City
Wealth management firms in Friendswood, Texas
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Friendswood, Texas reported $937.1 million in regulatory assets under management; the largest by assets was Lifestyle Asset Management, Inc., with $571.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $937.1 million
- Average per firm
- $187.4 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lifestyle Asset Management, Inc. | SEC | $571.2 million | 1,852 |
| 2 | Texas Family Wealth, LLC | SEC | $257.0 million | 1,074 |
| 3 | Bayrock Financial, L.L.C. | State | $61.0 million | 259 |
| 4 | Worthen Financial Advisors | State | $47.9 million | 204 |
| 5 | Apps Wealth Management, Inc. | 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.