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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. 11486
    Kingfish Capital Partners LLCSouthlake, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $232M
  2. 11492
    Svrn Asset Management, LLCAustin, TX · 24 clientsWealth manager
    Schwab 100%
    $231M
  3. 11500
    Vann Equity Management LLCPlano, TX · 188 clientsWealth managerHybrid
    Goldman Sachs 51%Schwab 49%
    $231M
  4. 11518
    Austerra Wealth Management LLCDallas, TX · 16 clientsPrivate fund adviser
    Schwab 100%
    $230M
  5. 11558
    Atlasmark Financial, Inc.Austin, TX · 133 clientsWealth manager
    Fidelity 100%
    $229M
  6. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  7. 11563
    Waterford Capital Investment Advisory Services LLCAddison, TX · 110 clientsBroker-dealer firmHybridWaterford Capital, Inc.
    Schwab 100%
    $228M
  8. 11572
    Snider AdvisorsIrving, TX · 357 clientsWealth manager
    Tradestation Securities 63%Interactive Brokers 37%
    $228M
  9. 11574
    Catalyst Capital Advisers LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  10. 11589
    KWK Management LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $228M
  11. 11612
    D.H. Hill Advisors, Inc.Kingwood, TX · 938 clientsWealth managerHybridD.H. Hill Securities, Lllp
    Schwab 100%
    $226M
  12. 11650
    Principia Wealth Advisory, LLCDallas, TX · 156 clientsWealth manager
    Schwab 100%
    $225M
  13. 11652
    Capital Advisory Group, Inc.Dallas, TX · 77 clientsWealth manager
    Schwab 100%
    $225M
  14. 11658
    WL Ross & Co. LLCDallas, TX · 4 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $225M
  15. 11661
    REB Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviser
    BNY 100%
    $224M
  16. 11672
    McAlister, Sweet & Associates, Inc.Houston, TX · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $224M
  17. 11691
    Spring Capital ManagementAmarillo, TX · 139 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $223M
  18. 11705
    RWM Capital, LLCSugar Land, TX · 1,439 clientsWealth manager
    Schwab 100%
    $222M
  19. 11732
    Halcyon Global AdvisorsDallas, TX · 154 clientsWealth managerWrap sponsor
    Schwab 100%
    $221M
  20. 11733
    Wisdom Index AdvisorsProsper, TX · 197 clientsWealth manager
    Schwab 100%
    $221M
  21. 11739
    Coronado Resources Management LPDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $221M
  22. 11747
    Acacia Partners, LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $221M
  23. 11749
    Ballast Asset ManagementDallas, TX · 1 clientsAsset manager
    BNY 100%
    $221M
  24. 11750
    Strategic Financial Planning, Inc.Plano, TX · 62 clientsWealth manager
    Schwab 88%
    $221M
  25. 11780
    The Personal Wealth CoachSalado, TX · 233 clientsWealth manager
    Pershing 84%
    $220M
  26. 11794
    EMC Capital Management, LLCHouston, TX · 18 clientsWealth manager
    Schwab 100%
    $219M
  27. 11798
    Christian Financial AdvisorsNew Braunfels, TX · 479 clientsWealth manager
    Schwab 100%
    $219M
  28. 11819
    Jackson Hill Advisors, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $218M
  29. 11826
    Prescott Advisors, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $218M
  30. 11830
    Parker Financial Advisors LLCHouston, TX · 81 clientsWealth manager
    Schwab 100%
    $218M
  31. 11835
    White Rock CapitalDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $217M
  32. 11848
    Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
    Schwab 98%
    $217M
  33. 11862
    Ark Wealth ManagementAustin, TX · 175 clientsWealth manager
    Schwab 100%
    $216M
  34. 11864
    ICP Group Investment Manager, LLCDallas, TX · 8 clientsPrivate fund adviser
    Origin Bank 100%
    $216M
  35. 11896
    Mission Trail Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $215M
  36. 11921
    Daniels & Erickson Financial Advisors, LLCDallas, TX · 65 clientsWealth manager
    Fidelity 100%
    $214M
  37. 11924
    Floyd Capital ManagementTexarkana, TX · 308 clientsWealth manager
    Schwab 100%
    $214M
  38. 11931
    Miai, Inc.Dallas, TX · 276 clientsWealth managerHybridMaplewood Investments, Inc.
    Fidelity 100%
    $213M
  39. 11932
    Lake Pacific PartnersDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $213M
  40. 11935
    J.E. Simmons & Co., P.C.Dallas, TX · 394 clientsAsset manager
    Schwab 100%
    $213M

RIAs by state