Best Financial Advisors in SUGAR LAND, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
SUGAR LAND, TX · Since 2022
KINGS PATH PARTNERS LLC
SUGAR LAND, TX · Since 2016
VERUS FINANCIAL GROUP
SUGAR LAND, TX · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.