City
Wealth management firms in Lubbock, Texas
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Lubbock, Texas reported $2.2 billion in regulatory assets under management; the largest by assets was Amicus Financial Advisors, LLC, with $550.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $139.0 million
- SEC-registered, of those listed
- 7 of 16 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Amicus Financial Advisors, LLC | SEC | $550.9 million | 1,486 |
| 2 | McDonald Capital Management | SEC | $357.7 million | 402 |
| 3 | Lonestar Registered Investment Advisors, LLC | SEC | $336.2 million | 1,195 |
| 4 | Bonner & Smith, LLC | SEC | $314.8 million | 1,044 |
| 5 | High Plains Investment Advisors, Inc. | SEC | $191.2 million | 415 |
| 6 | The Advisors Group | SEC | $142.4 million | 542 |
| 7 | Green & Deckert LLC | SEC | $132.8 million | 373 |
| 8 | K&S Wealth Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $76.6 million | 120 |
| 9 | Alpha Capital LLC | State | $67.8 million | 240 |
| 10 | AIM Advisory Group, LLC | State | $24.2 million | 111 |
| 11 | Open Door Financial Advisors | State | $15.4 million | 73 |
| 12 | Vision Wealth Advisors LLC | State | $11.7 million | 203 |
| 13 | Angel Legacy Advisors, LLC | State | $2.2 million | 65 |
| 14 | Boonipat Advisory LLC | State | $0 | 0 |
| 15 | HJ Harrell Investments | State | $0 | 0 |
| 16 | Sagefolio Advisors | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.