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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. 2594
    Stellus Capital Management, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  2. 2598
    Advisor Resource CouncilDallas, TX · 11,836 clientsWealth managerWrap sponsorHybrid
    LPL Financial 89%
    $3.5B
  3. 2627
    Sixth Street Specialty Lending Advisers, LLCDallas, TX · 1 clientsAsset managerHybridSixth Street BD, LLC
    No custodian reported
    $3.4B
  4. 2639
    Gauge CapitalSouthlake, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  5. 2655
    Marble Capital LPHouston, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  6. 2662
    VWH Capital Management, LPDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  7. 2680
    Formentera Partners LPAustin, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  8. 2683
    Ridgewood Energy CorporationHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  9. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  10. 2725
    Trust Asset Management LLCHouston, TX · 155 clientsPrivate fund adviser
    Pershing 100%
    $3.2B
  11. 2731
    Greenbelt Capital PartnersAustin, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  12. 2733
    KA Fund Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $3.2B
  13. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  14. 2784
    PAN Capital Management LPHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  15. 2785
    1900 WealthSAN Antonio, TX · 496 clientsWealth managerBank-affiliated
    Schwab 72%Fifth Third Securities 28%
    $3.1B
  16. 2796
    Anson Funds Management LPDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  17. 2810
    Paradigm Global InvestorsDallas, TXAsset manager
    No custodian reported
    $3.0B
  18. 2834
    Trinity Hunt Management, L.P.Dallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  19. 2845
    NFJ Investment Group, LLCDallas, TX · 468 clientsAsset managerHybridVP Distributors LLC
    UBS 100%
    $3.0B
  20. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clientsWealth manager
    Schwab 79%
    $3.0B
  21. 2879
    Canyon Partners Real Estate LLCDallas, TX · 23 clientsPrivate fund adviserHybridCP Investments LLC
    No custodian reported
    $2.9B
  22. 2920
    Legacy Knight MFO, LLCDallas, TX · 53 clientsWealth manager
    Goldman Sachs 100%
    $2.8B
  23. 2921
    Maslow Wealth AdvisorsAustin, TX · 395 clientsWealth manager
    Schwab 100%
    $2.8B
  24. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  25. 2957
    Paul Comstock PartnersHouston, TX · 120 clientsWealth manager
    Schwab 80%
    $2.8B
  26. 2962
    Titleist Asset Management, LLCSAN Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  27. 2982
    Nexpoint Asset Management, L.P.Dallas, TX · 5 clientsAsset managerAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $2.8B
  28. 2985
    Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsWealth managerPublic-company owned
    Schwab 100%
    $2.8B
  29. 3020
    MCP Management, LPAustin, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  30. 3035
    Multicoin Capital Management, LLCAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  31. 3065
    Transpose Platform Management, LLCHouston, TX · 54 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  32. 3071
    Sunbelt SecuritiesHouston, TX · 6,241 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  33. 3110
    North Hudson Resource Partners LPHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  34. 3111
    Icon Wealth PartnersHouston, TX · 629 clientsWealth managerHybrid
    Fidelity 100%
    $2.6B
  35. 3126
    Kensington Asset Management, LLCAustin, TX · 21 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  36. 3170
    Hilltop Securities Inc.Dallas, TX · 3,407 clientsBroker-dealer firmHybridMomentum Independent Network Inc.
    No custodian reported
    $2.5B
  37. 3177
    Serve Capital PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  38. 3187
    Silver Hill Energy Partners, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  39. 3193
    Warwick PartnersBryan, TX · 253 clientsWealth manager
    Schwab 100%
    $2.5B
  40. 3203
    Oxbow Advisors, LLCAustin, TX · 744 clientsWealth managerHybridHerndon Plant Oakley LTD
    Schwab 72%RBC 28%
    $2.5B

RIAs by state