Best Investors Account Sign in

Best financial advisors in Southlake, TX

Registered advisers within 25 miles of Southlake, TX.

Offices
2,464
Firms
1,142
Combined AUM
$24.9T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,867,991 clients when Item 5C has a number
Avg / client
$593.6K
Combined AUM ÷ clients

Nearby offices

Firms

MANTEIO CAPITAL LLC
KEENER FINANCIAL PLANNING
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MOMENTUM INDEPENDENT NETWORK INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
BREXTON FAMILY FINANCIAL, LLC
BLACK SEA INVESTMENT GROUP
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Investors

MARCUS DAVID NOVACHECK
BRANDON MATTHEW CHU
SAMUEL DAVID POND
Sterling Joseph Gray
Stephen Tyler Ropes
JEAN ELIZABETH KEENER
ELIZABETH SHURTZ
Morgan Alyse Moore
Trista Kay Jacobs
Steven Andrew Myers
RACHEL PAIGE SONGER
COLLIN GLENN DAY
WILLIAM CLINTON NARAMORE
KASEY EWING BUCKNER
BERNARD RAY GRIFFITH
JONATHAN MICHAEL HURLEY
DAVID A KEMPER
AARON C SODERSTROM
CHET ALLEN TEICHMAN
KARIN ANN MCINTOSH
COURTNEY ELIZABETH HOBBS
Jason Fortune
DAVID HERRICK ABDULKY
JACQUELINE LEIGH FINLEY
MILTON GERALD FINLEY
STEFANIE ANN BASHORE
JOCELYN HOPE
Cheryl Lynn Kimmel
Paul Benjamin Phillips
DAVID WILLIAM HALL
BRIAN NATHAN FOX
Luke Hill Tolson
Andrew George Eure
MARTIN RYAN DAY
Yashar Samandarli
Ryan James Penshorn
SHANE CHRISTOPHER BRAFF BENGTSON
GREGORY NEWLIN
Gameel Tannous
Cynthia Silva Martin
PAUL ALAN THURSTON
Jason B Cargill
FRANK STEPHEN REED
LAURA SAMMONS LIGHTBOURN
CYNTHIA ROSE SCOGGIN
DIARVONDA SHICOLE RANSOM
AARON DANIEL SCHEID
THOMAS L SHANNON
RAJESH ROODAL SINGH
BONNY BARBARA COLLINS
STEPHEN KOY TAPP
MONICA JOAN BELLNER
BRIAN M GARRICK
Donald Bruce Thayer
TIMOTHY JAMES KOHN
David NATHAN Zerkle
Kathryn Buiel
LAURIE PERTILE
Gregory M Laurence
Eulalie ROHELIA Stokes
NATALIE KAY DUNN
CURRIM VALLIANI
Jigar M Parikh
ANTOINETTE MARIE JONES
KELLY CHRISTINE EDWARDS
ROVENA QIRKO
BRADLEY FRANKLIN REESE
MATTHEW JOEL SMITH
Sheridan Major
Darrell Alan Nichols
TANYA RENEE MULDROW
Gaurav A Chavda
JOEL AARON KING
JONATHAN NICHOLAS SHOUSH
Michelle Roush
RYAN JOHN HARTMAN
DANIEL MARTIN FONTAINE
Steven Todd Kaplan
ERIK ADRIAN ACUNA
Martin Albert Cunningham
Marie A Baldenegro
Rochelle Marie Purdy
JAMES ROBERT GARNER
LAWRENCE ASUQUO AMBE
YUANYUAN ZHAO
ANDREW Edward ALSOBROOK
OMAR BENMANSOUR
JENNA LYN SUSTAITA
JUNIOR ALMEIDA NASCIMENTO
LAURAY DENISE KENNEDY
THOMAS JOSEPH AARONS
MARTIN A BRITTON
Michael WILSON Allen
Sarah Jane Walkinshaw
RACHEL B JOHNSON
Richard Chadwick Mays
CANDACE ANTOINETTE ELLISON
KERION ANTONETTE COOPER
Matthew Lee Cox
RESHARD GRANT
SAMUEL LEE DANSBY
MATTHEW WAYNE RHOADS
Steven Wilder
DARYL RUSH
Misty A Soriano
CAROLYN CASTILLO GALLAGHER
JONATHAN MORGAN RED FOX
DOMINIC CARRERA ANDERSON
JOHN PATRICK LYNCH
MIA S AMOS
SILAS HUDSON
RYAN SEWARD
Robert Eric Peralta
Joshua Torres
Ronald LEE Renner
MICHAEL D FITTS
NEAL THOMAS BRANDHORST
ADAM JOSEPH GONSOULIN
Liam Blake Powers
Michael Brown
Jennifer Megan Torres
SONIA DAPHNE DAVENPORT
MICKY DELLANO KIM-COWGER
