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Best financial advisors in SUGARLAND, TX

Registered advisers within 25 miles of SUGARLAND, TX.

Offices
20
Firms
16
Combined AUM
$3.77T
Firm-wide filings, not assets booked only here
Clients
976K
976,382 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

584 NORTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
FIDUCIARY CAPITAL MANAGEMENT LLC
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
M&A WEALTH
MDX WEALTH MANAGEMENT
MORGAN STANLEY
NAMCOA
NEW DAY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
SAVILE PRIVATE WEALTH LLC
UBS FINANCIAL SERVICES INC.

Investors

sanjay gupta
BARBARA DAVIS WIRICK
BRIAN P MONK
RAMESH K CHERIVIRALA
THOMAS B SANCHEZ
DAVID ALAN EVANS
Yaqi Li
Scott K Fogleman
Travis L. Dock
HUGO RODRIGUES
Joshua George
ADIL NOORALLAH MACKWANI
ROBERT CRUCES
MARIA DEMBSKI
JAMES DAVID JONES
NICOLE JOHNSON PACHAR
TERRY DALE LESTER
JOYCE JOYCE BODENHAMER
NITA PANKAJ SINGHAL
DONALD LEE BARRERE
MICHAEL PATRICK JOHNSON
CINDRELL DENISE THOMAS
ANTONIO DELAGARZA
ARNAUD COCQUEREL
KEITH A. ALLAN WEIDEMANN

Within 25 miles of SUGARLAND, TX, Best Investors lists 16 registered investment advisory firms with 20 offices nearby, managing about $3.77T in combined regulatory AUM across 976,382 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 SUGARLAND

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM