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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 10236
    Colbert Investment Management CoMiami, FL · 144 clientsAsset manager
    Fidelity 100%
    $296M
  2. 10245
    Douglas Capital Management IncJacksonville, FL · 112 clientsAsset manager
    Raymond James 100%
    $295M
  3. 10249
    Carpenter, Claydon Advisors, Inc.Maitland, FL · 249 clientsWealth manager
    Schwab 100%
    $295M
  4. 10299
    Madden Advisory Services, Inc.Jacksonville, FL · 335 clientsWealth manager
    Schwab 100%
    $292M
  5. 10306
    Third EYE Capital Management, LLCMiami Beach, FL · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $291M
  6. 10328
    Cifc Private Credit Management LLCMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $290M
  7. 10333
    One Stone Partners L.L.C.Miami, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $290M
  8. 10348
    PFG Private Wealth Management, LLCLutz, FL · 478 clientsWealth manager
    Schwab 100%
    $289M
  9. 10354
    Yellowstone Capital PartnersGainesville, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $289M
  10. 10391
    Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $287M
  11. 10396
    BAU AdvisorsMiami, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $286M
  12. 10404
    N.L.C. LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $286M
  13. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  14. 10418
    The Palmer Knight CompanyJacksonville, FL · 163 clientsWealth manager
    TradePMR / Robinhood 100%
    $285M
  15. 10432
    Lighthouse RetirementPonte Vedra, FL · 182 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $285M
  16. 10444
    Peninsula Asset Management IncBradenton, FL · 185 clientsWealth manager
    Schwab 100%
    $284M
  17. 10455
    FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
    Stonex Financial 90%
    $284M
  18. 10459
    Priderock Fund Management Partners, LLCPalm Beach Gardens, FL · 15 clientsPrivate fund adviser
    No custodian reported
    $284M
  19. 10472
    FIG Capital Management, LLCJacksonville, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $283M
  20. 10473
    CovingtonalsinaJacksonville, FL · 1,241 clientsWealth manager
    SEI 100%
    $283M
  21. 10497
    Palm Valley Capital ManagementJacksonville Beach, FL · 1 clientsAsset manager
    U.S. Bank 100%
    $282M
  22. 10499
    Successful Portfolios LLCClearwater, FL · 206 clientsWealth manager
    Interactive Brokers 63%Schwab 37%
    $282M
  23. 10506
    Smith Asset Management Co., LLCChiefland, FL · 776 clientsWealth manager
    Schwab 100%
    $281M
  24. 10510
    Seven Hills Financial, LLCTallahassee, FL · 382 clientsWealth managerHybrid
    Schwab 100%
    $281M
  25. 10512
    Harlan Capital Partners LLCPalm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $281M
  26. 10573
    Midtown Investment Advisors LLCMiami, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $278M
  27. 10585
    Delta Capital Management, LLCMaitland, FL · 108 clientsAsset manager
    No custodian reported
    $277M
  28. 10590
    Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 59%Franklin Distributors 41%
    $277M
  29. 10606
    AFC Management, LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $276M
  30. 10633
    Chronos Wealth Management, L.L.C.Clearwater, FL · 223 clientsWealth manager
    Raymond James 100%
    $274M
  31. 10635
    Private Wealth Group, LLCTampa, FL · 234 clientsWealth manager
    Pershing 100%
    $274M
  32. 10711
    Alpha Zero LLCBoca Raton, FL · 422 clientsWealth managerHybrid
    Schwab 100%
    $270M
  33. 10720
    Barr Financial Services, LLCWinter Park, FL · 253 clientsWealth managerHybrid
    SEI 100%
    $269M
  34. 10722
    LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
    Schwab 58%UMB Financial Services 42%
    $269M
  35. 10724
    Dunn Capital ManagementStuart, FL · 1 clientsPrivate fund adviserHybridDunn Securities, LLC
    No custodian reported
    $269M
  36. 10749
    Riverplace Capital Management IncJacksonville, FL · 165 clientsWealth manager
    Schwab 100%
    $267M
  37. 10752
    LAS Olas Capital Advisors, LLCFort Lauderdale, FL · 7 clientsPrivate fund adviserHybridLAS Olas Capital Partners, LLC
    Schwab 100%
    $267M
  38. 10756
    WIN Advisors, IncPalm Beach Gardens, FL · 1,941 clientsWealth managerHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 100%
    $267M
  39. 10772
    Raven Music Partners LLCPalm Beach Gardens, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $265M
  40. 10775
    Spraker West Wealth Management, IncWinter Park, FL · 144 clientsWealth manager
    Schwab 100%
    $265M

RIAs by state