Falists

Texas · 14 advisers

Financial Advisors in Lubbock, Texas

Looking for a financial advisor in Lubbock, Texas? Falists indexes 14 SEC-registered and state-registered investment advisers in Lubbock — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $550.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

13

Largest AUM

$550.9M

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning11Trusts12Retirement4Institutional8

Top advisors in Lubbock

Ranked by AUM · Fees, team & specialties at a glance

View all 14 →

K&S WEALTH ADVISORS, LLC

Lubbock, TX

AUM

$76.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

806-793-2527

Full profileNo website

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in Lubbock, Texas?
14 registered investment advisers are listed in our Lubbock directory, sourced from public SEC filings.
What types of advisors are in Lubbock?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lubbock?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.