Company lists · Data refreshed September 2026

Top 17 Wealth management advisors based in Southlake, United States

Name: Wealth management 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 19, 2026 27 companies tracked

RevenueBase identified 27 company matches for wealth management advisors associated with Southlake, United States as of September 2026 and tracks 137 professional contacts across them, including 46 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Southlake has 27.

This list covers company matches for wealth management 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 19, 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 19, 2026 How this list was built

27Companies

137Contacts tracked

46Verified emails

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The 17 largest wealth management advisors based in Southlake, United States

Ranked by team size

Top 17 of 27 company matches for wealth management advisors based in Southlake, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 19, 2026	1-10	12 contacts →
	Exact match “Integrity Matters – We believe that integrity and truth matter.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Mills Wealth Advisors	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Mills Wealth Advisors is a full service independent wealth management firm located in Southlake, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Virtus Wealth Management	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
4	Solutions 4 Wealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Financial, retirement, investment and estate planning services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Anchor Private Planning	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Foundation Wealth Partners	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	TL Private Wealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	Estrada Webb & Associates	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
9	Axium Wealth	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Axium Wealth is a Wealth Acceleration and Tax Mitigation Company founded by Charlie Dombek, offering personalized financial strategies to help our clients build wealth and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Sullivan Financial Partners	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	Tyler Financial Network	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	Badii Group Private Wealth Management	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “The Badii Group guides entrepreneurs and wealthy families through strategic and financial life-changing exits of their privately held companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Weller Capital, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Bagwell Wicke Investment Group Of Raymond James	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Vineet Goyal Financial Group	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Mattox Wealth Management, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	ONE XVI Wealth, LLC	Exact match	Southlake, TX, United StatesHQ recorded Sep 19, 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 19, 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 “wealth management 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 17 of 27 wealth management advisors based in Southlake, United States

See the full list, filter by size, metro and specialty, and access 46 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Southlake, United States at a glance

As of Sep 19, 2026

33.6%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 19, 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 27 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 “wealth management 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 46 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 19, 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.

Wealth management 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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Southlake, United States?

RevenueBase identified 27 company matches for wealth management 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 wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Southlake has 27.

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 46 professional contacts with verified work emails tracked across these 27 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 19, 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.