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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. 7442
    The SUMThe Woodlands, TX · 209 clientsWealth manager
    Schwab 100%
    $551M
  2. 7446
    Amicus Financial Advisors, LLCLubbock, TX · 748 clientsWealth manager
    Schwab 100%
    $551M
  3. 7453
    Mack & Co. Partners, LPDallas, TX · 12 clientsWealth managerHybridM&co. Securities LLC
    Fidelity 100%
    $549M
  4. 7455
    Mills Wealth Advisors, LLCSouthlake, TX · 472 clientsWealth manager
    Schwab 100%
    $549M
  5. 7485
    Newstone Capital Partners, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $544M
  6. 7499
    Cibolo Energy Partners, LLCHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $542M
  7. 7512
    CAZ Investments Registered Adviser LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $541M
  8. 7540
    Aecom-Canyon Partners Real Estate Fund Advisors LLCDallas, TX · 3 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $537M
  9. 7541
    BP Capital Energy Advisors, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  10. 7553
    Juniper Capital Advisors, L.P.Houston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $535M
  11. 7562
    Peirce Capital Management, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 63%Fidelity 37%
    $534M
  12. 7563
    Robertson Investment ManagementHouston, TX · 1,143 clientsWealth managerHybrid
    Pershing 64%Schwab 36%
    $534M
  13. 7566
    New Capital Management, LPHouston, TX · 130 clientsWealth manager
    No custodian reported
    $534M
  14. 7567
    Sky Island CapitalDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $533M
  15. 7578
    Eight 31 Financial, LLCMidland, TX · 74 clientsWealth managerWrap sponsor
    Pershing 100%
    $532M
  16. 7591
    Titan Retirement Advisors LLCFulshear, TX · 383 clientsAsset managerHybrid
    Interactive Brokers 89%
    $531M
  17. 7593
    Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clientsWealth manager
    Fidelity 100%
    $531M
  18. 7598
    Carlson Capital, L.P.Dallas, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $530M
  19. 7647
    Financial Gravity Asset Management, Inc.Austin, TX · 1,518 clientsWealth managerPublic-company owned
    Schwab 100%
    $523M
  20. 7661
    Trinity Legacy Partners, LLCHouston, TX · 360 clientsWealth manager
    Schwab 100%
    $521M
  21. 7669
    Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $519M
  22. 7674
    Summit House Capital Management, LLCDallas, TX · 4 clientsAsset manager
    U.S. Bank 100%
    $519M
  23. 7707
    Haven Wealth GroupHouston, TX · 348 clientsWealth manager
    Schwab 100%
    $515M
  24. 7722
    Broadwing Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $513M
  25. 7730
    LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
    Schwab 89%
    $512M
  26. 7734
    Owner Resource Group, LLCAustin, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $511M
  27. 7790
    HFG Wealth Management, LLCThe Woodlands, TX · 442 clientsWealth manager
    Schwab 100%
    $506M
  28. 7791
    327 Capital Partners, LLCSan Antonio, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $506M
  29. 7809
    SMH Capital Advisors LLCWeatherford, TX · 171 clientsAsset managerHybridSMH Capital Investments LLC
    State Street 100%
    $503M
  30. 7829
    Cypress Creek PartnersAustin, TX · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $500M
  31. 7830
    Sabrepoint Capital ManagementDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $500M
  32. 7841
    Outrunner Capital, LLCAustin, TX · 35 clientsWealth manager
    Schwab 100%
    $498M
  33. 7847
    Socorro Asset ManagementDallas, TX · 8 clientsPrivate fund adviser
    Northern Trust 54%
    $498M
  34. 7848
    William Madison Advisors, Inc.Abilene, TX · 505 clientsWealth manager
    Schwab 100%
    $498M
  35. 7853
    RR Advisors, LLCDallas, TX · 10 clientsPrivate fund adviser
    BNY 71%J.P. Morgan 29%
    $497M
  36. 7858
    Relevance Capital ManagementDenton, TX · 279 clientsWealth manager
    Schwab 100%
    $496M
  37. 7868
    Portfolio Advisory Council,l.l.c.Houston, TX · 567 clientsWealth manager
    Schwab 100%
    $495M
  38. 7880
    Allred Harris Wealth Management.Dallas, TX · 353 clientsWealth managerWrap sponsor
    Raymond James 100%
    $493M
  39. 7886
    Symmetry Capital Advisors LLCDallas, TX · 72 clientsWealth manager
    Schwab 100%
    $493M
  40. 7887
    Basin OIL and GAS Management, LPFort Worth, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $493M

RIAs by state