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FP Why fee-based models are the future of advisor compensationIN 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 next
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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. 4168
    Royal Fund Management, LLCLady Lake, FL · 4,966 clientsWealth manager
    Schwab 100%
    $1.6B
  2. 4169
    Triartisan Capital Advisors LLCWest Palm Beach, FL · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  3. 4202
    CNL Strategic Capital Management, LLCOrlando, FL · 1 clientsAsset managerHybridCNL Securities Corp.
    Valley National Bank 100%
    $1.5B
  4. 4209
    Meteora Capital, LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    J.P. Morgan 64%Goldman Sachs 26%
    $1.5B
  5. 4225
    Anderson Financial Partners, Inc.Ponte Vedra, FL · 31 clientsAsset manager
    No custodian reported
    $1.5B
  6. 4242
    22c Capital LLCBoca Raton, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  7. 4311
    Serengeti Asset Management LPWest Palm Beach, FL · 52 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  8. 4331
    Activest Wealth Management, LLCAventura, FL · 530 clientsWealth manager
    Fidelity 53%Morgan Stanley 32%
    $1.5B
  9. 4361
    Private Capital ManagementNaples, FL · 461 clientsWealth managerHybridCarnes Capital Corporation
    Fidelity 85%
    $1.4B
  10. 4368
    Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 78%
    $1.4B
  11. 4370
    Terracap Management LLCNaples, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4397
    Eightfold Real Estate Capital, L.P.Miami, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  13. 4410
    Tallvine Partners Management LPCoral Gables, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4415
    Water Street Capital, Inc.Jacksonville, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  15. 4422
    Elion Partners, LLCMiami, FL · 28 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  16. 4434
    Arrington Capital Investment Management, LLCMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  17. 4504
    J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clientsWealth manager
    Schwab 100%
    $1.4B
  18. 4510
    Seaview Investment Managers LLCCoral Gables, FL · 81 clientsAsset managerHybridVectorglobal WMG, Inc., clears through Pershing
    Pershing 100%
    $1.4B
  19. 4526
    Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsWealth managerBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
    Pershing 100%
    $1.4B
  20. 4547
    Hobe Mountain Capital Management LLCWest Palm Beach, FLAsset manager
    No custodian reported
    $1.4B
  21. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B
  22. 4556
    Intellus Advisors, LLCNaples, FL · 1,029 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.4B
  23. 4557
    Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clientsWealth manager
    Schwab 100%
    $1.4B
  24. 4612
    Allie Family Office LLCMiami, FL · 51 clientsAsset manager
    J.P. Morgan 72%Goldman Sachs 28%
    $1.3B
  25. 4631
    Northampton Capital PartnersMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  26. 4651
    Crystal Capital Partners, LLCBay Harbor Islands, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4667
    Rizvi Traverse Management, LLCWest Palm Beach, FL · 38 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4672
    Ibex Wealth Advisors, LLCWest Palm Beach, FL · 892 clientsWealth managerHybrid
    LPL Financial 100%
    $1.3B
  29. 4679
    Bigsur Partners, LLCMiami, FL · 80 clientsWealth manager
    J.P. Morgan 66%Schwab 34%
    $1.3B
  30. 4684
    American Financial Advisors IncWinter Park, FL · 799 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4724
    Canal Road Capital, LLCMiami, FL · 1 clientsPrivate fund adviser
    Bank of Montreal 83%
    $1.3B
  32. 4730
    Professional Advisory Services IncVero Beach, FL · 622 clientsWealth manager
    BNY 100%
    $1.3B
  33. 4737
    Ullmann Wealth PartnersJacksonville Beach, FL · 531 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.3B
  34. 4765
    Kore Advisors LPBoynton Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  35. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  36. 4822
    Investment Advisory Group LLCSarasota, FL · 1,542 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  37. 4830
    Agamerica Lending LLCLakeland, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  38. 4840
    Amergin Asset Management, LLCBoca Raton, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  39. 4861
    Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $1.2B
  40. 4862
    Modern Portfolio Consultants, LLCNaples, FL · 9 clientsAsset manager
    No custodian reported
    $1.2B

RIAs by state