Verified · Southlake
Trusted Financial Advisors in Southlake, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Southlake have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 11 financial advisors in Southlake, TX by verified customer ratings and review volume. The highest-rated is Badii Group Private Wealth Management with a 5.0-star rating from 51 verified reviews. Also in the top tier: Pro Capital Wealth Management and Virtus Wealth Management. The average rating across all listed financial advisors in Southlake is 4.8 stars from 20 reviews per business on average.
Financial advisors in Southlake typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
11
Businesses listed
4.8★
Avg rating
20
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Badii Group Private Wealth Management
550 Reserve St Suite 250, Southlake, TX 76092, USA
Pro Capital Wealth Management
578 N Kimball Ave Suite 120, Southlake, TX 76092, USA
Virtus Wealth Management
2535 E Southlake Blvd # 100, Southlake, TX 76092, USA
Financial Advisors Rankings in Southlake, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Badii Group Private Wealth Management550 Reserve St Suite 250, Southlake, TX 76092, USA | 5.0★ | 51 |
| #2 | Pro Capital Wealth Management578 N Kimball Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 44 |
| #3 | Virtus Wealth Management2535 E Southlake Blvd # 100, Southlake, TX 76092, USA | 5.0★ | 11 |
| #4 | Merrill Lynch Wealth Management601 State St, Southlake, TX 76092, USA | — | — |
| #5 | Puzzle Wealth Solutions, LLC®1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA | 5.0★ | 23 |
| #6 | Trajan Wealth550 Reserve St #190, Southlake, TX 76092, USA | 5.0★ | 20 |
| #7 | Morgan Stanley Financial Advisors1400 Civic Pl # 200, Southlake, TX 76092, USA | 4.0★ | 3 |
| #8 | Merit Financial Advisors2625 E Southlake Blvd #100, Southlake, TX 76092, USA | — | — |
| #9 | Schneider Wealth Management530 Silicon Dr #103, Southlake, TX 76092, USA | 5.0★ | 2 |
| #10 | Prestige Wealth Management3120 Sabre Dr, Southlake, TX 76092, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Southlake
Merrill Lynch Wealth Management
601 State St, Southlake, TX 76092, USA
Puzzle Wealth Solutions, LLC®
1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA
Trajan Wealth
550 Reserve St #190, Southlake, TX 76092, USA
Morgan Stanley Financial Advisors
1400 Civic Pl # 200, Southlake, TX 76092, USA
Merit Financial Advisors
2625 E Southlake Blvd #100, Southlake, TX 76092, USA
Schneider Wealth Management
530 Silicon Dr #103, Southlake, TX 76092, USA
Prestige Wealth Management
3120 Sabre Dr, Southlake, TX 76092, USA
Thorn Financial Group
370 S Nolen Dr #100, Southlake, TX 76092, USA
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Frequently Asked Questions — Financial Advisors in Southlake
What is a fiduciary financial advisor and why does it matter in Southlake?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Southlake, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Southlake?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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