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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. 15123
    Jake Carris Financial PlanningOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $110M
  2. 15128
    Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
    Axos 66%Schwab 34%
    $109M
  3. 15135
    Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsWealth managerHybrid
    Pershing 100%
    $109M
  4. 15141
    Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
    Schwab 61%Interactive Brokers 39%
    $109M
  5. 15147
    Toams FinancialJacksonville, FL · 620 clientsWealth manager
    Altruist 78%
    $109M
  6. 15168
    Montello Wealth Management, Inc.Palm Beach Gardens, FL · 502 clientsWealth manager
    No custodian reported
    $108M
  7. 15182
    Nautilus Wealth AdvisorsIndialantic, FL · 79 clientsWealth manager
    Raymond James 100%
    $108M
  8. 15203
    Better Way LLCBal Harbour, FL · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $107M
  9. 15206
    Omnitrust Wealth Management, Inc.Jacksonville, FL · 348 clientsWealth manager
    Schwab 100%
    $107M
  10. 15209
    Elevate Financial Planning and Wealth ManagementSt. Petersburg, FL · 457 clientsWealth managerHybrid
    Fidelity 100%
    $107M
  11. 15228
    Stonex International Advisors IncMiami, FL · 77 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Pershing 87%
    $107M
  12. 15269
    Value Financial Advisers, Inc.Orlando, FL · 201 clientsWealth managerHybrid
    No custodian reported
    $105M
  13. 15282
    Clout CapitalMiami, FLWealth manager
    No custodian reported
    $105M
  14. 15302
    Asset Planning CorporationW. Palm Beach, FL · 136 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $104M
  15. 15304
    WLT PartnersMiami, FL · 48 clientsAsset manager
    Morgan Stanley 100%
    $104M
  16. 15320
    Eurocapital Advisors, IncMiami, FL · 9 clientsWealth manager
    Pershing 36%Banco Santander International 32%Credit Suisse Bank 32%
    $104M
  17. 15383
    Mendoza Private WealthNorth Miami, FL · 53 clientsWealth manager
    Schwab 100%
    $101M
  18. 15385
    Axxets WMAventura, FL · 5 clientsWealth manager
    J.P. Morgan 69%Morgan Stanley 31%
    $101M
  19. 15386
    Wells Global Investment Advisers LLCWinter Haven, FL · 133 clientsWealth managerHybridValor Financial Securities LLC
    Pershing 100%
    $101M
  20. 15391
    Cantata Wealth Management, LLCCoral Gables, FL · 30 clientsWealth manager
    Fidelity 100%
    $101M
  21. 15449
    Gallatin & Company, LLCVero Beach, FL · 50 clientsWealth manager
    Schwab 100%
    $98M
  22. 15454
    Baytrust Wealth Management, LLCTampa, FL · 214 clientsWealth manager
    Fidelity 100%
    $98M
  23. 15465
    RVX Asset Management LLCAventura, FL · 2 clientsAsset manager
    Northern Trust 100%
    $97M
  24. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M
  25. 15499
    Statetrust Capital, LLC.Boca Raton, FL · 144 clientsWealth managerHybridStatetrust Investments Inc.
    No custodian reported
    $94M
  26. 15500
    Capital Q Management LLCMaitland, FL · 2 clientsAsset manager
    No custodian reported
    $93M
  27. 15510
    Cannon Global Investment Management, LLCDavie, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $93M
  28. 15535
    Schaffer & Company Asset Management, Inc.Jacksonville, FL · 305 clientsWealth manager
    Schwab 100%
    $91M
  29. 15536
    Arias Resource Capital Management LPMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $91M
  30. 15541
    Alphaq AdvisorsWinter Park, FL · 87 clientsWealth manager
    Schwab 100%
    $91M
  31. 15542
    ZestMiami, FL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $91M
  32. 15544
    Chacon Diaz & DI Virgilio Wealth Management, LLCGainesville, FL · 190 clientsWealth manager
    Schwab 100%
    $90M
  33. 15587
    API Financial Advisors, LLCRockledge, FL · 227 clientsWealth manager
    Schwab 100%
    $85M
  34. 15603
    Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
    Goldman Sachs 54%Schwab 46%
    $84M
  35. 15604
    Inter US Management, LLCMiami, FL · 5 clientsPrivate fund adviserHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $83M
  36. 15606
    Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
    Interactive Brokers 78%
    $83M
  37. 15643
    MGM Innova Cap Management LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $78M
  38. 15644
    Center Lake Capital Management, LLCWest Palm Beach, FL · 3 clientsAsset manager
    Citi 100%
    $78M
  39. 15687
    Lyons Investment ManagementWinter Park, FL · 35 clientsWealth manager
    U.S. Bank 100%
    $73M
  40. 15707
    Clockwise Capital LLCMiami, FL · 151 clientsAsset manager
    Schwab 100%
    $72M

RIAs by state