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Trinity Portfolio Advisors, Llc

Trinity is a financial planning firm.

Investment Management
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Headquarters
Southlake, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2009Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
13 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Trinity Portfolio Advisors, Llc do?

Trinity implements a strategic approach that defines goals, examines current circumstances, develops a personal strategy, and reviews progress with adjustments as needed.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Trinity helps clients align their wealth with their values.

What the business offers

Services & capabilities.

Financial planning

The firm defines goals, examines current circumstances, develops a personal strategy, and continually reviews progress, making adjustments where needed.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWTrinity Portfolio Advisors, Llc listed #2 on Chartered financial planners, September 18, 2026Open the published source list.
Trinity Portfolio Advisors, Llc

#2 Chartered financial planners

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026, September 19, 2026, September 21, 2026 and September 29, 2026. How the company lists are built.

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