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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. 13173
    Greenbelt Investment Advisors, LLCRound Rock, TX · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $167M
  2. 13188
    Skybound Wealth USAHouston, TX · 339 clientsWealth manager
    No custodian reported
    $166M
  3. 13218
    Red Swan Private ClientHouston, TX · 7 clientsAsset managerHybridRedswan Markets, LLC
    No custodian reported
    $165M
  4. 13234
    Womack Financial LLCDallas, TX · 141 clientsWealth manager
    Schwab 100%
    $165M
  5. 13240
    Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
    Schwab 98%
    $165M
  6. 13249
    Perea CapitalHouston, TX · 25 clientsPrivate fund adviser
    No custodian reported
    $164M
  7. 13258
    Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsWealth managerHybrid
    LPL Financial 100%
    $163M
  8. 13289
    Maple Park CapitalDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $162M
  9. 13295
    Peak American Investment Advisors, Inc.Plano, TX · 329 clientsWealth manager
    Schwab 100%
    $162M
  10. 13300
    Ironoak WealthCedar Park, TX · 332 clientsWealth manager
    Schwab 99%
    $162M
  11. 13354
    Encore Global Management LPHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $160M
  12. 13360
    Spectrum Advisors, Inc.Plano, TX · 308 clientsWealth manager
    Schwab 100%
    $160M
  13. 13388
    Murray Investment Management, LLCHouston, TX · 43 clientsWealth manager
    Fidelity 100%
    $159M
  14. 13390
    Hackett Financial Group, LLCWimberley, TX · 254 clientsWealth manager
    Schwab 100%
    $159M
  15. 13397
    Graystreet PartnersSan Antonio, TX · 59 clientsPrivate fund adviser
    No custodian reported
    $159M
  16. 13406
    Verus Financial GroupSugar Land, TX · 388 clientsWealth manager
    Schwab 100%
    $159M
  17. 13416
    Scherer Financial Advisory Services, LLCDallas, TX · 178 clientsWealth manager
    Raymond James 100%
    $158M
  18. 13437
    Strategic Wealth Management, LLCBedford, TX · 176 clientsWealth managerHybrid
    LPL Financial 100%
    $158M
  19. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M
  20. 13458
    Collective Wealth Advisors LLCCoppell, TX · 224 clientsWealth manager
    Schwab 100%
    $157M
  21. 13467
    SallyportHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $157M
  22. 13482
    JTS Fund Advisors, LLCWaco, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $156M
  23. 13495
    DFS AdvisoryDenton, TX · 137 clientsWealth manager
    Betterment 49%Assetmark Brokerage 33%
    $156M
  24. 13504
    Phoenix Capital Realty Advisors, LLCAddison, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $156M
  25. 13506
    Live Oak Wealth Advisory Group, LLCHouston, TX · 98 clientsWealth manager
    Schwab 100%
    $155M
  26. 13508
    Herndon Plant Oakley LTDCorpus Christi, TX · 141 clientsBroker-dealer firmHybrid
    RBC 100%
    $155M
  27. 13509
    CAM Investor SolutionsAustin, TX · 151 clientsWealth manager
    Schwab 100%
    $155M
  28. 13540
    Tectonic Capital Advisors, LLCHouston, TX · 3 clientsWealth managerBank-affiliatedHybridSanders Morris LLC
    No custodian reported
    $154M
  29. 13555
    Uptown Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $154M
  30. 13557
    S&s Wealth ManagementGrand Prairie, TX · 315 clientsWealth managerHybrid
    Schwab 100%
    $154M
  31. 13575
    Applewhite & Buys Financial AdvisorsDallas, TX · 185 clientsWealth manager
    Schwab 100%
    $153M
  32. 13615
    Portfolio Management, LLCAustin, TX · 111 clientsWealth manager
    Schwab 100%
    $152M
  33. 13626
    Integrated Wealth Strategies, LLCAustin, TX · 252 clientsWealth manager
    Schwab 100%
    $152M
  34. 13710
    Purewater Capital, LLCFort Worth, TX · 237 clientsWealth manager
    Schwab 100%
    $149M
  35. 13718
    Brookline Wealth, LLCAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $149M
  36. 13729
    Sonnet, LLCSpring, TX · 269 clientsWealth manager
    Schwab 97%
    $148M
  37. 13732
    Prestige Wealth ManagementSouthlake, TX · 297 clientsWealth managerWrap sponsor
    Fidelity 91%
    $148M
  38. 13741
    Stavis Wealth Transfer SolutionsHouston, TX · 21 clientsWealth managerHybrid
    Fidelity 100%
    $148M
  39. 13757
    AWH Capital, L.P.Dallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $148M
  40. 13761
    Chung WU Investment Group, LLCSugar Land, TX · 127 clientsWealth manager
    Raymond James 100%
    $147M

RIAs by state