Managers in Southlake, TX
United States · 65 asset managers within 25 km (27 in Southlake itself) · 98 wealth managers, banks and others
Nearby: Dallas, TX 481 · Fort Worth, TX 45 · Plano, TX 37 · Naval Air Station Jrb, TX 20 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Richardson, TX 7 · Roanoke, TX 5 · Coppell, TX 5 · Flower Mound, TX 4 · Allen, TX 4
Asset managers in and around Southlake
| # | Manager | People here |
|---|---|---|
| 51 | Steward Financial Group LLC Colleyville $314.6m | based here |
| 52 | Keener Financial Planning LLC Keller $279.6m | based here |
| 53 | RIVERCHASE WEALTH MANAGEMENT, LLC Flower Mound $214.6m | based here |
| 54 | THRYVE WEALTH MANAGEMENT LLC Irving $178.9m | based here |
| 55 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC Lewisville $171.3m | based here |
| 56 | Corps Capital Advisors, LLC Southlake $124.0m | based here |
| 57 | Centered Wealth LLC dba Miller Equity Capital Advisors Irving $1.4m | based here |
| 58 | DALLAS VENTURE CAPITAL venture · Irving | office |
| 59 | Forterra US Holdings, LLC Irving | based here |
| 60 | LEO FUNDS AMERICAS, LLC hedge funds · Hurst | office |
| 61 | LIFE INVESTORS MANAGEMENT COMPANY, LP private equity · Southlake | office |
| 62 | OVCP MANAGER, LLC real estate · Southlake | office |
| 63 | TEAKWOOD CAPITAL private equity · Coppell | office |
| 64 | United Capital Financial Partners, LLC Irving | based here |
| 65 | VEMURI CAPITAL II, LLC hedge funds · Irving | office |
65 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.