Top Picks · Southlake
Best Financial Advisors in Southlake, TX
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As of July 2026, RatingsNearMe ranks 11 financial advisors in Southlake, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Badii Group Private Wealth Management with a 5.0-star rating from 51 Google reviews and an RNM Score of 80/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Virtus Wealth Management
Virtus Wealth Management stands out for its comprehensive, client-first approach and consistent top rankings in the Southlake area.
Most Reviewed
Prestige Wealth Management
A high number of reviews indicates broad client experience and trust, helping prospective clients gauge service quality and reliability.
When choosing a financial advisor in Southlake, verify credentials, fee structures, and client reviews; consider scheduling initial consultations with multiple firms to find the best fit for your goals.
Local Market Snapshot
11
Businesses listed
4.8★
Avg rating
20
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A 5.0-star rating from 51 reviews reflects consistently exceptional client service.
550 Reserve St Suite 250, Southlake, TX 76092, USA5.0 stars from 44 reviews, reflecting exceptional client satisfaction in Southlake.
578 N Kimball Ave Suite 120, Southlake, TX 76092, USA5.0-star rating based on 11 Google reviews from local clients.
2535 E Southlake Blvd # 100, Southlake, TX 76092, USAFinancial 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 | Morgan Stanley Financial Advisors1400 Civic Pl # 200, Southlake, TX 76092, USA | 4.0★ | 3 |
| #5 | Trajan Wealth550 Reserve St #190, Southlake, TX 76092, USA | 5.0★ | 20 |
| #6 | Merit Financial Advisors2625 E Southlake Blvd #100, Southlake, TX 76092, USA | — | — |
| #7 | Thorn Financial Group370 S Nolen Dr #100, Southlake, TX 76092, USA | 4.0★ | 21 |
| #8 | Prestige Wealth Management3120 Sabre Dr, Southlake, TX 76092, USA | 5.0★ | 5 |
| #9 | Schneider Wealth Management530 Silicon Dr #103, Southlake, TX 76092, USA | 5.0★ | 2 |
| #10 | Puzzle Wealth Solutions, LLC®1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA | 5.0★ | 23 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Southlake
Rated 4.0 stars from 3 Google reviews, offering trusted financial guidance in Southlake.
1400 Civic Pl # 200, Southlake, TX 76092, USA
5.0 stars from 20 reviews, reflecting exceptional client satisfaction in Southlake.
550 Reserve St #190, Southlake, TX 76092, USA
Currently unrated with no Google reviews, offering financial advisory services in Southlake, TX.
2625 E Southlake Blvd #100, Southlake, TX 76092, USA
Known for 4.0 stars across 21 reviews, this advisor is a trusted local choice.
370 S Nolen Dr #100, Southlake, TX 76092, USA
5.0-star rating from 5 reviews for financial advising in Southlake.
3120 Sabre Dr, Southlake, TX 76092, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
530 Silicon Dr #103, Southlake, TX 76092, USA
5.0 stars from 23 reviews, earning exceptional trust in Southlake financial guidance.
1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA
No reviews yet; check back soon for client feedback on this Southlake advisor.
601 State St, Southlake, TX 76092, USA
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Financial Advisors in Southlake, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Badii Group Private Wealth Management | 80/100 | 5.0 ★ | 51 |
| 2 | Pro Capital Wealth Management | 79/100 | 5.0 ★ | 44 |
| 3 | Virtus Wealth Management | 83/100 | 5.0 ★ | 11 |
| 4 | Morgan Stanley Financial Advisors | 49/100 | 4.0 ★ | 3 |
| 5 | Trajan Wealth | 75/100 | 5.0 ★ | 20 |
| 6 | Merit Financial Advisors | 3/100 | — | 0 |
| 7 | Thorn Financial Group | 58/100 | 4.0 ★ | 21 |
| 8 | Prestige Wealth Management | 68/100 | 5.0 ★ | 5 |
| 9 | Schneider Wealth Management | 64/100 | 5.0 ★ | 2 |
| 10 | Puzzle Wealth Solutions, LLC® | 76/100 | 5.0 ★ | 23 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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