Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 7905
    Quantum Capital GroupHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $491M
  2. 7925
    Thackeray PartnersDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $489M
  3. 7930
    Bridgefront Capital, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $488M
  4. 7961
    Xebec Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $484M
  5. 7967
    Militia Investments, LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $484M
  6. 7975
    Joyce Wealth Management, LLCHouston, TX · 193 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $483M
  7. 7984
    Oakstreet Wealth Management, Inc.Magnolia, TX · 58 clientsAsset manager
    No custodian reported
    $482M
  8. 8010
    Keener Financial PlanningKeller, TX · 197 clientsWealth manager
    Schwab 100%
    $479M
  9. 8022
    RFG Wealth AdvisoryArgyle, TX · 446 clientsWealth manager
    Schwab 100%
    $477M
  10. 8035
    Carson Management Company, LLCDallas, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $475M
  11. 8039
    S2 Fund Manager, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $475M
  12. 8043
    Proem Advisors LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $474M
  13. 8057
    Stellus Private BDC Advisor, LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $473M
  14. 8092
    Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
    Schwab 91%
    $469M
  15. 8109
    Clear Sky Advisers, LLCBellaire, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $467M
  16. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  17. 8138
    SLW Investment Management, LLCDallas, TX · 2 clientsAsset managerHybrid
    No custodian reported
    $464M
  18. 8169
    Roth Financial Partners LLCKingwood, TX · 267 clientsWealth manager
    Raymond James 100%
    $460M
  19. 8173
    Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
    Fidelity 41%Schwab 34%Pershing 25%
    $460M
  20. 8184
    Ancor Capital PartnersSouthlake, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $458M
  21. 8209
    LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
    Fidelity 55%Schwab 45%
    $456M
  22. 8211
    Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
    Schwab 57%Merrill / Bank of America 22%
    $456M
  23. 8251
    Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
    Fidelity 78%Schwab 22%
    $451M
  24. 8258
    Enzi WealthAustin, TX · 224 clientsWealth manager
    Schwab 100%
    $451M
  25. 8259
    Havencrest Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $451M
  26. 8284
    Advocates Wealth PlanningHouston, TX · 193 clientsWealth manager
    Schwab 100%
    $448M
  27. 8293
    United Advisors AmericaProsper, TX · 2,809 clientsWealth manager
    Schwab 100%
    $447M
  28. 8301
    Brigham Royalties Management, LLCAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $446M
  29. 8310
    Ssb&t Wealth Management, LLCFredericksburg, TX · 168 clientsAsset manager
    No custodian reported
    $445M
  30. 8341
    Luminus Management, LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $443M
  31. 8357
    Destiny Advisors LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $441M
  32. 8373
    Burford Brothers, Inc.Dallas, TX · 234 clientsWealth managerWrap sponsor
    Schwab 100%
    $440M
  33. 8381
    Branson Fowlkes & Co IncHouston, TX · 193 clientsWealth manager
    No custodian reported
    $439M
  34. 8399
    Schulz Wealth, LTD.Mansfield, TX · 176 clientsWealth manager
    Schwab 77%Empower Retirement 23%
    $438M
  35. 8401
    CIC Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $438M
  36. 8405
    Skylar Capital Management LPHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $438M
  37. 8468
    Swmg, LLCFort Worth, TX · 429 clientsWealth managerHybrid
    Pershing 99%
    $430M
  38. 8490
    Crux Capital LTDDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $428M
  39. 8502
    Pacific Strategic Management, LPHouston, TX · 24 clientsPrivate fund adviser
    Schwab 100%
    $426M
  40. 8510
    Murphy & SylvestDallas, TX · 428 clientsWealth manager
    Schwab 100%
    $426M

RIAs by state