NewRiaPulse: Under $100M, page 2 of 4

Records 51 to 200 of the 403 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Zero Labs INC.$100,000125San Francisco
Willis Towers Watson Securities, LLCChicago
Ullman Investment Counsel LLCToronto, Ontario
Awealth International AgZollikon, Zh
Mfo Healthcare PartnersBoca Raton
Van Soldat Wealth LLC
Big Rock Advisors LLC$27,760,00041Sag Harbor
Sr Abf Advisors LPNew York
Aqr Flex Management, LLCGreenwich
Ark Capital Investments LLCSt Petersburg
Bluerock Etf Advisor, LLCNew York
Milemarker Investment Solutions, LLCLincoln
Cmk Partners, LLCChicago
Cc USA LLCNew York
Exos Asset Management LLC$682,1814New York
Apeiron Wealth ServiceAstoria
Lafayette Square Financial Advisors, INC.Walnut Creek
Coinedly LLCDover
RIA Group, LLCDes Moines
Rbg Capital LLCScottsdale
Momentum Wealth ManagementOrem
Ascentio Capital, LPNew York
Ridge Road Wealth Management, LLCNew Orleans
Authentic Wealth Partners LLCCulpeper
Aldebaran CapitalBrooklyn
Constitution Capital Horizon Advisor, LPAndover
Alphaengine Global Investment Solution LLCPlano
VantheonAustin
Hoainvest LLCIrvine
Solid State Wealth Advisory Group
Watch Hill Financial INCRichmond
Mml Capital Partners Ny, LLCNew York City
Ownit Technologies LLC
Savlan Wealth PartnersNew City
Scsc Advisors, LLCRancho Santa Fe
Excorde Capital LLCConshohocken
Interchange Advisers LLCVancouver
Crosslight Global Investment Partners, LLC
Wealthrise
Carazo Wealth ManagementMetairie
Victoryarc Holdings LP$41,244,0832Greenwich
Palus Advisory LLCNew York
Generational Financial Partners, LLCAtlanta
Gallatin River Capital LLCLittleton
Bucks Capital AdvisersNewtown
Silvercap PartnersCharlotte
Ample Wealth Partners LLCOrlando
Ultra Capital Management LLCSan Francisco
Champion Capital LLC$100,0001Greenwood
Everlong Capital Fund Management, LPDallas
Alpine Advisory Partners, LLC
1977 Wealth, LLCMiami
Alder CapitalSan Diego
Etoro USA Advisers INC.Hoboken
Udy Road HoldingsNew York
Langan Financial GroupCamp Hill
Naples Wealth Advisors, LLCNaples
Slr Secured Lending Partners, LLCNew York
Astravia Family Wealth Office LLCEl Segundo
Allen Financial PartnersPrescott
Poloidal Capital 9d Advisors LLCMiami
My Advisors Us LLCTustin
Financial Potential Wealth ManagementGainesville
Community Capital Advisors LLCNew York
Voxel Capital Partners LPNew York
Earlybird Advisors LLC
EdynPhiladelphia
Pelorus Capital Management, LLCIrvine
Velara Wealth Management INC.New York
Skylar Wealth Management, LLCPasadena
Hirst Financial Independence Planning, INC.Fall River
W.B. Edwards & Co.Knoxville
Vector3 Wealth ManagementSan Diego
Futurecorp Asset Management
Shadowbox LogisticsNew York
Olde Raleigh Financial GroupRaleigh
Stewardwell LLCFranklin
Leggett Capital PartnersHouston
Aqualis Partners LLCDarien
Ellis Wealth Advisors, LLCMadison
Scheeler Financial GroupWest Chester
Breiter Wealth Management, LLC$72,296,151220St. Louis
Meridian Wealth GroupDade City
Appleseed Advisory, LLCSan Francisco
755 FinancialWoodstock
Ramp Advisory LLCNew York
Tradeup Wealth Management, INC.New York
Capital Financial Planners LLCChevy Chase
Martin & CompanyValencia
Vectis Capital
Tide Rock Leverageco Manager, LLCSolana Beach
Trueline Wealth Group, LLCHattiesburg
Polson Wealth Management
Findicia, INC.Raleigh
TomoroColts Neck
Together Wealth Group LLCMiami Beach
Clearview Family Wealth, LLCPeabody
Clairalpha Advisors LLC$3,736,65421Frisco
Alius Capital PartnersAventura
Zai Technologies LLCThousand Oaks
Springhill Wealth Management$82,041,004167Bozeman
Auranser INC.Fort Mill
Oxford Harriman Private Wealth ManagementIndianapolis
Evolution Vision Wealth Management$65,401,042223
Acorn Asset Management LLC$6,600,00016Princeton
Breakaway Independent Advisors, LLC$3,296,15414San Diego
Wallace
BenefiChicago
Quant Alpha Decisions LLCNaples
Dreams Investment SolutionsFolsom
EggzCharlemont
Typhon Advisors, LLC$10,000,0001Miami Beach
Baytrust Wealth Management, LLC$97,749,639299Tampa
Prelude Investment ServicesSan Francisco
Lancaster$8,561,71025
Csi Group Advisors, LLCWall Township
Techbridge Investment LP
Larrainvial Us Ia LLCSantiago
Dimaio Private Wealth, LLCChester
Regiment Capital Advisors, LLCChicago
Peak Nine Capital Advisors, LLCNaples
Trivera Wealth Management, LLCTucson
Navian Investment ManagementCincinnati
Welthy Advisers, LLC
Cxl Capital Management LLC
Ditto & Powers, LLC
Foster Financial Services, LLCFort Wayne
Aura Investments LLC
Iron Horse Asset Management LLCNeenah
Cova Private Wealth LLC
Ethos Investment Advisory Group LLCMiami
Charlton Management, LLCClawson
Brite Avenue Capital LPScarsdale
Inovo Wealth ArchitectsUnion
Callodine Bdc Advisor, LLCBoston
Thoreau Management Partners, LP
Sumitomo Mitsui Trust Asset Management Americas, INC.New York
Optos Real Estate Credit, LLCNew York
Eyra
Public Safety Financial Group, LLCHouston
Midfield Private Wealth, LLCWhite Plains
Cambwick Us LLC
Hudson & Associates Wealth Management LLCTulsa
Rac Strategic Partners
Cobblers Cove Capital LPCharleston
East West Wealth Advisors LLCPasadena
Irish Creek CapitalCamden
QuasarNew York
Goalpost Wealth Management, LLCRadnor
Golden Ratio Wealth Management LLCRadnor

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