JOHN ALUSICK
GREGORY JOSEPH OCONNELL
MICHAEL RAY RITCHIE
Garrett DALE Evans
David Jr Alanis
THOMAS LEAKE
STEPHEN JAMES CROOK
SETH ELI WADE
DUSTIN GLENN SMITH
Erick Jesus Loyola
ANDREW YANG
ALYISSA JANEL SORIANO
JORDAN DANIEL BROWN
SCOTT ALAN MCADAMS
Zachary Lowell Eisenberg
Michael Malone
Matthew James Ullrich
DAVID Jordan MORRIS
LOUIS ANTHONY GALLARDO
MARK RYAN
William Mitchell McGee
Matthew Paul McDonald
KENT WALKER
ANTHONY RICHARD SPETH
JAMES RICHARD VERMILLION
RYAN STEPP
LUIS ALBERTO CARDOZO
Calder Glenn Lewis
CHRISTINA RENEE CLOUD
JOHN MICHAEL BERGERON
DANIEL JACKSON
GHINWA SHAABAN AYASS
Eric Leonard Malmgren
BENJAMIN RAYMOND GOSCHA
JESSICA MARIE JOHNSON
FORREST DOUGLAS BROWN
Fei Dai
PEGGY DIANE FAULK
Christopher Vincent Sanchez
NIKITA TEMBO
SALVADOR FLORES
Shawn Alexander Carney
Gregory D Stringfellow
Nadim Samer Aly
LUKE JOSEPH ENDRES
HONG NHUNG THI PHAM
Amy Rose Way
Sean Kevin Capuano
KATLYN NICOLE BERRETTINI
TIMOTHY ISRAEL FORRESTER
SHIH HSUAN CHAN
James Chad Ceman
SHERIN MANSOUR
ISAIAS ARELLANO
ROBERT DALE WATSON
Brandon Cone
NEEMA HESSAMI
JOSEPH HAGUE
JAD Imad DAOUK
James David Alexander Lippy
AMY ELIZABETH HARTMANN
KELECHI CHIDOZIE ANYANWU
ANDRES GARCIA
DENISE BUTLER MILLER
THIEN VO
Brent James Herren
Melodie L Smith
Dustin Tyler Cakalic
Darrius Lee
James Kyle Adair
KENNETH RUSSELL IV
Annapurna Kuchi
Erin Pennix
Joshua David Braddy
YU-HSUAN LEE
TAYLOR LEE POLAND
Dylan Herzog
DOMINIQUE ANN BESS
Rick THOMAS Kinnard
Brooke Michelle Woodson
DANIEL ENRIQUE RAMIREZ
Arthur Fabion Kapenya
Whitney Nicole Baker
CESAR MARTINEZ
Sergio Hugo Guzman
CHELSEA KIARA YOUNG
DAVID VERDUZCO
JOSHUA CHUBB
JACOB MATTHEW POINDEXTER
ESTEVAN DOMINGO TROCHE
Gene Johnson
NATHAN DEAN ANDERSEN
GORDON CHEN
CHIH HSUAN CHENG
Barrett Preston Wells
BEATRIZ GOMEZ
Zadie Ramirez
Edwin Herrera
James Taylor Ray
Nathan Rogers
Michael Joe Vasquez
Austin Rupert
Wendell Hall
Carson Lucero
Aylor Elizabeth Wilson
Donald Rivers
Jack Anthony Truscott
Mohammad Hassan Barati
Dylan Noel Zepeda
Abigail Serna
Ian Douglas MacDonald
Jack Fenway Benbow
Vicente Emilio Miranda Santis
Joshua Thurman Nguyen
Eyssen Sal
Ryan Christopher OConnor
Matthew Philip Dieb
Holden Ehlers
Victoria Michelle Rosas
danielle thomas
Zemen Mekonnen Mengesha
Kevin Robert Latas
Brian Joseph Harris
Brock Nolan Hayward
Johnathan Anthony Morales
Caleb Bruce Trayer
Brian Olcott
Joseph Noel Herrera
Jared James Johnson
Zachary Enrique Rubio
Payton Carter
Daniel Rabady
Victor Antonio Lazcano
Grayson Williams
Juvy Hing
Katherine Pieper
Brandon Dwyer
Wesley Glenn Knowlton
Lana Mohamed
Drake Faulkner
Renee Marie Parker
Andrew Chase
Matthew John Davi
Jaxson Lawton Floyd
Haley Combs
Kyle Rash
Jake Lindsey Sewell
Madison Grace Kitner
Dennis Matthew Walsh
Samuel Walker
Joshua Marcos Lucas
Diego Bezanilla Davila
Hannah Lacey Favara
Kaitlyn Alexandra Handy
Tanner Jefferson Thornberry
JOHN THOMAS BRADLEY JR
JOE PALAZZOLA
JEFFREY LEE LAMBETH
John Douglas Metallic
Kelly Georgette Gromoll
Brian Edward Bell
JOSEPH WAYNE TACTO
Kevin Mark Kerrigan
ROBERT ERIC SOMERVILL
