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Est. 2026The front page of wealth managementNew York

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RB 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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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. 6545
    Lauterbach Financial Advisors, LLCEl Paso, TX · 403 clientsWealth manager
    Schwab 100%
    $700M
  2. 6547
    Aethon Energy ManagementDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $700M
  3. 6558
    Ikarian CapitalDallas, TX · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $698M
  4. 6562
    Diesslin Group, Inc.Fort Worth, TX · 286 clientsWealth manager
    Schwab 100%
    $696M
  5. 6563
    LP Investment Management, LLCDallas, TXAsset manager
    No custodian reported
    $696M
  6. 6571
    Optimum Quantvest CorporationDallas, TX · 13 clientsAsset manager
    PNC 69%Comerica Bank 31%
    $695M
  7. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clientsWealth manager
    Fidelity 52%Schwab 48%
    $685M
  8. 6636
    Dash InvestmentsPlano, TX · 433 clientsWealth manager
    Schwab 100%
    $682M
  9. 6649
    Century Management Financial AdvisorsAustin, TX · 737 clientsWealth manager
    Schwab 83%
    $680M
  10. 6650
    Saxon Financial GroupHouston, TX · 509 clientsWealth manager
    Raymond James 90%
    $679M
  11. 6651
    Brasada Capital Management, LPHouston, TX · 382 clientsWealth manager
    Schwab 100%
    $679M
  12. 6652
    Signal Securities, Inc.Fort Worth, TX · 1,137 clientsBroker-dealer firmHybridSignal Securities, Inc.
    No custodian reported
    $679M
  13. 6657
    Valinor Wealth ManagementPlano, TX · 25 clientsAsset manager
    Schwab 100%
    $678M
  14. 6664
    9823 Capital, LPDallas, TX · 18 clientsPrivate fund adviser
    Goldman Sachs 85%
    $677M
  15. 6673
    Waterway Wealth Management, L.L.C.The Woodlands, TX · 142 clientsWealth managerWrap sponsor
    Fidelity 100%
    $676M
  16. 6682
    The Goff Financial GroupHouston, TX · 226 clientsWealth manager
    Schwab 83%
    $674M
  17. 6716
    Oakwell Private Wealth ManagementAustin, TX · 453 clientsWealth manager
    Schwab 81%
    $668M
  18. 6723
    Cayetano Development, LLCAustin, TX · 64 clientsPrivate fund adviser
    No custodian reported
    $667M
  19. 6736
    McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clientsWealth manager
    Schwab 80%
    $663M
  20. 6742
    Harrell Investment Partners, LLCAustin, TX · 186 clientsWealth manager
    Raymond James 89%
    $662M
  21. 6748
    Pender Capital Management, LLCDallas, TX · 2 clientsAsset manager
    No custodian reported
    $661M
  22. 6750
    Banorte Asset Management, Inc.Houston, TX · 869 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
    Pershing 91%
    $661M
  23. 6756
    St. James Investment Company, LLCSouthlake, TX · 271 clientsAsset manager
    Schwab 100%
    $661M
  24. 6757
    Goodlander Investment Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $660M
  25. 6767
    Aspen Wealth Management, LLCFort Worth, TX · 353 clientsWealth managerWrap sponsor
    Schwab 100%
    $658M
  26. 6769
    Optima Asset Management IncDallas, TX · 111 clientsWealth manager
    Schwab 100%
    $657M
  27. 6773
    Wela Financial AdvisorySan Antonio, TX · 446 clientsWealth manager
    Schwab 100%
    $657M
  28. 6793
    Early McClintic & McMillan, LLCStafford, TX · 655 clientsWealth manager
    Raymond James 100%
    $652M
  29. 6802
    Monex Asset Management, Inc.Houston, TX · 599 clientsWealth managerHybridMonex Securities, Inc.
    Pershing 100%
    $651M
  30. 6804
    Sheridan Production Partners Manager III, LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $650M
  31. 6813
    Reap Financial Group, LLCAustin, TX · 1,284 clientsWealth manager
    Fidelity 100%
    $648M
  32. 6835
    Spicewood Mineral Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $645M
  33. 6837
    Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
    Schwab 51%Northern Trust 31%
    $644M
  34. 6856
    Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
    Schwab 99%
    $642M
  35. 6868
    The Watchman Group, Inc.Plano, TX · 266 clientsWealth manager
    Schwab 100%
    $640M
  36. 6875
    Bellatore Financial, Inc.The Woodlands, TX · 561 clientsWealth manager
    Schwab 100%
    $639M
  37. 6879
    Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clientsWealth manager
    Schwab 100%
    $638M
  38. 6895
    Clare Market Investments, LLCDallas, TX · 237 clientsWealth manager
    Fidelity 100%
    $635M
  39. 6898
    Stanley Capital Management, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $635M
  40. 6902
    WJ Interests, LLCSugar Land, TX · 254 clientsWealth manager
    Schwab 100%
    $634M

RIAs by state