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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. 12984
    Azzendo Wealth AdvisorsHollywood, FL · 102 clientsWealth manager
    Schwab 100%
    $173M
  2. 12989
    Stronghold Wealth Management L.L.C.Tampa, FL · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $173M
  3. 13006
    Vizcaya Capital Partners LLCMiami, FL · 27 clientsPrivate fund adviser
    No custodian reported
    $172M
  4. 13015
    Nexwealth LLCPalm Beach Gardens, FL · 172 clientsWealth manager
    Fidelity 100%
    $172M
  5. 13023
    Nightview Capital, LLCClearwater, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $172M
  6. 13026
    Chesapeake Capital CorporationTampa, FL · 3 clientsAsset manager
    CIBC Bank USA 100%
    $172M
  7. 13030
    Evolution Wealth Management Inc.Fort Myers, FL · 294 clientsWealth managerWrap sponsor
    Schwab 100%
    $172M
  8. 13054
    Harbor IthakaAventura, FL · 43 clientsPrivate fund adviser
    Bank OZK 65%
    $171M
  9. 13058
    Yandell Investments, LLCOrlando, FL · 115 clientsWealth manager
    Fidelity 100%
    $171M
  10. 13089
    Stone House PartnersBay Harbor Islands, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $170M
  11. 13117
    Path Capital Partners, LLCNorth Miami Beach, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $169M
  12. 13121
    Zinnia Wealth Advisory, LLCOcala, FL · 512 clientsWealth manager
    Fidelity Distributors Company 100%
    $169M
  13. 13144
    Dipaolo Financial Group, Inc.Lutz, FL · 408 clientsWealth manager
    Schwab 100%
    $168M
  14. 13152
    Cyber Hornet Etfs LLCSt. Petersburg, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $168M
  15. 13158
    Blanche Park CapitalMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  16. 13195
    Participant CapitalMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $166M
  17. 13202
    Burgess Chambers & Associates IncOrlando, FL · 22 clientsAsset manager
    Schwab 100%
    $166M
  18. 13203
    Mutual Trust Advisory GroupEstero, FL · 176 clientsWealth manager
    Raymond James 100%
    $166M
  19. 13205
    Structure Wealth Management, LLCTampa, FL · 146 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  20. 13209
    Wisdom Financial PlanningTampa, FL · 185 clientsWealth manager
    No custodian reported
    $166M
  21. 13213
    Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
    Goldman Sachs 63%Schwab 37%
    $165M
  22. 13243
    Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
    Pershing 34%
    $164M
  23. 13246
    Naples Money Management LLCNaples, FL · 184 clientsWealth manager
    Fidelity 79%
    $164M
  24. 13252
    TLS Advisors LLCMiami, FL · 2 clientsPrivate fund adviserHybridTradelink Securities, LLC
    No custodian reported
    $164M
  25. 13276
    Sagace Wealth ManagementSt. Petersburg, FL · 80 clientsWealth manager
    Schwab 100%
    $163M
  26. 13318
    Barnett Capital Advisors LLCMiami, FL · 248 clientsWealth managerBank-affiliated
    Schwab 86%
    $161M
  27. 13320
    Williams Wealth Management Group, Inc.Bradenton, FL · 475 clientsWealth manager
    Schwab 100%
    $161M
  28. 13328
    Glaxis Capital Management, LLCSarasota, FL · 6 clientsPrivate fund adviser
    Schwab 100%
    $161M
  29. 13330
    Cywp FundBoca Raton, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $161M
  30. 13337
    Dorman Financial Management, P.A.Maitland, FL · 262 clientsWealth manager
    Schwab 100%
    $161M
  31. 13338
    RBF Capital Management, Inc.Sarasota, FL · 18 clientsAsset manager
    Matrix Trust Co 98%
    $161M
  32. 13352
    Inversiones SuraMiami, FL · 437 clientsWealth managerAffiliated broker-dealerCorredor De Bolsa Sura, S.A., Corredora De Bolsa Sura, S.A.
    Pershing 100%
    $160M
  33. 13376
    Fairway Financial, LLCCasselberry, FL · 121 clientsWealth manager
    Schwab 100%
    $160M
  34. 13380
    Altura CapitalCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $160M
  35. 13385
    Fusco Financial Services IncWilton Manors, FL · 133 clientsWealth managerHybrid
    Fidelity 100%
    $159M
  36. 13394
    Strivus Wealth Partners LLCJacksonville Beach, FL · 173 clientsWealth manager
    Schwab 100%
    $159M
  37. 13398
    Todd Wealth Management LLCVenice, FL · 362 clientsWealth manager
    Schwab 100%
    $159M
  38. 13438
    Waypoints FinancialSebring, FL · 430 clientsWealth managerWrap sponsor
    Schwab 100%
    $158M
  39. 13442
    Lightview Capital, LLCWest Palm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $158M
  40. 13463
    Lifestyle Freedom Advisory Group, LLCBradenton, FL · 189 clientsWealth managerHybrid
    Schwab 100%
    $157M

RIAs by state