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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. 12388
    One Wealth InvestorsBoca Raton, FL · 138 clientsWealth manager
    Schwab 100%
    $193M
  2. 12393
    Kazazian Asset Management, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  3. 12413
    Setchfield Asset ManagementBradenton, FL · 250 clientsWealth manager
    Schwab 100%
    $193M
  4. 12417
    NumaMiami, FL · 60 clientsWealth manager
    Interactive Brokers 47%J.P. Morgan 31%BTG Pactual US Capital 22%
    $193M
  5. 12418
    Davis Private Wealth, LLCRoyal Palm Beach, FL · 144 clientsWealth manager
    Schwab 100%
    $193M
  6. 12474
    Calumet Capital Partners LLCMiami, FLAsset manager
    No custodian reported
    $191M
  7. 12487
    Aegis Wealth Management, LLCMaitland, FL · 170 clientsWealth manager
    Schwab 100%
    $190M
  8. 12489
    Armada AdvisorsPensacola, FL · 323 clientsWealth manager
    No custodian reported
    $190M
  9. 12507
    Financial Independence Advisors, LLCJacksonville, FL · 186 clientsWealth manager
    Fidelity 83%
    $190M
  10. 12535
    Siler Wealth ManagementLongwood, FL · 664 clientsWealth manager
    Schwab 100%
    $189M
  11. 12537
    Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
    NPB 87%
    $189M
  12. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  13. 12588
    Picea Capital LLCMiami, FL · 15 clientsWealth manager
    J.P. Morgan 46%Citi 46%
    $187M
  14. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  15. 12610
    Vigil Wealth Management, LLCPonte Vedra Beach, FL · 176 clientsWealth managerWrap sponsor
    Schwab 100%
    $186M
  16. 12613
    Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clientsWealth manager
    Schwab 78%Fidelity 22%
    $186M
  17. 12630
    Niles Investment Management, LLCPlantation, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  18. 12646
    Vision One Management Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $185M
  19. 12654
    Rivertree Advisors, LLCWinter Park, FL · 103 clientsWealth manager
    Raymond James 100%
    $184M
  20. 12661
    Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
    Bank Vontobel AG 53%Interactive Brokers 31%
    $184M
  21. 12668
    Nverses Capital, LLCWellington, FL · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $184M
  22. 12685
    Econologics Financial AdvisorsLargo, FL · 344 clientsWealth manager
    Assetmark Trust 100%
    $183M
  23. 12687
    Sandy Morris Financial & Estate Planning Services, LLCTampa, FL · 767 clientsWealth manager
    Schwab 100%
    $183M
  24. 12719
    Allegiance Financial Advisors, Inc.Jacksonville, FL · 338 clientsWealth managerHybrid
    Fidelity 100%
    $182M
  25. 12729
    Bradesco Global AdvisorsCoral Gables, FL · 1,196 clientsPrivate fund adviserHybridBradesco Investments Inc., clears through Pershing, Apex Clearing
    Interactive Brokers 100%
    $182M
  26. 12736
    Rutherford Asset Planning, Inc.Tampa, FL · 77 clientsWealth manager
    Schwab 100%
    $181M
  27. 12742
    Murphy Clarke Williams & Stone LLCMiami Beach, FL · 1 clientsAsset managerAffiliated broker-dealerIwpf Securities LLC, Murphy Clarke Financial LTD.
    No custodian reported
    $181M
  28. 12744
    Chronos Capital Advisors LLCMiami, FL · 6 clientsWealth manager
    J.P. Morgan 58%Banco Santander 42%
    $181M
  29. 12754
    Horowitz & Company, Inc.Fort Lauderdale, FL · 206 clientsWealth manager
    Schwab 100%
    $181M
  30. 12787
    River City Wealth ManagementJacksonville, FL · 128 clientsWealth manager
    Schwab 100%
    $180M
  31. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M
  32. 12797
    Palm Wealth PartnersBoca Raton, FL · 696 clientsWealth manager
    Fidelity Distributors Company 100%
    $179M
  33. 12853
    Familywealth Asset ManagementLake Mary, FL · 421 clientsWealth manager
    Fidelity Distributors Company 47%Austin Capital Trust 39%
    $177M
  34. 12871
    Parable Wealth AdvisorsSt Augustine, FL · 94 clientsWealth manager
    Schwab 100%
    $176M
  35. 12884
    Together PlanningGainesville, FL · 187 clientsWealth manager
    Schwab 100%
    $176M
  36. 12886
    Fellowship Financial GroupMaitland, FL · 492 clientsWealth manager
    Schwab 100%
    $176M
  37. 12894
    Macke Financial Advisory GroupFort Myers, FL · 130 clientsWealth manager
    Altruist 100%
    $176M
  38. 12917
    The Atlas Financial GroupMiami, FL · 71 clientsAsset manager
    Stonex Financial 100%
    $175M
  39. 12947
    Corrales & Co.Miami, FL · 304 clientsWealth managerHybrid
    Schwab 100%
    $174M
  40. 12981
    Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clientsWealth manager
    Schwab 87%
    $173M

RIAs by state