Joseph Christopher DiGregorio
Nicholas James Barnwell
Rhonda Deon Carter
ANDREW PETER HAAG
JASON BRYAN CARLSON
Kelly T Pham
HEATHER N CARLSON
Kevin Robert Parkhill
Andy Lee Oge
Christian D Wright
Bradford A Hutchins
BRUCE WILLIAM AUSTIN
Christian Marc Galland
JASON ROBERT DITTFURTH
Ernest Joseph Lacroix
JAMES JOSEPH REILLY
Joseph Karney Mazzola
Kimberly Diane Mente
Jason Jang
MOHAMMED FAIYAZ KHAN
IZELLA ANNETTE ANDERSON
Jonathan Beck Schooley
Kristine Marie Warner
ROGER VAN BEVEREN
Andrea Marie Ruiz
ERIK AAKER
TROY WINSTON FRAZIER
ADAM RICHARD KIPNES
Curtis Gene Larson
Bethany Marie Huff
SUI TIONG
Carlos Luis Cortez
RAMKRISHNA SHUKLA
AMOS WEBSTER ROBINSON
Mark Anthony Lopez
Darryl Lee Lipinski
Jeromy Christian Shepherd
Thuy Diem Nguyen
NEELY KAY THOMSEN
ADRIAN KELLEY DOSS
Bahram Talaifar
JENNIFER LEIGH HICKMAN
Jay Clayton Langley
CHRISTIAN MERRILL VALORIA
Vicky R Delhaye
MARC STEPHEN THILTGEN
Angela Rene Taliaferro
JASON GODFREY LYTLE
CHRISTOPHER L JOHNSON
JOSHUA JOHNSTON RAUSCHENBACH
JAMIE MICHAEL BLOOM
GREGORY DAVID TRAVITZ
Scott Kirk Robertson
JENNIFER REBECCA HAWKINS
JONATHAN SCOTT ROGERS
STEVEN MICHAEL GALE
Keliimakanoe Warren Rain
MEI SOO DECICCO
JASON THOMAS GRAYBILL
Jennifer Lynn Mangum
ROBERT SPENCER CROCKEM
Robin Roden
Ian Alexander Moravek
DAVID ALLAN LUCAS
MICHAEL J GONDEK
Steven Perez
CHRISTOPHER JAMES SEIL
JONATHAN MICHAEL DODD
William Charles Johnson
RYAN C GAHLER
CHRISTOPHER KENNETH EATON
Ryan Thomas Cleaveland
Melissa Leah Weeks-Billeg
Alexander Daniel Majerczyk
ADAM MATTHEW ALINOWSKI
Chau My Quach
Tomika Lemons
JASON DEREK ROBERTS
Lauren Hoglan Wyatt
Laura Creighton McDowell
TROY M MAILLOUX
Brett Erving
CURTIS LEWIS
Christopher G Jacobs
GLENN DURR
BARTLEY MITCHELL HOSTETLER
JOE LUIS JASSO
Ross M Leonardi
RAMSEY ABU-SHAIR
YUJIE ZHANG
BENJAMIN Y ROSS
JACOB S BRYANT
SHAWN CHRISTOPHER RIGGINS
MICHAEL DAVID WETTER
BRENT ANDREW SHIELDS
William T Bartram
ERIN SHEEHAN MARSHALL
ROBERT KEITH FROST
GEOFFREY MICHAEL COSGRIFF
NICHOLAS GAUGLER
Catherine A Johnson
Jennifer Burda
LAUREN BRITTANY MESSERVEY
Kenneth Franklin Williams
Robert Rosado
ADARYL K DAVIS
BRIAN HAMSTRA
STEPHANIE LYNN COX
Thomas David Morgan
STEVEN SCOTT GRAY
DAVID CORKUM
JON PAUL BRYAN
Danh Cong Tran
SEAN FRANCIS FLOOD
Abbas Syed Hussain
LAUREN NICOLE CARTER
JOHN R CARLSON
MARCUS ADAM THORSTAD
RACHEL SHELLEY GUILLO
SAMANTHA LYNN COHEN
NICHOLAS STANTON
SEAN MICHAEL VALADEZ
CAITLYN JURCZAK
MICHAEL WILLIAM PATRICK LEWIS
Katherine Elizabeth Canon
BENDIGO PAUL AGNEW
JAMES MICHAEL MARR
PAUL STEPHEN ATTAWAY
Sarah Simmons Khaldi
ERIKA YAZMIN BRITTON
Laura Ann Valliani
LUKE GEORGE RICHMOND
Ikejuan D Alston
ALFREDO JAIME SANTOS
CANDICE MARIE GOLDEN
Madelyn HAREE Kim
JOSEPH RICHARD GALLERT
KIMBERLY ANN STANCZAK HILL
ROBIN KIMBERLY TYUS
Lauren Elizabeth Driver Mathers
Keyana Avery
DERRICK DEMOND GIPSON
Sean Charles Riley
David C Jamison
HOLLEY ELLA HARTLEY
Bobby Edward Needham
Catherine Manalang Curtin
ALAN ROBERT DAVIDSON
JEFFREY BACHMAN STRAIN
MICHAEL JAMES MCEVERS
TIMOTHY ALLEN BIELIK
SIYAO JI
