Best Financial Advisors in SUGAR LAND, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SUGAR LAND
WJ INTERESTS, LLC
SUGAR LAND, TX · Since 2003
CHUNG WU INVESTMENT GROUP, LLC
SUGAR LAND, TX · Since 2024
RWM CAPITAL, LLC
SUGAR LAND, TX · Since 2020
NESTVST
SUGAR LAND, TX · Since 2025
KINGS PATH PARTNERS LLC
SUGAR LAND, TX · Since 2016
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
SUGAR LAND, TX · Since 2022
VERUS FINANCIAL GROUP
SUGAR LAND, TX · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SUGAR LAND?
The median advisory fee in SUGAR LAND, TX is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.