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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 5493
    White DeerHouston, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $961M
  2. 5500
    Militia Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $959M
  3. 5508
    MBR FinancialHouston, TX · 480 clientsWealth manager
    Fidelity 100%
    $956M
  4. 5516
    Arvin Capital Management LPAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $953M
  5. 5531
    Petrocap, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $949M
  6. 5547
    Disciplined Investors, L.L.C.Waco, TX · 528 clientsWealth manager
    Schwab 74%Empower Financial Services 26%
    $942M
  7. 5555
    Ascension Capital Advisors, Inc.Houston, TX · 240 clientsWealth managerHybrid
    Schwab 80%
    $939M
  8. 5562
    Pabrai Investment FundsWest Lake Hills, TX · 6 clientsPrivate fund adviser
    Fidelity 72%UBS 28%
    $936M
  9. 5563
    ARA GC Partners, LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $936M
  10. 5601
    Vaquero Private Wealth, LTD.Dallas, TX · 285 clientsWealth manager
    Pershing 62%Fidelity 38%
    $929M
  11. 5608
    Strategic Financial Concepts, LLCSan Antonio, TX · 3,824 clientsWealth managerHybrid
    LPL Financial 52%Schwab 47%
    $928M
  12. 5610
    Lavaca Capital, LLCHouston, TX · 33 clientsAsset manager
    J.P. Morgan 46%Schwab 34%
    $927M
  13. 5614
    Coyle Capital, LLCLakeway, TX · 313 clientsWealth manager
    Schwab 100%
    $925M
  14. 5619
    Keller Wealth AdvisorsVictoria, TX · 556 clientsWealth manager
    Schwab 100%
    $923M
  15. 5640
    Goodman Financial CorporationHouston, TX · 288 clientsWealth manager
    Schwab 100%
    $916M
  16. 5648
    Christopher & Co., LLCAustin, TX · 25 clientsPrivate fund adviser
    No custodian reported
    $914M
  17. 5652
    Braemont CapitalDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $913M
  18. 5654
    Briaud Financial AdvisorsCollege Station, TX · 279 clientsWealth manager
    Schwab 87%
    $913M
  19. 5669
    Brookmont Capital ManagementDallas, TX · 65 clientsAsset manager
    Fidelity/national Financial Securities 100%
    $910M
  20. 5676
    Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesArlington, TX · 482 clientsWealth managerHybridGRB Financial LLC
    Schwab 100%
    $909M
  21. 5688
    Richard P. Slaughter Associates, Inc.Austin, TX · 457 clientsWealth manager
    Schwab 100%
    $905M
  22. 5696
    Distributed Global Manager LPAustin, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $903M
  23. 5704
    Riata Capital Group, LLCDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $901M
  24. 5739
    GEC Advisors LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $892M
  25. 5745
    Commerce Street Investment ManagementDallas, TX · 64 clientsAsset managerHybridCommerce Street Capital, LLC
    Fidelity Management Trust 53%Empower Trust 47%
    $891M
  26. 5748
    LWO LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $891M
  27. 5749
    Bluescape Energy Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $890M
  28. 5757
    Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
    Raymond James 43%Morgan Stanley 40%
    $889M
  29. 5767
    Strata Wealth Advisors, LLCDallas, TX · 227 clientsWealth manager
    Fidelity 100%
    $886M
  30. 5768
    Insight Equity Management Company LLCSouthlake, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $886M
  31. 5770
    CFM Wealth Partners LLCAustin, TX · 280 clientsWealth manager
    Raymond James 100%
    $886M
  32. 5771
    Robert Harrell, IncorporatedAustin, TX · 67 clientsAsset manager
    SEI 67%
    $885M
  33. 5782
    Optas, LLCDripping Springs, TX · 137 clientsWealth manager
    Fidelity 100%
    $882M
  34. 5790
    Alongside, LLCAustin, TX · 2,122 clientsWealth manager
    Fidelity 100%
    $879M
  35. 5809
    Alpha Capital ManagementAustin, TX · 468 clientsWealth manager
    Schwab 89%
    $871M
  36. 5815
    Pine Valley Capital Partners LLCAustin, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $870M
  37. 5860
    Probity Advisors, Inc.Dallas, TX · 567 clientsWealth managerHybrid
    Fidelity 79%
    $859M
  38. 5871
    Grey Rock Management Partners IV, LLCDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $857M
  39. 5875
    Cpmg, Inc.Dallas, TX · 26 clientsPrivate fund adviser
    No custodian reported
    $856M
  40. 5887
    ApeironDallas, TX · 1,184 clientsWealth managerWrap sponsor
    Schwab 79%
    $852M

RIAs by state