LeChester Dwayne Williams
Justin Reyes Pasayan
Nicolette Navarro
Richard Salvatore Marino
Monica Stanley
ANDREW H FALLA
AMBER L PHILLIPS
Woodrow Britton Tippett
STERLIN FORREST ARLEDGE
KELLY TUYEN CAMARILLO
Juan Omar Camarillo
GREGORY DALE CELLA
Gregory Michael Starkey
JESUS MARIN-SANCHEZ
Winston Taylor
Lauren Michelle Romaguera
BRANDON DIETER SCHIFFERDECKER
Chad William Markland
Jonathan Joseph Massegee
NICHOLAS ALEXANDER BERTRAM
JEFFREY BECK
CORY JASON WALTHALL
VINCENT ANTHONY ABBATIELLO
ZACHARY ALEXANDER STRUEBY
ANTONIO JAIME RODRIGUEZ
DAVID KYLE ROWLETT
ANDREW BRYCE WILLIAMS
GARRETT V OGAZ
JACOB MENDOZA
JUAN SALAZAR
LAUREN LEISA YAFFA
Caroline Wells
John M McDaniel
Vaneda Anna Manuel
Benjamin Anthony Pasquine
Tiffany Michelle Clark
CHRISTOPHER MICHAEL CROWELL
TONY HERNANDEZ
JARED PAUL JALLANS
Kindel R Burkett
RYAN PATRICK MERCHANT
ZAKARIAA BOUSFIHA
Cicely Raechelle Jaubert
EDGAR RAMIREZ
JOHN DAVID BYERS
Elissa Jo Knaebel
Justin Derrick Kitchens
ANGELA MARIE BURCEL
ASTRID HALL
DYLAN ROBERT GREENE
WILLIAM ROBINSON
Joshua Jacob Salazar
STEWART BRIAN FLICK
VIVIAN LA BANG
Joseph John Najarian
BART STEPHEN LAMB
Imran Ameer Uddin
Alexander McDowell Garfield
Adam Moron
CESAR E FIERRO
Richard Andrew Wurster
Eric Richard Nease
Bryan Douglas Cornell
ADRIAN PATRICK CHEVANNES
Jason Allen Mars
ANTHONY MICHAEL NAUGHTON
JEOVANNI BAUTISTA
Kevin J'Corey McGowan
Landon Kyle Cruse
TODD ALLEN GRIFFITHS
FREDERICK MAJID GHORBANI
Clair Alicia Mars
Brian Lee Turbeville
GEORGE PENZOLD PAGE
DIANNE LEE BORGESON
Benjamin Lucas Buck
MATTHEW KENNETH SKICKI
Karim MAGED TAWFIK Gadalla
Austin Mark Seelye
GRACE RENE STINSON
Nicklaus J Conn
JONATHAN BRADLEY DAVIS
Peter Joseph Virgilio
Lautaro Manuel Millaman-Teruel
SHEA ROBERT SOUTHERS
EMILY ELIZABETH SORRELLS
MATTHEW RYAN LEFKOVITS
Antoinette Victoria McRae
Alexandra Nicole Sexton
MATTHEW OBADIAH TERTIOUS SANDQUIST
Stephanie Saray Rios
Christina Galvan
JAMES ROBERT STATHOPOULOS
Alex Joseph Kaminski
BRANDON ISSAC SHIPP
Daniel Valencia Moncanut
Matthew A Kuehler
Parrish Demark Mackey
Travis Blake Beaver
Clotilda Mujeyi Chinyanya
Conor K Lindblom
Jevin D'Angelo Riven
Wyatt Clay Beard
Conner Lee Paty
Rosa Guadalupe Kiphen
Breanna CIERRA Burke
Aleczina Holmes
NICHOLAS GEORGE ESPOSITO
Samantha Rachel Rojas
Ivan Jose Guillen
Shane L Ammon
Joshua Jay Klingen
JOSEPH SOONSHIN LEE
Stephen Austin Pullin
Ezra EZEQUIEL Resendiz
GRAHAM MICHAEL BARRETT
Riley A Blankman
Natalie Michelle Conner
Ryan Michael Garcia
Kurt VAN Townsley
Meghana Jayantkumar Mistry
JASON MAURICE KING
JUAN DE DIOS ESTRADA HERNANDEZ
Shu-Ping Lin
Jesus GRACIANO RIVERA
KEITH JORDAN LANSDALE
DAVID RICHARD HANSEN
Gregory Robert Hill Balandran
Parker Shaw Anderson
KAITLYN ANN CHANCE
Francisco Javier Sillas
Elizabeth Tracy OLoughlin
Jerome Christopher Campbell
Elizabeth Soto Calva
JORDAN CHELSEA BENAVIDES
Juan Carlos Garcia
Matthew Jeffrey Roth
Yi Mao
Roberto NAPOLEON Quintanilla
KRISTOPHER RAY ARMIJO
TAYLOR JOEL WOOD
Connor Aidan Craddock
Alexander Patrick Weymier
Jason Baily Fudge
Alan Orlando Veloz
