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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 Firms
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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. 5607
    Blue Water Advisors LPBoca Raton, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $928M
  2. 5620
    Legacy Wealth Advisors, LLCNorth Miami Beach, FL · 20 clientsWealth manager
    J.P. Morgan 30%Pershing 24%
    $923M
  3. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  4. 5633
    Rainey & Randall Wealth Advisors, Inc.Celebration, FL · 332 clientsWealth manager
    Schwab 100%
    $918M
  5. 5639
    Strenta Investment Management Services, LLCMiami, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $916M
  6. 5661
    Nesteggs, Inc.Jacksonville, FL · 616 clientsAsset manager
    Schwab 100%
    $911M
  7. 5664
    Tiempo Capital PartnersMiami, FL · 65 clientsWealth manager
    J.P. Morgan 50%Fidelity 35%
    $911M
  8. 5668
    Singer Wealth Advisors LLCBoca Raton, FL · 953 clientsWealth manager
    Schwab 100%
    $911M
  9. 5701
    Flaharty Asset Management, LLCClearwater, FL · 1,130 clientsWealth managerWrap sponsorHybrid
    LPL Financial 99%
    $902M
  10. 5729
    Compass Financial Management LLCTampa, FL · 2,228 clientsWealth managerHybrid
    Schwab 54%Fidelity 46%
    $894M
  11. 5750
    Thomas J. Herzfeld Advisors, Inc.Miami Beach, FL · 300 clientsPrivate fund adviser
    Schwab 41%RBC 37%
    $890M
  12. 5761
    Martin Investment Management, LLCPalm Beach Gardens, FL · 281 clientsAsset manager
    State Street 70%J.P. Morgan 30%
    $888M
  13. 5787
    Bayshore CapitalTampa, FL · 43 clientsAsset manager
    Fidelity 100%
    $879M
  14. 5794
    Noesis Capital Management CorpBoca Raton, FL · 374 clientsWealth manager
    Schwab 96%
    $877M
  15. 5810
    Marlin Manager, LLCSaint Petersburg, FL · 5 clientsAsset manager
    No custodian reported
    $871M
  16. 5828
    StorgeCoral Gables, FL · 70 clientsWealth manager
    Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
    $867M
  17. 5850
    The High Net Worth Advisory Group, LLCNaples, FL · 426 clientsWealth manager
    Raymond James 100%
    $862M
  18. 5865
    Bridgeinvest LLCMiami, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $859M
  19. 5873
    Arosa Capital Management LPMiami Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  20. 5874
    GFO Asset Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $856M
  21. 5878
    Rossby Financial, LLCMelbourne, FL · 3,910 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $855M
  22. 5889
    Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
    Morgan Stanley 59%Interactive Brokers 32%
    $852M
  23. 5921
    Rosemawr Management LLCMiami Beach, FL · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $844M
  24. 5926
    FAI Capital ManagementTampa, FL · 7 clientsAsset manager
    No custodian reported
    $842M
  25. 5927
    AUA Private Equity Partners, LLCWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $842M
  26. 5938
    American Ventures IM LLCPalm Beach Gardens, FL · 27 clientsPrivate fund adviserHybridDominari Securities LLC
    No custodian reported
    $839M
  27. 5940
    Concise Capital Management, L.P.Miami, FL · 4 clientsAsset manager
    State Street 100%
    $839M
  28. 5978
    Global Financial Private ClientSarasota, FL · 140 clientsWealth manager
    Fidelity 100%
    $828M
  29. 5982
    Walsh & Associates, LLCSarasota, FL · 1,324 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $828M
  30. 6004
    Palatine Fund Advisors, LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $821M
  31. 6008
    Segra Capital Management, LLCPalm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $821M
  32. 6028
    Shoreline Equity Partners, LLCNeptune Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $815M
  33. 6057
    Andbanc Advisory LLCMiami, FL · 472 clientsWealth managerBank-affiliatedHybrid
    Pershing 100%
    $806M
  34. 6061
    Firestone Capital Management IncSouth Miami, FL · 375 clientsWealth manager
    Schwab 100%
    $806M
  35. 6077
    Hoxton WealthOrlando, FL · 1,378 clientsWealth manager
    Interactive Brokers 45%Rl360 39%
    $804M
  36. 6092
    PSI Advisors, LLCTampa, FL · 1,745 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $801M
  37. 6119
    Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWealth managerWrap sponsor
    Fidelity 100%
    $794M
  38. 6130
    XP Advisory US, Inc.Miami, FL · 258 clientsPrivate fund adviserHybridXP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA, XP Investments US, LLC
    Pershing 100%
    $792M
  39. 6149
    New Wave Loans Residential, LLCNorth Miami Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $787M
  40. 6174
    Augustine Asset Management IncJacksonville, FL · 72 clientsWealth manager
    Fidelity Capital Markets 63%
    $783M

RIAs by state