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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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. 3512
    Suncoast Equity Management, LLCTampa, FL · 870 clientsWealth manager
    Schwab 100%
    $2.1B
  2. 3529
    Alpine Associates Management Inc.Palm Beach, FL · 11 clientsPrivate fund adviser
    J.P. Morgan 83%
    $2.1B
  3. 3543
    Indivisible PartnersClearwater, FL · 676 clientsWealth manager
    Fidelity 90%
    $2.1B
  4. 3574
    Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
    BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
    $2.0B
  5. 3582
    Volatility Shares LLCPalm Beach Gardens, FL · 9 clientsAsset manager
    No custodian reported
    $2.0B
  6. 3589
    Point Break Capital Management LLCMiami, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  7. 3595
    Provise Management Group, LLCClearwater, FL · 1,190 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $2.0B
  8. 3599
    Althum Advisors LLCMiami, FL · 84 clientsAsset manager
    J.P. Morgan 73%UBS 27%
    $2.0B
  9. 3625
    Corry Capital Advisors, LLCVero Beach, FL · 19 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  10. 3637
    Naples Global AdvisorsNaples, FL · 306 clientsWealth manager
    Schwab 79%
    $2.0B
  11. 3680
    Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
    Schwab 58%J.P. Morgan 42%
    $2.0B
  12. 3685
    3edge Asset Management, LPNaples, FL · 1,528 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  13. 3691
    Bulltick Wealth Management, LLCMiami, FL · 315 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Pershing 78%J.P. Morgan 22%
    $1.9B
  14. 3694
    Capital Z Partners Management, LLCNaples, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  15. 3695
    Lorient Capital Management, LLCMiami, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  16. 3716
    Fourthought Financial Partners, LLC.Venice, FL · 1,002 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.9B
  17. 3728
    CIP PE Advisors, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  18. 3744
    Mora Capital Management, LLCMiami, FL · 685 clientsWealth managerBank-affiliatedHybridMora Capital Securities LLC, Tressis Sociedad De Valores, S.A., clears through Pershing
    Pershing 64%UBS 36%
    $1.9B
  19. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  20. 3828
    A&m Private Wealth Partners, LLCWest Palm Beach, FL · 43 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.8B
  21. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
    Schwab 87%
    $1.8B
  22. 3941
    Commonwealth Credit Advisors, LLCWest Palm Beach, FL · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.7B
  23. 3943
    AGW Capital AdvisorsTampa, FL · 142 clientsWealth manager
    Schwab 100%
    $1.7B
  24. 3952
    Wexford Capital LPWest Palm Beach, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  25. 3953
    RK Capital Management, LLCWeston, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  26. 3965
    Accurate Wealth Management, LLCWesley Chapel, FL · 2,612 clientsWealth managerWrap sponsorHybridAAG Capital, Inc.
    Schwab 85%
    $1.7B
  27. 3971
    The Praedium Group LLCBoca Raton, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  28. 3984
    Prescott General Partners LLCBoca Raton, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  29. 4025
    Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
    Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
    $1.7B
  30. 4046
    Blue Sea Capital LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  31. 4059
    ARS Wealth AdvisorsSt. Petersburg, FL · 1,071 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.6B
  32. 4067
    Forgelight LLCMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  33. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B
  34. 4094
    Sierra Capital LLCMiami, FL · 76 clientsWealth manager
    Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
    $1.6B
  35. 4098
    Leste Capital Partners (florida), LLCMiami, FL · 57 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  36. 4132
    Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsWealth managerHybrid
    Schwab 64%SEI 36%
    $1.6B
  37. 4137
    Locust Point CapitalMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  38. 4141
    Credicorp Capital Advisors LLCMiami, FL · 369 clientsAsset managerHybridCredicorp Capital LLC, Prima AFP
    Pershing 100%
    $1.6B
  39. 4147
    Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
    Fidelity 48%Schwab 29%
    $1.6B
  40. 4160
    Evertern Wealth, LLCNaples, FL · 233 clientsWealth managerHybrid
    Goldman Sachs 100%
    $1.6B

RIAs by state