NewRiaPulse: Under $100M, page 3 of 4

Records 201 to 350 of the 403 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Ehg Wealth Management
Strategiq Funds, INC.San Antonio
Solstice Guard CapitalSt. Charles
Bartholomew & Company Wealth Management, LLCWorcester
Vista Point Asset Management LLCIrvine
Hofman Wealth ManagementChesterfield
Castle Wealth GroupMooresville
Ccaventus Global Credit Management LLCNew York
Archiv Capital Management LP
Anchor & Oak Wealth Advisors, LLCMarco Island
Stackstone Wealth, LLCDubuque
Overwatch Capital Advisors LLCNew York
Irm Management$22,537,00040
Tutela Advisory Group
Adams Advisory Services, LLC
Dow Family Office Advisory, LLCLakewood Ranch
Sooner Private Financial LLC$8,995,35282Salem
Centuria Capital Partners LLCGuaynabo
SscHouston
Deep Blue CapitalNewport Beach
Seminario Asset Management LLCCoral Gables
Innovayte CapitalDallas
Wealth Alignment Partners, LLCHonolulu
Croboearn$10,00010
Acacia Grove Wealth Management$41,601,668136Schenectady
Worldline Capital Pte. LTD.$24,080,0001Hong Kong
Parataxis Capital Management LLC$83,691,45412New York
Longnook Etf LLC
Wesfair Advisory Group, INC.$30,268,00711Chappaqua
Sfumato Capital Management LLC$51,259,4794New York
Jubarte Asset Management Ltda.$57,000,0005Sao Paulo, Sao Paulo
FinceraNew York
Neuralvest LLC
Alisio Capital Partners LLC
Arcap Partners LLC$40,451,59787Plainview
Clearlake Capital Ric Management, LLCSanta Monica
Regfi USA, LLCMiami
Emxetf
WickUnion City
Jps Advisors LLC$26,551,81524
Biasafe Securities USA CorpMontreal, Qc
Blue Owl Real Assets Advisors LLCChicago
Man Advisers LLCBoston
Ariam Global INC.San Diego
Sip Financial Services$28,165,682140Glenville
Jungle Rock CapitalLondon
Apt Wealth USA Pty LTDMelbourne Vic
Upp Management, LPHouston
Monroe Capital Asset Finance Advisors, LLCChicago
Futureit INC.
Vt Partners AgFreienbach, Schwyz
Rockford Tower Asset Management, L.L.C.New York
42 Am, LLC$51,850,0003New York
Qualivian Investment Partners$2,820,0002
Significance Capital Management LLC$3,835,4744Milwaukee
Network CapitalKalispell
Ai Stock Prophet, LLCAkron
Percent Advisors LLC$70,023,36628New York
Moment Advisors, LLC$56,295,21525New York
Castfirm Advisors LLC$30,000,00034Garden City
Ihs Wealth Management LLC$39,405,46436Oyster Bay
Nextmove Capital INC.$1904
Sagewood Capital Management LLCNew York
Stone Oak Capital LLC$33,720,036200Rochester
ArèNe Capital Management LP$49,050,6144New York
Everkey Financial LLC$10,572,4252Katy
Upstate Advisers INC$34,053,63039Pittsford
Eden Advisory Services, LLC$27,800,000177Albany
Gcm Grosvenor Wealth L.P.Chicago
Brandon Hill Wealth Management, LLC$48,388,34335
Voss Wealth Management$93,900,636148Endicott
Worth Charting LLC$2,500,0001New York
Coolabah Investment Management (USA) INCMiami
Port Capital Management$29,811,08491Massapequa
Alera Management PartnersBuenos Aires
Wharton Wealth Planning, LLC$36,871,96721New York
Burke Wealth Management, LLC$95,240,442128Houston
Nosuris, INC.$95,000,000450Lynbrook
Fairlead Strategies LLCGreenwich
Anchr Technologies RIA LLCNew York
School Of Personal Finance$28,653,05381
Sterling Labs
Museum Mile Funds LLC$26,883,5123New York
NantasMontevideo, Montevideo
Shikhara Capital (Hong Kong) Private Limited (Company)$164,2775Hong Kong
Bluum Invest LLCLos Angeles
Capital Q Management LLC$93,408,0512Maitland
Vestie$1252Dallas
Optimal Tax Asset ManagementBellevue
Polen International Equity LLCBoca Raton
Sebetic Advisors, LLC$94,388,000124
Rabenold Advisors, INC.$35,557,038117Williamsville
Eternal Capital, LLC$42,745,8867Miami
Missionsquare Wealth ManagementWashington
Rcn Wealth Advisors, INC.$74,529,000174
Isq CapitalKing Of Prussia
Puissance Capital Management LP$45,000,0003
Flight Line Financial, LLCPrinceton
Alta Asset Management, LLCNew York
II Technology, LLC$40,486,13230Austin
AdviceonlySan Diego
Astor
Ivesta Corp$82,000,0001New York
Delta Capital$11,073,80229Santana De Parnaiba
Verdara Ppp LLCTampa
Rail Splitter Capital Advisers, LLC$60,956,8843Chicago
Harwood Private Equity LLP$53,486,10926London
Xetfs$957,2782
Idyllic Partners Manager, LP$85,000,0002Sleepy Hollow
Gensen Asset Management INC.$75,000,0001
Hexis Capital Management$1,544,2131London
Centralis Capital LLC$60,271,6691Prairie Village
Guide Advisors, INC.Bothell
Night Owl Capital Canada, LLCGreenwich
Peak Altitude Partners, LP$68,129,4032New York
Pamalican Asset Management Limited$50,000,0001Hong Kong
Valorem LLC$54,254,1782New York
Ldn Wealth, LLCOrlando
Esmeb INC$26,3644
8figuresDover
Vulpes Investment Management Private Limited$96,531,7224Singapore
Namsoft Advisors, LLC$2,577,14014
BullgroundCiudad De MéXico
CleraBakersfield
Spendvest
Arm Financial LLC$49,000,00060
Hv Capital Management$71,512,244114Montgomery
Ardinall Investment Management LP$28,529,4451New York
Rise North Capital Investment Advisors$50,556,312408Braintree
Endowe Advisory LLC$3002San Jose
Omen Advisory, LLC$36,00094New York
Colab Capital$1,371,8824St. George
Rovia Advisors LLCBangalore, Kamataka
Smp Financial Planning, LLC$78,289,709108
Ebco Trustee Services LTD Liab. Co.$44,665,92718Chiasso, Ticino
Mary & Pip$2,2147
Autonomous Wealth Management LLC$45,58015Brooklyn
Cagr Finance LLC$31,8403Lewes
Colucci Wealth Management LLC$80,796,24693Brightwaters
Honestly Financial LLCVancouver, British Columbia
Iolite Asset ManagementChicago
Sygnus Capital Limted$67,000,0006Kingston 5
Nestvst$7,0675Sugar Land
Torma Capital LLP$62,115,1483London
Harvest - Faith-Based InvestingLynchburg
Musaffa LLC$2,0001New York
Seven Hills Capital Corp.$83,789,5321134Toronto, Ontario
Iconoclastic Capital Management LLC$68,178,878506Rochester
3roots Wealth Partners LLC$92,647,972405Scottsdale
Mindset Asset Management, LLCIndianapolis

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