Isaiah Pelayo
Shawn George
Andrew Albert Faletti
Brennan Z Mahan
Bikash Shah
Joseph Evan Klain
KOLTON CLINT SHEDDEN
Nicholas Hodgson
DAVIS MANNING SUMMERLIN
Carolyn H Castillo
John Patrick McCarthy
Braedan Myles Hudson
Austin robert Todd
Christian Adam Rivas
JORDAN BRADLEY TOWNSEND
Parker Martinez
Jesse Alexander Martinez
EVAN JAMES PENNINGTON
Quentin Wade McCart
Jordan Gage Greer
Rachel Maureen Stout
Eric Alexander Schein
Nathaniel Michael McLaughlin
Juan Carlos Garcia
Mai Houa Lo
Dennis D Davis II
Chase Warner Maderious
MICHAEL AARON ISABELLE
Khristopher Glenn Liles
Xinran Liu
JACOB THOMAS KIDD
CHRISTOPHER LEE KOZA
LONG DU TRAN
AUSTIN LEE AULT
Austin Douglas Cole
GOH IWATA
NICHOLAS ANTHONY RAINONE
RYAN MATTHEW SPINNEY
Bryan KENNETH Young
DOUGLAS WAYNE KENNEDY
KRISTEN RENEE EVANS
Ashley N Jesko
CHO-FEI HUANG
Andrew A Mathis
BARNABAS AFAMEFUMA OMEJIA
Kayla Amber Nicole Washington
Casey M Nace
Michael J Consolo
HECTOR JHOVANNI ORTIZ-RAMIREZ
RAPHAEL SHAW MCCLURE ROBERT
Efraim Ramiro Gonzalez Cardenas
Zachary Lindsey
Ryan R Miller
Travis Sullivan
Chase Ryan Randle
ANDREW LEWIS ROBINSON
Robert Mendenhall Haney
Andrew DEMONG Bayang
Dolores Garza
Dennis Matthew Makus
Amparo Mauricio
Alexander David Meredith
Kelly Krupp
Juan Pablo Ramos
Rhea Jizette Mercado Moss
Thomas M Kerwin
TAYLOR BRYANT COWAN
JOALMA MOLINA HOLLAND
John Douglas Lotz
Stormy Pharoh Mitchell
LUIS ENRIQUE CRUZ
Jonathan PAUL Toler
KENNETH WAYNE THORNDYKE
GLENN LEON JARVIS
Daniel Brickman
Angus David Ramsay McLean
Reta JONELL Savage
Kristina Elena Armeade Love
Andrew Christopher Hoppen
Isabel Reese Adamiak
Nathan Griffin
Zachary Dean Jones
BRANDON MICHAEL TREVINO
Carl C. Lok
TREVOR CRAIG HARRELL
MIA JEFFORDS
CHLOE LISE LEVY
RAYSHAWN MCCALLUM
ANGELA VONGKHAOPHET
Nicholas Robert LaCroix
KRISTEN NICOLE KOESTERS
EMMANUEL RICARDO SIFUENTES
LAKYIA MACHELLE WHITE
DUC PHUOC NGUYEN
ALEXANDRA KITADA GRIFFIS
Christopher J Juele
Tyler L Atchison
Ramiro Cazares
MARIO ALBERTO BERMUDEZ RUIZ
OSCAR ROMEO S BAUM
Jackson Maupin
Daniel Cea Oliva
Alexander Marfori
Victor Pierce Tignor
Edward Richard Forster
Juan Carlos Suarez
Robert Matthew Harmon
Jane Carol Ng Or
Robert Wear
Noah Jonathan Woods
Robert Thomas Burke St Claire
Robyn Bennett Schmid
Chengyu Ma
Xiaodan Zhang
Kyle Aaron Cain
Joshua Emilio Rojas
Logan Collins
KIMBERLY ANN BRYANT
JOHN JAY EHLERS
Scott Thacher Ross
GREGORY FRAZIER CHILDRESS
KAREN ELAINE FLOYD
TIMOTHY DAVID PONSTINGLE
J Lawrence Blatt
STASH JEREMY VELLER
William Knowis Kaiser
Joseph Patrick Veltri
David Francis Lafferty
Kevin Gerard Kelly
MICHAEL JAMES HARRINGTON
SCOTT ALLEN BRUECKNER
SAJU BAHULEYAN
MARK LEE ELAFROS
DNard Arthur
JUDSON PAUL JUST
Behzad Mansouri
Jeffrey Richard Chiappetta
DAWN Marie BUSCHER
DEAN JOSEPH HUWE
SCOTT KEN HISAMOTO
MICHELE LYNE THOMPSON
Nilesh Imanuel Christian
Joseph John Tedesco
Holly Beers Varela
GREGORY S RINE
Jason A King
Jennifer L Kilby
Gail D Goulet
BLANCA ELENA FERNANDEZ
John Wiliiam Broderick
PHILLIP MAURICE JEROME
BARRY RANDOLPH HARLOW
KURTIS FREEMAN
TRENTON J BREITHAUPT
