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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. 14568
    Cardea Capital Advisors, LLCVero Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $124M
  2. 14595
    Ideal Retirement SolutionsPort Charlotte, FL · 311 clientsWealth manager
    Schwab 100%
    $124M
  3. 14616
    Rall Capital Management, Inc.Rockledge, FL · 157 clientsWealth manager
    Schwab 100%
    $123M
  4. 14623
    Kahn Financial GroupClearwater, FL · 123 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $123M
  5. 14624
    Alphabond LLCPalm Beach, FL · 2 clientsAsset manager
    Goldman Sachs 100%
    $123M
  6. 14632
    Lionsbridge Wealth Management LLCJacksonville Beach, FL · 68 clientsWealth manager
    Schwab 100%
    $122M
  7. 14649
    Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
    Pershing 83%
    $122M
  8. 14654
    Traver Financial Consulting Network PALakewood Ranch, FL · 54 clientsWealth manager
    Schwab 100%
    $122M
  9. 14659
    ArbalphaMiami, FLWealth manager
    No custodian reported
    $122M
  10. 14681
    Resnick Wealth Alliance, LLCPalm Beach Gardens, FL · 62 clientsWealth manager
    Schwab 100%
    $121M
  11. 14685
    Craft Wealth ServicesTampa, FL · 224 clientsWealth manager
    Schwab 100%
    $121M
  12. 14714
    Davivienda AdvisorsMiami, FL · 361 clientsAsset managerAffiliated broker-dealerCorredores Davivienda Panama S.A., Davivienda Corredores S.A. Comisionista De Bolsa
    Clearstream Banking S.A. 64%Interactive Brokers 36%
    $120M
  13. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  14. 14739
    1650 Wealth Management, LLCLighthouse Point, FL · 125 clientsWealth manager
    Schwab 100%
    $120M
  15. 14741
    Money Management Concepts Inc.Melbourne, FL · 90 clientsWealth manager
    Schwab 100%
    $120M
  16. 14749
    Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
    Interactive Brokers 85%
    $120M
  17. 14770
    Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $119M
  18. 14785
    1 Main Capital Management, LLCAventura, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $119M
  19. 14794
    Sandhill Wealth Management, Inc.Winter Park, FL · 217 clientsWealth managerHybrid
    Schwab 100%
    $118M
  20. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  21. 14833
    Castle Island WealthPalm Beach Gardens, FL · 146 clientsWealth manager
    Schwab 100%
    $117M
  22. 14840
    Sulzberger Capital Advisors, Inc.Miami, FL · 93 clientsWealth manager
    Pershing 100%
    $117M
  23. 14846
    Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
    Altruist 98%
    $117M
  24. 14878
    Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
    Schwab 83%
    $116M
  25. 14905
    Cambria Wealth ManagementSarasota, FL · 105 clientsWealth manager
    Schwab 100%
    $116M
  26. 14915
    Zenith Advisory Group, LLCThe Villages, FL · 186 clientsWealth manager
    Schwab 100%
    $115M
  27. 14916
    1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
    J.P. Morgan 58%Deutsche Bank Securities 30%
    $115M
  28. 14925
    Uyana Partners LLCMiami, FL · 74 clientsWealth manager
    Morgan Stanley 63%
    $115M
  29. 14934
    Futura Asset Advisors LLCCoral Gables, FL · 17 clientsWealth manager
    Valley Financial Management 49%Morgan Stanley 30%
    $115M
  30. 14967
    Common Cents Wealth Management, LLCPembroke Pines, FL · 205 clientsWealth manager
    Schwab 100%
    $114M
  31. 14986
    Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
    Morgan Stanley 42%Citi 22%
    $113M
  32. 14994
    Wisdom Planning GroupOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $113M
  33. 15030
    Caleo Capital N.A. LLCPonte Vedra, FL · 119 clientsWealth manager
    Schwab 100%
    $112M
  34. 15043
    GOIMiami, FL · 59 clientsWealth manager
    Schwab 100%
    $111M
  35. 15047
    Belleair Wealth Management, LLCBelleair Bluffs, FL · 150 clientsWealth manager
    Schwab 100%
    $111M
  36. 15069
    Advanced Wealth ManagementSarasota, FL · 168 clientsWealth manager
    Schwab 100%
    $111M
  37. 15095
    Muirfield Capital Global Advisors LLCPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $110M
  38. 15099
    Servatus CapitalNaples, FL · 32 clientsWealth manager
    Schwab 100%
    $110M
  39. 15111
    Private Client Advisor Group, LLCPalm City, FL · 190 clientsWealth manager
    Schwab 100%
    $110M
  40. 15112
    Peakshares LLCTampa, FL · 2 clientsAsset managerHybridCalton & Associates, Inc.
    No custodian reported
    $110M

RIAs by state