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- Page 3

# 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).

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| Record | AUM | Accounts | City |
|---|---|---|---|
| Ehg Wealth Management | | | |
| Strategiq Funds, INC. | | | San Antonio |
| Solstice Guard Capital | | | St. Charles |
| Bartholomew & Company Wealth Management, LLC | | | Worcester |
| Vista Point Asset Management LLC | | | Irvine |
| Hofman Wealth Management | | | Chesterfield |
| Castle Wealth Group | | | Mooresville |
| Ccaventus Global Credit Management LLC | | | New York |
| Archiv Capital Management LP | | | |
| Anchor & Oak Wealth Advisors, LLC | | | Marco Island |
| Stackstone Wealth, LLC | | | Dubuque |
| Overwatch Capital Advisors LLC | | | New York |
| Irm Management | $22,537,000 | 40 | |
| Tutela Advisory Group | | | |
| Adams Advisory Services, LLC | | | |
| Dow Family Office Advisory, LLC | | | Lakewood Ranch |
| Sooner Private Financial LLC | $8,995,352 | 82 | Salem |
| Centuria Capital Partners LLC | | | Guaynabo |
| Ssc | | | Houston |
| Deep Blue Capital | | | Newport Beach |
| Seminario Asset Management LLC | | | Coral Gables |
| Innovayte Capital | | | Dallas |
| Wealth Alignment Partners, LLC | | | Honolulu |
| Croboearn | $10,000 | 10 | |
| Acacia Grove Wealth Management | $41,601,668 | 136 | Schenectady |
| Worldline Capital Pte. LTD. | $24,080,000 | 1 | Hong Kong |
| Parataxis Capital Management LLC | $83,691,454 | 12 | New York |
| Longnook Etf LLC | | | |
| Wesfair Advisory Group, INC. | $30,268,007 | 11 | Chappaqua |
| Sfumato Capital Management LLC | $51,259,479 | 4 | New York |
| Jubarte Asset Management Ltda. | $57,000,000 | 5 | Sao Paulo, Sao Paulo |
| Fincera | | | New York |
| Neuralvest LLC | | | |
| Alisio Capital Partners LLC | | | |
| Arcap Partners LLC | $40,451,597 | 87 | Plainview |
| Clearlake Capital Ric Management, LLC | | | Santa Monica |
| Regfi USA, LLC | | | Miami |
| Emxetf | | | |
| Wick | | | Union City |
| Jps Advisors LLC | $26,551,815 | 24 | |
| Biasafe Securities USA Corp | | | Montreal, Qc |
| Blue Owl Real Assets Advisors LLC | | | Chicago |
| Man Advisers LLC | | | Boston |
| Ariam Global INC. | | | San Diego |
| Sip Financial Services | $28,165,682 | 140 | Glenville |
| Jungle Rock Capital | | | London |
| Apt Wealth USA Pty LTD | | | Melbourne Vic |
| Upp Management, LP | | | Houston |
| Monroe Capital Asset Finance Advisors, LLC | | | Chicago |
| Futureit INC. | | | |
| Vt Partners Ag | | | Freienbach, Schwyz |
| Rockford Tower Asset Management, L.L.C. | | | New York |
| 42 Am, LLC | $51,850,000 | 3 | New York |
| Qualivian Investment Partners | $2,820,000 | 2 | |
| Significance Capital Management LLC | $3,835,474 | 4 | Milwaukee |
| Network Capital | | | Kalispell |
| Ai Stock Prophet, LLC | | | Akron |
| Percent Advisors LLC | $70,023,366 | 28 | New York |
| Moment Advisors, LLC | $56,295,215 | 25 | New York |
| Castfirm Advisors LLC | $30,000,000 | 34 | Garden City |
| Ihs Wealth Management LLC | $39,405,464 | 36 | Oyster Bay |
| Nextmove Capital INC. | $190 | 4 | |
| Sagewood Capital Management LLC | | | New York |
| Stone Oak Capital LLC | $33,720,036 | 200 | Rochester |
| ArèNe Capital Management LP | $49,050,614 | 4 | New York |
| Everkey Financial LLC | $10,572,425 | 2 | Katy |
| Upstate Advisers INC | $34,053,630 | 39 | Pittsford |
| Eden Advisory Services, LLC | $27,800,000 | 177 | Albany |
| Gcm Grosvenor Wealth L.P. | | | Chicago |
| Brandon Hill Wealth Management, LLC | $48,388,343 | 35 | |
| Voss Wealth Management | $93,900,636 | 148 | Endicott |
| Worth Charting LLC | $2,500,000 | 1 | New York |
| Coolabah Investment Management (USA) INC | | | Miami |
| Port Capital Management | $29,811,084 | 91 | Massapequa |
| Alera Management Partners | | | Buenos Aires |
| Wharton Wealth Planning, LLC | $36,871,967 | 21 | New York |
