Top Financial Advisors in Lubbock, Texas
Finding the right financial advisor in Lubbock is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lubbock, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lubbock, TX.
Find the Best Financial Advisor Firms in Lubbock:
AMICUS FINANCIAL ADVISORS, LLC
CRD#: 131315
Address: 7021 Kewanee Ave 4-102, Lubbock, TX 79424
Clients: 568
Average Clients per Advisor: 28
AUM: $ 511M
MCDONALD CAPITAL MANAGEMENT
CRD#: 114531
Address: 8001 Quaker Avenue Suite J, Lubbock, TX 79424
Clients: 75
Average Clients per Advisor: 37
AUM: $ 306M
BONNER & SMITH, LLC
CRD#: 114287
Address: 5308 114th St, Lubbock, TX 79424
Clients: 188
Average Clients per Advisor: 62
AUM: $ 262M
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
CRD#: 144200
Address: 10210 Frankford Ave Suite 220, Lubbock, TX 79424
Clients: 405
Average Clients per Advisor: 81
AUM: $ 164M
HIGH PLAINS INVESTMENT ADVISORS, INC.
CRD#: 114404
Address: 7021 Kewanee Ave. Suite 5-102, Lubbock, TX 79424
Clients: 108
Average Clients per Advisor: 54
AUM: $ 159M
THE ADVISORS GROUP
CRD#: 290104
Address: 12002 Trafalgar Avenue Suite 102, Lubbock, TX 79424
Clients: 146
Average Clients per Advisor: 73
AUM: $ 117M
How We Chose the Top Financial Advisors in Lubbock, Texas
To create this list of top financial advisor firms in Lubbock, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lubbock has to offer.
Search Financial Advisors in Lubbock, Texas
Michael D Speed
Registered Affiliation(s):EDWARD JONES
Thomas Lee Wood
Registered Affiliation(s):EDWARD JONES
John Travis Funk
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Carlos Castro
Registered Affiliation(s):EDWARD JONES
Christopher Keith Lambert
Registered Affiliation(s):EDWARD JONES
Leland Jay Brockman
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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