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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. 17015
    Peak Nine Capital Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  2. 17018
    Fortuna Private Wealth Management Corp.Miami, FLAsset managerHybrid
    No custodian reported
    $0
  3. 17021
    Ark Capital Investments LLCSt Petersburg, FLAsset managerHybrid
    No custodian reported
    $0
  4. 17028
    Opima Capital Management, LLCOcoee, FLAsset manager
    No custodian reported
    $0
  5. 17039
    DAN Thornsberry Capital Advisors, LLCBelleair Beach, FLAsset manager
    No custodian reported
    $0
  6. 17047
    Nextreg Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0
  7. 17068
    Fusion Quant TechnologiesMiami, FL · 1 clientsAsset manager
    No custodian reported
    $0
  8. 17104
    Poolit Fund Management, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  9. 17117
    Pilotai WealthMiami, FLAsset manager
    No custodian reported
    $0
  10. 17186
    Moola Copilot LLCNaples, FL · 2,756 clientsAsset manager
    No custodian reported
    $0

RIAs by state