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
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
1,081 firms manage $4.6 trillionTexas
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- 12620Diamond Client Group, LLCWealth managerHybrid$186M
- 12627Delos Private Client Group, LLCWealth managerBank-affiliated$186M
- 12640Strategic Advisory Services, L.L.C.Wealth manager$185M
- 12642Brindle & Bay Financial Advisors, LLCWealth manager$185M
- 12665Authentikos Wealth Advisory LLCWealth managerWrap sponsor$184M
- 12673MytimeequityWealth manager$184M
- 12677Brazos Wealth Advisors LLCWealth manager$184M
- 12699White Wing Wealth Management, LLCWealth manager$183M
- 12713Kingstone Capital Partners Texas, LLCWealth manager$182M
- 12720Martin Capital Advisors, LLPWealth manager$182M
- 12732New Dimensions Wealth Management, L.L.C.Wealth manager$182M
- 12813Maroon Pass Advisors LPPrivate fund adviserNo custodian reported$179M
- 12840TDC Capital Advisors, Inc.Wealth manager$178M
- 12843Farris Capital Management Inc.Wealth manager$178M
- 12864Bannerman WealthWealth manager$177M
- 12866Quantor Capital LLCPrivate fund adviser$176M
- 12898Hill Country GroupWealth managerWrap sponsorHybrid$176M
- 12908WPA Family Office, LLCWealth manager$175M
- 12919TNT Asset Management, LLCWealth manager$175M
- 12921Newport Global Advisors L.P.Private fund adviser$175M
- 12926Teca Partners, LPPrivate fund adviserNo custodian reported$175M
- 12941Viaquest Advisors LLCWealth manager$174M
- 12943Maqro Advisors LLCWealth managerWrap sponsor$174M
- 12944QMP Management, LLCPrivate fund adviserNo custodian reported$174M
- 12945ATX Financial Planning, LLCWealth manager$174M
- 12948Provident Financial Planning, LLCWealth manager$174M
- 12961Jaykay Wealth Advisors, Inc.Broker-dealer firmHybrid$174M
- 12995Cornermen Financial, LLCWealth manager$173M
- 13007Vannoy Advisory Group, Inc.Wealth manager$172M
- 13009Argent Wealth Management, Inc.Wealth manager$172M
- 13036Ridgeback Capital ManagementWealth managerNo custodian reported$171M
- 13038Prophet Equity Management II LLCPrivate fund adviserNo custodian reported$171M
- 13052Cain Capital Management, LPWealth manager$171M
- 13061RWR Investments LLCWealth manager$171M
- 13063Joseph AdvisoryPrivate fund adviserNo custodian reported$171M
- 13086Focus 401 (k) Group, LLCAsset manager$170M
- 13098Ddelta Real Estate InvestmentsPrivate fund adviserNo custodian reported$170M
- 13149ECP Investment Advisors LLCPrivate fund adviserNo custodian reported$168M
- 13160South Texas Capital Advisors, LLCWealth managerWrap sponsor$167M
- 13169Schlindwein Associates LLCWealth managerNo custodian reported$167M
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25