Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 10786
    Innova AdvisorsCoral Gables, FL · 41 clientsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC
    Morgan Stanley 61%Raymond James 39%
    $265M
  2. 10816
    Coastal Investment Company, LLCWinter Park, FL · 41 clientsPrivate fund adviser
    No custodian reported
    $263M
  3. 10820
    Semus Wealth Partners, LLCBoca Raton, FL · 147 clientsWealth managerWrap sponsor
    Schwab 100%
    $263M
  4. 10825
    Waterstone Financial Advisory LLCFort Myers, FL · 291 clientsWealth manager
    Fidelity 100%
    $262M
  5. 10848
    Utopia Wealth Management, LLCCoconut Creek, FL · 62 clientsWealth manager
    Schwab 100%
    $261M
  6. 10852
    Financial Designs Wealth ManagementMiami, FL · 181 clientsWealth managerHybrid
    Fidelity 100%
    $261M
  7. 10857
    Trustwell Financial Advisors, LLCJacksonville, FL · 366 clientsWealth manager
    Schwab 100%
    $261M
  8. 10878
    Bridge Generations Wealth ManagementSouth Miami, FL · 171 clientsWealth manager
    Fidelity 94%
    $260M
  9. 10891
    Davis Capital ManagementJacksonville, FL · 232 clientsWealth manager
    Schwab 100%
    $259M
  10. 10908
    AFT, Forsyth and Company, Inc.Jupiter, FL · 71 clientsWealth manager
    Schwab 100%
    $259M
  11. 10911
    Geosphere Capital Management, LLCMiami Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $258M
  12. 10913
    McDonough Capital Management, Inc.Orlando, FL · 293 clientsWealth managerHybrid
    Schwab 100%
    $258M
  13. 10926
    Genrock Capital Management, LPPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $258M
  14. 10932
    GLD Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $257M
  15. 10936
    Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clientsWealth manager
    Fidelity 100%
    $257M
  16. 10943
    RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
    LPL Financial 73%Vanguard 27%
    $257M
  17. 10969
    Krusen Capital Management, LLCWest Palm Beach, FL · 140 clientsAsset manager
    No custodian reported
    $256M
  18. 10992
    Blacktower Financial Management (US) LLCOrlando, FL · 479 clientsWealth manager
    Rl360 51%Schwab 32%
    $254M
  19. 11011
    Mendon Capital Advisors CorpKey Largo, FL · 3 clientsAsset manager
    RBC 100%
    $254M
  20. 11017
    Washburn Capital Management Inc.Vero Beach, FL · 188 clientsWealth manager
    Schwab 100%
    $254M
  21. 11027
    ABF Investment Management, LLCMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $253M
  22. 11056
    Bridges Capital LLCFort Lauderdale, FL · 69 clientsAsset manager
    Schwab 99%
    $252M
  23. 11065
    Mariaca Wealth Management, LLCWellington, FL · 288 clientsWealth manager
    Schwab 79%
    $251M
  24. 11071
    Karlov Street Capital, LLCBoca Raton, FL · 30 clientsPrivate fund adviser
    No custodian reported
    $251M
  25. 11094
    Cogent Private WealthOrlando, FL · 110 clientsWealth managerBank-affiliated
    Schwab 100%
    $250M
  26. 11100
    FirstrustDaytona Beach, FL · 128 clientsWealth manager
    Schwab 100%
    $250M
  27. 11103
    QSO Capital Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $250M
  28. 11104
    Kutumb Investments LLCPalm Beach Gardens, FL · 2 clientsAsset manager
    Morgan Stanley 100%
    $250M
  29. 11108
    Oxenfree FinancialMelbourne, FL · 950 clientsWealth manager
    Schwab 100%
    $250M
  30. 11118
    E. Batoff & Co., Inc.Tampa, FL · 9 clientsWealth manager
    Schwab 100%
    $249M
  31. 11129
    Cassedy Financial Group, Inc.Tampa, FL · 186 clientsWealth manager
    Schwab 100%
    $248M
  32. 11143
    Nova Wealth Management, Inc.Bonita Springs, FL · 268 clientsWealth manager
    Fidelity 51%Schwab 49%
    $248M
  33. 11224
    Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clientsWealth manager
    Schwab 99%
    $243M
  34. 11229
    Matthias Private Wealth, LLCWinter Park, FL · 46 clientsWealth manager
    Schwab 100%
    $243M
  35. 11232
    Chiron Capital Management, LLCTallahassee, FL · 912 clientsWealth managerWrap sponsor
    Schwab 100%
    $243M
  36. 11236
    Seminole Advisory Services, LLCBellair Bluffs, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $243M
  37. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  38. 11255
    Wealth Management CorporationTallahassee, FL · 1,641 clientsWealth managerHybrid
    Schwab 100%
    $242M
  39. 11256
    Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clientsWealth manager
    Pershing 100%
    $241M
  40. 11257
    DFN Management LLC.Tampa, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $241M

RIAs by state