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4K Retirement Confidence Surges Despite Financial Pressures: MFSWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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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. 1978
    Sentry Management IncWichita Falls, TX · 88 clientsAsset manager
    Federal Home Loan Bank of Dallas 44%The Independent Bankerbank 36%
    $5.4B
  2. 1980
    Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 94%
    $5.4B
  3. 1984
    True North Advisors, LLCDallas, TX · 1,068 clientsWealth manager
    Schwab 81%
    $5.4B
  4. 2003
    Frost Investment Advisors, LLCSAN Antonio, TX · 9 clientsAsset managerHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    Frost Bank 100%
    $5.4B
  5. 2035
    Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 64%Fidelity 36%
    $5.2B
  6. 2052
    Hines Capital Advisors LLCHouston, TX · 10 clientsPrivate fund adviserHybridHines Private Wealth Solutions LLC
    No custodian reported
    $5.1B
  7. 2055
    Tectonic Advisors LLCFrisco, TX · 2,377 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 56%Tbank 44%
    $5.1B
  8. 2060
    Crescent Real Estate LLCFort Worth, TX · 43 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  9. 2087
    Three Bell Capital LLCDallas, TX · 628 clientsAsset manager
    Schwab 100%
    $5.1B
  10. 2094
    Cain, Watters & Associates, LLCFrisco, TX · 3,397 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 55%T Bank 45%
    $5.0B
  11. 2133
    Quotient Wealth Partners, LLCDallas, TX · 2,355 clientsWealth manager
    Fidelity 100%
    $4.9B
  12. 2145
    Pennybacker Capital Management, LLCAustin, TX · 33 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  13. 2170
    Avidian Wealth SolutionsHouston, TX · 1,895 clientsWealth managerHybrid
    Fidelity Distributors Company 83%
    $4.8B
  14. 2178
    Bbam US LPDallas, TX · 28 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  15. 2229
    MCR Fund Management LLCDallas, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  16. 2269
    Banner Oak Capital Partners, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  17. 2281
    TPG RE Finance Trust Management, L.P.Fort Worth, TX · 1 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.4B
  18. 2285
    Rockland Capital, LPThe Woodlands, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  19. 2309
    Kestra Investment Management, LLC.Austin, TX · 4 clientsAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $4.3B
  20. 2323
    Turtle Creek TrustDallas, TX · 101 clientsWealth manager
    Fidelity 100%
    $4.3B
  21. 2333
    Bridgeway Capital Management, LLCHouston, TX · 23 clientsAsset managerHybrid
    No custodian reported
    $4.3B
  22. 2346
    Prophet Capital Asset ManagementAustin, TX · 17 clientsAsset manager
    Computershare 100%
    $4.2B
  23. 2354
    Texas Capital Bank Private Wealth AdvisorsDallas, TX · 735 clientsWealth managerBank-affiliatedHybridTcbi Securities, Inc.
    Pershing 94%
    $4.2B
  24. 2380
    Parkway Advisors, L.P.Abilene, TX · 58 clientsAsset manager
    Raymond James 87%
    $4.1B
  25. 2398
    AQS Asset Management, L.L.C.Austin, TX · 11 clientsAsset manager
    Northwest Bank 81%
    $4.1B
  26. 2408
    Waterous Energy Fund Management (US), LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  27. 2411
    Mainsail PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  28. 2419
    Tailwater CapitalDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  29. 2443
    Guidestone Investment ServicesDallas, TX · 14 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
    Northern Trust 100%
    $3.9B
  30. 2449
    S.B. Value Partners, L.P.SAN Antonio, TX · 56 clientsAsset manager
    Pershing 100%
    $3.9B
  31. 2457
    Alamo Advisors, LPSAN Antonio, TX · 242 clientsWealth manager
    RBC 83%
    $3.9B
  32. 2501
    GFS Advisors LLCHouston, TX · 654 clientsAsset managerHybridGlobal Financial Services, L.L.C., clears through Pershing, Raymond James
    Morgan Stanley 80%
    $3.8B
  33. 2509
    Transwestern InvestmentsDallas, TX · 7 clientsAsset manager
    No custodian reported
    $3.7B
  34. 2512
    TRB Wealth Management, LLCHouston, TX · 934 clientsAsset managerHybridTRB Securities, LLC
    U.S. Bank 47%Schwab 33%
    $3.7B
  35. 2530
    Merit Energy CompanyDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  36. 2534
    Frost Investment ServicesSAN Antonio, TX · 3,656 clientsWealth managerBank-affiliatedHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $3.7B
  37. 2555
    Regan CapitalDallas, TX · 53 clientsAsset managerHybrid
    Northern Trust 53%U.S. Bank 30%
    $3.6B
  38. 2556
    Retirement Planners of AmericaPlano, TX · 5,657 clientsWealth managerWrap sponsor
    Pershing 100%
    $3.6B
  39. 2580
    Sycamore Tree Capital Partners, L.P.Dallas, TX · 13 clientsPrivate fund adviserHybrid
    Northern Trust 100%
    $3.5B
  40. 2593
    Andros Capital Partners LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B

RIAs by state