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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. 15247
    Birnam Wood Capital, LLCDallas, TX · 51 clientsWealth managerWrap sponsor
    Schwab 100%
    $106M
  2. 15264
    Ormonde Investment Management, LLCDallas, TX · 3 clientsWealth manager
    Goldman Sachs 67%Citi 33%
    $105M
  3. 15277
    Legacy Chief Financial Office, LLCShenandoah, TX · 72 clientsWealth manager
    Schwab 100%
    $105M
  4. 15280
    Catalyst Wealth Management LLCHouston, TX · 9,549 clientsWealth managerHybrid
    Matrix Trust 58%Fidelity 31%
    $105M
  5. 15309
    Pabrai Wagons AdvisorsWest Lake Hills, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $104M
  6. 15340
    Ironhorn Advisors LLCAustin, TXAsset managerHybrid
    No custodian reported
    $103M
  7. 15352
    Brazos CapitalAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $103M
  8. 15359
    Republic SquareAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $102M
  9. 15364
    A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsWealth managerHybrid
    Interactive Brokers 74%Mutual Funds 26%
    $102M
  10. 15374
    Endurance Financial Planning, LLCMcAllen, TX · 596 clientsWealth manager
    Schwab 100%
    $102M
  11. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  12. 15438
    CAZ GP Stakes Adviser LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $99M
  13. 15453
    Lemnis CapitalRichardson, TX · 352 clientsWealth managerHybrid
    Schwab 100%
    $98M
  14. 15464
    Box Financial Advisors, LLCGrapevine, TX · 235 clientsWealth manager
    Equity Trust Company Brokerage 100%
    $97M
  15. 15474
    Nexpoint Insurance Solutions, L.P.Dallas, TX · 6 clientsPrivate fund adviserAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    No custodian reported
    $96M
  16. 15475
    Basa AdvisorsDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $96M
  17. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  18. 15482
    Abraham Trading CompanyCanadian, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $95M
  19. 15489
    Saddock Wealth, LLCDallas, TX · 11 clientsWealth manager
    Schwab 100%
    $94M
  20. 15759
    Empiric Advisors, Inc.Austin, TX · 16 clientsWealth managerHybridEmpiric Distributors, Inc.
    Schwab 71%U.S. Bancorp Investments 29%
    $65M
  21. 15771
    Longhorn Capital Partners, L.P.Fort Worth, TX · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $64M
  22. 15789
    Salient Advisors, L.P.Dallas, TX · 1 clientsAsset managerHybridSalient Capital L.P.
    No custodian reported
    $62M
  23. 15855
    Ranger Alternative Management, L.P.Dallas, TX · 1 clientsAsset manager
    No custodian reported
    $54M
  24. 15874
    Family Dynasty Advisors LLCLubbock, TX · 368 clientsWealth manager
    Schwab 100%
    $52M
  25. 15923
    Southwestern Money Management LLCSan Antonio, TX · 19 clientsWealth manager
    No custodian reported
    $48M
  26. 15991
    Tabernacle Equity Management LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $42M
  27. 16004
    II Technology, LLCAustin, TX · 26 clientsWealth manager
    Schwab 100%
    $40M
  28. 16012
    Days Global AdvisorsHouston, TX · 2 clientsAsset manager
    Schwab 100%
    $40M
  29. 16037
    Acruence Capital, LLCDallas, TX · 1 clientsAsset manager
    No custodian reported
    $37M
  30. 16051
    Gurufocus Investments, LLCPlano, TX · 1 clientsAsset manager
    No custodian reported
    $36M
  31. 16067
    Gavltd International CorporationEl Paso, TX · 9 clientsAsset manager
    No custodian reported
    $34M
  32. 16081
    Sarmaya Partners, LLCSan Antonio, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $33M
  33. 16164
    Nexadvisors, LLCDallas, TX · 6 clientsWealth managerBank-affiliatedAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    Pershing 74%Axos 24%
    $26M
  34. 16227
    Cumberland Hill Capital Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $18M
  35. 16282
    Advisors Crypto, Inc.Austin, TX · 74 clientsWealth manager
    Schwab 100%
    $11M
  36. 16288
    Everkey Financial LLCKaty, TXAsset manager
    Fidelity 66%Stancorp Equities 34%
    $11M
  37. 16299
    Empiric InstitutionalAustin, TX · 6 clientsAsset managerHybridEmpiric Distributors, Inc.
    Raymond James 57%Schwab 30%
    $10M
  38. 16357
    Precept Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $5M
  39. 16359
    Sanjac Alpha LPHouston, TX · 2 clientsAsset manager
    No custodian reported
    $5M
  40. 16389
    Clairalpha Advisors LLCFrisco, TX · 14 clientsWealth managerHybrid
    No custodian reported
    $4M

RIAs by state