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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 1133
    Eight Partners VC, LLCAustin, TX · 65 clientsPrivate fund adviser
    No custodian reported
    $13B
  2. 1152
    Sarofim Trust CoHouston, TX · 96 clientsWealth manager
    SEI 46%J.P. Morgan 44%
    $13B
  3. 1180
    Westwood Management CorpDallas, TX · 247 clientsAsset managerHybridSalient Capital L.P.
    Northern Trust 32%BNY 28%State Street 25%
    $12B
  4. 1183
    Oasis Capital Partners (texas) Inc.Austin, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $12B
  5. 1189
    Vaughan Nelson Investment Management, L.P.Houston, TX · 379 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
    No custodian reported
    $12B
  6. 1204
    The Energy & Minerals Group LPHouston, TX · 57 clientsPrivate fund adviser
    No custodian reported
    $12B
  7. 1213
    Canyon Capital Advisors LLCDallas, TX · 28 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $12B
  8. 1214
    Canyon CLO Advisors LPDallas, TX · 27 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $12B
  9. 1216
    Hub Investment Partners, LLCAustin, TX · 6,127 clientsWealth managerAffiliated broker-dealerHub International Investment Services Inc.
    Schwab 87%
    $12B
  10. 1229
    Yacktman Asset Management LPAustin, TX · 636 clientsAsset managerHybridAMG Distributors, Inc.
    Goldman Sachs 75%UBS 25%
    $12B
  11. 1236
    TPG Solutions AdvisorsFort Worth, TX · 35 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $12B
  12. 1254
    The Windacre Partnership LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $11B
  13. 1259
    AB Private Credit Investors LLCAustin, TX · 30 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Sanford C. Bernstein & Co. 100%
    $11B
  14. 1297
    NGPDallas, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $11B
  15. 1301
    CAZ Investments L.P.Houston, TX · 103 clientsPrivate fund adviser
    No custodian reported
    $11B
  16. 1325
    Sapphire Ventures, LPAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $10B
  17. 1363
    Summittx Capital, L.P.Fort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $10B
  18. 1441
    Tolleson Private Wealth ManagementDallas, TX · 224 clientsPrivate fund adviser
    Pershing 88%
    $9.3B
  19. 1459
    Americana Partners, LLCHouston, TX · 1,818 clientsWealth managerHybrid
    Schwab 100%
    $9.1B
  20. 1468
    The Sterling Group, L.P.Houston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  21. 1472
    Crossmark Global Investments, Inc.Houston, TX · 7,902 clientsAsset managerHybridCrossmark Distributors, Inc.
    U.S. Bank 31%Wells Fargo 29%State Street 22%
    $9.0B
  22. 1497
    Sixth Street Lending Partners Advisers, LLCDallas, TX · 1 clientsAsset managerHybridSixth Street BD, LLC
    No custodian reported
    $8.7B
  23. 1499
    Ogam, LPHouston, TX · 27 clientsPrivate fund adviser
    State Street 100%
    $8.7B
  24. 1542
    Wincoram Asset Management LLCHouston, TX · 15 clientsPrivate fund adviserAffiliated broker-dealerOne Vanderbilt Securities LLC
    No custodian reported
    $8.2B
  25. 1568
    Trive Capital Management LLCDallas, TX · 19 clientsPrivate fund adviser
    No custodian reported
    $8.0B
  26. 1606
    Disruptive Technology Advisers LLCDallas, TX · 28 clientsPrivate fund adviserHybridDisruptive Securities, LLC
    No custodian reported
    $7.7B
  27. 1626
    59 North Capital Management, LPHouston, TX · 3 clientsPrivate fund adviser
    Morgan Stanley 51%Goldman Sachs 41%
    $7.5B
  28. 1652
    Peak Rock Capital LLCAustin, TX · 29 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  29. 1688
    Five Point Infrastructure LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  30. 1700
    Trust Advisors, Inc.Houston, TX · 12 clientsPrivate fund adviser
    Truist 84%
    $7.0B
  31. 1712
    Merewether Investment Management, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  32. 1723
    Fisher\smbCarrollton, TX · 1,848 clientsAsset manager
    Ascensus 64%Empower 36%
    $6.8B
  33. 1729
    Atom Investors LPAustin, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  34. 1734
    ARA PartnersHouston, TX · 41 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  35. 1771
    Level Four Advisory ServicesDallas, TX · 15,720 clientsWealth managerBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 89%
    $6.5B
  36. 1774
    Sendero Wealth Management, LLCSAN Antonio, TX · 369 clientsWealth managerHybridSendero Securities, LLC, clears through Pershing
    Pershing 86%
    $6.5B
  37. 1793
    Txre Advisers, LLCDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  38. 1806
    Advisor Logistics, LLCBoerne, TX · 16 clientsAsset manager
    Schwab 84%
    $6.3B
  39. 1854
    Haveli Investment Management LLCAustin, TX · 6 clientsPrivate fund adviserHybridHaveli Global Securities, LLC
    No custodian reported
    $6.0B
  40. 1954
    Integrated Advisors Network LLCDallas, TX · 7,612 clientsWealth managerHybrid
    Schwab 66%Fidelity 33%
    $5.5B

RIAs by state