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Est. 2026The front page of wealth managementNew York

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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

1,090 firms manage $4.3 trillionFlorida

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. 6816
    Powell Investment Advisors, LLCMiami, FL · 61 clientsWealth manager
    Schwab 100%
    $648M
  2. 6859
    Abacus FCF Advisors LLCOrlando, FL · 6 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $641M
  3. 6861
    EVE PartnersPonte Vedra Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $641M
  4. 6911
    Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
    J.P. Morgan 60%Pershing 22%
    $631M
  5. 6938
    Centrica Wealth ManagementMiami, FL · 14 clientsWealth managerHybrid
    J.P. Morgan 100%
    $627M
  6. 6945
    B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clientsWealth manager
    Pershing 100%
    $626M
  7. 6956
    Industrial Development Funding LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $624M
  8. 6986
    Blue Ocean CapitalWest Palm Beach, FL · 168 clientsWealth manager
    Schwab 100%
    $619M
  9. 6987
    Tactive Advisors, LLCSarasota, FL · 1,568 clientsWealth managerHybrid
    Schwab 84%
    $619M
  10. 7015
    H.I.G. Whitehorse Advisers, LLCMiami, FL · 1 clientsAsset manager
    No custodian reported
    $615M
  11. 7020
    Darwin Wealth ManagementTampa, FL · 835 clientsWealth manager
    Goldman Sachs 71%Schwab 26%
    $614M
  12. 7021
    Zega Investments, LLCPalm Beach Gardens, FL · 224 clientsAsset manager
    Schwab 82%
    $614M
  13. 7055
    Rose Capital Advisors, LLCMiami Beach, FL · 375 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $608M
  14. 7057
    Inlet Private Wealth, LLCJupiter, FL · 121 clientsWealth manager
    Fidelity 90%
    $608M
  15. 7076
    Destiny Family OfficeTavares, FL · 62 clientsWealth manager
    Goldman Sachs 48%Folio 28%Schwab 24%
    $605M
  16. 7078
    Proaltus USAMiami, FL · 94 clientsPrivate fund adviser
    Actinver 69%
    $605M
  17. 7084
    Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
    Merrill / Bank of America 44%Morgan Stanley 35%
    $604M
  18. 7142
    GDA Luma Capital Management, LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $592M
  19. 7157
    Florida Atlantic Securities Corp.Miami, FL · 50 clientsBroker-dealer firmHybrid
    Northern Trust 65%Fidelity 35%
    $590M
  20. 7206
    Vine Investment Advisors, LPPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $583M
  21. 7221
    55 North Private WealthWinter Park, FL · 158 clientsWealth manager
    Fidelity 50%Schwab 50%
    $581M
  22. 7231
    Harvey Capital Management IncPalm Beach, FL · 172 clientsWealth manager
    No custodian reported
    $579M
  23. 7239
    Bh3 Fund Advisors, LLCFort Lauderdale, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $578M
  24. 7244
    Silverview Credit Partners LPTampa, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $577M
  25. 7256
    Rezny Wealth Management, Inc.Fort Myers, FL · 275 clientsWealth manager
    Schwab 100%
    $576M
  26. 7260
    Southocean Capital Partners, LLCFt. Lauderdale, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $575M
  27. 7285
    Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsWealth managerHybrid
    LPL Financial 100%
    $571M
  28. 7287
    Tyro Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $571M
  29. 7295
    Inca Investments, LLCMiami, FL · 2 clientsAsset manager
    State Street 100%
    $570M
  30. 7300
    Driftwood Advisors, LLCCoral Gables, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $569M
  31. 7305
    Inveris US LLCCoral Gables, FL · 369 clientsAsset manager
    Pershing 48%J.P. Morgan 24%
    $568M
  32. 7317
    Fiori Financial GroupFort Lauderdale, FL · 238 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $567M
  33. 7319
    White Wolf Capital Advisors, LLCMiami, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $567M
  34. 7332
    Atticus Wealth ManagementPalm Beach Gardens, FL · 429 clientsWealth manager
    Schwab 100%
    $565M
  35. 7344
    Downtown Wealth Studios, LLCMiami, FL · 46 clientsWealth manager
    Pershing 100%
    $563M
  36. 7347
    Dara Capital US, Inc.Miami, FL · 58 clientsWealth manager
    No custodian reported
    $563M
  37. 7387
    Paulson Wealth Management Inc.West Palm Beach, FL · 379 clientsWealth managerWrap sponsor
    Schwab 100%
    $559M
  38. 7395
    F&v Capital Management, L.L.C.Boca Raton, FL · 132 clientsWealth manager
    RBC 100%
    $558M
  39. 7399
    Financial Harvest Wealth AdvisorsWinter Park, FL · 320 clientsWealth manager
    Schwab 100%
    $557M
  40. 7441
    Global Assets Advisory, LLCOrlando, FL · 2,588 clientsBroker-dealer firmHybridBHS Financial, LLC, International Assets Advisory, LLC
    Schwab 100%
    $552M

RIAs by state