Rialytix insights

Top RIA Firms in Sugar Land, Texas

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Sugar Land, Texas. This hub covers 7 matching firms with $2.7B in total reported AUM and median AUM of $158.7M.

Firms

7

Matching current profiles

Total AUM

$2.7B

Reported regulatory AUM

Median AUM

$158.7M

Across firms with AUM

Largest firm

$1.5B

Kings Path Partners LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Kings Path Partners LLC
CRD 269876 · Limited Liability Company
SUGAR LAND, TX$1.5B
Feb 2026
+$258.4M+20.3%+$782.7M+104.9%+$921.6M+151.8%+$1.2B+342.0%+2 employees+33.3% over 3Y+293 accounts+99.0% over 3Y
2. Wj Interests, LLC
CRD 114381 · Limited Liability Company
SUGAR LAND, TX$633.5M
Mar 2026
+$149.7M+30.9%+$178.2M+39.1%+$285.1M+81.8%+$489.3M+339.4%+2 employees+25.0% over 3Y+60 accounts+7.8% over 3Y
3. Rwm Capital, LLC
CRD 310635 · Limited Liability Company
SUGAR LAND, TX$222.4M
Mar 2026
+$114.4M+106.0%+$57.8M+35.1%+$104.1M+88.0%+54 employees+600.0% over 3Y+1,859 accounts+213.2% over 3Y
4. Verus Financial Group
CRD 315153 · Corporation
SUGAR LAND, TX$158.7M
Mar 2026
+$28.9M+22.3%+$58.0M+57.6%0 employees+0.0% over 1Y+112 accounts+17.5% over 1Y
5. Chung Wu Investment Group, LLC
CRD 170362 · Limited Liability Company
SUGAR LAND, TX$147.5M
Apr 2026
+$20.3M+15.9%+1 employees+100.0% over 3Y+13 accounts+6.4% over 1Y
6. Rocky Mountain Private Wealth Management, L.l.c.
CRD 127140 · Limited Liability Company
SUGAR LAND, TX$23.5M
Mar 2026
-$40.6M-63.3%-$21.3M-47.5%-$27.5M-53.9%-$136.5M-85.3%0 employees+0.0% over 3Y+1 accounts+25.0% over 3Y
7. Wealthdoor Invest
CRD 336825 · Limited Liability Company
SUGAR LAND, TX$7.1K
Mar 2026
+2 employees+100.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.