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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. 14092
    Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    Jefferies 86%
    $138M
  2. 14102
    Prince Asset Management, Inc.Sarasota, FL · 138 clientsWealth manager
    Schwab 100%
    $138M
  3. 14104
    Ruggiero InvestmentsWest Palm Beach, FL · 399 clientsWealth managerHybrid
    Schwab 100%
    $138M
  4. 14140
    Aventus Investment Advisors, Inc.Naples, FL · 145 clientsWealth manager
    Schwab 100%
    $136M
  5. 14165
    Luma CapitalNaples, FL · 72 clientsWealth manager
    Schwab 96%
    $136M
  6. 14169
    FR Financial Advisors LLCCoral Springs, FL · 137 clientsWealth manager
    Schwab 100%
    $136M
  7. 14185
    Sparrow Wealth ManagementOrlando, FL · 64 clientsWealth manager
    Fidelity 100%
    $135M
  8. 14200
    Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
    Schwab 89%
    $135M
  9. 14219
    Epic Advisory Services CorpBoca Raton, FL · 179 clientsWealth managerHybridAsset Managers Agente De Valores S.A., Capital Markets Argentina S.A., clears through Pershing
    Pershing 100%
    $134M
  10. 14270
    TruadvisorsTampa, FL · 172 clientsWealth manager
    Schwab 100%
    $133M
  11. 14287
    Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
    Schwab 99%
    $132M
  12. 14293
    Secure Wealth, Inc.Boca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $132M
  13. 14300
    Proper WealthTallahassee, FL · 496 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $132M
  14. 14307
    Lmpg Wealth Advisors, LLCMiami, FL · 58 clientsWealth manager
    Goldman Sachs 100%
    $132M
  15. 14313
    1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
    Apex Fintech 99%
    $131M
  16. 14318
    Conscious Capital Wealth Management, LLCTampa, FL · 207 clientsWealth managerHybrid
    Schwab 100%
    $131M
  17. 14325
    Sterling Bridge Financial Group LLCPalm Harbor, FL · 827 clientsWealth manager
    Fidelity Distributors Company 100%
    $131M
  18. 14335
    DMK Advisor Group, Inc.Lutz, FL · 515 clientsBroker-dealer firmHybrid
    No custodian reported
    $131M
  19. 14353
    Solist FinancialTampa, FL · 87 clientsWealth managerBank-affiliatedHybrid
    Schwab 96%
    $130M
  20. 14367
    Safe Harbor Fiduciary, LLCPensacola, FL · 346 clientsWealth manager
    Schwab 100%
    $130M
  21. 14371
    Pasqua Wealth SolutionsPalm City, FL · 53 clientsAsset manager
    Fidelity 100%
    $130M
  22. 14373
    Maclendon Wealth Management, LLCDelray Beach, FL · 33 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $130M
  23. 14383
    Antonetti Capital Management, LLCNaples, FL · 141 clientsWealth manager
    Schwab 63%Fidelity 37%
    $129M
  24. 14392
    Obion Capital Management LPMiami, FL · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $129M
  25. 14394
    Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clientsWealth manager
    Fidelity 93%
    $129M
  26. 14395
    Mariva Global Asset Management, LLCMiami, FL · 153 clientsWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
    Pershing 94%
    $129M
  27. 14398
    Gordon Asset Management LLCWest Palm Beach, FL · 38 clientsWealth manager
    Schwab 100%
    $129M
  28. 14406
    Velaris Wealth ManagementOrlando, FL · 109 clientsPrivate fund adviser
    Interactive Brokers 100%
    $129M
  29. 14421
    RM Adviser, LLCOrlando, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $128M
  30. 14432
    Second Half Financial Partners, LLCSebring, FL · 493 clientsWealth manager
    Schwab 100%
    $128M
  31. 14494
    Premier Private Wealth Management, LLCPalm Harbor, FL · 700 clientsWealth manager
    Schwab 100%
    $126M
  32. 14496
    Leste USA, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $126M
  33. 14509
    Reality Financial Planning Services, LLCSarasota, FL · 214 clientsWealth manager
    Schwab 100%
    $126M
  34. 14512
    Sundial Wealth LLCDelray Beach, FL · 58 clientsWealth manager
    Schwab 100%
    $126M
  35. 14533
    MAR Wealth Management Services, LLCWest Palm Beach, FL · 53 clientsWealth manager
    Schwab 100%
    $125M
  36. 14534
    Centrus Financial StrategiesOrlando, FL · 190 clientsWealth manager
    Principal Securities 99%
    $125M
  37. 14540
    Doxara Capital LPJacksonville, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $125M
  38. 14546
    Landmark Investment Partners, L.P.West Palm Beach, FL · 2 clientsAsset manager
    Morgan Stanley 100%
    $125M
  39. 14557
    Fortis Private Wealth Advisors, LLCMiami, FL · 9 clientsWealth manager
    Pershing 100%
    $124M
  40. 14561
    Coral Wealth Management, LLCMiami, FL · 252 clientsWealth manager
    Schwab 100%
    $124M

RIAs by state