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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. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsWealth managerHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  2. 2750
    Cyndeo Wealth PartnersSt. Petersburg, FL · 1,225 clientsWealth manager
    Fidelity 100%
    $3.2B
  3. 2797
    Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsWealth managerHybrid
    Fidelity 84%
    $3.0B
  4. 2826
    Shariaportfolio, Inc.Lake Mary, FL · 935 clientsAsset manager
    Schwab 99%
    $3.0B
  5. 2832
    Larch Capital Partners LLCMiami, FL · 355 clientsAsset manager
    Banco Santander International 59%Morgan Stanley 41%
    $3.0B
  6. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  7. 2892
    CPS Investment AdvisorsLakeland, FL · 3,377 clientsWealth manager
    Fidelity 100%
    $2.9B
  8. 2912
    Timothy Partners, LTD.Maitland, FL · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $2.9B
  9. 2929
    Quantitative Systematic Strategies LLCSt. Augustine, FL · 2 clientsAsset manager
    No custodian reported
    $2.8B
  10. 2938
    Mariner Institutional, LLCWinter Park, FL · 59 clientsAsset managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.8B
  11. 2944
    Kawa Capital Management, Inc.Hallandale Beach, FL · 56 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  12. 2949
    L 1 Global Wealth LLCCoconut Grove, FL · 17 clientsWealth managerHybrid
    No custodian reported
    $2.8B
  13. 2970
    LRI InvestmentsPalm Beach Gardens, FL · 582 clientsWealth managerHybrid
    Pershing 0%
    $2.8B
  14. 2986
    Holdco Asset Management, LPFort Lauderdale, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  15. 3004
    1789 Capital ManagementPalm Beach, FL · 26 clientsPrivate fund adviserHybridFarvahar Capital LLC
    No custodian reported
    $2.7B
  16. 3010
    EIR Partners Capital, LPMiami, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  17. 3088
    Ingham Retirement GroupMiami, FL · 1,056 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Fidelity 68%Schwab 32%
    $2.6B
  18. 3092
    Divisadero Street Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  19. 3114
    International Assets Investment Management, LLCOrlando, FL · 5,961 clientsWealth managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    RBC 100%
    $2.6B
  20. 3129
    MAS Advisors LLCCoral Gables, FL · 21 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  21. 3140
    Phase 3 Capital Management LLCBoca Raton, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  22. 3174
    Azora Capital LPMiami, FL · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.5B
  23. 3189
    Concurrent Asset Management, LLCTampa, FL · 3 clientsAsset managerHybrid
    Fidelity 82%
    $2.5B
  24. 3207
    Fiduciary FirstMaitland, FL · 27 clientsAsset manager
    No custodian reported
    $2.5B
  25. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsWealth managerHybrid
    Fidelity 84%
    $2.4B
  26. 3237
    3650 Reit Investment Management LLCMiami, FL · 12 clientsPrivate fund adviser
    Bank 97%
    $2.4B
  27. 3240
    Comvest Advisors LLCWest Palm Beach, FL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.4B
  28. 3252
    Sterling Investment ManagementWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  29. 3258
    Forest Avenue Capital Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  30. 3342
    EFG Private Wealth Management (americas) Corp.Miami, FL · 479 clientsAsset managerHybridEFG Capital International Corp.
    EFG Bank AG 44%Pershing 42%
    $2.3B
  31. 3355
    Fidelis CapitalTampa, FL · 232 clientsWealth manager
    Fidelity 100%
    $2.3B
  32. 3395
    Hidden Harbor Capital Management, L.P.Boca Raton, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  33. 3405
    Absolute Investment Advisers, LLCRosemary Beach, FL · 7 clientsAsset managerHybrid
    Fidelity 100%
    $2.2B
  34. 3413
    Koss-Olinger Consulting, LLC.Gainesville, FL · 679 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  35. 3414
    Heritage Investment Group, Inc.Pompano Beach, FL · 906 clientsWealth manager
    Schwab 100%
    $2.2B
  36. 3421
    Aristotle Atlantic Partners, LLCSarasota, FL · 359 clientsAsset manager
    Schwab 84%
    $2.2B
  37. 3429
    Occudo Quantitative Strategies LPFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  38. 3488
    RAM Realty Advisors LLCPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  39. 3491
    Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
    Fidelity 86%
    $2.1B
  40. 3506
    Doubleline ETF Adviser LPTampa, FL · 9 clientsAsset managerHybrid
    No custodian reported
    $2.1B

RIAs by state