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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. 3793
    Scout Energy Management LLCDallas, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  2. 3794
    Tritium PartnersAustin, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  3. 3797
    Condire Management, LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  4. 3808
    Willis Johnson WealthHouston, TX · 578 clientsWealth manager
    Fidelity 100%
    $1.9B
  5. 3816
    RIA AdvisorsHouston, TX · 1,367 clientsWealth manager
    Fidelity 100%
    $1.8B
  6. 3833
    D2 Asset ManagementDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  7. 3842
    View Capital RIA, LPDallas, TX · 141 clientsWealth manager
    Pershing 77%Schwab 23%
    $1.8B
  8. 3846
    Financial SynergiesHouston, TX · 928 clientsWealth manager
    Schwab 85%
    $1.8B
  9. 3850
    GDS Wealth ManagementFlower Mound, TX · 1,082 clientsWealth manager
    Raymond James 100%
    $1.8B
  10. 3852
    Kainos (TX) Capital LPDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  11. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  12. 3875
    Stafford Capital Partners Inc.Austin, TX · 20 clientsPrivate fund adviser
    Perpetual Trustee Company Limited 100%
    $1.8B
  13. 3882
    Healthquest Capital Management, L.P.Austin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  14. 3916
    NXG Investment ManagementDallas, TX · 6 clientsAsset managerHybrid
    Principal Financial Group 100%
    $1.8B
  15. 3919
    Intrua FinancialHouston, TX · 3,380 clientsWealth managerWrap sponsorHybridLarson Financial Securities, LLC
    LPL Financial 80%
    $1.7B
  16. 3921
    Finser Investment AdvisorSAN Antonio, TX · 10 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  17. 3924
    Swift Creek PartnersDallas, TX · 7 clientsAsset manager
    No custodian reported
    $1.7B
  18. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
    Fidelity 61%Raymond James 39%
    $1.7B
  19. 3938
    Main Street Capital PartnersHouston, TX · 3 clientsAsset manager
    No custodian reported
    $1.7B
  20. 3994
    LEE Financial Company, LLCDallas, TX · 443 clientsWealth manager
    Schwab 54%Fidelity 46%
    $1.7B
  21. 3999
    Trace Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  22. 4006
    Adar1 Capital Management, LLCAustin, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  23. 4008
    Tailwind AdvisorsFort Worth, TX · 21 clientsWealth manager
    Fidelity 58%J.P. Morgan 42%
    $1.7B
  24. 4013
    U.S. Global Investors, Inc.SAN Antonio, TX · 11 clientsAsset manager
    No custodian reported
    $1.7B
  25. 4033
    Pickering Energy Partners LPHouston, TX · 13 clientsPrivate fund adviserHybridPEP Advisory LLC
    State Street 100%
    $1.7B
  26. 4038
    Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
    J.P. Morgan 50%UBS 36%
    $1.7B
  27. 4086
    ISC Advisors, Inc.Dallas, TX · 1,928 clientsAsset managerHybridInstitutional Securities Corporation
    RBC 27%Oneamerica Securities 25%
    $1.6B
  28. 4091
    Satori Capital, LLCDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  29. 4100
    Momentum Independent Network Inc.Dallas, TX · 2,879 clientsBroker-dealer firmHybridHilltop Securities Inc.
    No custodian reported
    $1.6B
  30. 4126
    Tanglewood Total Wealth Management, Inc.Houston, TX · 417 clientsWealth manager
    Schwab 100%
    $1.6B
  31. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  32. 4136
    Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
    Cantor Fitzgerald Securities 92%
    $1.6B
  33. 4155
    Astra Wealth Management GroupPlano, TX · 964 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  34. 4158
    PER Stirling Capital Management, LLCAustin, TX · 1,101 clientsWealth managerHybrid
    Fidelity 90%
    $1.6B
  35. 4177
    Annandale Capital, LLCDallas, TX · 220 clientsWealth manager
    Schwab 100%
    $1.6B
  36. 4191
    YCG, LLCAustin, TX · 264 clientsWealth manager
    Schwab 100%
    $1.5B
  37. 4195
    Greenbrier Partners Capital Management, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  38. 4216
    Kings Path Partners LLCSugar Land, TX · 180 clientsAsset manager
    U.S. Bancorp Investments 60%Fidelity 22%
    $1.5B
  39. 4221
    Capital Creek PartnersAustin, TX · 167 clientsAsset manager
    Fidelity 100%
    $1.5B
  40. 4253
    Ancient Art, L.P.Austin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state