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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. 13464
    Belhealth Investment Partners, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $157M
  2. 13474
    Settian Capital LPSaint Augustine, FL · 1 clientsAsset manager
    Morgan Stanley 100%
    $157M
  3. 13478
    401k GenerationAltamonte Springs,, FL · 158 clientsWealth manager
    Schwab 69%American TCS 31%
    $156M
  4. 13486
    Trellus Management Company, LLCDelray Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $156M
  5. 13493
    Pc3 Partners, LLCMiami Beach, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  6. 13502
    Unify Financial AdvisorsClearwater, FL · 196 clientsWealth manager
    Schwab 100%
    $156M
  7. 13516
    Bria Capital Group, LLCWesley Chapel, FL · 311 clientsWealth manager
    Schwab 100%
    $155M
  8. 13543
    Long Short Advisors, LLCPalm Beach Gardens, FL · 1 clientsAsset manager
    No custodian reported
    $154M
  9. 13551
    Maggi Investment Services, LLCOldmar, FL · 515 clientsWealth managerHybrid
    Schwab 99%
    $154M
  10. 13597
    BalanzCoral Gables, FL · 66 clientsAsset managerHybridBalanz Capital International Inc., Balanz Capital UK LLP, clears through Pershing, StoneX
    Schwab 85%
    $153M
  11. 13632
    Cramer & Rauchegger, Inc.Maitland, FL · 850 clientsWealth manager
    Fidelity 60%
    $151M
  12. 13640
    Unified Wealth Management LLCOldsmar, FL · 327 clientsWealth manager
    Schwab 97%
    $151M
  13. 13650
    St. Nicholas Private Asset Management, Inc.Jacksonville, FL · 92 clientsWealth manager
    Schwab 100%
    $151M
  14. 13668
    Aureum Wealth Management, LLCNorth Palm Beach, FL · 91 clientsWealth manager
    Schwab 100%
    $151M
  15. 13688
    Green Capital Private WealthMiami, FL · 1 clientsAsset manager
    No custodian reported
    $150M
  16. 13708
    Clarity Financial Advisors LLCSt. Petersburg, FL · 992 clientsWealth manager
    Altruist 100%
    $150M
  17. 13712
    Fund Advisors of America IncOrlando, FL · 585 clientsWealth manager
    Schwab 100%
    $149M
  18. 13723
    Column Park Asset Management, LPCocoa Beach, FL · 6 clientsPrivate fund adviser
    EQ 100%
    $149M
  19. 13730
    Accumulator Operations LLCCoral Gables, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $148M
  20. 13763
    Edmp, Inc.Lutz, FL · 115 clientsWealth manager
    Schwab 100%
    $147M
  21. 13776
    Entelevest, LLCCoral Gables, FL · 162 clientsWealth manager
    Schwab 100%
    $147M
  22. 13788
    Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
    Schwab 86%
    $147M
  23. 13810
    Manna Wealth ManagementMiami Beach, FL · 614 clientsWealth manager
    Schwab 100%
    $146M
  24. 13825
    KI Capital Wealth Management US LLCMiami, FL · 101 clientsAsset managerAffiliated broker-dealerForex Brokerage Services
    UBS 90%
    $146M
  25. 13828
    Parady Wealth ManagementThe Villages, FL · 1,282 clientsWealth managerPublic-company owned
    Fidelity 100%
    $146M
  26. 13839
    Spyrnal Financial GroupBokeelia, FL · 387 clientsWealth manager
    Schwab 100%
    $146M
  27. 13841
    Gullane Capital, LLCJacksonville, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $145M
  28. 13887
    James I. Black & CompanyLakeland, FL · 130 clientsBroker-dealer firmHybrid
    No custodian reported
    $144M
  29. 13894
    BGV Financial AdvisorsMiami, FL · 77 clientsAsset managerHybridBG Valores, S.A., BGV Securities USA, LLC, clears through Pershing
    BG Valores 100%
    $144M
  30. 13912
    Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 73%Schwab 27%
    $143M
  31. 13931
    Personalized Financial Solutions LLCClearwater, FL · 144 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  32. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  33. 13974
    Storms & Rowdon Financial Services, Inc.Ormond Beach, FL · 228 clientsWealth manager
    Raymond James 100%
    $141M
  34. 13978
    Dougherty Investment AdvisorsSpring Hill, FL · 414 clientsWealth manager
    Schwab 100%
    $141M
  35. 13997
    Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
    Safra Securities 44%
    $141M
  36. 14013
    Chipser Wealth Management, LLCDestin, FL · 107 clientsWealth managerWrap sponsor
    Schwab 100%
    $140M
  37. 14020
    Bluestar Wealth ManagementLake Mary, FL · 74 clientsWealth manager
    Schwab 100%
    $140M
  38. 14056
    Advantage Investing, Inc.Coral Gables, FL · 372 clientsAsset manager
    Schwab 100%
    $139M
  39. 14061
    Pennantpark Private Income Fund Advisers LLCMiami Beach, FL · 1 clientsAsset manager
    No custodian reported
    $139M
  40. 14064
    Howland and Associates, LLCSt Petersburg, FL · 67 clientsWealth manager
    Schwab 100%
    $139M

RIAs by state