CLINT J SHEPHERD
DANIEL GUADARRAMA
MATTHEW ERIC BURTON
JOSHUA WAYNE MCCLELLAN
Mark Stephen Snyder
ROBERT W BAKER
PAUL ALUSICK
MEGAN FEHRIBACH
WILLIAM HANK BARROW
Muttalib JAMIEL Ibrahim
Pete Garcia Hernandez
Gregory Joseph Gerber
GREGORY BURTON MILLER
ANTHONY DAVID ADELIZI
COLBY WILLIAM MOORE
OGERT KRAJA
Ramon Edgar Hernandez
Heather Smith
Reagan Edwin Tucker
Kimberly Michelle Davis
KYLE RUDOLPH
CEDRIC TYREL HOLLAND
JENNIFER LYNN PRITCHETT
HECTOR MANUEL LUGO
GREGORY HILBERT
MICHAEL LANCE COPELAND
RYAN CHRISTOPHER TOWE
Christina Willis
CHRISTINA M FAULKNER
Amanda Marie Primozic
RUSH PETERS GRIFFITH
Justin Rinehart Parker
LOREN STEWART
Chris Kotheimer
MARK RYAN LEONARD
Adam Daniel Cogar
TANA MOAYAD MOSSA
JUSTIN MICHAEL COOP
Teela Marie Myers
Damian Zuniga
BRANDON JOSEPH RODRIQUEZ
NATHAN LEON CHRIST
Carl JD Tyler
ELISABETH JANE FARLOW
Nyarai Rebecca Moore
BRADLEY AUSTIN CASTILLO
GARRETT FOSTER CYPERT
RYAN MALLORY BROOKS
Brandon Michael Coene
JOHN TAYLOR REUL
JASON BERNARD GRIGSBY
Gary Denszell Brown
IGNACIO RUIZ
CHRISTOPHER ROBERT TUNE
JASON JOHN ENRIGHT
VICTOR AGUIRRE
CHRISTOPHER WADE EVERS
ERIC SCOTT JOHNSON
David Gene Morris
FERAS RAHIM CHOWDHURY
Keegan Gene Wood
HAROLD ALARCON DUNCAN
Ashley Reyes Anne Pribble
LUKE TREVOR GHETA
Steven Andrew Miller
KYLE GERADS
Fabio Henrique Esteves Joaquim
Carrie Denise Stevenson
Sangeetha Madhavan
JOSEPH RAUL CALVO
Oscar Ivan Munoz
Rafael CLIEFVERTH Otoya
Schuyler Andrew Marin
Garrett Ryan Garza
JORDAN SCOTT BARTA
QUENTIN JOHNSON
Jonathan Keely Nix
JARROD MICHAEL LEE
JORDAN ELIZABETH BECK
Carson Whitmore Smith
Jaclyn Renee Leonard
Sandra Delia Gutierrez
BLESHIA ANN NORMAN
KYLE JEFFREY SMITH
CHRISTOPHER JONES
ASHLEY TUMLINSON
Austin Coleman Hurley
Jesus Gonzalez
Jordan Samuel Halvorson
Kaylee Ryan Stubblefield
Austin Michael Thompson
David Antoszek
Omar Ali Laghari
ROSALIE GRACE SMITH
Natasha Nagwekar
MICHAEL DONALD CONN
Quinton Colby Edwards
Justin David Garza
Matthew Cole Cecil
Ryan Matthew Williams
Yingru Wang
MICHAEL REECE MELLA
Brianna Aleece Sansom
Bryce Randy Cook
Causen Scott Shafer
Joshua William Doyle
Antonio Mijares
Seth Bryant Hensley
Ryan Lee Charles Carnes
Sihai Li
Aleyda Maria Kathuroju
Imanol Meza
Robert Thomas Kirchhoff
Michael PAUL Petruso
Jose D Zapata
Seth Briley
Kevin Lee Reynolds
Jamie Kristine Andujar
Emily Eve Olivares
Ryan Michael Pierce
Benjamin Bolivar Willis
Cody Rabe
Adrian Joshua Valles
Ethan Toby Christian
Amelia Grace Winters
Ethan Kelton Caughey
William Foster
Martin Rodriguez
Baylee Elizabeth Stuart
Benjamin Ward Rovenstine
Arnat Abzhanov
Jameson Schyler Robbins
Colton Austin Diehm
Nicholas William Burgess
Cynthia McIntosh
Mitchell Delp
Jacob Ross Bandy
Kelsey Shannon Bunner
Alan Mauricio Soto
ALEXIS LEIGH FOTHERGILL
Ethan Edward Vandenheuvel
Sarah Rene White
Hunter Thomas Webb
Seth Daniel Sullivant
DuChein Fox
Barrett Andrew Smith
Ryan Haynes
Deena Jaafari
Michael Daniel Klasel
Gustavo Israel Preza
Zachary Neal Buckingham
Floyd Jaundoo
Na Lian
Daniel Ryan Eads
Richard Ryan Woods
Zachary Hoekstra
John D Min
