Financial advisors in Southlake, TX

354 advisors · page 1 of 12

Ajoke Esomo
Financial advisor at Mills Wealth Advisors, LLC
Mills Wealth Advisors, LLC · $548.7M AUM
CFP®VerifiedFinancial planning
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Andrew Martz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Austin Roesler
Financial advisor at Bakeravenue
Bakeravenue · $5.09B AUM
CFP®VerifiedFinancial planning
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Blake Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brad Little
Financial advisor at Tl Private Wealth
Tl Private Wealth · $364.5M AUM
CFP®VerifiedFinancial planning
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Bradley Hall
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Brent McIlvain
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Bret Hackett
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
CFP®VerifiedFinancial planning
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Brian Drolet
Financial advisor at Prestige Wealth Management
Prestige Wealth Management · $148.4M AUM
CFP®VerifiedFinancial planning
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Brian Howard
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Bryan Yach
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Carolyn Mora
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Catherine Miller
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Charles Elhoff
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
CFP®VerifiedFinancial planning
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Christopher Skipper
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Dustin Tondre
Financial advisor at Tl Private Wealth
Tl Private Wealth · $364.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Hall
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Lopez
Financial advisor at Mills Wealth Advisors, LLC
Mills Wealth Advisors, LLC · $548.7M AUM
CFP®VerifiedFinancial planning
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Geoffrey Erwin
Financial advisor at Bakeravenue
Bakeravenue · $5.09B AUM
CFP®VerifiedFinancial planning
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Gregory Lanier
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Gregory Thorn
Financial advisor at Sunbelt Securities
Sunbelt Securities · $2.64B AUM
CFP®VerifiedFinancial planning
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Holden Ziels
Financial advisor at Prestige Wealth Management
Prestige Wealth Management · $148.4M AUM
CFP®VerifiedFinancial planning
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Holly Eaton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Eroh
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Weller
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Bernstein
Financial advisor at Bakeravenue
Bakeravenue · $5.09B AUM
CFP®VerifiedFinancial planning
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Joseph Galloway
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Joseph Turek
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
CFP®VerifiedFinancial planning
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Kathryn Hallam
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Marcus Moore
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Southlake, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Southlake, TX.

How this list works

Before you hire an advisor in Southlake, TX