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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market
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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. 4282
    Wallace Capital Management, Inc.Dallas, TX · 487 clientsWealth manager
    Fidelity 91%
    $1.5B
  2. 4294
    Ranger Investment Management,l.p.Dallas, TX · 7 clientsAsset manager
    Northern Trust 63%State Street 37%
    $1.5B
  3. 4328
    Cypress Point Wealth Management, LLCDallas, TX · 177 clientsWealth manager
    Fidelity 81%
    $1.5B
  4. 4333
    Twin Tree Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4423
    Chambers Energy CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4428
    Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWealth managerWrap sponsorHybridCantor Fitzgerald & Co.
    UMB Financial Services 53%UBS 47%
    $1.4B
  7. 4444
    Hudson Way Capital Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  8. 4445
    49 FinancialAustin, TX · 3,839 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  9. 4448
    Howard Financial Services, LTD.Dallas, TX · 446 clientsWealth manager
    Schwab 100%
    $1.4B
  10. 4450
    Alterna Wealth Management, Inc.Houston, TX · 1,316 clientsWealth managerHybridAlterna Securities, Inc.
    Pershing 100%
    $1.4B
  11. 4456
    Double Eagle Family Offices, LLCFort Worth, TX · 21 clientsAsset manager
    Fidelity 100%
    $1.4B
  12. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  13. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  14. 4513
    Mountain Capital Management, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  15. 4515
    BH Credit Management LLCDallas, TX · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.4B
  16. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  17. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  18. 4531
    Weathergage Capital, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  19. 4533
    CitationDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  20. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  21. 4578
    Quadcap Wealth Management, LLCFrisco, TX · 582 clientsWealth manager
    Schwab 100%
    $1.3B
  22. 4579
    FMP Wealth AdvisersAustin, TX · 748 clientsWealth manager
    Schwab 100%
    $1.3B
  23. 4585
    Victory FinancialAustin, TX · 3,003 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  24. 4590
    Allied Industrial PartnersHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  25. 4599
    Callahan Advisors, LLCHouston, TX · 447 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4610
    Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
    Schwab 84%
    $1.3B
  27. 4636
    Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
    Schwab 89%
    $1.3B
  28. 4658
    Meristead Wealth, LLCWestlake, TX · 996 clientsWealth manager
    Pershing 100%
    $1.3B
  29. 4676
    Trigate Management LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  30. 4733
    Blue Sage CapitalAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  31. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  32. 4740
    Amberjack Capital Partners, L.P.Houston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  33. 4763
    Hodges Capital Management IncDallas, TX · 448 clientsAsset managerHybridFirst Dallas Securities, Inc.
    Wells Fargo 100%
    $1.2B
  34. 4764
    Lear Investment ManagementDallas, TX · 294 clientsAsset manager
    Schwab 71%Fidelity 29%
    $1.2B
  35. 4787
    Bwcp, LPDallas, TX · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.2B
  36. 4805
    Pcim Realty Advisors, LLCAddison, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 4810
    Parkway Wealth Management Group, LLCPlano, TX · 1,342 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.2B
  38. 4846
    Childress Capital Advisors, LLCHouston, TX · 146 clientsWealth manager
    Fidelity 100%
    $1.2B
  39. 4855
    Autumn Lane Advisors, LLCHouston, TX · 73 clientsWealth manager
    Schwab 100%
    $1.2B
  40. 4882
    Crossmark Wealth Management, LLCHouston, TX · 723 clientsAsset managerHybridCrossmark Distributors, Inc.
    Fidelity 100%
    $1.2B

RIAs by state