Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 14284
    Usca Asset Management LLCHouston, TX · 24 clientsPrivate fund adviserHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $132M
  2. 14290
    PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
    Schwab 55%Fidelity 45%
    $132M
  3. 14322
    Nexpoint Advisors, L.P.Dallas, TX · 4 clientsAsset managerHybridNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $131M
  4. 14343
    Equilibria Wealth Management, LLCKaty, TX · 116 clientsWealth manager
    Schwab 100%
    $130M
  5. 14358
    Financial Aurora, LLC.Austin, TX · 220 clientsWealth manager
    Schwab 100%
    $130M
  6. 14417
    Broadhurst Financial Advisors, Inc.Austin, TX · 59 clientsWealth manager
    Altruist 100%
    $128M
  7. 14447
    Evolution Investment Management LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $128M
  8. 14467
    Sage Wealth PlanningGeorgetown, TX · 119 clientsWealth manager
    Schwab 100%
    $127M
  9. 14476
    Personal Money Planning, LLCWichita Falls, TX · 217 clientsWealth manager
    No custodian reported
    $127M
  10. 14477
    Shadowridge Asset Management, LLCAustin, TX · 614 clientsWealth manager
    Axos 76%Fidelity Distributors Company 24%
    $127M
  11. 14480
    Artesa Financial GroupConroe, TX · 329 clientsWealth manager
    Schwab 100%
    $127M
  12. 14482
    Kingwood Investment GroupKingwood, TX · 244 clientsWealth manager
    Schwab 100%
    $127M
  13. 14487
    RIA Wealth Advisors, LLCRound Rock, TX · 241 clientsWealth manager
    Fidelity 100%
    $126M
  14. 14498
    Trinity Investment Management, LLCFort Worth, TX · 50 clientsAsset manager
    Wells Fargo 72%Schwab 28%
    $126M
  15. 14508
    Integrity Road Wealth Partners LLCHouston, TX · 66 clientsWealth manager
    Schwab 100%
    $126M
  16. 14524
    The Gardner GroupDallas, TX · 134 clientsWealth manager
    Fidelity 81%
    $125M
  17. 14543
    Masterpiece Capital, LLCAustin, TX · 25 clientsWealth manager
    SEI 100%
    $125M
  18. 14569
    Emergent Capital Advisors, LLCHouston, TX · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $124M
  19. 14672
    Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
    Schwab 100%
    $121M
  20. 14697
    Leder Fiduciary Capital LLCBellaire, TX · 31 clientsWealth manager
    Schwab 100%
    $121M
  21. 14723
    GFN Capital ManagementRichardson, TX · 377 clientsWealth managerWrap sponsorHybrid
    Trust Based Custodian 100%
    $120M
  22. 14730
    MTR Financial Services, LLCKingwood, TX · 86 clientsWealth manager
    Schwab 100%
    $120M
  23. 14735
    Lone Star Investment Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $120M
  24. 14771
    Redfish CapitalCypress, TX · 170 clientsWealth manager
    Fidelity 90%
    $119M
  25. 14780
    LD Lowe Wealth AdvisoryRichardson, TX · 264 clientsWealth managerWrap sponsor
    ETC Brokerage Services 100%
    $119M
  26. 14814
    Texas Financial AdvisorySan Antonio, TX · 621 clientsWealth manager
    No custodian reported
    $118M
  27. 14829
    Integra Wealth Advisors, LLCHouston, TX · 58 clientsWealth manager
    Fidelity Distributors Company 100%
    $117M
  28. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  29. 14862
    Murray Securities, Inc.Tyler, TX · 50 clientsBroker-dealer firmHybridMurray Securities, Inc
    Hilltop Securities 100%
    $117M
  30. 14892
    Pathway Wealth Management, LLCDallas, TX · 25 clientsWealth manager
    Schwab 100%
    $116M
  31. 14896
    Modern Financial PlanningGeorgetown, TX · 72 clientsWealth manager
    Schwab 100%
    $116M
  32. 14907
    Third Gear Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $116M
  33. 14961
    LRH Capital Advising LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  34. 14965
    Finamex Asset Management, LLCHouston, TX · 190 clientsWealth managerHybridCasa De Bolsa Finamex S.A.B. De C.V., Finamex International, LLC
    No custodian reported
    $114M
  35. 14990
    Eagle Financial Advisors, LLCFrisco, TX · 329 clientsWealth manager
    Schwab 74%Fidelity 26%
    $113M
  36. 15080
    ASK Capital Investment ManagersAmarillo, TX · 100 clientsWealth managerWrap sponsor
    Schwab 100%
    $110M
  37. 15157
    Grace Capital Management, LLCAustin, TX · 77 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $109M
  38. 15161
    Double Eagle Wealth Management LLCDallas, TX · 89 clientsWealth manager
    Schwab 82%
    $109M
  39. 15173
    Panteles AdvisorsArgyle, TX · 39 clientsWealth manager
    No custodian reported
    $108M
  40. 15208
    Turner Capital Investments, LLCAustin, TX · 337 clientsWealth manager
    Schwab 100%
    $107M

RIAs by state