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. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  2. 9099
    Cultivar Capital, Inc.Denton, TX · 372 clientsWealth manager
    Schwab 100%
    $375M
  3. 9110
    KM Capital Management, LTD.Austin, TX · 42 clientsWealth manager
    Schwab 100%
    $374M
  4. 9153
    Juniper Capital Investment Management, L.P.Houston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $371M
  5. 9187
    Overridge Wealth AdvisorsFort Worth, TX · 464 clientsWealth managerHybrid
    Schwab 100%
    $368M
  6. 9191
    Redbud AdvisorsAustin, TX · 60 clientsWealth manager
    Schwab 100%
    $368M
  7. 9200
    Unity PartnersDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $367M
  8. 9208
    M. E. Allison & Co., Inc.San Antonio, TX · 499 clientsBroker-dealer firmHybrid
    Fidelity 0%
    $366M
  9. 9211
    Old Hickory Partners Management, LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $366M
  10. 9212
    Financial Life AdvisorsSan Antonio, TX · 209 clientsWealth manager
    Schwab 100%
    $366M
  11. 9213
    Camden Wealth Advisors LLCHouston, TX · 160 clientsWealth manager
    Fidelity 100%
    $366M
  12. 9214
    Homage Wealth Group LLCHouston, TX · 4 clientsWealth manager
    Schwab 100%
    $366M
  13. 9226
    Beaumont Asset Management, LLCBeaumont, TX · 219 clientsWealth manager
    Fidelity 100%
    $365M
  14. 9237
    TL Private WealthSouthlake, TX · 269 clientsWealth manager
    Fidelity 100%
    $364M
  15. 9238
    Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $364M
  16. 9250
    Greenfield Seitz Capital Management, LLCDallas, TX · 188 clientsWealth manager
    Raymond James 100%
    $363M
  17. 9253
    Crestmont Private Wealth LLCBoerne, TX · 188 clientsWealth manager
    Schwab 100%
    $363M
  18. 9301
    TSA Wealth ManagementHouston, TX · 262 clientsWealth manager
    Schwab 100%
    $359M
  19. 9303
    Robertson Opportunity Capital, LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $359M
  20. 9304
    Lifeway Financial CorporationPlano, TX · 168 clientsWealth manager
    Schwab 100%
    $359M
  21. 9316
    Heritage Wealth ManagementHouston, TX · 218 clientsWealth managerWrap sponsor
    Fidelity 100%
    $358M
  22. 9319
    McDonald Capital ManagementLubbock, TX · 183 clientsWealth managerBank-affiliated
    Schwab 88%
    $358M
  23. 9343
    Stone Oak Wealth Management, LLCSan Antonio, TX · 293 clientsWealth manager
    Schwab 100%
    $356M
  24. 9397
    Heritage Retirement Advisors, LLCColleyville, TX · 345 clientsWealth manager
    Schwab 100%
    $351M
  25. 9402
    Norcap Investment Management, L.P.Austin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $351M
  26. 9414
    Empower Wealth ManagementCedar Park, TX · 551 clientsWealth manager
    Schwab 75%Fidelity 25%
    $349M
  27. 9437
    Michels Family Financial, LLCFort Worth, TX · 410 clientsWealth manager
    Schwab 100%
    $348M
  28. 9441
    Cottonwood Capital AdvisorsIrving, TX · 210 clientsWealth manager
    Fidelity 100%
    $347M
  29. 9455
    GBM Wealth Management, Inc.Houston, TX · 546 clientsWealth managerHybridGBM Grupo Bursatil Mexicano SA De CV, Casa De Bolsa, GBM International, Inc., clears through Pershing
    Pershing 100%
    $346M
  30. 9457
    Velocis Management, LLCDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $346M
  31. 9475
    RHP Wealth ManagementHouston, TX · 211 clientsWealth manager
    Schwab 100%
    $345M
  32. 9481
    Crescent Advisor Group, Inc.Plano, TX · 228 clientsWealth managerHybridCrescent Securities Group, Inc.
    Schwab 100%
    $344M
  33. 9504
    Augment Advisors, LLCAustin, TX · 1 clientsPrivate fund adviserHybridAugment Capital, LLC, Tcfg Wealth Management, LLC
    No custodian reported
    $343M
  34. 9526
    Carroll Advisory GroupTexarkana, TX · 250 clientsWealth manager
    Schwab 100%
    $341M
  35. 9531
    Cap Six AdvisorsHouston, TX · 107 clientsAsset manager
    Fidelity 64%Schwab 36%
    $341M
  36. 9541
    Eltekon Advisors, LLC.West Lake Hills, TX · 500 clientsWealth manager
    Schwab 100%
    $340M
  37. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  38. 9607
    Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
    Schwab 99%
    $336M
  39. 9608
    Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
    Wells Fargo 53%Schwab 47%
    $336M
  40. 9613
    Intrepid Investment Management, LLCHouston, TX · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $336M

RIAs by state