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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. 16391
    Save Advisers LLCHouston, TX · 200 clientsWealth manager
    No custodian reported
    $4M
  2. 16398
    Founder Etfs LLCDallas, TX · 1 clientsAsset manager
    No custodian reported
    $3M
  3. 16422
    Branson Fowlkes Russell IncHouston, TX · 1 clientsWealth manager
    No custodian reported
    $2M
  4. 16441
    Bbae Advisors LLCPlano, TX · 148 clientsBroker-dealer firmHybridRedbridge Securities LLC, clears through Apex Clearing
    No custodian reported
    $1M
  5. 16447
    SimplevisorHouston, TX · 13 clientsWealth manager
    Pershing 100%
    $928K
  6. 16449
    Fortuna Funds, LLCDallas, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $915K
  7. 16451
    Fundify Advisors LLCAustin, TX · 9,394 clientsWealth managerAffiliated broker-dealerFundify Portal, LLC
    North Capital Private Securities 100%
    $889K
  8. 16479
    Unifimoney RIAAustin, TX · 460 clientsWealth manager
    No custodian reported
    $314K
  9. 16488
    L & B Realty Advisors, LLPDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $219K
  10. 16509
    BinvestingHouston, TX · 6 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, S.A. De C.V., clears through Pershing
    Pershing 100%
    $52K
  11. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  12. 16528
    NestvstSugar Land, TX · 5 clientsWealth manager
    Alpaca Securities 100%
    $7K
  13. 16535
    Fivancial Advisors, Inc.Dallas, TX · 96 clientsWealth manager
    No custodian reported
    $1K
  14. 16546
    VestieDallas, TX · 2 clientsWealth manager
    No custodian reported
    $0K
  15. 16550
    Alka Partners, LLCFarmers Branch, TX · 1 clientsAsset manager
    No custodian reported
    $0K
  16. 16558
    Usaa Investment Services CompanySan Antonio, TX · 2,635 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  17. 16593
    Higginbotham Retirement Advisors, Inc.Houston, TX · 58 clientsAsset managerAffiliated broker-dealerHigginbotham Securities LLC
    No custodian reported
    $0
  18. 16611
    Riverrock Asset Management LLCHouston, TXAsset manager
    No custodian reported
    $0
  19. 16617
    Boon Investment Group, Inc.Austin, TX · 100 clientsAsset manager
    No custodian reported
    $0
  20. 16620
    Kestra Institutional Services, LLCAustin, TXAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $0
  21. 16623
    Swbc Investment Advisory Services LLCAustin, TX · 2,111 clientsAsset managerAffiliated broker-dealerSwbc Investment Services, LLC, clears through Pershing
    No custodian reported
    $0
  22. 16632
    Prophet Equity Management LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $0
  23. 16661
    Shorebird Capital, LPSan Antonio, TXAsset managerHybridTitleist Capital, LLC
    No custodian reported
    $0
  24. 16687
    Inscription Family Office, LLCHouston, TXAsset manager
    No custodian reported
    $0
  25. 16692
    Abundo WealthHouston, TXAsset manager
    No custodian reported
    $0
  26. 16709
    Koin Capital IncHouston, TX · 5 clientsAsset manager
    No custodian reported
    $0
  27. 16716
    Ascentis Asset Management, LLCDallas, TXAsset managerHybrid
    No custodian reported
    $0
  28. 16764
    Innovayte CapitalDallas, TXAsset managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    No custodian reported
    $0
  29. 16786
    Quotient Wealth Asset Management, LLCDallas, TXAsset manager
    No custodian reported
    $0
  30. 16815
    Strategiq Funds, Inc.San Antonio, TXAsset managerHybrid
    No custodian reported
    $0
  31. 16822
    818 Family Office, LLCAustin, TXAsset manager
    No custodian reported
    $0
  32. 16829
    SSCHouston, TXAsset manager
    No custodian reported
    $0
  33. 16926
    UPP Management, LPHouston, TXAsset manager
    No custodian reported
    $0
  34. 16935
    Public Safety Financial Group, LLCHouston, TXAsset manager
    No custodian reported
    $0
  35. 16947
    Everlong Capital Fund Management, LPDallas, TXAsset manager
    No custodian reported
    $0
  36. 16955
    Leggett Capital PartnersHouston, TXAsset manager
    No custodian reported
    $0
  37. 17029
    Holm & Baucom Wealth Advisors, LLCVictoria, TXAsset managerHybrid
    No custodian reported
    $0
  38. 17056
    24a Capital Management LLCHouston, TXAsset manager
    No custodian reported
    $0
  39. 17109
    Alphaengine Global Investment Solution LLCPlano, TXAsset manager
    No custodian reported
    $0
  40. 17124
    White Rock Resources Holdings, LLCPlano, TX · 2 clientsAsset manager
    No custodian reported
    $0

RIAs by state