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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 1057
    Digital Bridge Advisors, LLCBoca Raton, FL · 48 clientsPrivate fund adviser
    No custodian reported
    $15B
  2. 1085
    Franklin Advisory Services, LLCSAN Mateo, FL · 66 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $14B
  3. 1102
    Dynasty Wealth Management, LLCSt. Petersburg, FL · 17 clientsAsset managerHybridDynasty Securities, LLC
    Fidelity 67%Schwab 33%
    $14B
  4. 1104
    Capacuity LLCLake Mary, FL · 130 clientsAsset managerHybridCapacuity Securities, Inc.
    No custodian reported
    $14B
  5. 1231
    Bimini Advisors, LLCVero Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $12B
  6. 1302
    Loop Capital Asset ManagementMiami, FL · 90 clientsAsset managerHybridLoop Capital Markets LLC
    No custodian reported
    $11B
  7. 1326
    Carlyle Aviation PDP Management LLCMiami, FL · 14 clientsPrivate fund adviserHybridTCG Capital Markets L.L.C.
    No custodian reported
    $10B
  8. 1351
    Kopernik Global Investors, LLCTampa, FL · 13 clientsAsset managerHybrid
    BNY 63%Northern Trust 23%
    $10B
  9. 1424
    Hood River Capital Management LLCPalm Beach Gardens, FL · 56 clientsAsset managerHybrid
    U.S. Bancorp 100%
    $9.5B
  10. 1444
    Comvest Credit Advisors, LLCWest Palm Beach, FL · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $9.3B
  11. 1465
    Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
    J.P. Morgan 97%
    $9.0B
  12. 1538
    J. W. Cole Advisors, Inc.Tampa, FL · 31,247 clientsBroker-dealer firmHybridJ.W. Cole Financial, Inc.
    Fidelity 100%
    $8.2B
  13. 1549
    Bramshill Investments, LLCNaples, FL · 2,538 clientsAsset managerHybrid
    UBS 86%
    $8.1B
  14. 1581
    Flexpoint Ford, LLCMiami, FL · 22 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  15. 1603
    AE Industrial Partners, LPBoca Raton, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $7.7B
  16. 1613
    FacetWest Palm Beach, FL · 14,741 clientsWealth manager
    Apex Fintech 77%Fidelity 23%
    $7.6B
  17. 1620
    DSM Capital PartnersPalm Beach Gardens, FL · 2,465 clientsAsset manager
    Goldman Sachs 40%State Street 35%BNY 25%
    $7.6B
  18. 1636
    Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
    State Street 55%BNY 32%
    $7.4B
  19. 1649
    Dimension Capital Management LLCCoral Gables, FL · 564 clientsAsset manager
    Pershing 58%Schwab 42%
    $7.3B
  20. 1678
    Daemon Investment and Asset Management, LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  21. 1696
    Community Capital Management, LLCFort Lauderdale, FL · 83 clientsAsset managerHybrid
    UBS 54%Northern Trust 46%
    $7.0B
  22. 1708
    Dakota Wealth, LLCPalm Beach Gardens, FL · 3,764 clientsWealth manager
    Schwab 54%Fidelity 28%
    $6.9B
  23. 1724
    Imperial Fund Asset Management LLCFort Lauderdale, FL · 91 clientsPrivate fund adviserAffiliated broker-dealerIF Securities LLC
    Wilmington Savings Fund Society, FSB 100%
    $6.8B
  24. 1760
    Prospect Capital Management L.P.West Palm Beach, FL · 4 clientsAsset managerHybrid
    No custodian reported
    $6.6B
  25. 1809
    Kovack Advisors, Inc.Ft. Lauderdale, FL · 13,293 clientsWealth managerHybridKovack Securities Inc.
    Fidelity 70%Pershing 30%
    $6.3B
  26. 1826
    Rivernorth Capital Management, LLCWest Palm Beach, FL · 32 clientsAsset managerHybrid
    Fidelity 45%BNY 22%
    $6.2B
  27. 1829
    A Fin Management LLCSunny Isles Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  28. 1831
    Pennantpark Investment Advisers, LLCMiami Beach, FL · 15 clientsAsset manager
    No custodian reported
    $6.2B
  29. 1843
    Warren Equity Partners Manager, L.P.Jacksonville Beach, FL · 38 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  30. 1856
    Trivest Investment Advisors, LLCCoral Gables, FL · 19 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  31. 1863
    Third Lake Partners, LLCTampa, FL · 54 clientsAsset managerHybrid
    Northern Trust 79%
    $6.0B
  32. 1868
    Isam Funds (USA) LLCBoca Raton, FL · 12 clientsPrivate fund adviserAffiliated broker-dealerIsam Securities (HK) Limited, Isam Securities (UK) Limited
    No custodian reported
    $6.0B
  33. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  34. 1897
    Sun Capital Advisors, L.P.Boca Raton, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  35. 1926
    Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWealth managerWrap sponsorHybridIntegrity Alliance, LLC
    LPL Financial 100%
    $5.7B
  36. 1931
    Altarock Partners LPWest Palm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  37. 1938
    Yale Capital Corp.St. Petersburg, FL · 118 clientsWealth manager
    Schwab 100%
    $5.6B
  38. 1979
    Stwd Investment Management, LLCMiami Beach, FL · 9 clientsPrivate fund adviserAffiliated broker-dealerStarwood Capital, L.L.C.
    No custodian reported
    $5.4B
  39. 1992
    HQ Capital Private Equity LLCMiami, FL · 50 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  40. 2007
    Aliya Capital Partners LLCMiami, FL · 217 clientsPrivate fund adviserAffiliated broker-dealerLeste USA, LLC
    Schwab 100%
    $5.3B

RIAs by state