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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

6 firms manage $48 billionFrost Bank

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 627
    Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
    Schwab 79%
    $32B
  2. 1978
    Sentry Management IncWichita Falls, TX · 88 clientsAsset manager
    Federal Home Loan Bank of Dallas 44%The Independent Bankerbank 36%
    $5.4B
  3. 2003
    Frost Investment Advisors, LLCSAN Antonio, TX · 9 clientsAsset managerHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    Frost Bank 100%
    $5.4B
  4. 2457
    Alamo Advisors, LPSAN Antonio, TX · 242 clientsWealth manager
    RBC 83%
    $3.9B
  5. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  6. 5771
    Robert Harrell, IncorporatedAustin, TX · 67 clientsAsset manager
    SEI 67%
    $885M

RIAs by state