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LIVESKU: DB-RIA-TX

Texas RIA Dataset

696 Firms • State of Texas Coverage

Dataset Overview

696 state-registered investment advisory firms in Texas. Sourced from the SEC/FINRA IAPD State IA Feed as of May 21, 2026.

43 structured fields including firm identity, AUM tier, fee model, client type, custody status, disciplinary flags, and web presence indicators. Delivered as instant-download ZIP (Excel + CSV).

This is a comprehensive single-state download, filtering the state-registered RIA population specifically for commercial teams focusing on the Texas territory. It represents a highly active, regional advisor footprint that is frequently absent from traditional wirehouse directories.

Use Cases

  • Texas distribution territory build for wholesalers
  • Regional alternative asset manager outreach
  • State-level RIA population mapping
  • CRM import for Texas-focused financial services teams
  • Competitive landscape reference for Texas-based RIA firms
One-Time Purchase Price
$349
  • XLSX file with Cover / Data / Summary tabs
  • CSV format for CRM or workflow import
  • Full Data Dictionary
  • README file
  • License and Disclaimer documentation
Get the Texas Dataset

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Product Info: Public-source data product. Not compliance-verified. Not investment advice. Not a recommendation of any kind.