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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sugar Land, TX

Every SEC-registered investment adviser representative at a firm office in Sugar Land, with the firms that employ the most of them.

The short answer

305 registered advisors work in Sugar Land; the most are at Strategic Advisers LLC (27). 44 list the CFP designation and 251 are also registered broker representatives.

Firms with the most advisors in Sugar Land

FirmAdvisors in Sugar Land
Strategic Advisers LLC27
J.P. Morgan Securities LLC news22
Merrill Lynch, Pierce, Fenner & Smith Incorporated news22
LPL Financial LLC news20
Ameriprise Financial Services, LLC news18
Morgan Stanley news18
UBS Financial Services Inc. news14
Wells Fargo Clearing Services, LLC news13
Edward Jones news11
Wells Fargo Advisors Financial Network, LLC news10
Lincoln Investment9
Rwm Capital, LLC9
Osaic Wealth, Inc. news7
Stifel, Nicolaus & Company, Incorporated news7
Wj Interests, LLC7
Capital Analysts6
Cetera Investment Advisers LLC news6
RBC Capital Markets, LLC news6
State Farm Investment Management Corp.6
Charles Schwab & Co., Inc. news5
Pfs Investments Inc.5
Eagle Strategies LLC4
Kings Path Partners LLC4
Ameritas Advisory Services, LLC3
Cambridge Investment Research Advisors, Inc. news3

Advisors in Sugar Land, A to Z (first 300 of 305)

CFP advisors in Sugar Land →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140Georgetown 137

Questions

How many financial advisors are in Sugar Land, TX?

305 investment adviser representatives are registered at firm offices in Sugar Land, Texas, according to the SEC's Investment Adviser Public Disclosure records. 251 of them are also registered as broker representatives, and 44 list the CFP designation.

Which firm has the most financial advisors in Sugar Land?

Strategic Advisers LLC, with 27 registered advisors in Sugar Land, followed by J.P. Morgan Securities LLC with 22.

How do I check a financial advisor in Sugar Land?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.