Company lists · Data refreshed September 2026

Top 18 Personal financial advisors based in Southlake, United States

Name: Personal financial advisors based in Southlake, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 28 companies tracked

RevenueBase identified 28 company matches for personal financial advisors associated with Southlake, United States as of September 2026 and tracks 135 professional contacts across them, including 48 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Southlake has 28.

This list covers company matches for personal financial advisors associated with Southlake, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

28Companies

135Contacts tracked

48Verified emails

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The 18 largest personal financial advisors based in Southlake, United States

Ranked by team size

Top 18 of 28 company matches for personal financial advisors based in Southlake, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Openair Advisers	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Integrity Matters – We believe that integrity and truth matter.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Trinity Portfolio Advisors, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Trinity is a financial planning firm that helps clients align their wealth with their values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Virtus Wealth Management	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Solutions 4 Wealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Financial, retirement, investment and estate planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Anchor Private Planning	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Anchor Private Planning offers comprehensive financial planning services to those of all wealth levels.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Foundation Wealth Partners	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our mission is to provide clients with objective advice and a level of service that far exceeds the industry standard.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	TL Private Wealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “TL Private Wealth is an independent wealth management firm serving individuals, families, and small businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Estrada Webb & Associates	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our approach is based on honesty, integrity and a highly personalized level of client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Sullivan Financial Partners	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	51-200	2 contacts →
	Exact match “Sullivan Financial Partners is a company based out of SOUTHLAKE, TX, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Tyler Financial Network	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “At Tyler Financial Network we’ve put together a multidisciplinary group of professionals dedicated to growing and protecting your money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Therawealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Clinical Roots \| Financial Expertise \| Community-Centered Medical professionals dedicate their lives to others-but many receive no formal education in managing debt, taxes, or…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Kaplan Wealth Strategies, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Steven Kaplan: I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Weller Capital, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Weller Capital, LLC is a Wealth Management Firm in Southlake, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Bagwell Wicke Investment Group Of Raymond James	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Personalized Planning for your Financial Goals Your financial goals, aspirations and investment needs are just that – yours.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Vineet Goyal Financial Group	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At VGFG, we don’t just believe in sound investment planning, we believe in the power of collaboration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Four Oaks Financial LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Four Oaks Financial, LLC is completely focused and dedicated pursuant to the achievement and preservation of our client’s personal financial independence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Mattox Wealth Management, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	ONE XVI Wealth, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At ONE XVI Wealth, we know that you want to be an empowered steward of your finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 28 personal financial advisors based in Southlake, United States

See the full list, filter by size, metro and specialty, and access 48 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Southlake, United States at a glance

As of Sep 20, 2026

35.6%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Southlake, so it is reported there. Company counts and contact totals on this page are exact for Southlake, over 28 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Southlake, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 48 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Southlake, United States?

RevenueBase identified 28 company matches for personal financial advisors associated with Southlake, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Openair Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Southlake has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 48 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.