Brayden Silvey
Caleb Scott Kiser
Jase Ryan Keel
Kylie Diane Quintero
Andrew Thomas Morris
Franklin Ventura
Joseph Ryan Prikryl
Georgina Jui
Carla Cristine Ulrichherring
GARY RAY BRYANT
MICHAEL ANTHONY LANNING
Raquel Lozano McCain
ERIC JOSEPH BUSCH
MICHELLE RENEE TERRY
JOHN VINCENT STURIALE
JEREMY JAMES HOOVER
CODY KRALIK
MICHELLE ELAINE RACZEK
JEFFREY A GRANNEMAN
GUISSEPPI LUIGI GUILLO
Virginia Elizabeth Stukkie
ROGELIO GARDUNO
RAUL GUERRERO
JUSTIN BRIAN HOLMES
Errin Greene
Michael David Myers
JAMES ROSS DESHAIES
Shengbing Shao
JULIAN GILBERT DIAZ
BO PANG
Cara Marie Caillouet
CHRISTIAN D ELLIS
DOUGLAS SCOTT HAYES
Gabriella Carbone
Jordynn Alyssa Makynen Fretheim
CHRISTOPHER ANDREW ALTIMONT
TATIANA RENAE PREVAL
Christopher Ryan Elpers
Michael Alan Kofford
ANTONIO JOSE PALENZUELA
KEVIN EDWARD GAYLORD
Philip Arthur Kendall
BRETT MICHAEL MORRIS
THOMAS GEORGE CHRISTENSEN
Kristie Williams Mitchell
ADAM GARRETT COHEN
Denise Marie Schuh
Juan Gabriel Canales
JOHN GEORGE DINISIO
Mary Wang Wang
MARK GREGORY COURY
MICHAEL NOEL GRAY
JOHN MADISON ROTH
RUSSELL GOLDER SIMMONS
Thomas Joseph Mitchell
SESSION BLAIN RAINWATER
Cindy Lopez
BRADLEY ROBERT PATTON
Anna Maria Ortiz
Bryant Alexander Moritz
Hannah Beatriz Amy Young
FRED JOSEPH LAROCCA
DONNA MARIA VESTAL
PETER ANTHONY SAVARESE
DERRICK GALLION JR
ERNEST CHRISTOPHER JOCHIM
Nehemiah Lavon Jefferson
PETER BRADLEY CATALANO
FRANKIE WAN LUNG CHO
ERIC DOUGLAS NELSON
MEGHANN RAE NEWMAN
MARC THOMAS TANNER
STACEY LYNN EAST
DAVID RYAN
CHRISTINA GOMEZ
Bryan J Nordin
RYAN CECIL MARQUEZ
Colin Arthur Howard
DeAndre James Bell
JEREMY JACKSON
Jillian Shepard Pelkey
JORJE LUIS GODINA
Beyene Kidane Misikir
TIMOTHY ROE
DILLON MAXIMILIAN FOEHR
Taron Xavier Jones
Stephanie Del Carmen Johnson
DEMAYA NAKENA WOMACK
Briana Hope James
Shawn Jacob McGuire
Sarah CHRISTINA Kaskawal
Samuel Christson Engulu
Lauren Bush
Austin Joshua Pettitt
Julie Diane Hess
Gregory Thomas May
Grayson Lane Matthews
Kevin James Moore
JUSTIN DAVID RUSHING
PAULA MARIE BOYD
Donald Eugene Franks
WILLIAM Tyler BOWLES
David Amiel Shalom
Abril Toy
Judah Lewis
Carlos Daniel Cevallos-Malta
Clayton Hunter
Ryan Christopher Mackie
Nicholas Bradley Wanzer
Caleb Conrad
Reade Achilli
Christopher L Chakkalapadavil
CHRISTOPHER PACE
Marco Antonio Uranga
Paxton REID Porras
Eduardo Rosas
JASMINE MURILLO FIGUEROA
Adan Lagunas
Judith F Espinosa
Simon B Manoyan
Spencer Guy Williamson
Lilly Le
Carson Blake Moen
JAYSON ZHOU
Ryan Paul Morgan
Bruce Goldman
CHRISTOPHER LEE VEALE
LONYA T. MULL
ALEXANDER JAMES SWEENEY
Ronda Denise Huckaby
Caleb James Harris
Kais Kara
Ethan Mooney
SCOTT SHOATES
HEIDI LORRAINE SCHMIDT
Ronald Vincent Regan
Andrew J Bishton
Eron A Dahl
Kevin Scott Richardson
Jared Lee Johnson
Nathan Frederick Smith
ROBERT D HARVEY
AARON SCOTT HARVEY
HONGLI CHEN
ANDREW ARMSTRONG SCOTT
Rebecca Theresa Sizelove
Jaime Rangel
Todd Ross Edwards
PATRICK RYAN YINGST
Francisco Javier Herrera
Michelle Nelson Hahn
STEPHEN RICHARD ISAACS
PEDRO CAMPOS MEJORADO
Joshua Woodring
BUSHRA TARIQ RUMI
Jared Eichler
