
| 13 | One Xvi Wealth | State | $52.9 million | 191 |
| 14 | Linch Financial, LLC | State | $40.9 million | 79 |
| 15 | Aspen Creek Wealth Management, LLC | State | $38.5 million | 110 |
| 16 | Much Wealth Management, Inc. | State | $37.1 million | 235 |
| 17 | Arcon Wealth Management | State | $33.2 million | 61 |
| 18 | Ridgewood Wealth Management LLC | State | $25.2 million | 107 |
| 19 | Bow Stream Investments LLC | State | $10.4 million | 12 |
| 20 | Sharpedge Financial | State | $9.5 million | 88 |
| 21 | Hoover Capital Management, LLC | State | $8.3 million | 13 |
| 22 | Therawealth, LLC | State | $8.3 million | 42 |
| 23 | Rival Capital Management, LLC | State | $3.0 million | 10 |
| 24 | Oris Wealth Designs LLC | State | $2.0 million | 2 |
| 25 | Second Opinion Financial | State | $0 | 0 |
| 26 | Weimer Financial Advisors LLC | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.