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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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities
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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. 11828
    Mara River Capital Management, LPCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $218M
  2. 11836
    Wealthtrust Asset Management, LLCDestin, FL · 256 clientsWealth managerWrap sponsor
    Schwab 100%
    $217M
  3. 11851
    Blackridge Asset Management, LLCJupiter, FL · 2,433 clientsWealth managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    Schwab 100%
    $217M
  4. 11857
    Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
    Schwab 96%
    $216M
  5. 11863
    Sky Alpha Asset AdvisorsBoca Raton, FL · 318 clientsWealth manager
    Schwab 100%
    $216M
  6. 11903
    Ponta Wealth Partners, LLCWinter Park, FL · 24 clientsWealth manager
    Raymond James 86%
    $214M
  7. 11919
    Global Trust Wealth Management LLCWest Palm Beach, FL · 91 clientsWealth manager
    Fidelity 80%
    $214M
  8. 11923
    Gunn & Company Investment Management, Inc.Jacksonville, FL · 183 clientsWealth manager
    Fidelity 100%
    $214M
  9. 12004
    Atlantic Family Wealth, LLCCoral Gables, FL · 251 clientsWealth managerHybrid
    LPL Financial 100%
    $210M
  10. 12007
    Pare Partners II LLCMiami, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $210M
  11. 12017
    Advisory Investor Services LLCMiami, FL · 189 clientsAsset managerHybridMiura Capital, LLC, clears through Pershing
    Pershing 85%
    $210M
  12. 12020
    Sunstate Wealth Management LLCCoral Gables, FL · 6 clientsAsset managerHybrid
    Sunstate Bank 100%
    $210M
  13. 12022
    IMG Wealth Management, Inc.Jacksonville, FL · 710 clientsWealth managerHybrid
    Schwab 92%
    $210M
  14. 12024
    Shellman Investment Management, LLCCoral Gables, FL · 134 clientsWealth managerHybridSeminario Securities LLC, clears through Pershing
    Morgan Stanley 85%
    $210M
  15. 12040
    Southcol AdvisorsNaples, FL · 8 clientsAsset manager
    Schwab 100%
    $209M
  16. 12049
    Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
    Stonex Financial 83%
    $208M
  17. 12056
    Guardsman Private Capital Management, Inc.Sarasota, FL · 37 clientsAsset manager
    Schwab 100%
    $208M
  18. 12072
    FFO Investments LLCTampa, FL · 160 clientsWealth manager
    No custodian reported
    $207M
  19. 12082
    Stillwater Wealth Management Group LLCJuno Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $207M
  20. 12102
    SRT Group LLCWest Palm Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  21. 12114
    021 Investments LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  22. 12115
    Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
    Fidelity 62%Schwab 38%
    $205M
  23. 12128
    Guardant Wealth AdvisorsMiami, FL · 58 clientsWealth manager
    Schwab 100%
    $204M
  24. 12132
    Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clientsWealth manager
    Schwab 52%Merrill / Bank of America 48%
    $204M
  25. 12137
    Alianza Corp. Investment AdvisorMiami, FL · 1,207 clientsAsset managerAffiliated broker-dealerAlianza Valores Comisionista, SA
    Pershing 64%J.P. Morgan 36%
    $204M
  26. 12158
    McDermott Investment Advisors, LLCNaples, FL · 618 clientsWealth managerHybridMcDermott Investment Services, LLC, clears through Hilltop Securities
    Hilltop Securities 100%
    $203M
  27. 12162
    Syntax Research, Inc.Boca Raton, FL · 108 clientsWealth manager
    No custodian reported
    $203M
  28. 12167
    Campbell Financial Partners, LLCFort Myers, FL · 132 clientsWealth manager
    Altruist 100%
    $203M
  29. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  30. 12192
    Level One FundMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $202M
  31. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  32. 12217
    URS AdvisoryJupiter, FL · 173 clientsWealth manager
    Schwab 100%
    $200M
  33. 12262
    RWA AdvisorsBoca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $199M
  34. 12282
    GIP Investment Adviser LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $198M
  35. 12303
    Osprey Capital Management Corp.Miami Beach, FLWealth managerHybridVasiliou & Company Inc.
    UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
    $197M
  36. 12322
    Grand Central Investment Group, LLCTampa, FL · 238 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $196M
  37. 12337
    Balance Capital Partners L.P.Miami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  38. 12368
    Amuni Financial, Inc.St Petersburg, FL · 283 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $195M
  39. 12374
    Neil Jesani Wealth ManagementSunrise, FL · 95 clientsWealth manager
    Schwab 100%
    $194M
  40. 12383
    Buckley Capital Advisors, LLCMiami Beach, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $194M

RIAs by state