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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 023
    Dimensional Fund Advisors LPAustin, TX · 2,311 clientsAsset managerHybridDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 51%BNY 31%
    $1.0T
  2. 067
    Fisher InvestmentsPlano, TX · 199,922 clientsWealth manager
    Schwab 53%Fidelity 47%
    $387B
  3. 090
    Victory Capital Management Inc.SAN Antonio, TX · 18,120 clientsAsset managerHybridVictory Capital Services, Inc., clears through Pershing
    BNY 57%State Street 24%
    $283B
  4. 156
    TPG Global Advisors, LLCFort Worth, TX · 197 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $174B
  5. 169
    NB Alternatives Advisers LLCDallas, TX · 379 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Merrill / Bank of America 84%
    $160B
  6. 197
    TPG Capital Advisors, LLCFort Worth, TX · 126 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $141B
  7. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  8. 316
    Kestra Advisory Services, LLCAustin, TX · 117,403 clientsWealth managerHybridKestra Investment Services, LLC
    Fidelity 100%
    $80B
  9. 331
    ALM First Financial Advisors LLCDallas, TX · 162 clientsAsset manager
    No custodian reported
    $76B
  10. 381
    American Beacon Advisors, Inc.Irving, TX · 11 clientsAsset managerHybridResolute Investment Distributors, Inc.
    State Street 75%J.P. Morgan 25%
    $60B
  11. 387
    Barrow Hanley Global InvestorsDallas, TX · 154 clientsAsset managerHybrid
    State Street 48%Northern Trust 27%BNY 26%
    $59B
  12. 414
    Catalyst Strategic SolutionsPlano, TX · 80 clientsAsset managerHybridCU Investment Solutions LLC
    J.P. Morgan 100%
    $52B
  13. 465
    Sali Fund ServicesAustin, TX · 246 clientsPrivate fund adviserHybrid
    Schwab 45%Goldman Sachs 30%BNY 24%
    $46B
  14. 485
    Jasper Ridge Partners, L.P.Fort Worth, TX · 67 clientsAsset manager
    BNY 100%
    $43B
  15. 544
    Hilltop Securities Asset Management, LLCDallas, TX · 60 clientsAsset managerHybridHilltop Securities Inc., Momentum Independent Network Inc.
    No custodian reported
    $38B
  16. 563
    Hudson AdvisorsDallas, TX · 86 clientsPrivate fund adviser
    No custodian reported
    $36B
  17. 566
    Guidestone Capital ManagementDallas, TX · 27 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
    No custodian reported
    $36B
  18. 571
    Lone Star FundsDallas, TX · 31 clientsPrivate fund adviser
    No custodian reported
    $36B
  19. 574
    HBK Capital ManagementDallas, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $36B
  20. 583
    Fayez Sarofim & Co.Houston, TX · 2,997 clientsAsset manager
    Fidelity Distributors Company 100%
    $35B
  21. 597
    Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
    BNY 83%
    $34B
  22. 610
    The Variable Annuity Life Insurance CompanyHouston, TX · 36 clientsAsset managerHybridCorebridge Capital Services, Inc., Valic Financial Advisors, Inc.
    No custodian reported
    $33B
  23. 627
    Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
    Schwab 79%
    $32B
  24. 644
    Affinius Capital LLCSAN Antonio, TX · 111 clientsPrivate fund adviser
    No custodian reported
    $30B
  25. 671
    Valic Financial Advisors, Inc.Houston, TX · 293,026 clientsBroker-dealer firmHybridCorebridge Capital Services, Inc.
    The Variable Annuity Life Insurance 40%Fidelity 37%Valic Trust Company 23%
    $29B
  26. 678
    Quantum Capital GroupHouston, TX · 71 clientsPrivate fund adviser
    No custodian reported
    $29B
  27. 686
    Sage Advisory Services LTD CoAustin, TX · 14,363 clientsAsset manager
    Morgan Stanley 65%Northern Trust 35%
    $28B
  28. 695
    The Palisades Group, LLCAustin, TX · 5 clientsAsset manager
    Computershare Trust Company 100%
    $28B
  29. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  30. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsWealth managerPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  31. 759
    First Command Advisory ServicesFort Worth, TX · 113,591 clientsWealth managerBank-affiliatedHybridFirst Command Brokerage Services, Inc.
    No custodian reported
    $24B
  32. 771
    Precision Fiduciary Partners, LLCAustin, TX · 4,144 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $24B
  33. 811
    Crestline Management, L.P.Fort Worth, TX · 131 clientsPrivate fund adviser
    No custodian reported
    $23B
  34. 884
    Trinitas Capital ManagementDallas, TX · 45 clientsPrivate fund adviser
    No custodian reported
    $20B
  35. 927
    RCP Advisors 2, LLCDallas, TX · 109 clientsPrivate fund adviser
    No custodian reported
    $18B
  36. 972
    TPG Real Estate Advisors, LLCFort Worth, TX · 35 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $17B
  37. 1010
    Maverick Capital LTDDallas, TX · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $16B
  38. 1062
    Crow Holdings CapitalDallas, TX · 17 clientsPrivate fund adviserHybridCrow Holdings Securities, L.L.C.
    No custodian reported
    $14B
  39. 1066
    Prospera Financial Services, Inc.Dallas, TX · 18,584 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $14B
  40. 1127
    Kestra Private Wealth Services, LLCAustin, TX · 20,230 clientsWealth managerHybridKestra Investment Services, LLC
    Fidelity 100%
    $13B

RIAs by state