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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 2037
    Skye Global Management LPWest Palm Beach, FL · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $5.2B
  2. 2039
    GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
    Fidelity 66%J.P. Morgan 34%
    $5.2B
  3. 2049
    Insigneo Advisory Services, LLCMiami, FL · 4,473 clientsAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing
    Pershing 100%
    $5.2B
  4. 2062
    Corient IA LPMiami, FL · 187 clientsPrivate fund adviserAffiliated broker-dealerGlasfunds Securities, LLC
    No custodian reported
    $5.1B
  5. 2070
    Moran Wealth Management, LLCNaples, FL · 1,694 clientsWealth manager
    Pershing 100%
    $5.1B
  6. 2088
    Newport Group Consulting, LLCLake Mary, FL · 3,761 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
    Ascensus Trust 100%
    $5.1B
  7. 2113
    Slavic Mutual Funds Management Corp.Boca Raton, FL · 655 clientsAsset manager
    Fidelity 76%American Trust Custody 24%
    $5.0B
  8. 2156
    Siris Capital Group, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  9. 2177
    GWN Securities Inc.Palm Beach Gardens, FL · 37,793 clientsBroker-dealer firmHybridAbacus Investments, Inc., Money Concepts Capital Corp, clears through Hilltop Securities
    Fidelity 56%Matrix Trust 44%
    $4.8B
  10. 2185
    Kinetic Partners Management, LPMiami, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  11. 2189
    Acasta Partners US LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $4.7B
  12. 2212
    Bowen, Hanes & Co IncPonte Vedra Beach, FL · 114 clientsAsset manager
    Principal Custody Solutions 85%
    $4.6B
  13. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  14. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  15. 2250
    CWA Asset Management GroupNaples, FL · 1,976 clientsWealth managerHybrid
    Schwab 100%
    $4.5B
  16. 2272
    Valley Forge Capital ManagementMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  17. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  18. 2300
    Good Life Advisors, LLCCelebration, FL · 22,596 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $4.4B
  19. 2329
    Sirenia Capital Management LPMiami Beach, FL · 2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.3B
  20. 2360
    Sound Income Strategies, LLCFort Lauderdale, FL · 24,757 clientsWealth managerHybridSound Income Wealth, LLC
    Schwab 84%
    $4.2B
  21. 2377
    Archpoint InvestorsCoral Gables, FL · 38 clientsWealth manager
    J.P. Morgan 37%Fidelity 34%Schwab 28%
    $4.1B
  22. 2386
    Finaccess Advisors LLCMiami, FL · 101 clientsPrivate fund adviser
    Banco Santander International 78%
    $4.1B
  23. 2397
    Money Concepts Advisory ServicePalm Beach Gardens, FL · 17,032 clientsBroker-dealer firmHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 98%
    $4.1B
  24. 2409
    Valor Advisors LLCMiami, FL · 66 clientsWealth manager
    J.P. Morgan 80%
    $4.0B
  25. 2422
    Advus Financial Partners, LLCWinter Park, FL · 528 clientsAsset manager
    Fidelity Management Trust 37%Fidelity 32%Empower Trust Co 30%
    $4.0B
  26. 2448
    Shaolin Capital Management LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  27. 2453
    Assuredpartners Investment AdvisorsTampa, FL · 2,159 clientsAsset managerHybridAssuredpartners Financial Services, LLC
    Fidelity 65%Schwab 35%
    $3.9B
  28. 2460
    Defiance Etfs, LLCMiami, FL · 4 clientsAsset managerHybrid
    No custodian reported
    $3.9B
  29. 2484
    Timucuan Asset Management IncJacksonville, FL · 621 clientsWealth manager
    Fidelity 89%
    $3.8B
  30. 2527
    Eulav Asset ManagementSarasota, FL · 6 clientsBroker-dealer firmHybridEulav Securities LLC
    No custodian reported
    $3.7B
  31. 2533
    Fourth Sail Capital US LPBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  32. 2548
    Provenance Wealth AdvisorsFort Lauderdale, FL · 3,111 clientsBroker-dealer firmHybridPWA Securities, LLC, clears through Raymond James
    Raymond James 87%
    $3.6B
  33. 2604
    Arbor Investments Management, LLCPalm Beach, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  34. 2605
    Doubleline Alternatives LPTampa, FL · 7 clientsAsset managerHybrid
    BNY 100%
    $3.5B
  35. 2624
    Ceredex Value Advisors LLCWinter Park, FL · 15 clientsAsset managerHybridVP Distributors LLC
    Northern Trust 54%State Street 46%
    $3.4B
  36. 2669
    Certuity, LLCNorth Palm Beach, FL · 520 clientsWealth manager
    Schwab 100%
    $3.3B
  37. 2691
    Tremblant Advisors LPWest Palm Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $3.3B
  38. 2702
    Gryphon WealthJacksonville, FL · 695 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $3.2B
  39. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
    Morgan Stanley 27%
    $3.2B
  40. 2722
    Evensky & Katz/foldes Wealth ManagementCoral Gables, FL · 1,188 clientsWealth manager
    Schwab 100%
    $3.2B

RIAs by state