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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. 15742
    Pare Partners LLCMiami, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $67M
  2. 15822
    Mutual Trust Asset Mgmt., Inc.Tampa, FL · 120 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 69%Schwab 31%
    $58M
  3. 15850
    REA FinancialOrlando, FL · 146 clientsWealth manager
    Schwab 100%
    $55M
  4. 15897
    Golden Eagle Strategies, LLCDelray Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $51M
  5. 15914
    Webull Advisors LLCSt Petersburg, FL · 28,867 clientsWealth managerWrap sponsorHybridWebull Financial LLC, Webull Securities Limited
    Webull Financial 100%
    $49M
  6. 15920
    Aventura Capital Management, LLCBoca Raton, FL · 126 clientsWealth managerHybridAventura Securities, LLC
    No custodian reported
    $48M
  7. 15927
    CNL Residential Credit ManagerOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $48M
  8. 15948
    Galapagos Global Capital Management LLCMiami, FL · 4 clientsPrivate fund adviserAffiliated broker-dealerGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.
    No custodian reported
    $45M
  9. 15974
    Eternal Capital, LLCMiami, FL · 6 clientsAsset manager
    No custodian reported
    $43M
  10. 15978
    Prospect Credit Reit Advisor, LLCWest Palm Beach, FL · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $43M
  11. 16018
    Bequest Capital LLCSarasota, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $40M
  12. 16059
    Leatherback Asset Management, LLCPalm Beach Gardens, FL · 1 clientsAsset manager
    No custodian reported
    $35M
  13. 16075
    R.G. Niederhoffer Capital Management, Inc.Sunny Isles Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $34M
  14. 16093
    Prospect Enhanced Yield Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $32M
  15. 16156
    Alton Road Capital, LPVero Beach, FL · 1 clientsWealth manager
    Morgan Stanley 100%
    $27M
  16. 16175
    Finiat, LLCMount Dora, FL · 1 clientsAsset manager
    No custodian reported
    $26M
  17. 16210
    Financial Planning Services, Inc.Fort Lauderdale, FL · 17 clientsWealth managerHybrid
    Schwab 100%
    $20M
  18. 16212
    CNL Fund Advisors II, LLCOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $20M
  19. 16216
    Alpha Growth Management LLCDelray Beach, FL · 1 clientsAsset manager
    No custodian reported
    $20M
  20. 16253
    FWG Investment ManagementWinter Park, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $14M
  21. 16291
    SP FundsLake Mary, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $10M
  22. 16297
    Typhon Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $10M
  23. 16321
    U.S. Cherry LLCSt. Petersburg, FL · 160 clientsAsset manager
    Schwab 85%
    $8M
  24. 16334
    Coastal Equity Management, LLCPensacola, FL · 1 clientsAsset manager
    No custodian reported
    $7M
  25. 16342
    Axxes Advisors I LLCCoral Gables, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $7M
  26. 16363
    TCG Strategic Income Advisor LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $5M
  27. 16395
    Invex Next, LLCCoral Gables, FL · 76 clientsWealth managerHybridInvex, LLC.
    Interactive Brokers 100%
    $3M
  28. 16411
    NED Davis Research, Inc.Sarasota, FL · 1,577 clientsAsset manager
    Schwab 100%
    $2M
  29. 16417
    Advisifi LLCSt Petersburg, FL · 134 clientsAsset managerHybridInvestifi Securities LLC
    Rqd* Clearing 100%
    $2M
  30. 16427
    Dignum ET JustumSaint Augustine, FL · 1 clientsWealth manager
    No custodian reported
    $2M
  31. 16444
    OT Advisors LLCBoca Raton, FL · 1 clientsAsset manager
    No custodian reported
    $1M
  32. 16448
    Richmond CapitalMiami, FL · 7 clientsWealth managerHybrid
    Interactive Brokers 100%
    $927K
  33. 16476
    OpenvestAventura, FL · 139 clientsWealth manager
    No custodian reported
    $353K
  34. 16487
    Daba Advisors LLCMiami, FL · 137 clientsWealth manager
    BOA Capital Securities 100%
    $228K
  35. 16496
    Bulltick4u Advisor, LLCMiami, FL · 5 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Interactive Brokers 100%
    $143K
  36. 16499
    Axxes Advisors LLCCoral Gables, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $100K
  37. 16530
    EL Menudo Cuenta LLCMiami, FL · 11 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $4K
  38. 16538
    Kraken Adviser LLCFort Lauderdale, FL · 9 clientsWealth managerHybridKraken Securities LLC
    No custodian reported
    $0K
  39. 16561
    International Assets Advisory, LLCOrlando, FLBroker-dealer firmHybridBHS Financial, LLC, Primus Financial Services, LLC
    No custodian reported
    $0
  40. 16590
    CMC Advisors, Inc.Boca Raton, FL · 271 clientsAsset manager
    No custodian reported
    $0

RIAs by state