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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. 9186
    Highland Investment Advisors LLCPonte Vedra, FL · 605 clientsWealth manager
    Schwab 89%
    $368M
  2. 9242
    Invenio Wealth Partners, LLCCoral Gables, FL · 332 clientsWealth manager
    Pershing 100%
    $364M
  3. 9258
    C Cubed Capital Partners, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    GPP Group 100%
    $363M
  4. 9264
    RTC PartnersMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $362M
  5. 9272
    MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
    Raymond James 46%Schwab 39%
    $361M
  6. 9274
    MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsWealth managerHybrid
    LPL Financial 100%
    $361M
  7. 9285
    ACP Capital Management, LLCMiami, FL · 125 clientsWealth managerHybridACP Securities, LLC
    Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
    $360M
  8. 9292
    Lynk Capital Management Company, LLCJacksonville, FL · 5 clientsPrivate fund adviserHybrid
    U.S. Bank 90%
    $360M
  9. 9293
    Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clientsWealth manager
    Raymond James 87%
    $359M
  10. 9302
    Aurora Investment Managers, LLCNaples, FL · 200 clientsWealth manager
    Schwab 86%
    $359M
  11. 9323
    Lifespan Financial Strategies, Inc.Weston, FL · 515 clientsWealth manager
    Assetmark Trust 100%
    $357M
  12. 9329
    Saltmarsh Financial Advisors, LLCPensacola, FL · 224 clientsWealth manager
    Schwab 100%
    $357M
  13. 9361
    Life Planning Partners, Inc.Jacksonville, FL · 111 clientsWealth manager
    Fidelity 100%
    $354M
  14. 9366
    Targeted Financial Services, LLCSeminole, FL · 501 clientsWealth manager
    Fidelity 100%
    $353M
  15. 9368
    Catenary Alternatives Asset Management, LLCMiami, FL · 4 clientsAsset manager
    Morgan Stanley 52%Goldman Sachs 30%
    $353M
  16. 9369
    Avory & Co.Miami, FL · 125 clientsAsset manager
    Interactive Brokers 100%
    $353M
  17. 9404
    Forman Capital, LLCDelray Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $351M
  18. 9415
    Aragon Capital LLCFort Lauderdale, FL · 1,209 clientsWealth manager
    Stonex Financial 64%
    $349M
  19. 9419
    Willis Asset Finance Management LLCCoconut Creek, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $349M
  20. 9428
    Opal Capital LLCBoca Raton, FL · 6 clientsAsset managerHybrid
    Schwab 100%
    $348M
  21. 9434
    ISQ Openinfra Registered Advisor LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $348M
  22. 9440
    Heritage Oak Wealth AdvisorsSanta Rosa Beach, FL · 241 clientsWealth manager
    Schwab 100%
    $347M
  23. 9456
    Brightline Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $346M
  24. 9459
    Great Elm Capital Management, LLCPalm Beach Gardens, FL · 3 clientsAsset manager
    No custodian reported
    $346M
  25. 9467
    Ipcp Management, LLCBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $346M
  26. 9469
    Borderless Management LLCClermont, FL · 20 clientsPrivate fund adviser
    No custodian reported
    $345M
  27. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  28. 9478
    Teramo Advisors, LLCNaples, FL · 2 clientsAsset managerHybrid
    Schwab 100%
    $345M
  29. 9490
    Safe Harbor Capital PartnersCoconut Grove, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $344M
  30. 9497
    Victrix Investment AdvisorsStuart, FL · 450 clientsWealth manager
    Schwab 100%
    $343M
  31. 9520
    Dhody Investment GroupMiami Beach, FL · 22 clientsPrivate fund adviser
    Raymond James 100%
    $341M
  32. 9528
    RM Private Wealth ManagementMiami, FL · 71 clientsWealth manager
    Schwab 89%
    $341M
  33. 9530
    Premia Global Advisors, LLCCoral Gables, FL · 44 clientsWealth manager
    Fidelity Distributors Company 98%
    $341M
  34. 9534
    Melodeon Capital Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $341M
  35. 9556
    Walser Wealth Management Company, A Limited Liability CompanyTampa, FL · 677 clientsWealth manager
    Schwab 100%
    $339M
  36. 9558
    Flexis CapitalMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $339M
  37. 9563
    Amerity Wealth Management, LLCLakeland, FL · 750 clientsWealth manager
    Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
    $339M
  38. 9606
    Colony Capital Investment Advisors, LLCBoca Raton, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $336M
  39. 9623
    Personal Financial Profiles IncCoral Springs, FL · 229 clientsWealth managerHybrid
    Schwab 100%
    $335M
  40. 9646
    Eschaton Opportunities Fund Management LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $334M

RIAs by state