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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. 11057
    Hc2 Capital, LLCDallas, TX · 52 clientsPrivate fund adviser
    No custodian reported
    $252M
  2. 11059
    Riverchase Wealth Management, LLCFlower Mound, TX · 170 clientsWealth manager
    Schwab 100%
    $251M
  3. 11076
    Bios Capital Management, LPFort Worth, TX · 24 clientsPrivate fund adviser
    No custodian reported
    $251M
  4. 11077
    Styre WealthFort Worth, TX · 204 clientsWealth manager
    Schwab 100%
    $251M
  5. 11086
    Recurring Capital Management Company, LLCAustin, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $250M
  6. 11107
    Dean Wealth Partners, LLCAustin, TX · 192 clientsWealth managerHybrid
    Schwab 100%
    $250M
  7. 11115
    Northill Aims, LLCRichardson, TX · 120 clientsWealth manager
    Schwab 100%
    $249M
  8. 11119
    Guided Capital Wealth Management, LLCHouston, TX · 162 clientsWealth managerWrap sponsor
    Schwab 100%
    $249M
  9. 11124
    Buckhorn Resources, LPHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $249M
  10. 11141
    Focus Wealth Advisors, LLCHouston, TX · 115 clientsWealth manager
    Fidelity 100%
    $248M
  11. 11166
    Stronghold Resource PartnersDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $247M
  12. 11171
    McKinney Capital ManagementHouston, TX · 689 clientsWealth managerHybrid
    Schwab 100%
    $246M
  13. 11179
    3b Capital Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $246M
  14. 11198
    994 GroupAustin, TX · 214 clientsWealth manager
    Schwab 100%
    $245M
  15. 11199
    Leon Capital Management, LLCDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $245M
  16. 11202
    Boyce & Associates Wealth Consulting, Inc.Cedar Park, TX · 268 clientsWealth manager
    Schwab 100%
    $245M
  17. 11216
    Stegent Equity Advisors Inc.Houston, TX · 91 clientsWealth manager
    Schwab 100%
    $244M
  18. 11241
    Position WealthThe Woodlands, TX · 217 clientsWealth manager
    No custodian reported
    $242M
  19. 11261
    Turnbridge Capital, LLCLittle Elm, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $241M
  20. 11262
    Bland Garvey Wealth Advisors, LLCRichardson, TX · 122 clientsWealth manager
    Schwab 100%
    $241M
  21. 11268
    Heritage Haus Wealth Partners LLCNew Braunfels, TX · 533 clientsWealth manager
    Altruist 100%
    $241M
  22. 11273
    Carlin Wealth Management Group, LLCAustin, TX · 189 clientsWealth manager
    Raymond James 100%
    $241M
  23. 11287
    Storehouse Financial LLCFort Worth, TX · 1,346 clientsWealth manager
    Axos 82%
    $240M
  24. 11300
    ForefrontAustin, TX · 572 clientsWealth managerHybrid
    Schwab 100%
    $240M
  25. 11304
    Outfitter Energy Management, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $240M
  26. 11324
    Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
    J.P. Morgan 73%Merrill / Bank of America 27%
    $239M
  27. 11330
    Rock Hill CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $239M
  28. 11345
    Covalence Investment Partners, L.P.Houston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $238M
  29. 11346
    Broadmark Asset Management LLCDallas, TX · 2 clientsAsset managerAffiliated broker-dealerSalient Capital L.P.
    R.J. O'brien Securities 100%
    $238M
  30. 11365
    Redemption CapitalMidland, TX · 99 clientsWealth manager
    Schwab 100%
    $237M
  31. 11366
    Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
    Fidelity 69%Schwab 31%
    $237M
  32. 11368
    Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
    Fidelity 89%
    $237M
  33. 11374
    Valterra Partners LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $237M
  34. 11376
    A3 Capital AdvisorsHouston, TX · 26 clientsWealth manager
    Schwab 100%
    $237M
  35. 11381
    Fireside Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $237M
  36. 11418
    Tevis Investment Management, LLCPlano, TX · 431 clientsWealth manager
    Schwab 100%
    $235M
  37. 11419
    Watercolor FinancialAustin, TX · 152 clientsWealth manager
    Fidelity 100%
    $235M
  38. 11453
    Lscp Advisors, LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  39. 11460
    High River Resources Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $233M
  40. 11475
    Blue Orca, LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $232M

RIAs by state