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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

1,081 firms manage $4.6 trillionTexas

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. 5936
    Adams Asset Advisors LLCDallas, TX · 118 clientsWealth manager
    Fidelity 100%
    $839M
  2. 5957
    Ironarc Management, LLCAustin, TX · 23 clientsPrivate fund adviser
    No custodian reported
    $834M
  3. 5962
    Climate InvestmentHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $831M
  4. 5979
    Centergate CapitalAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $828M
  5. 5987
    Madden Asset ManagementDallas, TX · 162 clientsWealth manager
    Schwab 77%Morgan Stanley 23%
    $826M
  6. 5992
    Platform Partners LLCHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $825M
  7. 5994
    Highcrest Capital, LLCFredericksburg, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $824M
  8. 5996
    Nexannuity Asset Management, L.P.Dallas, TX · 3 clientsAsset managerAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    No custodian reported
    $823M
  9. 6003
    Alta Fox Capital Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $821M
  10. 6036
    Assetbuilder, Inc.Allen, TX · 720 clientsWealth manager
    No custodian reported
    $813M
  11. 6039
    Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWealth managerWrap sponsor
    Fidelity 100%
    $811M
  12. 6050
    Tanglewood Legacy Advisors, LLCHouston, TX · 172 clientsWealth manager
    LPL Financial 85%
    $809M
  13. 6075
    Nokomis Capital, L.L.C.Dallas, TX · 2 clientsPrivate fund adviser
    Fidelity 100%
    $804M
  14. 6081
    Moss, Luse & Womble, LLCPlano, TX · 874 clientsWealth manager
    Schwab 100%
    $803M
  15. 6082
    Clear Trail Advisors, LLCHouston, TX · 376 clientsWealth manager
    Schwab 100%
    $803M
  16. 6083
    Elsewhere Partners, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $803M
  17. 6101
    Harris Preston & Partners, LLCAustin, TX · 109 clientsPrivate fund adviser
    No custodian reported
    $799M
  18. 6124
    Saturn V Capital Management LPAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $793M
  19. 6144
    Softvest AdvisorsAbilene, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $788M
  20. 6160
    Cresta AdvisorsLaredo, TX · 333 clientsAsset manager
    Pershing 100%
    $786M
  21. 6169
    PIN Oak Investment Advisors IncHouston, TX · 322 clientsPrivate fund adviser
    Schwab 100%
    $785M
  22. 6234
    Hourglass Capital, LLCHouston, TX · 102 clientsWealth manager
    Schwab 100%
    $769M
  23. 6243
    Urban Fund Management, LLCPlano, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $768M
  24. 6287
    Paratus Financial, Inc.Dallas, TX · 88 clientsWealth manager
    Schwab 100%
    $757M
  25. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  26. 6330
    Autumn Glory Partners, LLCDallas, TX · 67 clientsWealth manager
    Fidelity 78%Schwab 22%
    $748M
  27. 6332
    Pax Financial GroupSan Antonio, TX · 1,350 clientsWealth managerWrap sponsor
    Schwab 100%
    $747M
  28. 6378
    Crossplane Capital Management, LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $736M
  29. 6379
    Thomist Capital Management, LPHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $736M
  30. 6424
    Virtus Family OfficeEl Paso, TX · 155 clientsWealth manager
    UBS 77%Interactive Brokers 23%
    $727M
  31. 6429
    Haddington Ventures, LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $726M
  32. 6436
    Bridge Capital AdvisorsHouston, TX · 9 clientsAsset manager
    No custodian reported
    $725M
  33. 6441
    Wealthstar Advisors, LLCPlano, TX · 453 clientsWealth managerWrap sponsor
    Fidelity 100%
    $724M
  34. 6458
    Doliver Advisors, L.P.Houston, TX · 237 clientsWealth manager
    Schwab 86%
    $718M
  35. 6469
    Main Street Retirement Planning, LLCCoppell, TX · 1,688 clientsWealth manager
    SEI 100%
    $717M
  36. 6507
    Manske Wealth Management, LLCHouston, TX · 502 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $707M
  37. 6509
    Corrigo Investment Partners, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $707M
  38. 6510
    E & G Advisors, LLCHouston, TX · 370 clientsWealth manager
    No custodian reported
    $707M
  39. 6522
    Latticework Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $705M
  40. 6530
    CCC Advisors, LLCAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $703M

RIAs by state