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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. 4916
    Wpwealth LLPFort Worth, TX · 512 clientsWealth manager
    Schwab 100%
    $1.2B
  2. 4931
    The Capstreet Group, LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  3. 4937
    Sarofim Realty Advisors LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  4. 4943
    Academy Capital ManagementWaco, TX · 996 clientsWealth manager
    Schwab 81%
    $1.2B
  5. 4954
    Arkos Global Advisors, LLCHouston, TX · 444 clientsWealth manager
    Schwab 100%
    $1.2B
  6. 4979
    Virtus Real Estate LLCAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 4995
    Oak Harvest Investment ServicesHouston, TX · 978 clientsWealth manager
    Schwab 100%
    $1.1B
  8. 5006
    HM International L.L.C.Austin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  9. 5024
    Insight Wealth PartnersPlano, TX · 959 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.1B
  10. 5060
    Brigham Management, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  11. 5081
    The Clarus GroupHouston, TX · 613 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $1.1B
  12. 5082
    Integrity Advisory SolutionsDallas, TX · 2,428 clientsWealth managerHybridIntegrity Alliance, LLC, Integrity Capital, LLC
    Schwab 83%
    $1.1B
  13. 5083
    Coppell Advisory Solutions LLCDallas, TX · 8,850 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  14. 5088
    Enclave Advisors, LLCAustin, TX · 75 clientsWealth manager
    Schwab 92%
    $1.1B
  15. 5091
    Nexpoint Real Estate Advisors X, L.P.Dallas, TX · 1 clientsPrivate fund adviserAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    No custodian reported
    $1.1B
  16. 5098
    Presidio Investors LLCAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  17. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clientsWealth manager
    Schwab 85%
    $1.1B
  18. 5126
    McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.1B
  19. 5127
    Austin Wealth Management, LLCAustin, TX · 629 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  20. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  21. 5198
    Avidity Partners Management LPDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  22. 5206
    Bsip SLP GP, LLCFrisco, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5207
    Sequent Asset Management, LLCHouston, TX · 335 clientsWealth manager
    Fidelity 100%
    $1.1B
  24. 5240
    Bayou City EnergyHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  25. 5252
    Paragon Financial AdvisorsCollege Station, TX · 458 clientsWealth manager
    Schwab 100%
    $1.0B
  26. 5254
    Biglari Capital Corp.SAN Antonio, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  27. 5258
    ESP Investment Advisors LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  28. 5269
    Rogers Wealth Group, Inc.Fort Worth, TX · 434 clientsWealth manager
    Schwab 56%Matrix Trust 44%
    $1.0B
  29. 5276
    Prosight CapitalDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  30. 5307
    Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsWealth managerHybridPerryman Securities, Inc.
    Schwab 100%
    $1.0B
  31. 5316
    Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
    Schwab 86%
    $1.0B
  32. 5328
    Edge Natural Resources LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  33. 5335
    Enervest Investment Services, L.L.C.Houston, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  34. 5336
    Teamwork Financial Advisors, LLCSAN Antonio, TX · 2,485 clientsWealth manager
    Schwab 100%
    $1.0B
  35. 5358
    Renovo Capital, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  36. 5360
    Pelican Energy PartnersHouston, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  37. 5433
    Avion WealthThe Woodlands, TX · 300 clientsWealth manager
    Schwab 71%Fidelity Distributors Company 29%
    $985M
  38. 5469
    Bentoak CapitalWeatherford, TX · 798 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $970M
  39. 5484
    Revival Healthcare Capital LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $964M
  40. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M

RIAs by state