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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. 8533
    Smart Money Group, LLCEastland, TX · 571 clientsWealth managerHybrid
    Schwab 100%
    $424M
  2. 8542
    Zarvona Energy LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $423M
  3. 8567
    Point Bridge Capital, LLCFort Worth, TX · 37 clientsWealth manager
    Merrill / Bank of America 71%Pershing 29%
    $420M
  4. 8575
    Rhodes Investment Advisors, Inc.Fort Worth, TX · 805 clientsWealth managerHybridRhodes Securities, Inc.
    Wells Fargo 100%
    $419M
  5. 8576
    Moontower Asset Management LPAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $419M
  6. 8583
    Transce3nd LLCBuda, TX · 1,620 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $419M
  7. 8593
    Fruth Investment ManagementHouston, TX · 173 clientsWealth manager
    Schwab 0%
    $418M
  8. 8601
    Castleview Partners, LLCDallas, TX · 594 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $417M
  9. 8616
    Slotnik Capital, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $416M
  10. 8640
    Caird InvestmentsDallas, TX · 1 clientsAsset manager
    Federal Home Loan Bank 100%
    $413M
  11. 8655
    Vortus Investment Advisors, LLCFort Worth, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $412M
  12. 8689
    True Financial GroupCedar Park, TX · 667 clientsWealth managerWrap sponsor
    Schwab 100%
    $409M
  13. 8691
    Greenridge Growth PartnersAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $409M
  14. 8699
    Revere AssetAllen, TX · 501 clientsWealth manager
    Schwab 100%
    $408M
  15. 8708
    Fifth Force ManagementDallas, TXWealth manager
    J.P. Morgan 54%UBS 24%Morgan Stanley 22%
    $407M
  16. 8721
    Palogic Value Management, L.P.Dallas, TX · 66 clientsWealth managerWrap sponsor
    Raymond James 100%
    $406M
  17. 8739
    S Harris Financial Group, LLCSan Antonio, TX · 247 clientsWealth manager
    Fidelity 100%
    $404M
  18. 8757
    TFR CapitalPlano, TX · 267 clientsWealth manager
    Schwab 100%
    $403M
  19. 8765
    Erben Associates, LLCAustin, TX · 128 clientsAsset managerHybrid
    Schwab 100%
    $402M
  20. 8781
    ROG IX, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $401M
  21. 8783
    The Capital Chart Room, LTDFort Worth, TX · 65 clientsAsset manager
    Fidelity 82%
    $401M
  22. 8796
    Secure Financial ManagementSan Antonio, TX · 584 clientsWealth manager
    Schwab 100%
    $400M
  23. 8798
    Threadgill Financial, LLCThe Woodlands, TX · 381 clientsWealth manager
    Schwab 100%
    $399M
  24. 8799
    Pioneer Wealth Management GroupAustin, TX · 499 clientsWealth manager
    Schwab 100%
    $399M
  25. 8802
    Stonecrest Advisors, Inc.Austin, TX · 477 clientsAsset managerHybridStonecrest Capital Markets, Inc., Winlo Management Group, LLC, clears through Pershing
    Pershing 100%
    $399M
  26. 8834
    Fortune Wealth Management, LLCDallas, TX · 201 clientsWealth manager
    No custodian reported
    $396M
  27. 8852
    KA Credit Advisors II, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $395M
  28. 8863
    Cargile Investment ManagementMidland, TX · 204 clientsWealth manager
    Schwab 66%Fidelity 34%
    $395M
  29. 8896
    Highpeak Energy Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  30. 8898
    Fifth Partners Management, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $392M
  31. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  32. 8925
    Nixon Capital LLCAustin, TX · 203 clientsWealth manager
    Schwab 70%RBC 28%
    $390M
  33. 8933
    LBJ Family Wealth Advisors, LTD.Austin, TX · 94 clientsWealth manager
    Fidelity 100%
    $389M
  34. 8962
    1836 Asset Management, LLCGarland, TX · 48 clientsWealth manager
    Fidelity 100%
    $387M
  35. 8989
    Promus AdvisorsDallas, TX · 50 clientsWealth manager
    Pershing 100%
    $385M
  36. 9032
    Wealth Benefit Advisors, LLCHouston, TX · 187 clientsWealth managerHybrid
    Raymond James 100%
    $381M
  37. 9038
    Fortiter Wealth Management, LLCHouston, TX · 51 clientsWealth manager
    Fidelity 100%
    $380M
  38. 9042
    Ironbridge Private Wealth, LLCAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $380M
  39. 9048
    CMG Wealth ManagementPlano, TX · 332 clientsWealth managerHybrid
    Schwab 100%
    $379M
  40. 9057
    Legacy Consulting GroupPlano, TX · 209 clientsWealth managerHybridPerryman Securities, Inc.
    Schwab 100%
    $379M

RIAs by state