Top 4 financial advisor firms in Sugar Land

4 SEC-registered financial advisor firms are headquartered in Sugar Land, TX, with $1.16B in combined regulatory assets under management. The largest by assets are WJ Interests ($634M), RWM Capital ($222M) and Verus Capital Ventures ($159M).

4
Financial advisor firms: $1.16B
Their combined AUM: $191M
Median firm AUM: 2,208
Clients of the top 4

The 4 largest by assets

1
WJ Interests
RIA
$634M
0.65% to 0.65% a year
2
RWM Capital
RIA
$222M
Regulatory AUM
3
Verus Capital Ventures
RIA
$159M
Regulatory AUM
4
Chung Wu Investment Group
RIA
$147M
Up to 1.25% a year

Profiles of the top 4

No. 1 · RIA

WJ Interests

WJ Interests is an investment adviser based in Sugar Land, TX, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $634 million, as filed on 20 March 2026.

WJ Interests charges 0.65% a year for its Wealth management fee.

Regulatory AUM: $634M
Clients: 254
Advisory staff: 5
Founded: 1996
Fee schedule: 0.65% to 0.65% a year
Custodians: Charles Schwab
Headquarters: 2333 Town Center Drive, Suite 100, Sugar Land, TX 77478-4175
Phone: 281-634-9400
Website: wjwealth.com

No. 2 · RIA

RWM Capital

RWM Capital is an investment adviser based in Sugar Land, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $222 million, as filed on 7 August 2026.

Regulatory AUM: $222M
Clients: 1,439
Advisory staff: 21
Custodians: Charles Schwab
Headquarters: 1600 Highway 6, Suite 340, Sugar Land, TX 77478
Phone: 832-981-7000
Website: robertswealth.com

No. 3 · RIA

Verus Capital Ventures

Verus Capital Ventures is an investment adviser based in Sugar Land, TX, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $159 million, as filed on 8 September 2026.

Regulatory AUM: $159M
Clients: 388
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 14141 Southwest Freeway, Suite 150, Sugar Land, TX 77478
Phone: 713-909-3188
Website: verusfinancial.us

No. 4 · RIA

Chung Wu Investment Group

Chung Wu Investment Group is an investment adviser based in Sugar Land, TX, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $147 million, as filed on 10 April 2026.

Chung Wu Investment Group charges up to 1.25% a year for its Asset Management.

Regulatory AUM: $147M
Clients: 127
Advisory staff: 2
Fee schedule: Up to 1.25% a year
Minimum account: $250,000
Custodians: Raymond James
Headquarters: 1415 Lake Pointe Parkway, Sugar Land, TX 77478
Phone: 281-203-0069
Website: cw-investmentgroup.com

Questions about financial advisors in Sugar Land

How many financial advisor firms are headquartered in Sugar Land?

4 SEC-registered financial advisor firms report their principal office in Sugar Land, TX, managing $1.16B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Sugar Land?

WJ Interests, with $634M in regulatory assets under management on its latest Form ADV. The next largest are RWM Capital ($222M) and Verus Capital Ventures ($159M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Sugar Land?

The median firm manages $191M in regulatory assets. That is the midpoint of the 4 firms headquartered in Sugar Land.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Sugar Land?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Sugar Land has 4 financial advisor firms; see every adviser in the city →