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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. 044
    Citadel Advisors LLCMiami, FL · 37 clientsPrivate fund adviserHybridCitadel Clearing LLC, Citadel Institutional Finance Company LTD.
    No custodian reported
    $571B
  2. 049
    Raymond James & Associates, Inc.St. Petersburg, FL · 531,617 clientsBroker-dealer firmHybridCarillon Fund Distributors, Inc., Greensledge Capital Markets LLC
    Raymond James 100%
    $501B
  3. 065
    Raymond James Financial Services Advisors, IncSaint Petersburg, FL · 508,439 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    $390B
  4. 163
    CorientMiami, FL · 26,586 clientsWealth managerAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    $165B
  5. 165
    GQG PartnersFort Lauderdale, FL · 6,445 clientsAsset managerHybrid
    J.P. Morgan 36%Northern Trust 30%State Street 23%
    $164B
  6. 215
    Elliott Investment Management L.P.West Palm Beach, FL · 48 clientsPrivate fund adviser
    No custodian reported
    $129B
  7. 223
    Sanders Capital, LLCWest Palm Beach, FL · 101 clientsAsset manager
    State Street 52%J.P. Morgan 25%Private Banking - Investment 23%
    $122B
  8. 246
    Lighthouse Investment Partners, LLCPalm Beach Gardens, FL · 139 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands Limited 100%
    $107B
  9. 277
    Doubleline Capital LPTampa, FL · 102 clientsAsset managerHybrid
    Northern Trust 39%BNY 38%
    $93B
  10. 290
    III Capital ManagementBoca Raton, FL · 21 clientsPrivate fund adviserHybridAVM, L.P., clears through Pershing
    BNY 100%
    $88B
  11. 319
    Starwood Capital Group Management, L.L.C.Miami Beach, FL · 258 clientsPrivate fund adviserHybridStarwood Capital, L.L.C.
    No custodian reported
    $79B
  12. 333
    OC Investment Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $76B
  13. 338
    H.I.G. Capital, LLCMiami, FL · 191 clientsPrivate fund adviser
    J.P. Morgan 87%
    $72B
  14. 373
    Bayview Asset Management, LLCCoral Gables, FL · 57 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $64B
  15. 377
    Digitalbridge Investment Management, LLCBoca Raton, FL · 86 clientsPrivate fund adviser
    Morgan Stanley 100%
    $61B
  16. 379
    Eagle Asset Management IncSt. Petersburg, FL · 79,272 clientsAsset managerHybridCarillon Fund Distributors, Inc., Raymond James & Associates, Inc.
    No custodian reported
    $61B
  17. 380
    I Squared Capital Advisors (US) LLCMiami, FL · 76 clientsPrivate fund adviser
    No custodian reported
    $60B
  18. 473
    Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
    Barclays Capital 45%BNY 45%
    $45B
  19. 567
    VoloridgeJupiter, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $36B
  20. 588
    Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWealth managerWrap sponsorHybridSanctuary Securities, Inc.
    Pershing 50%Schwab 37%
    $35B
  21. 699
    The Baldwin Group Wealth Advisors, LLCTampa, FL · 2,134 clientsAsset managerHybridThe Baldwin Group Securities, LLC
    LPL Financial 79%
    $27B
  22. 702
    Smartx Advisory SolutionsWest Palm Beach, FL · 61 clientsAsset managerHybridHedgeco Securities, LLC
    Schwab 84%
    $27B
  23. 708
    Alpha Wave Global, LPMiami, FL · 23 clientsPrivate fund adviser
    No custodian reported
    $27B
  24. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  25. 774
    Polen Capital Management, LLCBoca Raton, FL · 1,602 clientsAsset managerHybrid
    Morgan Stanley 58%
    $24B
  26. 824
    Rialto Capital Management, LLCMiami, FL · 66 clientsPrivate fund adviser
    No custodian reported
    $22B
  27. 832
    Universa Investments L.P.Miami, FL · 45 clientsPrivate fund adviser
    No custodian reported
    $21B
  28. 845
    Armour Capital Management LPVero Beach, FL · 1 clientsPrivate fund adviserHybridBuckler Securities LLC
    No custodian reported
    $21B
  29. 876
    Kare Manager Holdings, L.P.Boca Raton, FL · 29 clientsPrivate fund adviserHybridKA Associates, LLC
    No custodian reported
    $20B
  30. 887
    Pentwater Capital Management LPNaples, FL · 23 clientsPrivate fund adviser
    UBS 51%Citi 29%
    $19B
  31. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  32. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  33. 944
    WE Family OfficesCoral Gables, FL · 112 clientsWealth manager
    No custodian reported
    $18B
  34. 963
    Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWealth managerWrap sponsor
    Raymond James 100%
    $17B
  35. 975
    Raymond James Investment ManagementSt Petersburg, FL · 5 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $17B
  36. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  37. 1007
    Ark InvestSt. Petersburg, FL · 61 clientsAsset managerHybrid
    State Street 100%
    $16B
  38. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  39. 1028
    IntechWest Palm Beach, FL · 26 clientsAsset managerHybrid
    BNY 51%BNP Paribas Securities Services Australia 49%
    $15B
  40. 1043
    CV Advisors LLCAventura, FL · 159 clientsWealth manager
    J.P. Morgan 63%Morgan Stanley 37%
    $15B

RIAs by state