City
Wealth management firms in Sugar Land, Texas
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Sugar Land, Texas reported $1.7 billion in regulatory assets under management; the largest by assets was WJ Interests, LLC, with $633.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $79.5 million
- SEC-registered, of those listed
- 6 of 22 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | WJ Interests, LLC | SEC | $633.5 million | 828 |
| 2 | RWM Capital, LLC | SEC | $222.4 million | 2,731 |
| 3 | Verus Financial Group | SEC | $158.7 million | 752 |
| 4 | Chung WU Investment Group, LLC | SEC | $147.5 million | 215 |
| 5 | Trinity Neches | SEC | $120.4 million | 180 |
| 6 | Linden Rose Investment LLC | State | $96.4 million | 96 |
| 7 | Incomar Investments, LLC | State | $91.9 million | 128 |
| 8 | Sweetwater Financial Advisors, LLC | State | $84.4 million | 1,094 |
| 9 | Oppoquest | State | $45.7 million | 133 |
| 10 | James G. McClellan CPA | State | $34.4 million | 9 |
| 11 | Wesley Owen Bales Investment Advisory Service | State | $31.6 million | 100 |
| 12 | Svane Capital, LLC | State | $28.2 million | 84 |
| 13 | Quantwealth Advisors LLC | State | $20.1 million | 10 |
| 14 | Domani Investments Inc. | State | $10.0 million | 55 |
| 15 | Alphavista Asset Management LLC | State | $7.0 million | 4 |
| 16 | Sof Spectrum Capital Management, LLC | State | $6.3 million | 55 |
| 17 | Marshall Wealth Management, LLC | State | $6.2 million | 92 |
| 18 | Collins Wealth Management | State | $3.6 million | 60 |
| 19 | Michael E. Reichek DBA Reichek Financial Services | State | $1.2 million | 4 |
| 20 | Angelus Wealth, LLC | State | $244,568 | 6 |
| 21 | Nestvst | SEC | $7,067 | 5 |
| 22 | Balai Lagai Wealth Management | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.