Home
Financial Advisor
Texas
The Woodlands
THE SUM

THE SUM

Tel: 281-940-4859 4526 Research Forest Dr. Suite 240 The Woodlands, Texas 77381

About THE SUM

THE SUM is a The Woodlands, Texas based financial advisory firm with nearly $409,460,174 in assets under management and provides investment advisory services for 875 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

297658

Firm SEC#:

801-122376

Assets Under Management:

$409,460,174

No. of Clients:

875

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Texas, The Woodlands

FirmCRD#:158263
SEC#:801-73888
No. of Advisors:17
No. of Clients:22
AUM:$2,178,152,496
FirmCRD#:156791
SEC#:801-73791
No. of Advisors:22
No. of Clients:8
AUM:$1,823,646,056
FirmCRD#:284852
SEC#:801-108263
No. of Advisors:4
No. of Clients:265
AUM:$1,304,332,863
FirmCRD#:134242
SEC#:801-99351
No. of Advisors:16
No. of Clients:2039
AUM:$780,349,511
FirmCRD#:168009
SEC#:801-78230
No. of Advisors:1
No. of Clients:46
AUM:$720,717,075
FirmCRD#:164975
SEC#:801-77571
No. of Advisors:10
No. of Clients:948
AUM:$552,789,475
FirmCRD#:143543
SEC#:801-68251
No. of Advisors:4
No. of Clients:1717
AUM:$513,325,252
FirmCRD#:154238
SEC#:801-71684
No. of Advisors:4
No. of Clients:675
AUM:$502,118,628
FirmCRD#:112486
SEC#:801-60648
No. of Advisors:7
No. of Clients:865
AUM:$495,605,416
FirmCRD#:291465
SEC#:801-113512
No. of Advisors:11
No. of Clients:2561
AUM:$463,185,350
FirmCRD#:309456
SEC#:801-120722
No. of Advisors:6
No. of Clients:4
AUM:$437,257,379
FirmCRD#:142654
SEC#:801-100442
No. of Advisors:6
No. of Clients:906
AUM:$407,235,039
FirmCRD#:148406
SEC#:801-69751
No. of Advisors:12
No. of Clients:1386
AUM:$406,119,064
FirmCRD#:174865
SEC#:801-112505
No. of Advisors:2
No. of Clients:870
AUM:$376,136,246

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.