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List of Financial planners in Southlake
There are 112 Financial planners in Southlake as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 52 Financial planners which is 46.43% of all Financial planners in Southlake are single-owner operations, while the remaining 60 which is 53.57% are part of larger brands. Average age of Financial planners in Southlake is 5 years and 1 months.Financial planners are also establishing a strong digital presence across various platforms: 73 have LinkedIn profiles, 54 have Facebook Pages, 16 are active on Instagram, 62 have X (formerly Twitter) handles, 1 are on TikTok, and 42 have YouTube channels. About 102 Financial planners have their own website and the remaining 10 don’t have their own website.
- 112
Number of Financial planners
- 38
Email addresses
- 110
Phone numbers
- 102
With Websites
- 73
LinkedIn Profiles
- 54
Facebook Profiles
- 16
Instagram Handles
- 62
X Handles
- 1
TikTok Profiles
- 42
YouTube Channels
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Download list of Financial planners in Southlake
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANCHORY LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| RetireSimply | Address | Southlake | Texas | United States | Phone | 81 | 4.9 | Link | ||||||
| JTL Wealth Partners | Address | Southlake | Texas | United States | Phone | 3 | 5 | Link | ||||||
| Peak Financial Group - Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Joe Graff - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 1 | 5 | Link | ||||||
| Leon Scheffler - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Travis Crowell - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| John R Thane - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Trinity Portfolio Advisors, LLC | Address | Southlake | Texas | United States | Phone | 0 | 0 | Link |
[
{
"name": "ANCHORY LLC",
"address": "55**********",
"phone": "********7325",
"email": "in**@an*********",
"lat": 32.9473479,
"lng": -97.1306377,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "RetireSimply",
"address": "31**********",
"phone": "********6152",
"email": "in**@re**********",
"lat": 32.9819051,
"lng": -97.1603075,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 4.9,
"rating_count": 81,
"category_name": "Life insurance agencies,Financial planners"
},
{
"name": "JTL Wealth Partners",
"address": "55**********",
"phone": "********2321",
"email": "in**@jt*******",
"lat": 32.9474919,
"lng": -97.1305011,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 5,
"rating_count": 3,
"category_name": "Financial planners,Investment companies,Investment services,Insurance brokers,Income protection insurance agencies,Tax preparations"
},
{
"name": "Peak Financial Group - Ameriprise Financial Services, LLC",
"address": "28**********",
"phone": "********3112",
"email": "Jo********@am******",
"lat": 32.9348268,
"lng": -97.197435,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Joe Graff - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "28**********",
"phone": "********3112",
"email": "Jo*******@am******",
"lat": 32.9348331,
"lng": -97.1974478,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "28**********",
"phone": "********6464",
"email": "sc**********@am******",
"lat": 32.9348331,
"lng": -97.1974478,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "Leon Scheffler - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "28**********",
"phone": "********3112",
"email": "Le**********@am******",
"lat": 32.9348331,
"lng": -97.1974478,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Travis Crowell - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "15**********",
"phone": "********9829",
"email": "Tr**********@am******",
"lat": 32.9413871,
"lng": -97.1268943,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "John R Thane - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "28**********",
"phone": "********3112",
"email": "Jo********@am******",
"lat": 32.9348307,
"lng": -97.1974437,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Trinity Portfolio Advisors, LLC",
"address": "12**********",
"phone": "********5970",
"email": "ja*****@tr**********",
"lat": 32.9588747,
"lng": -97.1518822,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Southlake",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Southlake?
There are a total of 112 Financial planners in Southlake as of October 15, 2025.
Number of Financial planners in Southlake with Phone Number
110
Number of Financial planners in Southlake with Email
38
List of Financial planners in Southlake with Social Media Accounts
54
Facebook Profiles
16
Instagram Handles
73
LinkedIn Profiles
62
X Handles
1
TikTok Profiles
42
YouTube Channels
Download sales qualified leads of Financial planners in the Southlake
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Southlake with/without Website
Download the list of Financial planners in Southlake as of October 15, 2025 with and without website information.
102
Number of Financial planners in Southlake with website
10
Number of Financial planners in Southlake without website
List of Financial planners in Southlake By Ratings
Download the data of the number of star-rated Financial planners in Southlake as of October 15, 2025.
0
Number of 1 star-rated Financial planners in Southlake
0
Number of 2 star-rated Financial planners in Southlake
0
Number of 3 star-rated Financial planners in Southlake
3
Number of 4 star-rated Financial planners in Southlake
26
Number of 5 star-rated Financial planners in Southlake
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The total number of Financial planners in Southlake is 112.
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You can download the complete dataset of sales qualified leads of Financial planners in Southlake once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Southlake dataset costs $99.
There are 110 Financial planners in Southlake with phone numbers.
There are 38 Financial planners in Southlake with email addresses.
There are 46 Financial planners in Southlake with both phone numbers and email lists.
There are 73 Financial planners in Southlake with LinkedIn Profiles.
There are 54 Financial planners in Southlake with Facebook Profiles.
There are 16 Financial planners in Southlake with Instagram Handles.
There are 62 Financial planners in Southlake with X Handles.
There are 1 Financial planners in Southlake with TikTok Profiles.
There are 42 Financial planners in Southlake with YouTube Channels.
The total count of Financial planners in Southlake with a website is 102.
The total count of Financial planners in Southlake without a website is 10.
There are 26 5-star rated Financial planners in Southlake.
There are 3 4-star rated Financial planners in Southlake.
There are 0 3-star rated Financial planners in Southlake.
There are 0 2-star rated Financial planners in Southlake.
There are 0 1-star rated Financial planners in Southlake.
The average age of Financial planners in Southlake is 5 years and 1 months.
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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.
Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.
The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.