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Best financial advisors in Sugar Land, TX

Registered advisers within 25 miles of Sugar Land, TX.

Offices
1,444
Firms
684
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,228,676 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

FOUNDATIONS INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PAX EQUITY LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATEGIC ADVISERS LLC
PFS INVESTMENTS INC.
LOMETA CAPITAL PARTNERS, INC.
CONSTELLATION CAPITAL GROUP, LLC
ANGELUS WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Machi Douglas Horne
DOUGLAS DAVID HORNE
Joe Brian Fulmer
Victoria Ruth Gabany
MARY KRISTINE JENKINS
MICHAEL W DUTY
JOHN DAVID CARAM
JEANNE M. MC CORMICK
JARED LOUIS CRAWFORD
VICKI LYNN HEBERT
WILLIAM PAUL HAWKER
MARCO BRIAN LLOYD
NITIN JAGMOHANDAS KAPADIA
ALEX MARTIN UPDYKE
BRUCE EDWARD PICCIRILLO
SHARON BETH DUNCAN
Jason Dayo Adams
CATHY MCGHEE BUCHANAN
MATTHEW JOSEPH KING
JASON WILLIAM FOY
GREGORY C BASILLIO
CHAD ANDREW JAMES
UMANG UMESH TALATI
TROY RONALD SPENCER
SONNY M. BLANCHARD
MARK ROBERT LATAWIEC
ROSEMARY L GUILLOTTE
RAYMOND STAUFFACHER
JAIKISHAN MADHU DARYANANI
HAL MITCHELL FINBERG
KIEN CHI THAI
Roneil Bharat Patel
TADEUS CROCKETT LATAWIEC
JENNIFER CATHERINE BURDETTE
ASHEET K YAGNIK
RITCHIE CHRISTOPHER NUNCIO
ANNA V GRINVALDS MAGAR
GEORGE STAFFORD ECKHARDT
ROBERT CLIFFORD HARDIN
MARK ANDREW COUNTRYMAN
JANA K. ALBUS
Melissa Ann Hoffman
Shawn Mitchell Grimm
JEFFERY CRAIG FARRIS
JESSE JAVIER CARRILLO
Caitlin Little
Adrian Javier Gonzalez
STEWART ALLEN JACOBSON
Troy Lynn Wootton
Steven Wayne Magehee
DAVID ALAN EVANS
RAMESH K CHERIVIRALA
FREDERICK WILLIAM GRANEY
DAVID ALEXANDER GURA
Keith M. Bernstein
BELINDA ANN IBENTHAL
MORRIS EUGENE WILLIAMS
Jason Paul Williams
AMIT JAIN
MARTIN WAYNE PATE
PAULA ELOISE DAVIS
ALIREZA S HASHEMI
JONATHAN BITTERMAN RAO
RYAN BARNETT TAYLOR
HARRISS W LAUDERDALE
Joshua Griffin
Sadia Sikander Awan
Fred R Van Meter
SAMUEL REX AYERS
John D Rigdon
STEVEN RICHARD AMBRIZ
suzannah grace rako bsaiso

Within 25 miles of Sugar Land, TX, Best Investors lists 684 registered investment advisory firms with 1,444 offices nearby, managing about $20.1T in combined regulatory AUM across 3,228,676 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Sugar Land

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM