Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 16609
    Remotiv / Financial SoundingsCoconut Grove, FL · 18 clientsAsset manager
    No custodian reported
    $0
  2. 16622
    Robo Advisor, Inc.Lake Mary, FLBroker-dealer firmAffiliated broker-dealerSovereign Legacy Securities, Inc.
    No custodian reported
    $0
  3. 16636
    Integrated Financial Strategies, LLCFort Lauderdale, FLAsset managerHybridFortune Financial Services, Inc.
    No custodian reported
    $0
  4. 16647
    CNL Educational Institute, LLCOrlando, FLAsset managerHybridCNL Securities Corp.
    No custodian reported
    $0
  5. 16648
    LDN Wealth, LLCOrlando, FL · 271 clientsAsset manager
    No custodian reported
    $0
  6. 16656
    Plan Confidence CorporationSarasota, FLAsset manager
    No custodian reported
    $0
  7. 16679
    Emcee InvestMiami, FL · 400 clientsAsset manager
    No custodian reported
    $0
  8. 16684
    Interest Financial, LLCTampa, FL · 67,325 clientsAsset manager
    No custodian reported
    $0
  9. 16713
    The Institute of Financial Wellness, LLCFort Lauderdale, FLAsset manager
    No custodian reported
    $0
  10. 16723
    Vector Technologies, LLCMiami Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $0
  11. 16729
    Abacus Asset Management, LLCOrlando, FL · 3 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $0
  12. 16733
    VLB CapitalWeston, FLAsset manager
    No custodian reported
    $0
  13. 16749
    Slavic Wealth Management, Inc.Boca Raton, FLAsset manager
    No custodian reported
    $0
  14. 16770
    Fbmc Retirement Solutions, LLCTallahassee, FL · 5 clientsAsset manager
    No custodian reported
    $0
  15. 16785
    Inter Advisors LLCMiami, FLAsset managerHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $0
  16. 16791
    Mavs Wealth Management Group, LLCSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  17. 16794
    Cardone Wealth AdvisorsAventura, FLAsset manager
    No custodian reported
    $0
  18. 16820
    Seminario Asset Management LLCCoral Gables, FLAsset managerHybridSeminario Securities LLC, clears through Pershing
    No custodian reported
    $0
  19. 16841
    Verdara PPP LLCTampa, FLAsset manager
    No custodian reported
    $0
  20. 16846
    Quant Alpha Decisions LLCNaples, FLAsset manager
    No custodian reported
    $0
  21. 16864
    DOW Family Office Advisory, LLCLakewood Ranch, FLAsset managerHybrid
    No custodian reported
    $0
  22. 16866
    Polen International Equity LLCBoca Raton, FLAsset manager
    No custodian reported
    $0
  23. 16871
    Coolabah Investment Management (USA) IncMiami, FLAsset manager
    No custodian reported
    $0
  24. 16877
    Together Wealth Group LLCMiami Beach, FLAsset manager
    No custodian reported
    $0
  25. 16878
    William Raveis - Moran Wealth Management, LLCNaples, FLAsset manager
    No custodian reported
    $0
  26. 16883
    Alius Capital PartnersAventura, FLAsset manager
    No custodian reported
    $0
  27. 16899
    Mifel WealthMiami, FLAsset managerAffiliated broker-dealerGrupo Financiero Mifel, S.A. De C.V.
    No custodian reported
    $0
  28. 16905
    Regfi USA, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  29. 16914
    Meridian Wealth GroupDade City, FLAsset manager
    No custodian reported
    $0
  30. 16918
    Anchor & Oak Wealth Advisors, LLCMarco Island, FLAsset manager
    No custodian reported
    $0
  31. 16945
    Boardwalk Investment Group LPMiami, FLAsset manager
    No custodian reported
    $0
  32. 16948
    PFS Signature WealthTampa, FLAsset manager
    No custodian reported
    $0
  33. 16960
    Poloidal Capital 9d Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0
  34. 16971
    Aligned Wealth Advisors, LLCMiami, FLAsset manager
    No custodian reported
    $0
  35. 16975
    Naples Wealth Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  36. 16985
    1977 Wealth, LLCMiami, FLAsset manager
    No custodian reported
    $0
  37. 16991
    SUM Zero WealthSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  38. 17005
    Ample Wealth Partners LLCOrlando, FLAsset manager
    No custodian reported
    $0
  39. 17009
    Ethos Investment Advisory Group LLCMiami, FLAsset manager
    No custodian reported
    $0
  40. 17010
    MFO Healthcare PartnersBoca Raton, FLAsset manager
    No custodian reported
    $0

RIAs by state