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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. 11965
    Silver Lake Capital PartnersDallas, TX · 115 clientsWealth manager
    Raymond James 100%
    $212M
  2. 11969
    Skylark Private Equity Partners, LPDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $211M
  3. 11971
    Centric Advisors, LLCCypress, TX · 943 clientsWealth manager
    Fidelity 75%Schwab 25%
    $211M
  4. 11976
    Halbert Wealth Management, IncAustin, TX · 284 clientsWealth manager
    Schwab 50%Guggenheim Investments 50%
    $211M
  5. 11986
    Parkstone Wealth Management, LLCArlington, TX · 22 clientsWealth manager
    RBC 100%
    $211M
  6. 11993
    Impact SharesDallas, TX · 3 clientsAsset manager
    No custodian reported
    $210M
  7. 11999
    Succession Financial, IncMcKinney, TX · 173 clientsWealth managerWrap sponsor
    Fidelity 100%
    $210M
  8. 12013
    Lummis Asset Management, L.P.Fort Worth, TX · 43 clientsWealth manager
    Schwab 61%Fifth Third Bank 39%
    $210M
  9. 12042
    Strategic Wealth PlanningRichardson, TX · 196 clientsWealth managerWrap sponsor
    Fidelity 86%
    $209M
  10. 12058
    Lynwood Price Capital Management LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $208M
  11. 12060
    Capstar Financial Services LLCAustin, TX · 380 clientsWealth managerWrap sponsor
    Fidelity 100%
    $208M
  12. 12064
    Terraform Wealth, LLCHouston, TX · 10 clientsWealth manager
    Schwab 56%J.P. Morgan 22%Morgan Stanley 22%
    $208M
  13. 12065
    Smith & WyattCollege Station, TX · 724 clientsWealth manager
    Schwab 62%Capital Client Group 38%
    $207M
  14. 12074
    Lake Hills Wealth Management, LLCAustin, TX · 229 clientsWealth manager
    Schwab 100%
    $207M
  15. 12087
    Comunidad Realty PartnersAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  16. 12090
    Cooksen Wealth, LLCThe Woodlands, TX · 46 clientsWealth manager
    Schwab 100%
    $206M
  17. 12109
    White Rock OIL & GAS Holdings, LLCPlano, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  18. 12170
    Steelhead Capital Management, LLCFort Worth, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $203M
  19. 12174
    Robinson Value Management, LTD.San Antonio, TX · 56 clientsWealth manager
    Pershing 51%Schwab 49%
    $202M
  20. 12238
    Planning Works Advisory, Inc.Austin, TX · 129 clientsWealth manager
    Schwab 100%
    $200M
  21. 12250
    Pingora Partners LLCDallas, TX · 32 clientsWealth manager
    Schwab 100%
    $199M
  22. 12251
    The Catalyst Group, Inc.Houston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $199M
  23. 12252
    Scalar Gauge Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    UBS 100%
    $199M
  24. 12253
    Miller Global Investments, L.L.C.Dallas, TX · 97 clientsWealth manager
    Schwab 0%
    $199M
  25. 12270
    IntercapitalAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $199M
  26. 12275
    Scaleworks Capital, LLCSan Antonio, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $198M
  27. 12299
    Rydar Equities, Inc.Weatherford, TX · 142 clientsWealth manager
    Schwab 100%
    $197M
  28. 12319
    Avant Financial AdvisorsAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $196M
  29. 12335
    J.K. Financial, Inc.Dallas, TX · 133 clientsWealth manager
    Schwab 100%
    $196M
  30. 12340
    Stonetree Investment Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $196M
  31. 12412
    Fulcrum Wealth ManagementPlano, TX · 487 clientsWealth managerWrap sponsor
    Schwab 83%
    $193M
  32. 12419
    Mozayyx Management LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $193M
  33. 12432
    Hampton Rock Wealth ManagementAustin, TX · 56 clientsWealth managerHybridHamptonrock Partners, LLC
    Schwab 86%
    $192M
  34. 12433
    Blueheel LLCDallas, TX · 4 clientsPrivate fund adviser
    Jefferies 60%Btig 22%
    $192M
  35. 12468
    High Plains Investment Advisors, Inc.Lubbock, TX · 137 clientsWealth manager
    Schwab 100%
    $191M
  36. 12469
    Forthright Family Wealth Advisory LLCHouston, TX · 64 clientsWealth manager
    Fidelity 100%
    $191M
  37. 12492
    Cove Wealth ManagementHouston, TX · 91 clientsWealth manager
    Schwab 100%
    $190M
  38. 12510
    Solutions 4 WealthSouthlake, TX · 209 clientsWealth manager
    Schwab 100%
    $189M
  39. 12599
    Retirement Advisors, LLCDallas, TX · 69 clientsAsset manager
    No custodian reported
    $186M
  40. 12614
    Retirement Financial Group, LLCBeaumont, TX · 440 clientsWealth manager
    Fidelity Distributors Company 100%
    $186M

RIAs by state