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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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. 4863
    Finback Investment PartnersCoral Gables, FL · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.2B
  2. 4868
    Maceratio LLCMiami, FL · 248 clientsAsset managerHybrid
    Latin Securities 95%
    $1.2B
  3. 4869
    Tobias Financial AdvisorsPlantation, FL · 383 clientsWealth manager
    Schwab 100%
    $1.2B
  4. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  5. 4939
    Boyne CapitalMiami, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  6. 4967
    Ab2 Capital Partners LLCHollywood, FLWealth manager
    Citi 51%J.P. Morgan 31%
    $1.1B
  7. 4987
    Infinitum Asset Management, LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  8. 4996
    Carlyle Aviation Securities Partners LLCMiami, FL · 1 clientsAsset managerAffiliated broker-dealerTCG Capital Markets L.L.C.
    Citi 100%
    $1.1B
  9. 5017
    Moonrise Capital LPVero Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  10. 5021
    Aviance Capital Partners LLCNaples, FL · 372 clientsWealth manager
    Schwab 100%
    $1.1B
  11. 5046
    Founders Family OfficeMiami, FL · 8 clientsWealth manager
    J.P. Morgan 72%
    $1.1B
  12. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  13. 5063
    Dock Street Asset Management IncPalm Beach, FL · 178 clientsWealth manager
    Schwab 100%
    $1.1B
  14. 5064
    Newfound Research LLCSt. Petersburg, FL · 8 clientsAsset manager
    No custodian reported
    $1.1B
  15. 5129
    Nfsg CorporationBoca Raton, FL · 3,096 clientsWealth managerWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
    Axos 100%
    $1.1B
  16. 5134
    Anzu Partners, LLCTampa, FL · 22 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  17. 5148
    Cornerstone Trust Management Services LLCAltamonte Springs, FL · 1 clientsAsset manager
    Regions Bank 100%
    $1.1B
  18. 5160
    Power Sustainable Manager US, Inc.Miami, FL · 6 clientsPrivate fund adviser
    BMO Bank 100%
    $1.1B
  19. 5169
    Jackson Wealth Management, LLCLake Mary, FL · 900 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  20. 5231
    Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
    State Street 42%
    $1.1B
  21. 5249
    Weatherford Capital ManagementTampa, FL · 21 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  22. 5255
    Cifc Investment Management LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $1.0B
  23. 5256
    Fitzroy Investment Advisors LLCAventura, FL · 81 clientsWealth manager
    No custodian reported
    $1.0B
  24. 5260
    LS BDC Adviser, LLCMiami, FL · 1 clientsAsset manager
    BNY 100%
    $1.0B
  25. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
    Fidelity 64%
    $1.0B
  26. 5321
    WM Partners, LPAventura, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  27. 5326
    Mg&a WealthPlantation, FL · 657 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  28. 5330
    Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
    Schwab 100%
    $1.0B
  29. 5332
    GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
    Pershing 46%Schwab 33%
    $1.0B
  30. 5381
    Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
    Pershing 40%EFG Bank 35%Pictet 26%
    $1.0B
  31. 5392
    Palm Beach Capital Management III, LLCWest Palm Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $999M
  32. 5395
    Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower 54%Schwab 39%
    $997M
  33. 5400
    Omnia Family Wealth, LLCAventura, FL · 164 clientsWealth manager
    Pershing 100%
    $995M
  34. 5444
    Khrom Capital ManagementMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $981M
  35. 5480
    Unique Wealth, LLCTampa, FL · 846 clientsWealth manager
    Pershing 100%
    $966M
  36. 5505
    Comvest Credit Managers, LLCWest Palm Beach, FL · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $957M
  37. 5507
    Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
    Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
    $957M
  38. 5534
    Destiny Wealth Partners, LLCTavares, FL · 939 clientsWealth managerWrap sponsor
    Schwab 66%
    $947M
  39. 5558
    MAC Alpha Capital Management, LPTampa, FL · 9 clientsAsset manager
    State Street 78%
    $938M
  40. 5591
    Trinity Fund Advisors LLCMiami, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $930M

RIAs by state