Licensed · Sugar Land
Licensed & Insured Financial Advisors in Sugar Land, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Sugar Land, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Smart Financial Centre at Sugar Land with a 4.3-star rating from 6,594 Google reviews and an RNM Score of 76/100. Also in the top tier: FM Financial Services LLC and WJ Interests Financial Advisors - Wealth Management. The average rating across all listed financial advisors in Sugar Land is 4.9 stars from 354 reviews per business on average.
Financial advisors in Sugar Land typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
354
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.3 stars from over 6,500 reviews in Sugar Land.
18111 Lexington Blvd, Sugar Land, TX 77479, USARated 5.0 stars from 31 reviews, this Sugar Land financial advisor is highly trusted.
77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478, USAServing Sugar Land with a perfect 5.0-star rating earned from 17 client reviews.
2333 Town Ctr Dr #100, Sugar Land, TX 77478, USAFinancial Advisors Rankings in Sugar Land, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Smart Financial Centre at Sugar Land18111 Lexington Blvd, Sugar Land, TX 77479, USA | 4.3★ | 6,594 |
| #2 | FM Financial Services LLC77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478, USA | 5.0★ | 31 |
| #3 | WJ Interests Financial Advisors - Wealth Management2333 Town Ctr Dr #100, Sugar Land, TX 77478, USA | 5.0★ | 17 |
| #4 | Bert Boutte - Edelman Financial Engines1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA | 5.0★ | 12 |
| #5 | Fort Bend Financial Wealth Management800 Bonaventure Wy Suite 124, Sugar Land, TX 77479, USA | 5.0★ | 1 |
| #6 | Trajan Wealth2245 Texas Dr #300, Sugar Land, TX 77478, USA | 4.9★ | 13 |
| #7 | Avidian Wealth Solutions - Sugar Land13131 Dairy Ashford Rd #150, Sugar Land, TX 77478, USA | 4.9★ | 10 |
| #8 | Edelman Financial Engines1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA | 4.8★ | 5 |
| #9 | Sugar Land Financial Advisors514 Brooks St, Sugar Land, TX 77478, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Gabriel F Trevino, AAMS®300 Promenade Wy Suite 190, Sugar Land, TX 77478, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sugar Land
Exceptional 5.0-star rating from 12 Google reviews for a Sugar Land financial advisor.
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
Rated 5.0 stars from one Google review, this Sugar Land financial advisor is highly regarded.
800 Bonaventure Wy Suite 124, Sugar Land, TX 77479, USA
4.9 stars from 13 reviews, reflecting high local client satisfaction.
2245 Texas Dr #300, Sugar Land, TX 77478, USA
Rated 4.9 stars from 10 reviews, this Sugar Land financial advisor is highly recommended.
13131 Dairy Ashford Rd #150, Sugar Land, TX 77478, USA
Rated 4.8 stars from 5 Google reviews, this Sugar Land financial advisor is highly recommended.
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
Rated 5.0 stars from one Google review, earning exceptional local trust.
514 Brooks St, Sugar Land, TX 77478, USA
Rated 5.0 stars from 9 reviews for trusted financial guidance in Sugar Land.
300 Promenade Wy Suite 190, Sugar Land, TX 77478, USA
Exceptional 5.0-star rating based on 5 Google reviews from local clients.
2735 Town Center Blvd N S, Sugar Land, TX 77479, USA
Rated 4.0 stars from 5 reviews, serving Sugar Land clients.
1650 Hwy 6 STE 250, Sugar Land, TX 77478, USA
Rated 5.0 stars from 4 Google reviews for financial guidance in Sugar Land.
4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, USA
Rated 5.0 stars from 2 reviews, this Sugar Land financial advisor is highly regarded.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, USA
Rated 5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
4610 Sweetwater Blvd Ste 210, Sugar Land, TX 77479, USA
Trusted by clients with a flawless 5.0-star rating from recent reviews.
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, USA
5.0★ rating from 10 reviews for financial advising in Sugar Land.
14090 Southwest Fwy #300, Sugar Land, TX 77478, USA
Rated 5.0 stars from 6 Google reviews, this Sugar Land financial advisor is highly regarded.
14141 Southwest Fwy Suite 150, Sugar Land, TX 77478, USA
5.0-star rating from 4 Google reviews for a Sugar Land financial advisor.
12930 Dairy Ashford Rd SUITE 301, Sugar Land, TX 77478, USA
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Financial Advisors in Sugar Land, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Smart Financial Centre at Sugar Land | 76/100 | 4.3 ★ | 6,594 |
| 2 | FM Financial Services LLC | 77/100 | 5.0 ★ | 31 |
| 3 | WJ Interests Financial Advisors - Wealth Management | 74/100 | 5.0 ★ | 17 |
| 4 | Bert Boutte - Edelman Financial Engines | 72/100 | 5.0 ★ | 12 |
| 5 | Fort Bend Financial Wealth Management | 62/100 | 5.0 ★ | 1 |
| 6 | Trajan Wealth | 71/100 | 4.9 ★ | 13 |
| 7 | Avidian Wealth Solutions - Sugar Land | 70/100 | 4.9 ★ | 10 |
| 8 | Edelman Financial Engines | 65/100 | 4.8 ★ | 5 |
| 9 | Sugar Land Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Gabriel F Trevino, AAMS® | 71/100 | 5.0 ★ | 9 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Sugar Land
What is a fiduciary financial advisor and why does it matter in Sugar Land?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sugar Land, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sugar Land?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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