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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Prestige Wealth Management financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Prestige Wealth Management office in Southlake, A to Z.

The short answer

4 registered advisors work at Prestige Wealth Management in Southlake, out of 5 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Prestige Wealth Management advisors in Southlake, A to Z

Every Prestige Wealth Management advisor →

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Prestige Wealth Management advisors in other cities

Fairfax Station, VA 1

Other firms in Southlake

All Southlake advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8

Questions

How many financial advisors does Prestige Wealth Management have in Southlake?

4 investment adviser representatives are registered at Prestige Wealth Management offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Prestige Wealth Management one of the largest advisor employers in Southlake?

Prestige Wealth Management ranks number 21 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

How do I check a Prestige Wealth Management advisor in Southlake?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Prestige Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.