Personalized advice for Portfolio
Size of 100K and above
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With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | AMICUS FINANCIAL ADVISORS, LLC 7021 Kewanee Ave, 4-102 Lubbock, TX, 79424 | $353,837,936 | 1258 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | MCDONALD CAPITAL MANAGEMENT 8001 Quaker Avenue, Suite J Lubbock, TX, 79424 | $238,444,353 | 162 | 5 | A Percentage of AUM, Hourly charges, Performance Based |
3 | BONNER & SMITH, LLC 5308 114th St, Lubbock, TX, 79424 | $207,635,463 | 949 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | HIGH PLAINS INVESTMENT ADVISORS, INC. 7021 Kewanee Ave., Suite 5-102 Lubbock, TX, 79424 | $124,988,000 | 388 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | FAMILY DYNASTY ADVISORS LLC 4601 S. Loop 289 Suite 7, Lubbock, TX, 79424 | $40,105,538 | 76 | 6 | A Percentage of AUM |
6 | LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC 10210 Frankford Ave, Suite 220 Lubbock, TX, 79424 | $0 | 0 | 3 | Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
QualificationsFirm CRD# 131315
Assets Under Management $353,837,936
No. Of Clients1258
Clients Per Financial Advisor70
AMICUS FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1258 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114531
Assets Under Management $238,444,353
No. Of Clients162
Clients Per Financial Advisor32
MCDONALD CAPITAL MANAGEMENT is a financial advisory firm situated in Lubbock, Texas. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114287
Assets Under Management $207,635,463
No. Of Clients949
Clients Per Financial Advisor316
BONNER & SMITH, LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 949 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114404
Assets Under Management $124,988,000
No. Of Clients388
Clients Per Financial Advisor129
HIGH PLAINS INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Lubbock, Texas. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297082
Assets Under Management $40,105,538
No. Of Clients76
Clients Per Financial Advisor13
FAMILY DYNASTY ADVISORS LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $40M assets under management, the firm specializes in crafting personalized retirement planning solutions for 76 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 144200
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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