BRUCE EMILIO VERNON
Shayan Ashiq Ali Peerwani
Matthew A McColl
James Garrett Moran
Peyton Elisabeth Burke
Houston Heck
Alexis Zofia Bonder
Alexander Jeffrey Gido
Juan Sebastian Amaya Acero
Kaitlyn Grace Kirchhoff
Hallie Fraze
Victor Jesus Nuncio
Daniela Edith Lopez Hernandez
Maxwell Corey
Chelsey Nicolle Schumann
Aniyah Christal-Rose Gibbs
Wallace Eason
JASON EARL COMER
CINDY SCOTT
Daniel Charles Cummins
Scott C Schramm
WANDA FRANCIA GRAY
Dylan Schraeder McCullough
HEATH DOWELL
Gina Renee Deutsch
JAMES FRANCIS BAURICHTER
Crystal Huggins
EDMUND ADAM JOB
CHRISTOPHER ALLEN BYRD
DAVID ABED-RABBOH
Xin Hao
Eric M Tones
CHRISTOPHER WILLIAM HAYES
Wade Elmo ONeal
GEORGE ANIBAR SORTO
JOANNE BOLDEN
Andrea Nicole Gustafson
SHERESE SHANTA CALVERT
George Morakis
Joel Castor
SEAN BRITT
Juan D Sanchez
RICHARD EDMUND FOX
Donald RYAN Bradley
CHRISTOPHER BRIAN FISHER
Sean M. Linder
KEVIN BAUMHART
ROBERT WILLIAMS
JIN-SUB KEVIN HWANG
GERARDO CALDERON
ALEXANDRA ANN HAUER
Kevin Edward Seales
JOHN CHARLES TALLEUR
STEVEN TANNER HALE
Jose D Guerra
Bilal Ali
KYLE D BOSWORTH
Robert Malzberg
Emily Mertle Lopez
Samantha Leigh Binz
Victoria Anne Wood
Mohamed Lamine Doumbia
Maxwell J. Mitcham
RANDALL GEORGE LUCKE
Manuel Alejandro Cruz
JINGWEN YI
Christopher Neal Leyda
JORDAN PATRICK BOMMARITO
Bao quoc Vo
KADE CHRISTENSEN
Mary Beth Aguirre
JONATHAN SMILIE
YUANXI SU
Scott A Miracle
BRENT HINES
Roland Villanueva
Alexandria Mejia Reyes
Cameron Elias Smith
CARLO VAHAN PETER TASHJIAN
ANABEL DIMAS
Michael Mayne
ZACHARY EDWARD FISHER
MYLES E HERNANDEZ
HAJRUDIN RASTODER
Dylan Jones
Robert C Howell
Noah Christian Lee
TAMARA ELAINE BECKER
Shawn Mooring
Sarah Justina Samm
Alexander Lee
Cameron Jaden Heald
Natali Espinosa
Joshua Dietz
CHARLES ELDON GARNER
Millicent Maureen Holmes
Roy Edward Plumlee
Felisha Marie Pullen
John Bryan Loy
ERNIE DOUGLAS HOLLOWAY
Daniel Patrick Mahaffey
ANDREW K BENNETT
Nicole Hargrove
JOSEPH ARTHUR MCCARTHY
Bradley Ikenna Eberendu
Rakesh Patel
Nate Adam Ramirez
KALIE CATHERINE GOUDY
HESTIN Bart HURST
Shane Tyler Montejano
DEAN ALAN BELKNAP
Lauren Ann Myrvik Melroy
JULIEANNE NELLE BRITTAIN
LYDIA LEE GEISLER
Jesse Christian Vega
Callie Paige Rainwater
Thanh Vo
Zachary Scott Gregory
Teal Renee Powell-Mckinzie
Anish Bamne
Joshua Jordan
Alexa Elizabeth Tizon
Ian James Winslow
Mary Theresa Nelson
Cailley Fair Bryan
John David Wheldon
Christopher Malachi Quintana
Aubrey Jean Socha
Zachary John Perret
MICHAEL THOMAS OSSWALD
CHRISTIAN ALEX VILLA
John Onufreiczuk
Kendrick Paul Perry
Preston White
Scott Joseph Shannon
Darian Kishaun Daniel David
Justin Mourning
Aubrey DeBose
Roshni Vasa
Corbin Bulger
Brandon Watson
La Darius Marshall Wilkerson
DEVEN RAYMOND CUDAR
SARJOO NARENDRA PATEL
Elvis Zhisney Zuniga

Within 25 miles of Southlake, TX, Best Investors lists 1,142 registered investment advisory firms with 2,464 offices nearby, managing about $24.9T in combined regulatory AUM across 41,867,991 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Southlake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM