Top advisors in Sugar Land
We’ve curated a list of the best financial advisors in Sugar Land, take a look at it below
Find an advisor in Sugar Land| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $426,714,000 | 9 advisors | ||
| 2 | $106,988,955 | 11 advisors | ||
| 3 | $76,815,970 | 3 advisors | ||
| 4 | $68,944,349 | 2 advisors | ||
| 5 | $44,808,104 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Sugar Land, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sugar Land. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Wj Interests, LLC
Assets under management
$426,714,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
2. Rwm Capital, LLC
Assets under management
$106,988,955
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Sweetwater Financial Advisors, LLC
Assets under management
$76,815,970
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Incomar Investments, LLC
Assets under management
$68,944,349
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Rocky Mountain Private Wealth Management, L.l.c.
Assets under management
$44,808,104
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.