NewRiaPulse alternatives: ways to get investment-adviser firms that just registered with the SEC, with assets under management, accounts, employees, location and website
There are three ways to get investment-adviser firms that just registered with the SEC, with assets under management, accounts, employees, location and website: do it by hand from SEC monthly roster of registered investment advisers (Form ADV data) (free, manual), use NewRiaPulse (free search with the full result, paid plans from $4.99), or buy a broader business data tools platform (wider coverage, priced per vendor). NewRiaPulse fits rIA custodians, compliance consultants and outsourced CCO firms, wealth-tech and CRM vendors, TAMPs and model-portfolio providers, insurance and E&O brokers, and recruiters for breakaway advisers who want the answer in minutes without a sales call.
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How do the options compare?
| What you need | NewRiaPulse | Do it yourself | Broader business data tools platforms |
|---|---|---|---|
| Cost | Free search; paid alerts, exports and API from $4.99 | Free | Varies by vendor; check their sites |
| Data | SEC monthly roster of registered investment advisers (Form ADV data), 1,450 live records | SEC monthly roster of registered investment advisers (Form ADV data), searched directly | Usually many sources combined |
| Freshness | Refreshed automatically (last 2026-10-28) | As current as the source; you re-check by hand | Varies by vendor |
| Filtering and scoring | Ready-made filters and a plain-English score per record | Build your own spreadsheet filters | Usually extensive |
| Alerts, CSV and API | Email alerts, CSV export, REST API and MCP | Only what the source offers | Check each vendor |
| Best when | You are rIA custodians, compliance consultants and outsourced CCO firms, wealth-tech and CRM vendors, TAMPs and model-portfolio providers, insurance and E&O brokers, and recruiters for breakaway advisers and want this one signal, fast | You need a one-off look-up | You need many data types under one contract |
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Frequently asked questions
Is NewRiaPulse free?
Yes: the search and every matching record are free without an account. Alerts, full CSV exports and the API are paid, from $4.99.
What is the free alternative to NewRiaPulse?
Search SEC monthly roster of registered investment advisers (Form ADV data) directly. It is free and authoritative; NewRiaPulse adds filters, scoring, alerts and exports on top of the same public data.
When is a broader business data tools platform a better fit?
When you need many data types or checks in one contract and have budget for it. NewRiaPulse does one job; compare features and prices on each vendor's own site.
This page describes Zalwin's own tools and general options; it makes no claims about specific vendors' current features or prices. All comparisons · NewRiaPulse benchmark report