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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. 3236
    PermianDallas, TX · 8 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  2. 3241
    The Milestone Real Estate Group, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  3. 3242
    Paceline Equity Partners, LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  4. 3244
    Requisite Capital Management LLCDallas, TX · 231 clientsWealth manager
    Fidelity 100%
    $2.4B
  5. 3253
    Sarofim International Management CoHouston, TX · 14 clientsAsset manager
    Papamarkou Wellner & Co. 73%Credit Suisse Securities (USA) 27%
    $2.4B
  6. 3287
    Simmons L E & Associates IncHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  7. 3288
    Strive Asset ManagementDallas, TX · 14 clientsAsset managerHybrid
    Schwab 100%
    $2.4B
  8. 3294
    EOC Partners Advisors L.P.Houston, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  9. 3352
    KA Credit Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.3B
  10. 3368
    Arroyo Energy Investment Partners LLCSpring, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  11. 3374
    Beaird HarrisDallas, TX · 800 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.3B
  12. 3380
    Sather Financial Group, Inc.Victoria, TX · 482 clientsWealth manager
    Schwab 100%
    $2.3B
  13. 3384
    Waterloo CapitalAustin, TX · 2,797 clientsBroker-dealer firmHybrid
    Schwab 58%Fidelity Distributors Company 42%
    $2.3B
  14. 3408
    EIV Capital, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  15. 3436
    CRGHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  16. 3456
    Orei Advisors LPAustin, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  17. 3465
    Sagefield Investment Group LPDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  18. 3479
    Meridiem Capital Partners LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  19. 3482
    Root Financial PartnersAustin, TX · 858 clientsWealth manager
    Schwab 80%
    $2.1B
  20. 3530
    Ascentis Independent Advisors, LLCDallas, TX · 2,815 clientsWealth managerHybrid
    Raymond James 55%Schwab 45%
    $2.1B
  21. 3533
    Adell Harriman & CarpenterHouston, TX · 819 clientsWealth manager
    Fidelity 100%
    $2.1B
  22. 3545
    River Canyon Fund Management LLCDallas, TX · 3 clientsAsset managerHybridCP Investments, LLC
    No custodian reported
    $2.1B
  23. 3550
    Segment Wealth Management, LLCHouston, TX · 236 clientsWealth manager
    Schwab 100%
    $2.1B
  24. 3560
    EW Healthcare PartnersThe Woodlands, TX · 19 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  25. 3570
    Applied Finance Advisors, LLCSAN Antonio, TX · 2 clientsAsset manager
    No custodian reported
    $2.1B
  26. 3576
    Inscription Capital, LLCHouston, TX · 456 clientsWealth managerHybrid
    Fidelity 65%
    $2.0B
  27. 3580
    Cresta Fund Management LLCDallas, TX · 22 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  28. 3634
    Corda Investment Management, LLCHouston, TX · 1,363 clientsWealth manager
    Schwab 100%
    $2.0B
  29. 3648
    Balefire, LLCDallas, TX · 1,864 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  30. 3655
    Sole Source Capital LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  31. 3660
    Centeroak Adviser, L.P.Dallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  32. 3671
    FIC Partners Management, LPHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  33. 3681
    Guidestone AdvisorsDallas, TX · 2,089 clientsWealth managerHybridGuidestone Financial Services
    Guidestone 80%
    $2.0B
  34. 3701
    Voss Capital, LPHouston, TX · 10 clientsAsset manager
    Goldman Sachs 63%
    $1.9B
  35. 3703
    Elda River Capital Management, LLCHouston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  36. 3710
    Cfo4lifeCoppell, TX · 1,015 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $1.9B
  37. 3713
    Nexpoint Real Estate Advisors VII, L.P.Dallas, TX · 2 clientsPrivate fund adviserAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $1.9B
  38. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
    Schwab 79%
    $1.9B
  39. 3738
    Kildare Partners US, LLCWestlake, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  40. 3786
    Austin AssetAustin, TX · 458 clientsWealth manager
    Schwab 83%
    $1.9B

RIAs by state