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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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

24 firms manage $12 billionStonex Financial

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. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  2. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsWealth managerBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B
  3. 8027
    The Invictus Collective, LLCPark Ridge, IL · 16 clientsWealth manager
    Fidelity 61%Stonex Financial 39%
    $476M
  4. 9035
    Scala Capital LLCMiami, FL · 403 clientsWealth managerHybrid
    Schwab 75%Stonex Financial 25%
    $380M
  5. 9415
    Aragon Capital LLCFort Lauderdale, FL · 1,209 clientsWealth manager
    Stonex Financial 64%
    $349M
  6. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  7. 9553
    Millennial Advisers, LLC.New York, NY · 363 clientsPrivate fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers
    Schwab 57%Interactive Brokers 31%
    $339M
  8. 9947
    Trust Advisory Group LTDBirmingham, AL · 564 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 74%Schwab 26%
    $314M
  9. 10455
    FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
    Stonex Financial 90%
    $284M
  10. 11803
    Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
    SEI 74%Stonex Financial 26%
    $219M
  11. 12049
    Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
    Stonex Financial 83%
    $208M
  12. 12084
    360 Financial Partners, LLCMount Pleasant, SC · 292 clientsWealth managerHybrid
    Stonex Financial 100%
    $207M
  13. 12537
    Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
    NPB 87%
    $189M
  14. 12917
    The Atlas Financial GroupMiami, FL · 71 clientsAsset manager
    Stonex Financial 100%
    $175M
  15. 13054
    Harbor IthakaAventura, FL · 43 clientsPrivate fund adviser
    Bank OZK 65%
    $171M
  16. 13344
    Fenix TradingNew York, NY · 447 clientsWealth managerHybridFenix Securities, LLC
    Stonex Financial 100%
    $160M
  17. 13531
    Vitral Advisors LLC159 clientsAsset managerAffiliated broker-dealerMaximiza Casa De Bolsa C.A.
    Interactive Brokers 33%Merrill / Bank of America 30%
    $155M
  18. 13597
    BalanzCoral Gables, FL · 66 clientsAsset managerHybridBalanz Capital International Inc., Balanz Capital UK LLP, clears through Pershing, StoneX
    Schwab 85%
    $153M
  19. 14986
    Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
    Morgan Stanley 42%Citi 22%
    $113M
  20. 15638
    Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
    Stonex Financial 81%
    $78M
  21. 15932
    Hilbert 8, LLCNew York, NY · 24 clientsWealth manager
    Morgan Stanley 71%Stonex Financial 29%
    $47M
  22. 15934
    Golden Eagle Capital Advisors, Inc.Dubai, United Arab Emirates · 29 clientsAsset managerAffiliated broker-dealerGolden Eagle Securities, Inc.
    Stonex Financial 100%
    $47M
  23. 16011
    Four Points Advisors, LLCNew York, NY · 98 clientsWealth managerHybridFour Points Capital Partners LLC
    Wells Fargo 84%
    $40M
  24. 16439
    Asesordeinversiones.com LTDRoad Town, Tortola, British Virgin IslandsAsset manager
    Apex Fintech 74%Stonex Financial 26%
    $1M

RIAs by state