Texas · 24 advisers
Financial Advisors in Sugar Land, Texas
Looking for a financial advisor in Sugar Land, Texas? Falists indexes 24 SEC-registered and state-registered investment advisers in Sugar Land — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 18 firms list a website you can visit directly. Firms in this directory manage up to $1.53B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
24
With website
18
Largest AUM
$1.53B
Financial planning
9
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sugar Land
Ranked by AUM · Fees, team & specialties at a glance
KINGS PATH PARTNERS LLC
Sugar Land, TX
AUM
$1.53B
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(832) 500-3101
WJ INTERESTS, LLC
Sugar Land, TX
AUM
$633.5M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-634-9400
RWM CAPITAL, LLC
Sugar Land, TX
AUM
$222.4M
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
832-981-7000
VERUS FINANCIAL GROUP
Sugar Land, TX
AUM
$158.7M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-909-3188
CHUNG WU INVESTMENT GROUP, LLC
Sugar Land, TX
AUM
$147.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(281) 203-0069
SWEETWATER FINANCIAL ADVISORS, LLC
Sugar Land, TX
AUM
$84.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
281-491-3333
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
Sugar Land, TX
AUM
$23.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-778-4900
MARSHALL WEALTH MANAGEMENT, LLC
Sugar Land, TX
AUM
$6.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
832-440-7293
COLLINS WEALTH MANAGEMENT
Sugar Land, TX
AUM
$3.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
281-766-4850
ANGELUS WEALTH, LLC
Sugar Land, TX
AUM
$245K
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(346) 409-7974
NESTVST
Sugar Land, TX
AUM
$7K
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
832-592-1760
MY HARVEST FIELD FINANCIAL LLC
Sugar Land, TX
AUM
$0
Team
2 advisors
Clients
0
Fees
SOLICITOR FEES
(713) 623-1762
INCOMAR INVESTMENTS, LLC
Sugar Land, TX
AUM
$91.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-776-1860
JAMES G. MCCLELLAN CPA
Sugar Land, TX
AUM
$34.4M
Team
1 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
281-240-0330
AMIJAG ADVISORS LLC
Sugar Land, TX
AUM
$21K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
713-478-0474
MODI VENTURE CAPITAL MANAGEMENT LLC
Sugar Land, TX
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(650) 200-0175
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Common questions
- How many financial advisors are in Sugar Land, Texas?
- 24 registered investment advisers are listed in our Sugar Land directory, sourced from public SEC filings.
- What types of advisors are in Sugar Land?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Sugar Land?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.