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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. 6916
    Stuart Investment Advisors, Inc.Austin, TX · 401 clientsWealth manager
    Raymond James 100%
    $631M
  2. 6919
    Davidson Capital Management, IncCorpus Christi, TX · 435 clientsWealth manager
    Schwab 100%
    $630M
  3. 6943
    Crosstimbers Capital Group, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $626M
  4. 6951
    Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsWealth managerHybrid
    No custodian reported
    $625M
  5. 6964
    FCA CorpHouston, TX · 183 clientsWealth manager
    Schwab 54%Fidelity 46%
    $623M
  6. 6967
    Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
    Morgan Stanley 75%Goldman Sachs 25%
    $622M
  7. 6981
    Corus Family Wealth Advisors, Inc.McKinney, TX · 133 clientsWealth manager
    Schwab 100%
    $620M
  8. 7000
    DI Investment Management LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $618M
  9. 7002
    EQ Wealth AdvisorsDallas, TX · 309 clientsWealth manager
    Schwab 100%
    $617M
  10. 7013
    Freedom DAY Solutions, LLCHouston, TX · 421 clientsWealth manager
    Fidelity Distributors Company 100%
    $615M
  11. 7065
    Trinity Investors Fund Advisors, LLCSouthlake, TX · 56 clientsBroker-dealer firmHybridTpeg Securities, LLC
    No custodian reported
    $607M
  12. 7070
    Tlwm FinancialSan Antonio, TX · 1,262 clientsWealth managerHybrid
    LPL Financial 100%
    $605M
  13. 7083
    Ackerman Capital ManagementDallas, TX · 192 clientsWealth manager
    Schwab 100%
    $604M
  14. 7088
    Vendera Management Holdings, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $603M
  15. 7105
    CHJ Wealth ManagementThe Woodlands, TX · 309 clientsWealth managerHybrid
    Schwab 100%
    $600M
  16. 7126
    Ascentis Wealth Management, LLCDallas, TX · 259 clientsWealth managerAffiliated broker-dealer
    No custodian reported
    $596M
  17. 7135
    Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clientsWealth manager
    Fidelity 100%
    $594M
  18. 7155
    Financial Gravity Family Office Services, LLCLakeway, TX · 1,724 clientsWealth manager
    Schwab 100%
    $590M
  19. 7171
    IAS Wealth Management, Inc.The Woodlands, TX · 235 clientsWealth manager
    Fidelity 100%
    $589M
  20. 7173
    Virage Capital Management LPHouston, TX · 9 clientsPrivate fund adviser
    J.P. Morgan 100%
    $588M
  21. 7196
    KDK Private Wealth ManagementHouston, TX · 95 clientsWealth manager
    Fidelity 100%
    $585M
  22. 7220
    Armadillo Litigation Funding LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $581M
  23. 7224
    RTW Financial Advisors IncDallas, TX · 182 clientsWealth managerHybrid
    Hilltop Securities 100%
    $581M
  24. 7226
    Mosaic AdvisorsHouston, TX · 72 clientsWealth manager
    Schwab 100%
    $581M
  25. 7236
    Civitas Capital Management, LLCDallas, TX · 83 clientsPrivate fund adviser
    No custodian reported
    $579M
  26. 7252
    Muddy Waters Capital LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $576M
  27. 7254
    Sanders Morris LLCHouston, TX · 127 clientsBroker-dealer firmHybrid
    Pershing 100%
    $576M
  28. 7261
    Lucashill, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $575M
  29. 7286
    Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsWealth managerHybrid
    Schwab 100%
    $571M
  30. 7302
    ACT Wealth Management, LLCAllen, TX · 264 clientsWealth manager
    Schwab 92%
    $569M
  31. 7303
    Generational Wealth AdvisorsRichardson, TX · 184 clientsWealth managerHybridGenerational Capital Markets Inc.
    Schwab 92%
    $569M
  32. 7349
    Sequel Holdings, L.P.Dallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $563M
  33. 7358
    Beck Capital Management LLCAustin, TX · 451 clientsWealth manager
    Fidelity 100%
    $562M
  34. 7365
    ROG VI L.L.C.Houston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $561M
  35. 7380
    Endeavor Advisors, LLCThe Woodlands, TX · 175 clientsWealth manager
    Schwab 100%
    $560M
  36. 7410
    Qvidtvm Management LLCThe Woodlands, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $556M
  37. 7414
    Digital Ascension Group - WealthDallas, TX · 2,551 clientsAsset manager
    Anchorage Digital Bank 100%
    $555M
  38. 7421
    Kercheville Advisors LLCSan Antonio, TX · 352 clientsWealth manager
    Pershing 100%
    $555M
  39. 7423
    Suntx Capital Management Corp.Dallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $554M
  40. 7439
    Nexus One Financial Advisors LLCPlano, TX · 685 clientsWealth manager
    Pershing 100%
    $552M

RIAs by state