| Burke Wealth Management, LLC | $95,240,442 | 128 | Houston |
| Nosuris, INC. | $95,000,000 | 450 | Lynbrook |
| Fairlead Strategies LLC | | | Greenwich |
| Anchr Technologies RIA LLC | | | New York |
| School Of Personal Finance | $28,653,053 | 81 | |
| Sterling Labs | | | |
| Museum Mile Funds LLC | $26,883,512 | 3 | New York |
| Nantas | | | Montevideo, Montevideo |
| Shikhara Capital (Hong Kong) Private Limited (Company) | $164,277 | 5 | Hong Kong |
| Bluum Invest LLC | | | Los Angeles |
| Capital Q Management LLC | $93,408,051 | 2 | Maitland |
| Vestie | $125 | 2 | Dallas |
| Optimal Tax Asset Management | | | Bellevue |
| Polen International Equity LLC | | | Boca Raton |
| Sebetic Advisors, LLC | $94,388,000 | 124 | |
| Rabenold Advisors, INC. | $35,557,038 | 117 | Williamsville |
| Eternal Capital, LLC | $42,745,886 | 7 | Miami |
| Missionsquare Wealth Management | | | Washington |
| Rcn Wealth Advisors, INC. | $74,529,000 | 174 | |
| Isq Capital | | | King Of Prussia |
| Puissance Capital Management LP | $45,000,000 | 3 | |
| Flight Line Financial, LLC | | | Princeton |
| Alta Asset Management, LLC | | | New York |
| II Technology, LLC | $40,486,132 | 30 | Austin |
| Adviceonly | | | San Diego |
| Astor | | | |
| Ivesta Corp | $82,000,000 | 1 | New York |
| Delta Capital | $11,073,802 | 29 | Santana De Parnaiba |
| Verdara Ppp LLC | | | Tampa |
| Rail Splitter Capital Advisers, LLC | $60,956,884 | 3 | Chicago |
| Harwood Private Equity LLP | $53,486,109 | 26 | London |
| Xetfs | $957,278 | 2 | |
| Idyllic Partners Manager, LP | $85,000,000 | 2 | Sleepy Hollow |
| Gensen Asset Management INC. | $75,000,000 | 1 | |
| Hexis Capital Management | $1,544,213 | 1 | London |
| Centralis Capital LLC | $60,271,669 | 1 | Prairie Village |
| Guide Advisors, INC. | | | Bothell |
| Night Owl Capital Canada, LLC | | | Greenwich |
| Peak Altitude Partners, LP | $68,129,403 | 2 | New York |
| Pamalican Asset Management Limited | $50,000,000 | 1 | Hong Kong |
| Valorem LLC | $54,254,178 | 2 | New York |
| Ldn Wealth, LLC | | | Orlando |
| Esmeb INC | $26,364 | 4 | |
| 8figures | | | Dover |
| Vulpes Investment Management Private Limited | $96,531,722 | 4 | Singapore |
| Namsoft Advisors, LLC | $2,577,140 | 14 | |
| Bullground | | | Ciudad De MéXico |
| Clera | | | Bakersfield |
| Spendvest | | | |
| Arm Financial LLC | $49,000,000 | 60 | |
| Hv Capital Management | $71,512,244 | 114 | Montgomery |
| Ardinall Investment Management LP | $28,529,445 | 1 | New York |
| Rise North Capital Investment Advisors | $50,556,312 | 408 | Braintree |
| Endowe Advisory LLC | $300 | 2 | San Jose |
| Omen Advisory, LLC | $36,000 | 94 | New York |
| Colab Capital | $1,371,882 | 4 | St. George |
| Rovia Advisors LLC | | | Bangalore, Kamataka |
| Smp Financial Planning, LLC | $78,289,709 | 108 | |
| Ebco Trustee Services LTD Liab. Co. | $44,665,927 | 18 | Chiasso, Ticino |
| Mary & Pip | $2,214 | 7 | |
| Autonomous Wealth Management LLC | $45,580 | 15 | Brooklyn |
| Cagr Finance LLC | $31,840 | 3 | Lewes |
| Colucci Wealth Management LLC | $80,796,246 | 93 | Brightwaters |
| Honestly Financial LLC | | | Vancouver, British Columbia |
| Iolite Asset Management | | | Chicago |
| Sygnus Capital Limted | $67,000,000 | 6 | Kingston 5 |
| Nestvst | $7,067 | 5 | Sugar Land |
| Torma Capital LLP | $62,115,148 | 3 | London |
| Harvest - Faith-Based Investing | | | Lynchburg |
| Musaffa LLC | $2,000 | 1 | New York |
| Seven Hills Capital Corp. | $83,789,532 | 1134 | Toronto, Ontario |
| Iconoclastic Capital Management LLC | $68,178,878 | 506 | Rochester |
| 3roots Wealth Partners LLC | $92,647,972 | 405 | Scottsdale |
| Mindset Asset Management, LLC | | | Indianapolis |

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[All NewRiaPulse record reports](/hub/newriapulse/records)

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