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. 10359
    Ridgepost Capital Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $288M
  2. 10362
    Worth Asset ManagementDallas, TX · 333 clientsWealth managerHybrid
    Schwab 100%
    $288M
  3. 10400
    Lehrer Financial & Economic Advisory ServicesHouston, TX · 9 clientsAsset manager
    No custodian reported
    $286M
  4. 10413
    Rivercrest Capital Management LLCFort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $286M
  5. 10448
    M2g Ventures LLCFort Worth, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $284M
  6. 10461
    Dauntless Capital Partners LLCHouston, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $283M
  7. 10491
    Founders Capital Management IncHouston, TX · 130 clientsWealth manager
    Schwab 0%
    $282M
  8. 10546
    Pontem Investment Management CompanyHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $279M
  9. 10548
    Schlegel Dunn LLCPlano, TX · 154 clientsWealth manager
    Raymond James 100%
    $279M
  10. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  11. 10589
    Planguide FinancialSouthlake, TX · 10 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 100%
    $277M
  12. 10592
    Johkim Capital Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $277M
  13. 10623
    Roserock Wealth Management, LLCDallas, TX · 74 clientsWealth manager
    Schwab 100%
    $275M
  14. 10626
    Berry Wealth GroupGranbury, TX · 332 clientsWealth manager
    Raymond James 100%
    $275M
  15. 10645
    Legacy CapitalThe Woodlands, TX · 280 clientsWealth managerHybrid
    Schwab 100%
    $273M
  16. 10659
    Nolet Wealth Management, LLCFort Worth, TX · 3 clientsWealth manager
    Schwab 100%
    $273M
  17. 10682
    SK Advisor Network, LLCPlano, TX · 185 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $272M
  18. 10700
    Prota FinancialHouston, TX · 673 clientsWealth manager
    Schwab 100%
    $270M
  19. 10701
    Foundation Energy ManagementAddison, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $270M
  20. 10702
    Corps Capital Advisors, LLCSouthlake, TX · 19 clientsWealth manager
    Fidelity 100%
    $270M
  21. 10707
    Tillridge Global Agribusiness PartnersDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $270M
  22. 10730
    CSR CapitalDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  23. 10762
    Live Oak Investment PartnersAustin, TX · 331 clientsWealth managerHybrid
    Fidelity 100%
    $266M
  24. 10765
    Wisniewski Wealth ManagementDallas, TX · 273 clientsWealth manager
    Schwab 100%
    $266M
  25. 10768
    Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
    Frost Brokerage Services 61%
    $266M
  26. 10783
    Bright Wealth Management, LLCLewisville, TX · 180 clientsWealth manager
    Schwab 100%
    $265M
  27. 10793
    Imperium Wealth Management, LLCSan Antonio, TX · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  28. 10796
    The Salient Zarvona Energy Fund GP, L.P.Houston, TX · 4 clientsPrivate fund adviserHybridSalient Capital L.P.
    No custodian reported
    $264M
  29. 10799
    Optimus Capital Advisors, LLCCoppell, TX · 194 clientsWealth manager
    Schwab 100%
    $264M
  30. 10835
    Team Financial StrategiesAbilene, TX · 292 clientsWealth manager
    Fidelity 86%
    $262M
  31. 10873
    1876 Partners, LPTomball, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $260M
  32. 10874
    Grey Rock Energy Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $260M
  33. 10880
    Magarian Capital Management, LLCSan Antonio, TX · 1 clientsAsset manager
    Schwab 100%
    $260M
  34. 10909
    Redwood Family Wealth LLCPlano, TX · 235 clientsWealth managerHybrid
    Raymond James 100%
    $259M
  35. 10922
    HEP Partners LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $258M
  36. 10939
    Texas Family Wealth, LLCFriendswood, TX · 1,072 clientsWealth managerWrap sponsor
    Raymond James 100%
    $257M
  37. 10962
    Swbc Investment CompanySan Antonio, TX · 494 clientsBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing
    Pershing 72%Schwab 28%
    $256M
  38. 10989
    Hartmann Taylor Wealth Management, LLCDallas, TX · 96 clientsWealth manager
    Schwab 100%
    $255M
  39. 10994
    Westpark Wealth Advisors, Inc.Houston, TX · 776 clientsWealth managerHybrid
    No custodian reported
    $254M
  40. 11043
    JCP Investment Management, LLCHouston, TX · 11 clientsWealth manager
    Schwab 100%
    $252M

RIAs by state