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Top RIA Firms in Southlake, Texas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Southlake, Texas. This hub covers 18 matching firms with $9.5B in total reported AUM and median AUM of $303.9M.
Firms
18
Matching current profiles
Total AUM
$9.5B
Reported regulatory AUM
Median AUM
$303.9M
Across firms with AUM
Largest firm
$3.4B
Gauge Capital
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Gauge Capital CRD 169890 · Limited Liability Company | SOUTHLAKE, TX | $3.4B Mar 2026 | -$12.3M-0.4% | +$1.2B+51.4% | +$1.5B+78.3% | +$3.1B+1087.0% | +19 employees+39.6% over 3Y | +4 accounts+66.7% over 3Y |
| 2. Insight Equity Management Company LLC CRD 157092 · Limited Liability Company | SOUTHLAKE, TX | $885.9M Mar 2026 | -$171.2M-16.2% | -$175.3M-16.5% | -$126.1M-12.5% | -$416.2M-32.0% | -6 employees-22.2% over 3Y | +4 accounts+28.6% over 3Y |
| 3. St. James Investment Company, LLC CRD 124777 · Limited Liability Company | SOUTHLAKE, TX | $660.6M Mar 2026 | -$1.4M-0.2% | -$125.3M-15.9% | -$570.3M-46.3% | -$214.2M-24.5% | 0 employees+0.0% over 3Y | -450 accounts-30.0% over 3Y |
| 4. Trinity Investors Fund Advisors, LLC CRD 314603 · Limited Liability Company | SOUTHLAKE, TX | $606.6M May 2026 | +$34.3M+6.0% | — | — | +$207.4M+52.0% | 0 employees+0.0% over 1Y | -4 accounts-6.7% over 1Y |
| 5. Mills Wealth Advisors, LLC CRD 159251 · Limited Liability Company | SOUTHLAKE, TX | $548.7M Mar 2026 | +$108.7M+24.7% | +$255.9M+87.4% | +$327.0M+147.5% | +$433.9M+377.7% | +3 employees+60.0% over 3Y | +566 accounts+43.2% over 3Y |
| 6. Trinity Portfolio Advisors, LLC CRD 151721 · Limited Liability Company | SOUTHLAKE, TX | $530.5M Mar 2026 | +$42.3M+8.7% | +$214.2M+67.7% | +$347.3M+189.5% | +$265.7M+100.3% | -3 employees-18.8% over 3Y | +599 accounts+72.8% over 3Y |
| 7. Ancor Capital Partners CRD 210524 · Limited Partnership | SOUTHLAKE, TX | $458.4M Mar 2026 | +$277.4M+153.2% | +$46.0M+11.1% | — | +$159.0M+53.1% | +1 employees+12.5% over 3Y | -3 accounts-20.0% over 3Y |
| 8. Tl Private Wealth CRD 167818 · Limited Liability Company | SOUTHLAKE, TX | $364.5M Mar 2026 | +$53.3M+17.1% | +$113.6M+45.3% | +$136.2M+59.7% | +$254.5M+231.3% | 0 employees+0.0% over 3Y | +82 accounts+13.7% over 3Y |
| 9. Openair Financial, LLC CRD 300362 · Limited Liability Company | SOUTHLAKE, TX | $318.0M Mar 2026 | +$37.2M+13.2% | +$210.3M+195.1% | — | +$210.3M+195.1% | +2 employees+40.0% over 3Y | +584 accounts+93.0% over 3Y |
| 10. Orser Capital Management LLC CRD 144847 · Limited Liability Company | SOUTHLAKE, TX | $289.8M Feb 2026 | +$1.2M+0.4% | +$24.2M+9.1% | +$53.7M+22.8% | +$163.4M+129.3% | 0 employees+0.0% over 3Y | +32 accounts+10.2% over 3Y |
| 11. Planguide Financial CRD 329089 · Limited Liability Company | SOUTHLAKE, TX | $277.3M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 12. Corps Capital Advisors, LLC CRD 304643 · Limited Liability Company | SOUTHLAKE, TX | $270.3M Mar 2026 | +$95.4M+54.5% | +$128.3M+90.3% | +$150.7M+126.0% | — | +5 employees+125.0% over 3Y | +155 accounts+534.5% over 3Y |
| 13. Kingfish Capital Partners LLC CRD 283489 · Limited Liability Company | SOUTHLAKE, TX | $231.8M Apr 2026 | +$19.4M+9.1% | +$18.1M+8.5% | +$28.4M+14.0% | +$64.2M+38.3% | -4 employees-10.0% over 3Y | -5 accounts-35.7% over 3Y |
| 14. Solutions 4 Wealth CRD 143248 · Limited Partnership | SOUTHLAKE, TX | $189.4M Mar 2026 | +$47.6M+33.5% | +$69.8M+58.4% | +$142.2M+301.1% | +$142.2M+301.1% | -4 employees-44.4% over 3Y | +17 accounts+2.7% over 3Y |
| 15. Prophet Equity Management II LLC CRD 170614 · Limited Liability Company | SOUTHLAKE, TX | $171.4M Mar 2026 | -$65.5M-27.6% | -$111.8M-39.5% | -$174.5M-50.4% | -$84.2M-32.9% | +2 employees+33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Prestige Wealth Management CRD 336264 · Corporation | SOUTHLAKE, TX | $148.4M Feb 2026 | — | — | — | +$29.6M+24.9% | +3 employees+50.0% over Total | +122 accounts+16.1% over Total |
| 17. Double Eagle Capital Management LP CRD 135522 · Limited Partnership | SOUTHLAKE, TX | $133.2M Mar 2026 | +$25.8M+24.0% | +$30.3M+29.4% | +$32.3M+32.0% | -$94.1M-41.4% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Tabernacle Equity Management LLC CRD 336248 · Limited Liability Company | SOUTHLAKE, TX | $41.5M Mar 2026 | — | — | — | -$7.3M-14.9% | +2 employees+33.3% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.