AdvisorCensus / Financial advisors / Texas / Lubbock, TX / Charles Schwab
Financial advisors in Lubbock, TX using Charles Schwab
7 SEC-registered investment advisory firms headquartered in the Lubbock, TX metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Amicus Financial Advisors, LLC | Lubbock | SEC-registered investment adviser | $500 million to $1 billion |
| Family Dynasty Advisors LLC | Lubbock | SEC-registered investment adviser | $25 million to $100 million |
| Green & Deckert LLC | Lubbock | SEC-registered investment adviser | $100 million to $500 million |
| High Plains Investment Advisors, Inc. | Lubbock | SEC-registered investment adviser | $100 million to $500 million |
| Lonestar Registered Investment Advisors, LLC | Lubbock | SEC-registered investment adviser | $100 million to $500 million |
| McDonald Capital Management | Lubbock | SEC-registered investment adviser | $100 million to $500 million |
| The Advisors Group | Lubbock | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Lubbock, TX using Charles Schwab. https://advisorcensus.com/advisors/tx/lubbock/custodians/charles-schwab https://advisorcensus.com/advisors/tx/lubbock/custodians/charles-schwab