Bennett Bennett & Trice
“Recently he graciously agreed to meet with me to discuss my finances, whether or not I should pay off my house, and tax consequences of withdrawing funds out of my Inherited IRA.”
Best Financial Advisors in Lubbock, TX
24 firms listed · all 24 in Lubbock · 12 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Mason Warner & Company
“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”
Evensky & Katz / Foldes Wealth Management
Winston Wealth Advisors
“In all the years that we have dealt with David, the one thing that stands out most of all is his level of integrity, which gives us a high level of confidence dealing with Winston Wealth Advisors.”
Golden Circle Financial Group
AIM Advisory Group
“His dedication to his customers is unmatched as he takes the time to hear you out and develop the plan that is right for you and your family.”
The 24 firms listed for Lubbock, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lubbock, TX
All 24 firms we list here are in Lubbock itself. We have 25 firms in Lubbock on file; this page shows the highest-rated 24. 13 of the firms on this page have a rating, from 1.0 to 5.0 across 151 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 shows a license on its website; 2 list staff certifications (CFP) and 8 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 55 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 14 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lubbock offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Caprock Business Consulting
“We have Used Caprock Business Consulting for over a year now and coudnt be more pleased with the results.”
Associated Business Services
“Professional experience and Friendly you cant go wrong here!”
Advisors Group
“Can't say enough about how helpful the whole team at The Advisors Group is!”
Caprock Financial Group
“Down to earth people, will work hard to meet your financial goals.”
Massengale Wealth Management
Amicus Financial Advisors
“Really been helpful with my investment needs.”
Pennington Bass & Associates
“Ps- they know everyone by name and if you have multiple family members/ friends who work with them they are kind enough to ask you about them!”
Green & Deckert
Alpha Capital Strategies
Peacefield Wealth Solutions
Greg Homesley, CPA
Wellington State Wealth Management
Johnston Wealth Management
Bonner & Smith
Castle Financial
Family Dynasty Advisors
Antioch Wealth Management
Vision Wealth Advisors
Why these companies made our list
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