Top financial advisors in Friendswood, TX
We've curated a list of the best financial advisors in Friendswood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $381,974,097 Number of advisors 12 advisors | |||
| 2 | Assets under management $202,655,748 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Friendswood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. is a registered investment adviser based in Friendswood, Texas, providing personalized investment advisory services since 2011. The firm offers portfolio management, pension consulting, sub-advisory, and financial planning services. Clients have the option for discretionary or non-discretionary portfolio management, with a focus on tailored investment strategies based on individual needs and objectives. The firm offers various portfolio lineups, including individual equity separate accounts, custom total return portfolios, and fund allocation portfolios, each with specific investment objectives and risk levels. For portfolio management services, fees are based on a percentage of assets under management, with a tiered fee schedule ranging from 0.75% to 1.75%. Pension consulting services are also available, with fees based on a percentage of assets under management, ranging from 0.15% to 0.50%. Lifestyle Asset Management does not accept performance-based fees or engage in side-by-side management. The firm recommends the brokerage and custodial services of Charles Schwab Advisor Services, providing access to institutional trading and custody services. Lifestyle Asset Management does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm compensates non-employee consultants for client referrals, with referral fees contingent upon entering into an advisory agreement. Lifestyle Asset Management prioritizes client privacy and maintains policies to protect personal information. In the event of trade errors, corrective actions are taken to restore client accounts. The firm does not initiate or participate in class action lawsuits on behalf of clients.
$381,974,097 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Financial Consulting
Texas Family Wealth, LLC
Texas Family Wealth, LLC is a financial advisory firm based in Friendswood, Texas. It currently has approximately $202,655,748 of assets under management and employs about 4 people. Texas Family Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$202,655,748 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Friendswood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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