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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. 9619
    First Dallas Securities, Inc.Dallas, TX · 266 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $336M
  2. 9624
    The Menard Financial Group, LLCHouston, TX · 128 clientsWealth managerWrap sponsor
    Schwab 100%
    $335M
  3. 9627
    Trisperity Advisors, LLCKaty, TX · 264 clientsWealth manager
    Schwab 100%
    $335M
  4. 9629
    Aspenridge Wealth AdvisorsFort Worth, TX · 383 clientsWealth manager
    Fidelity 100%
    $335M
  5. 9659
    Dovetail Wealth Management, LLCTaylor, TX · 857 clientsWealth managerHybrid
    LPL Financial 100%
    $333M
  6. 9697
    Hazoor Partners, LLCAustin, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $331M
  7. 9711
    Fluent Financial, LLCDallas, TX · 260 clientsWealth managerWrap sponsor
    Schwab 100%
    $330M
  8. 9728
    Techquity Capital ManagementAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $329M
  9. 9759
    Avondale Wealth Management LLCWest Lake Hills, TX · 201 clientsWealth managerHybrid
    Fidelity 100%
    $327M
  10. 9772
    Resilient Capital Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $326M
  11. 9777
    Patron Partners, LLCHouston, TX · 164 clientsWealth manager
    Schwab 100%
    $326M
  12. 9788
    Crimson ManagementHouston, TX · 53 clientsWealth manager
    Schwab 100%
    $324M
  13. 9827
    Asset Preservation Group IncGrapevine, TX · 330 clientsWealth managerWrap sponsorHybrid
    Axos 85%
    $321M
  14. 9832
    Founder Family Financial, LLCAustin, TX · 123 clientsWealth manager
    Schwab 100%
    $321M
  15. 9835
    Meros Investment Management, LPDallas, TX · 4 clientsAsset manager
    BNY 50%Northern Trust 43%
    $321M
  16. 9838
    AWM Financial Services Inc.The Woodlands, TX · 209 clientsWealth manager
    Schwab 100%
    $321M
  17. 9868
    Plagens & Taylor Wealth ManagementSan Angelo, TX · 389 clientsWealth manager
    Schwab 100%
    $318M
  18. 9873
    Openair Financial, LLCSouthlake, TX · 860 clientsWealth manager
    Schwab 97%
    $318M
  19. 9927
    Bonner & Smith, LLCLubbock, TX · 300 clientsWealth manager
    Fidelity 100%
    $315M
  20. 9964
    Glass Wealth Management Co., LLCSan Antonio, TX · 367 clientsWealth manager
    Fidelity 100%
    $312M
  21. 9965
    Lake Whillans Capital Partners LLCPlano, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $312M
  22. 9966
    NfwmPlano, TX · 79 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 25%
    $312M
  23. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M
  24. 10022
    Broadway Wealth SolutionsSan Antonio, TX · 906 clientsWealth managerBank-affiliated
    Schwab 100%
    $308M
  25. 10069
    Leap Wealth ManagementDallas, TX · 363 clientsWealth managerWrap sponsor
    Schwab 100%
    $306M
  26. 10074
    Rockwall Wealth ManagementRockwall, TX · 612 clientsWealth manager
    Schwab 100%
    $305M
  27. 10076
    Nextbio Capital Management LPAustin, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $305M
  28. 10110
    Penney FinancialHouston, TX · 110 clientsWealth manager
    Schwab 100%
    $304M
  29. 10169
    Canyon ABF Manager LLCDallas, TX · 2 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $300M
  30. 10196
    Core Capital Management and Research Inc.Houston, TX · 269 clientsAsset manager
    No custodian reported
    $299M
  31. 10198
    Avid Wealth Partners, LLCSan Antonio, TX · 246 clientsWealth manager
    Fidelity 100%
    $299M
  32. 10223
    Beacon Financial Advisors LTDHouston, TX · 86 clientsWealth manager
    Schwab 100%
    $297M
  33. 10229
    Best InvestSan Antonio, TX · 672 clientsWealth manager
    Schwab 100%
    $296M
  34. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M
  35. 10239
    Orchid AdvisoryDallas, TX · 15 clientsWealth manager
    Schwab 100%
    $296M
  36. 10257
    Buildgroup ManagementAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $294M
  37. 10263
    M.C. Byrd Wealth Management, LLCBellville, TX · 557 clientsWealth manager
    Fidelity 82%
    $294M
  38. 10265
    MDT Financial Advisors, LLCWebster, TX · 331 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $294M
  39. 10270
    Nuclo WealthHouston, TX · 72 clientsAsset manager
    Morgan Stanley 39%J.P. Morgan 29%
    $294M
  40. 10331
    Orser Capital Management LLCSouthlake, TX · 141 clientsWealth manager
    Schwab 100%
    $290M

RIAs by state